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Email Marketing | Analytics

How to Create a Survey in Mailchimp

Here at EmailSoldiers we regularly supply the emails we send to customers with surveys. It helps businesses acquire actual feedback and understand which parts of the product work well and which don't. The surveys allow us to correct business processes and communications inside the email-channel over time. Mailchimp has introduced new tools for creating surveys, and we'd like to inspect them.

Creating surveys in Mailchimp platform inner functional

There is a built-in survey-making tool in Mailchimp. It is located inside the Audience > Survey tab. We go to this tab and click on Create a Survey. Here are the blocks that can be applied to creating a survey:
  • Radio buttons. These allow to choose one variant from several options
  • Checkboxes. These allow to choose different variants
  • 0-10 range. Here a customer can rate your services, giving a 1 to 10 mark
  • Open Text. A field to type text in
  • Email. In this field you can acquire the user's email address
Every field can be set as "Required" and "Toggle Other Option" can be added to it.
As you've finished applying all the changes in the "Questions" tab, you can move to the "Design" tab in order to set the look of the survey.
When you open the page for the first time it looks this way:
Here you can:
  • change the button color;
  • change the button text color;
  • change the background color;
  • add the company's logo;
  • create the survey's description;
  • change the button text;
  • change the gratitude text for finishing the survey;
  • change the text that comes after the survey is closed.
In general, it is enough to create a rather simple, but convenient survey.
There will be a Mailchimp logo on the survey by default. It can be disabled only in the paid version. The same thing goes for the logo of the platform in the footer of the letter. The only thing you can do is just place it in a nice way. If you want to disable it completely you'll have to pay for the program.
When your design is ready, just click the "Save&Close" button in the upper right corner. To turn on the design just move the "Turn on" slide on the surveys tab.
The survey itself is hosted on the Mailchimp server and the link to it can be copy-pasted into the emails and sent to your subscribers. To get the special link for the emails just click the "Share by mail" button.
There are two versions of the link:
  1. Link with automatic response attribution;
  2. Link without automatic response attribution.

Creating a survey in Google Forms

Using Google Forms is one of the easiest and one of the most trusted ways of creating a survey in the mailout. There will be a link to a Google Form that a user may use to leave his or her opinion. The answers will go to the pre-readied Google Table where the data is updated in real time. You can pick a table in the "Answers" tab which will collect and contain the results of a survey, or you can just create a new survey table. There you can also turn on the notifications that will go to your email after any form is filled.
These forms provide enough functions to create a survey in most cases.
Types of blocks in Google Forms:
  • text line;
  • text passage;
  • one variant from the list;
  • several variants from the list;
  • unfolding list;
  • scale;
  • grid (multiple choice);
  • checkbox grid;
  • date;
  • time.
The biggest advantage is that it is a free and functional tool that is suitable enough even for big companies.
The surveys can be personalized, images and videos can be added to them and you can change the head of the survey, for example, in order to decorate it with the company's corporate colors.

Creating a survey in Survey Monkey

In our blog we have a detailed article dedicated to the process of creation of reports in SurveyMonkey, that's why we won't focus on the technical moments for too long. The surveys made in this service are very similar to the ones made in the Google Documents. In an email there will just be a link leading to a survey. The difference is that the survey itself gives more flexibility and data. For example, you can see the coefficient of surveys filling in order to correct its difficulty or length if needed. And there are also many templates for various types of surveys.
Such as:
  • feedback and suggestions;
  • conception check;
  • course rating;
  • scientific research;
  • test;
  • voting;
  • form or statement;
  • employees' work.
You can choose several forms of surveys:
  • classic;
  • one question on a screen;
  • a chat-style survey.
It all looks way more interesting than Google Forms, but not everyone needs it. Survey Monkey has paid tariffs and if you plan using the service actively, then you will surely move to them.
This platform is the best choice for those companies that hold lots of surveys, not only in email marketing. It is convenient to create reports and to contain and look through its analytics. But if you don't have too many questions Google Forms will suit you well.

Here is an example of a chat-style survey:

NPS Survey

This survey can be made without using any additional services or interactivity in the letter. NPS Survey allows the user to quantify his or her satisfaction. For example, with the ten-point scale. The rating in every figure of the survey leads to the page with gratitude for finishing the survey. But the fact that every figure has its own url allows us to segment the people who have responded in this or that way. This exact variant cannot be done in Mailchimp now. But with the development of the functional side of Customer Journey Map, the service will acquire the ability to segment people by their click to a certain link.

You might also like this:

How you can improve the NPS Survey in your emails

If a user gives a 1 to 4 mark then his or her link in a letter leads to the application form for the tech support or to request filling form.
A 5 to 7 mark leads to the "Thank you for completing our survey" form.
An 8 to 10 mark will give a link to a personal promo code for a discount.