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.

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

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

Here’s how to set up:

Step 1. Create your survey from the New survey+ button. Select Start from scratch > Send via email or link, pick Customer.io as the distribution tool and name your survey

Step 2. You'll now get to build up your survey by adding 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 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 the settings tab, you can enable other options like multiple responses.

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

1️⃣ Send as a direct link

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. 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.


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

What's next?

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