Under the SHARE tab, you will see the options to distribute your survey.
There are two ways to distribute surveys by email. Using either of these options you can capture respondent data. You can:
- Share a direct link to the survey, or
- Include your survey in an email using HTML code: Let your respondents start the survey directly from the email.
Not ready with your survey yet? Learn how to create an email survey
💡Tip: If you are sending your surveys via one of the supported distribution providers (available under survey distribution tools) we will automatically capture respondents' email addresses other identification using software-aware links. You'll get to know what was the response each person gave!
Supported distribution providers:
Currently, we automatically support sending surveys with:
Intercom, Mailchimp, Hubspot, Klaviyo, Calendly, ActiveCampaign, Sendgrid, Salesforce, Marketo, Pardot, Zendesk, Sharpspring, Drip, Infusionsoft, Convertkit, Freshsales, Freshdesk, ConstantContact, GetResponse, Autopilot, Customer.io, Mailgun, Campaign Monitor, Help Scout, ZohoCampaigns, Vero, ExactTarget, Drift, Boomtrain, Bronto, Salesmango, Lifecycle.io.
Click on your tool above to learn more about sharing surveys with this software.
Your provider not on the list? Read on:
1. Share your survey via a direct link:
You will see a link to your survey in the Share section. You can hide this link behind a CTA button or hyperlink it. You can also link it to an image - and share it wherever you want; Instagram, Facebook, Twitter, Linkedin - the web is your oyster!
📌Note: Under the change provider button, you can change the provider you want to send your surveys at any time.
2. Include your survey in an email:
IIf you embed a survey, you'll get to display its first question directly in the email's body, hence, your respondents will be able to start the survey directly from the email. They'll then be redirected to a landing page to take the rest of the survey.
All you need to do is copy the code that’s generated once you click on the Get your Code button and paste it into an HTML editor of your software. It's a simple copy-and-paste job and it doesn’t require any coding or technical skills.
❗️Remember: If you want to embed a survey in an email, the first step of your survey should be either a Net Promoter Score, Smiley scale, or Single answer selection question. If you choose any other type of question as to the first one, we'll only provide you with a link to the survey. To get your code, change the first question of your survey to one of the question types above.
Once your survey has been sent out and you've collected some responses, you are fully ready to dive into your insights. 🚀
Frequently asked questions
My email software is not a supported distribution, will I be able to identify my respondents?
In most cases, yes you can! Our survey links use dynamic URL tags called merge tags. The majority of email automation and CRM tools support this kind of dynamic tokens. Please check with your provider if they support merge tags, then you can add these tags to your survey URL and identify your respondents. You can read more on adding the merge tags in this article.
I'm sending my survey with software that Survicate doesn't have native integration with, will I still be able to sync responses to my software?
If we don't have a native integration with your software, you can use Zapier to pass your subscribers' responses to their profiles (creating a zap don't require any coding knowledge).
You can alternatively use Webhooks for robust custom integration.