Currently, if we want to be in total control of when a survey goes out (rather than using automation), we have to use the “shareable link” option. The big issue here is that the link doesn’t “know” who the customer is. It forces them to manually type in their email address to link the response to their company record, which feels a bit clunky and leads to typos or people just dropping off.
It would be great if we could send a Custom Survey directly from a Contact Record as a simple one-to-one email, similar to how we send a template or a meeting link.
Ideally, HubSpot should recognise the contact automatically so they don’t have to fill in their own details. This would make the process feel much more personal and would definitely help our response rates.