Send surveys via Calendly

Add surveys to Calendly's follow-up emails and leverage what you discussed in the meeting to move things forward

Agnieszka avatar
Written by Agnieszka
Updated this week

By default, the Calendly distribution automatically captures information such as the invitee's first & last name and email address. You'll be able to filter survey results by these attributes and thanks to that - evaluate your demo calls, collect more information and run CSAT and NPS® surveys. It's also possible to add any attributes supported by Calendly to your survey link.

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 or start from scratch. Now, build your survey by adding your questions, and applying survey logic.

Step 2. Design your survey experience

Customize your survey page in the Design tab, by adding your company logo or changing colors. Make your surveys entirely branded as your own!

In Settings, you can also enable navigation, progress bar, email answers confirmation, or modify the survey's messages.

Step 3. Configure the survey settings

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

Under the Configure tab, you can also enable other options, such as multiple responses.

Step 4. Optional: Set up integrations for your email survey

In the Connect tab, you can connect the survey with any tool you use or set up Email Notifications whenever a survey is answered. With this option, you can also send the collected responses to the apps you're using.

Step 5. Share your survey as a direct link

  • Head over to the Share tab and grab a link to your survey from the Copy Link button.

  • In Calendly, log in to your account and edit the event for which you'd like to send out follow-up emails.

  • Then go to Communications. Enable Email Follow-Up and click on Edit:

  • Paste the link (using the hyperlink button) into the follow-up email's body and save the changes. Put the survey link in the Link URL* box, while in the Link Text box, you can either put the link again, or any text at all.

Troubleshooting

I've sent a survey in a follow-up email, but the response is anonymous, how can I know who answered the survey?

In case your survey link didn't correctly capture the respondent's information, please try to change the Invitee Questions from Name to First Name and Last Name.

From:

To:

📞 If you have any questions about sending a survey via Calendly - 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.

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