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. Choose a template from our library or start from scratch. Choose Send via email or link, pick Calendly as the distribution tool and name your survey
Step 3. 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 configure tab, you can enable other options like multiple responses.
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: