Add a survey to your Mailchimp newsletter

Include a Survicate survey in your email newsletter

Daniela avatar
Written by Daniela
Updated over a week ago

By including a survey in your Mailchimp newsletter campaigns, you can better track client satisfaction levels and address any feedback from customers. Let's add a Survicate survey to your newsletter!

Step 1. Create a survey to send via an email or direct link

1. Log in to your account, and you'll see the panel where you can view all surveys you've created - active and inactive. To create a new survey, click on Create new survey.

2. Pick an Email or shareable link survey from the menu. You can either set up a survey of your own (start from scratch), select a survey from our templates library (start from template), create a survey with AI, or import questions you prepared before:

3. Choose Mailchimp in the Identify respondents with field in both Configure and Share tabs of your survey:

💡 If you need a more detailed guide - you'll find it here.

Step 2. Add the survey to your newsletter


1. In the share tab of your survey, click Get your code, then copy the HTML code.

2. Go to the Mailchimp email template you use for sending out the newsletter, pick Code from the drag&drop editor, and drag it into your email's body.

3. Replace the code with the one you've copied from Survicate.

💡 You can add follow-up questions to those who rated the newsletter poorly to ask them for tips on what to improve. Here's an example survey template for a newsletter, ready to use!

Step 3. Connect Mailchimp integration and Send data from Survicate to Mailchimp

💡 This step is optional; it allows you to send data based on responses from Survicate to your respondents' profiles in Mailchimp.

1. To enable Mailchimp integration, go to the Connect tab of your survey, find and pick Mailchimp from the list of integrations. You can also enable Mailchimp integration in the main menu Settings -> Integrations.

2. Click the Connect button to set up the authorization.

3. In the pop-up window, press the Authorize access button to confirm the connection. If you don't see the pop-up window, you may need to allow pop-ups in your browser - please look for the settings in your browser URL bar, or use instructions for Chrome, Firefox, Opera, Edge, or Safari.


4. After authorization, pick the Mailchimp list you'd like to connect the survey to. You can select one list for each survey you wish to Connect.

💡Tip: You can always change the list under Mailchimp integration settings.

5. Send data from Survicate to Mailchimp. You can update contact fields or send tags to Mailchimp based on the survey responses. For example, you can assign the tag "Unsatisfied" to people who were unhappy with the purchase experience. Later on, you can use this tag to create a list and follow up with them 😊

📞 If you have any questions about setting up the Mailchimp integration - feel free to reach out to our team via chat or email: support@survicate.com.


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