Send surveys via Salesforce

Embed your survey in an SFDC email or share it as a link behind a CTA button

Agnieszka avatar
Written by Agnieszka
Updated over a week ago

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

Create your survey from the Create new survey button. Select Email or shareable link survey, and pick whether you'd like to use a ready template, create a survey with AI, or start from scratch. Build your survey by adding your questions and applying survey logic.

❗️Please Remember! If you want to embed your survey in an email, the first question of your survey needs to be either a welcome message, single choice, a smiley scale, or a Net Promoter Score®. If you choose any other type of question as to 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 Design tab by adding your company logo and changing colours. Make your surveys entirely branded as your own!

You can also enable navigation, a progress bar, email answers confirmation, or modify the survey's messages in the settings.

Step 3. Configure the survey settings

Once you are ready with your survey, head on to the Configure tab and pick Salesforce as the distribution tool under 'Identify respondents with':

❗️In Salesforce Lightning, the merge tags are configured differently than in Salesforce Classic, so you will have to change the merge tags in your HTML code or survey's link:

In SF Classic, merge tags should look like this: {!Contact.ID}

In SF Lightning, merge tags should look like this: {{{Contact.ID}}}.

Step 4. Set up integrations for your email survey

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 to the Share tab and decide how you'd like to send your survey.

  • Direct link

Before copying the link or code, please ensure you have chosen merge tags you'd like to pass from Salesforce to Survicate. Responses will come in as anonymous if you don't select the email or ID of the particular object.

Grab a link to your survey from the Copy Link button, and hide it behind a CTA button or hyperlink.

  • Launch in an email

Display its first question directly in the email's body, and let the users start the survey directly from the email. They'll then be redirected to a landing page to take the rest of the survey.

1. Click Get your 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:

  1. On the Activity History related list of a record, click Send an Email.

  2. To change formatting type, click Switch to Text-Only or Switch to HTML.

  3. To use a predefined email template, click Select Template.

  4. Complete the fields.

  5. 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 to the survey. Here's how to pass survey responses to Salesforce.

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.

Check out our video to see how to send a survey via Salesforce 📽️

📞 If you have any questions about sending a survey via Salesforce - feel free to reach out to our team via chat or email:

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.

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