8 Ways to Send Your Surveys on SurveyVista

For every organization, surveys play a major role as far as collecting and analyzing data is concerned - to evaluate a product or service and, in the process, assess the performance of the internal team(s). At the same time, surveys are used by companies to gather feedback from consumers, as well as by various educational institutions to hold summative examinations. Thus, it goes without saying that surveys are one of the most popular modes of data collection.

The survey method is a simple three-step process, which includes - creating and publishing the questionnaire, sharing the survey, and assessing the survey responses to curate a conclusive report. While drafting a questionnaire depends exclusively on the purpose of your objective assessment (NPS for Customer Loyalty, CSAT for Customer Satisfaction, and so on), there are several modes of sending survey notifications via SurveyVista that are applicable for all kinds of surveys. In this blog article, we will discuss eight ways through which you can send your surveys to potential respondents, with the help of SurveyVista;

1. Send Survey Notifications via Your Branded Email
   Dispatching surveys via your company’s email address is the most conventional mode of inviting your consumers to participate in it. After all, email notifications have a formal touch to it, as they function as official correspondence between the sender (your company, in this case) and the receiver (the customer). Besides, this mode of sending surveys is simple as well as efficient. Given the fact that email apps are some of the most indispensable Productivity tools, survey notifications that are dispatched via branded emails would certainly be prioritized over other marketing emails. 

   To learn how to dispatch survey notifications via your brand email, refer to our Knowledge Base article:

   Multiple Ways to send Surveys

2. Collect Feedback from participants with Salesforce Chat or AI Bot
   Another method of obtaining data via surveys is to share them at the end of a client’s conversation with your Support Agent in the chatroom. A very common and resourceful method of sharing survey notifications, integrating with Salesforce Chat would simplify your data collection process to a great extent. On top of that, this mode has an added advantage for your organization; sending a survey to the client immediately after their interaction with your AI Bot or Support Agent would help you capture his/her/their initial reaction to the resolution they have received from your side. 

   Refer to the following Knowledge Base article for the procedure to integrate with Salesforce Chat

3. Send Survey Notifications via SMS
   

   An orthodox yet effective way of sending surveys is to dispatch their URLs through text messages or SMS (Short Messaging Service). Interestingly, many tech companies and startups use the SMS channel not only for the purpose of dispatching OTPs (One Time Passwords) or product marketing, but also for gathering customer feedback. The best part about sending survey notifications via SMS is that the text content is straightforward. In other words, all you will have to do is type in a few words to briefly talk about the survey, followed by the survey URL itself. Simple! However, forwarding survey notification via text message depends on the messaging service provider you want to opt for. Upon selecting your desired provider, we can assist you with automating the SMS dispatches seamlessly.

   Find out more on the different channels available for survey distribution

4. Publish Surveys as Forms on Brand Website
   A classic way of collecting feedback without appearing to be insistent to the audience is by embedding your survey form on your company’s website. Like in the case of survey notifications via Salesforce Chat, social media platforms or SMS, the element of surprise intrinsic to this method will allow you to capture the immediate thoughts of the respondents on your products or services. The purpose of your survey form can be an inquiry on their experience of having visited your website, or whether they are aware of your brand and the products and/or services offered. 

   Follow the instructions given in this Knowledge Base article, for a step-by-step procedure to embed your survey form on your website.

5. Automated Survey Assignment using Salesforce Process Builder Process or Flow
   As a 100% Native Salesforce application for creating and analyzing surveys, forms, quizzes and assessments, SurveyVista’s specialized mechanism to distribute surveys makes data collection a hassle-free experience for you. Here, you can simplify the survey distribution procedure by making a Survey Result record first, and then configuring the relevant fields for the same. Then, create one or two pathway(s) on the basis of which SurveyVista will send the survey notification to the target audience. 

   To learn how to configure the same, go through the following Knowledge Base article:

   Configure Flow to Send a Survey when a Case is “Closed”
   Configure Process Builder Process to Send a Survey when a Case is “Closed”

6. Send Survey Email Notifications using Salesforce Pardot
   One of SurveyVista’s fundamental aspects is that all the collected survey data remains in your Salesforce Org. In short, your data is safe and sound. This is complemented by Salesforce Pardot, a B2B SaaS marketing platform, that provides features such as email automation and lead generation, so that you can conduct email campaigns at ease. In the same manner, you can utilize Salesforce Pardot to dispatch your surveys to your customers, clients, and/or internal teams from one place. 

   Go through the steps given in this article: Send Survey using Salesforce Pardot

7. Send Surveys from the Contacts (or a custom object’s) List View section
   Oftentimes, there are certain surveys that look for a very specific kind of respondents. These surveys might inquire on some minute aspects of a product, service, or experience that only a selective few can talk about. Whether it is the technical team’s feedback on a newly-launched product or a customer’s opinion on the design of a product label, such kinds of in-depth evaluation require surveys that are curated to be answered by a particular group of individuals. In this case, the Contacts List View section allows you to send the surveys to a select group of case recipients. 

   To know more on how to implement this mode of sending surveys, here is our Knowledge Base article on the same: Expose a “Send Survey” button on an object’s list views to send a survey to multiple records of the object.

8. Send Direct Survey URLs with additional parameters via an External Marketing Tool
   The final alternative for sending your surveys with SurveyVista is the go-to option for thousands of brands on the Internet - mass marketing campaigns. With the help of an external marketing tool, you can dispatch your surveys to all your contacts at one go. All you have to do is modify the Survey URL to include additional parameters so that the additional information is linked to a Survey Response (i.e. a Survey Result Record). 

   Go through the article Send a Survey URL with additional parameters to set on the Survey Result record

Although SurveyVista supports all the above-mentioned modes of survey distribution, we offer more supplementary features for you to organize the dispatches. One of them is scheduling the survey forwards. To be precise, as a Survey Author or Admin, you can choose to trigger the survey distribution immediately or schedule the dispatch at a later point in time. This would allow you to arrange the survey dispatch timelines in an orderly fashion. Another significant feature is SurveyVista’s very own Email Throttling option. Indeed, sending survey notifications over and over again to your intended participants is a monotonous and frustrating affair. Thus, the Email Throttling feature helps you control the number of email notifications sent, so that you do not appear to be bombarding your clients’ inbox regularly. After all, the first impression you create is the last impression you make with your audience.

For more information on creating and analyzing CSAT, NPS, CES, Quizzes, or any other survey use cases which interest you, feel free to mail us at support@surveyvista.com