By default, the Survicate - 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, but also add any attributes supported by Calendly to your survey link. Potential use cases:

  • a survey to evaluate your demo/phone call

  • a survey to collect more information

  • running Service Satisfaction or CSAT surveys

Here’s how to set up:

Step 1. Create your survey from the 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.

❗️But Remember! If you want to embed your survey in an email, the first question of your survey needs to be either a 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. Customize your survey page in the design tab, by adding your company logo, and changing colors. Make your surveys entirely branded as your own!
Under the settings tab, you can enable other options like multiple responses.

Step 3: Once you are ready with your survey, head on to the Configure tab and pick Calendly as the distribution tool under 'Identify respondents':

Step 4. Head over to Share tab and copy the code under Get the link

Step 5. In Calendly, log in to your account and edit the event for which you'd like to send out follow-up emails.

Step 6. Then click on Notifications and Cancellation Policy. Enable follow-up emails and click on Personalize:

Step 7. Paste the link (using the hyperlink button) into the follow-up email's body and save the changes:

💡Once you have collected some responses, go to Survey Results in Survicate to see who gave you each score!

Here's the final outcome of Survicate x Calendly survey distribution:

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