If you use a mailing list in HelpScout to distribute your surveys, the first & last name and email address information of the respondents will be captured automatically. You'll be able to filter survey results by these attributes as well. You can also add any attributes to your survey link that are supported by Help Scout.

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

There are two ways to distribute your survey with Help Scout:

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

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


Here's how you can set it 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 Help Scout as the distribution tool under 'Identify respondents':

Step 4. Head over to the 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 your survey's first question in the email body, and start the survey directly from the email. They'll your respondent 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 or create a new conversation in Help Scout.

3. Pick "Insert HTML" from the available options.


Paste the HTML code copied from your surveys and you're ready to go!
You can send out the survey and get feedback from your users.

💡 To make things even easier you can save a Survicate survey as a "saved reply" so it will be possible to use even faster!
All you need to do is go to saved replies, create a new saved reply, paste the HTML code and click "save reply".

From now on you will be able to find the survey in your saved replies library! 🎉

If you have any questions, reach out to our team from the live chat 👉 or contact our us at support@survicate.com

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