A survey you send in a Mailchimp email after purchase can inquire about product quality, shipping, or customer support. The answers will help you identify areas for improvement and increase customer satisfaction.
💡 Please note that in order to achieve that, you have to have your online store connected with your Mailchimp account - you'll find instructions on that here.
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. Create a journey in Mailchimp
1. Go to Automations -> Build from scratch:
2. Create a name for your automation, and press Start Building:
3. Press Choose A Starting Point. Then, go to Shopping Activity and choose Buys any product as your starting point:
4. Let's add the next step - press Add a journey point and choose Time delay:
You can choose any delay you find suitable. In this example, we chose a week delay.
5. Again, click Add a journey point and choose Send email. Edit your email's details:
6. Go to email builder and add a Code block to your email:
7. Delete all of the text from the code field and paste the HTML code from the Share tab of your Survicate survey:
Once you embed your survey question in the email, your respondents will be able to start the survey directly from there:
❗️Please Remember! If you want to embed your survey in an email, the first question of your survey needs to be either a Welcome message, Single choice, 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.
8. Design your email in any way you desire and then Save and Return to journey:
9. Voilà! Your journey is done and ready to be used. Collect your customers' feedback on the purchase experience and make it even better 🎉
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 the Mailchimp integration - feel free to reach out to our team via chat or email: support@survicate.com.
Net Promoter, NPS, and the NPS - related emoticons are registered U.S. trademarks, and Net Promoter Score and Net Promoter System are service marks, of Bain & Company, Inc., Satmetrix Systems, Inc. and Fred Reichheld.