With Survicate, you can:

In this article, you'll learn how to create a survey that can be shared via a link in a private message or in a group conversation with platforms such as WhatsApp or Facebook Messenger.

If you'd like to share your survey via a messaging service, first you'll need to create a shareable link/email type of survey.

Click the Create new survey button and select Email or shareable link survey. You can start from scratch, pick a survey from our templates library, create a survey with AI, or import questions you prepared before:

To guide you through the survey creation process, we will create a survey from scratch.

Click + Add first question and choose which question type you would like to add.

You can make a question mandatory under its Settings tab:

To avoid duplicate responses, decide how many times each person can answer the survey in Launch ➡️ Retaking:

In the Launch tab, you can also set an End date or Response limits to automatically stop the survey.

The link you'll find in Launch ➡️ Share can later be used to distribute your survey:

In the same section, you can also share your survey directly on Facebook, X, or LinkedIn, or get your survey's QR code.

In Launch ➡️ Share ➡️ Link preview, you can also adjust your survey's preview, description, and the name respondents will see when the survey opens in a browser tab.

As mentioned in the paragraph above, messaging platforms are not supported providers, which means the survey link created in Launch ➡️ Share will not automatically capture respondents.

If you don't want to collect anonymous responses and you'd like to assign respondents to their answers, you can add a Contact form type of question to your survey with First Name, Last Name, or Email fields.

To avoid using a Contact form, you can use merge tags to identify the respondents of a survey sent in a private message. This requires sending a separate link to each person, with their name or email address included in the link. If you're unsure how to do that, feel free to drop us a message via chat, or contact support@survicate.com.

If you don't want to include a long survey link in your WhatsApp or SMS message, you can use external tools, such as Bitly, to shorten the link. The setup is very fast and easy. You can customize the second part of the link if you wish, and you're ready to send it out!

If you'd like to send the survey to individual contacts, it's best to paste the survey link in a direct message rather than in a group conversation. You can do this on messaging platforms such as WhatsApp or Messenger:

This way, you can ensure that only your chosen contacts can complete the survey.

When adding your survey link to a public social media post, it's important to make sure you're collecting responses from the right audience. To achieve this, you can use survey logic, to show different questions to different contacts.

For a more personal and branded experience, you can choose to host your link surveys on a custom domain. You can also remove Survicate's branding and add your logo or design.

In the Connect tab, you can choose to activate Email Notifications to receive an email whenever your survey receives a new response, or connect with tools, such as Slack or Google Sheets, to receive survey responses outside of Survicate as well.