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, as a result, 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.

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. 

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

Once you are ready with your survey, head to Launch  ➡️ Identify respondents and pick Calendly as the distribution tool:

In the Launch tab, you can also enable other options, such as retaking, end date, or expiration date. Read more here. 

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.

In Launch ➡️  Share, copy the link to your survey:

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, and in the Link Text box, you can either put the link again or any text at all.

Once you collect some responses, go to Survey Results in Survicate to see who gave you each score!
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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 changing the Invitee Questions from Name to First Name and Last Name.