With Survicate, you can:
Send surveys to a group of respondents or to your contacts separately;
Include a survey link in your Gmail message;
Embed the survey's first question in the email's body.
In this article, you'll learn how to create a survey and share it via a link in a private message or in an email, or embed it in the email's body, so that your respondents can start filling it out directly from their inboxes.
📌 Please note that Gmail is not one of our supported providers. It means that we will not be able to automatically recognize the respondents' email addresses, and the survey may look different in Gmail than in the Survicate panel. We also may not be able to help with issues related to sending surveys from Gmail. However, you can still use it to send out surveys to your contacts and identify the respondents in other ways.
Table of contents:
Create and Configure a shareable link survey
If you'd like to share your survey via Gmail, first you'll need to create an Email or shareable link type of survey.
Pick an Email or shareable link survey from the menu. You can either add all questions on your own (start from scratch) or choose and modify one of our templates (start from template).
To guide you through the survey creation process, we will create a survey from scratch.
Click Add new question or Add question from library and choose the question you would like to add.
To avoid duplicate responses, decide how many times each person can answer the survey in its Configure tab:
On some of the plans, you can also set the date or the number of responses on which you'd like to stop the survey.
More features of the Configure tab are described in our article here.
🔧 In case of using unsupported providers, such as Gmail, you can leave the Identify respondents with: box in the Configure tab empty. By default, responses collected via a survey sent from Gmail will be anonymous.
Share your survey's link in an email
Go to the survey's Share tab and click on Copy survey link.
If you'd like to send the survey link to your contacts, you can either paste the link in the email's text, or hyperlink a part of the message you already wrote.
Embed your survey's first question in an email
If you'd like your respondents to start taking the survey directly from the email, you can embed the first question in the email's body.
Go to the survey's Share tab and click on Get your code.
Copy this code:
Then, open a text editor app on your laptop or computer, it can be MS Word or TextEdit, or a different text editor you may have.
Create a new file and paste the HTML code you copied from the Share tab in this empty file of a text editor on your computer.
Save it as a .html file (any name with .html at the end), for example, embed_survey.html.
Open this file in your browser, copy everything that you see (the survey's first question and answer choices).
Paste the copied content into the email's body.
You can also include a survey in your email's footer to ask your contacts for feedback whenever they receive an email from you.
Find out who answered your survey
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 E-mail 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 while adding their name or email address to the link.
Activate your survey's integrations
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.
📞 If you have any questions or need help creating a survey, please contact our team at email@example.com or start a chat conversation 👉.