If you use a mailing list in Freshworks to distribute your surveys, we automatically capture subscribers' first & last name and email address information - 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 that are supported by Freshworks.

We also record every single answer, even if they don't complete a survey.👍

There are two ways to distribute your survey with Freshsales:

  1. Hide the survey link behind a CTA button, or hyperlink

  2. Embed the first question into Freshsales email to boost your response rate

❗Due to the HTML limitation of Freshdesk, it's only possible to hide the survey link behind a CTA button or hyperlink.

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 Freshdesk or Freshsales as the distribution tool under 'Identify respondents':

Step 4. Head over to Share tab and decide how you'd like to send your survey.

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

2️⃣ Launch in an email

Display its first question directly in the email's body, and 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. Go to your Freshsales or Freshdesk email you want to use for the survey and click code view from the editor.

3. ❗️Paste with the one you've copied from your Survicate survey - you can do it by clicking on the code area and use shortcut CTRL+V


Once you've got everything ready, send your email, and get ready to dive into your insights 🚀

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