With Survicate, you can create email surveys to send via Salesforce. Use a mailing list in Salesforce to send your surveys. We can capture contact, lead, account, case, event, opportunity, and contact information from Salesforce - so you'll know who responded to your survey! You'll be able to filter survey results by these attributes, too. You can also add any attributes to your survey link supported by Salesforce.
There are two ways to distribute your survey with Salesforce:
Step 1. Create an email survey
Start by choosing the Create new survey button. Select Email or shareable link survey, and pick whether you'd like to use a ready template, build a survey with AI, or start from scratch:
Continue building your survey with this guide.
❗️Please remember, if you want to embed your survey into an email, the first question of your survey needs to be either a welcome message, single choice, a smiley scale, rating scale, or a Net Promoter Score®. If you choose any other type of question for the first one, we will only provide you with the link to your survey.
Step 2. Design your survey experience
Customize your survey page in the Theme tab by adding your company logo or changing colors. Make your surveys entirely branded as your own!
In Settings, you can also enable navigation, a progress bar, or the email answer confirmation feature. In the Texts tab, you can modify the survey's messages.
Step 3. Configure the survey settings
Once you are ready with your survey, head to Launch ➡️ Identify respondents and pick Salesforce Classic or Salesforce Lightning (depending on which tool you're using) as the distribution tool:
❗️In Salesforce Lightning, the merge tags are configured differently than in Salesforce Classic, so it's important to select the correct tool.
Step 4. (Optional) Set up integrations for your email survey
In the Connect tab, enable Salesforce integration or connect any other tool you use. With this option, you can send the collected responses to your apps.
Step 5. Share your survey
Head over to Launch ➡️ Share and decide how you'd like to send your survey.
Before copying the link or code, please ensure you've selected the merge tags you'd like to pass from Salesforce to Survicate. Responses will be anonymous if you don't select the email or ID of the specific object.
Direct link
Grab the link to your survey, and hide it behind a CTA button or hyperlink.
Launch in an email
Display the survey's first question directly in the email's body. The respondent will answer the first question in the message, then be redirected to a landing page to complete the rest of the survey.
1. In the Email embed section, click Get email code, then copy the HTML code.
2. If you are using Salesforce Classic, you can switch to HTML formatting or create an HTML email template to paste your code:
On the Activity History related list of a record, click Send an Email.
To change formatting type, click Switch to Text-Only or Switch to HTML.
To use a predefined email template, click Select Template.
Complete the fields.
Click Send.
If you are using Salesforce Lightning Experience, you can create a template with our HTML code included:
1. To create a Salesforce email template, navigate to Setup:
2. Here, under Email, navigate to Classic Email Templates and click New Template
3. Next, you can choose to create your email as a Custom (without Classic Letterhead).
4. Proceed to the Next step. Paste the code to the HTML body text box, and save your template.
5. Insert this template to send your survey directly to your contacts or add it to campaigns.
6. Collect valuable feedback and analyze results straight from our dashboard.
Best practices
Send responses to Salesforce profiles as field values
We strongly recommend combining your email survey with our Salesforce integration to rocket boost your email campaigns! You can enable Salesforce integration in the Connect section of your survey and update contact fields based on their responses.
Collect information about the respondents
When sending the survey via Salesforce, we'll automatically recognize the contact, lead, account, case, event, opportunity, and contact. You can also add any other Salesforce attributes to your survey link to identify the respondents with this data.
📞 If you have any questions about sending a survey via Salesforce - feel free to reach out to our team via chat or email: support@survicate.com.
Net Promoter, NPS, and the NPS - related emoticons are registered U.S. trademarks, and Net Promoter Score and Net Promoter System are service marks, of Bain & Company, Inc., Satmetrix Systems, Inc. and Fred Reichheld.