If you use a mailing list in Customer.io to distribute your surveys, we automatically capture subscribers' 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 Customer.io.

There are two ways to distribute your survey with Customer.io:

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

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

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.

❗️Please remember, if you want to embed your survey into an email, the first question of your survey needs to be either a welcome message, single choice, a smiley scale, rating 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. Design your survey experience.

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

In the 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 Customer.io as the distribution tool under 'Identify respondents with'.

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

Step 4. Set up integrations for your email survey.

In the Connect tab, you can connect the survey with any tool you use. With this option, you can send the collected responses to the apps you're using or enable email notifications.

Step 5. Share your survey

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

  • Direct link

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

  • Launch in an email

Display your survey's first question directly in the email's body, to allow starting the survey directly from the email. The respondents will then be redirected to a landing page to answer the rest of the survey.

1. Click Get your code, then copy the HTML code.

2. Open your email builder in Customer.io, and pick HTML from the drag&drop menu.

3. Replace the content of the HTML with the one you've copied from your Survicate survey.

Best practices

Update user profile with Zapier integration

You can connect Customer.io and Survicate via Zapier to update customer profiles with survey responses.

Collect information about the respondents

When sending the survey via Customer.io, we'll automatically recognize the respondent's email address information. You can also add any other Customer.io attributes to your survey link to identify the respondents with this data.

📞 If you have any questions about sending a survey via Customer.io - feel free to reach out to our team via chat or email: support@survicate.com

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