Send surveys to contacts with ActiveCampaign integrations

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Send surveys to contacts with ActiveCampaign integrations

Introduction

The ability to send surveys to contacts is a vital feature for businesses looking to gather insights and feedback from their customers. With ActiveCampaign's survey integrations, you can create surveys using your preferred third-party survey tool and link to them directly from your campaigns or automation emails. This feature is available for the following plan types: Starter, Plus, Pro, and Enterprise. By leveraging these integrations, you can sync survey responses directly into your ActiveCampaign account, facilitating better customer relationship management.

How to access this feature

To begin utilizing survey integrations within ActiveCampaign, you first need to set up your ActiveCampaign account. Once your setup is complete, you can access the relevant survey integrations through the ActiveCampaign dashboard. Here’s how:

1. Log in to your ActiveCampaign account. 2. Navigate to the Apps section from the main menu. 3. Locate the Survey section to explore available integration options.

Step-by-step instructions

Follow these steps to send surveys using ActiveCampaign integrations:

1. **Choose your survey tool**: Select one of the supported survey tools like SurveyMonkey, Survicate, Typeform, or others compatible via Zapier.

2. **Set up the integration**:

  - For example, if you choose SurveyMonkey, you can embed your survey link directly into your emails or automations. Set up the integration following the instructions provided in the respective documentation.

3. **Create your survey**: Design your survey in your selected survey tool. Make sure to keep your audience in mind to ensure you collect the most useful data.

4. **Link the survey**:

  - In your ActiveCampaign campaign or automation email, include the survey link. This can typically be done by adding a Button or Text link to your email template that directs users to the survey.

5. **Sync responses**: Depending on the tool you are using and the setup of the integration, survey responses can automatically sync back to your ActiveCampaign account. Monitor your responses either through the third-party tool or within ActiveCampaign itself.

Configuration options and settings

When using survey integrations within ActiveCampaign, you'll encounter several important configuration options:

- **Integration setup**: Each third-party tool will have specific setups. For example:

 - SurveyMonkey allows you to embed survey links and gather data directly.
 - Survicate integrates to trigger automations based on survey completion.
 - Typeform lets you create custom forms for targeted information gathering.

- **Automations and Actions**: Utilize ActiveCampaign's powerful automation features to set triggers based on responses, such as:

 - Adding contacts to specific Lists based on their feedback.
 - Notifying users internally when specific survey responses are collected.

Best practices and tips

To get the most out of your survey integrations, consider the following best practices:

- **Craft clear and concise survey questions**: Ensure that your questions are straightforward, as this will improve response rates and the quality of data collected.

- **Promote your survey**: Share your survey link through multiple channels including email, social media, or your website to attract a larger audience.

- **Test your surveys**: Before sending out surveys widely, run a few tests internally to ensure everything functions correctly, from question phrasing to response collection.

- **Analyze your results**: Regularly review the survey responses within your ActiveCampaign account to gain insights and inform business decisions.

Common use cases with examples

Surveys can be utilized in various scenarios. Here are a few common use cases:

1. **Customer Satisfaction**: Use surveys to measure customer satisfaction (CSAT) after a purchase or service experience. For example, send a survey via the SurveyMonkey integration to gather feedback on a recent purchase.

2. **Net Promoter Score (NPS)**: Deploy a survey using Survicate to calculate your customers’ likelihood of recommending your product or service to others.

3. **Market Research**: Utilize insights gathered from surveys created with Typeform to inform product development or marketing strategies.

4. **Event Feedback**: After hosting an event, send a follow-up survey to gauge attendees' experiences, allowing you to improve future events.

Troubleshooting

If you encounter issues while integrating surveys with ActiveCampaign, consider the following troubleshooting tips:

- Ensure that the integration between your selected survey tool and ActiveCampaign is properly set up and authenticated. - Check your survey links to verify they point to the correct surveys and that the surveys themselves are published. - If responses are not syncing, consult the documentation for your specific survey tool and ensure that webhooks (if required) are set up correctly.

Related features

For more on enhancing your email campaigns through automation and integrations, explore the following related features:

- Automation - CRM - Email Marketing

FAQ

Q1: Can I use any survey tool with ActiveCampaign? A1: ActiveCampaign supports several integrations, including SurveyMonkey, Survicate, and Typeform, among others available through Zapier.

Q2: How do survey responses get synced into ActiveCampaign? A2: Depending on the third-party tool you use, survey responses can automatically sync into your ActiveCampaign account, allowing for better audience segmentation and automation.

Q3: Is there a limit on the number of surveys I can send? A3: There is no specific limit imposed by ActiveCampaign, but keep in mind the best practices regarding audience engagement and email frequency.

Q4: What happens if I encounter problems setting up the integration? A4: Check the support documentation provided by your chosen survey tool or contact ActiveCampaign support for assistance.

Q5: Are responses private and secure? A5: Yes, survey responses collected via ActiveCampaign integrations are handled according to the privacy policies of the respective survey tools and ActiveCampaign's own data protection measures.

Q6: Can I customize the survey design when using these integrations? A6: Yes, you can customize the survey design within your chosen survey tool before embedding it in ActiveCampaign.

Q7: Do I need technical skills to set this up? A7: Basic understanding of integrating applications and using ActiveCampaign is helpful, but detailed guides are available to assist in setting up each integration.

For more detailed information, refer to the respective integration documentation for each survey platform. ```