Survey to understand our customers' preferences on certain solutions.

Service Hub Tips, Tricks & Best Practices
1

Hello,

We thought of structuring a survey to send to our database to understand our customers’ preferences on certain solutions.

Once the survey has been completed, we would like to send - based on the answers given by our customers - a short report with some useful advice.

We thought of:

1) HubSpot forms and workflow;
2) External tools such as “SurveyMonkey” or “Typeform” and sending reports via HubSpot;

What is the most appropriate tool to do everything?

Regards,

Simone

2

Hi @Simoneponti89 ,

You could use the service Hub to do everything you wrote before.

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With this, you could set your custom survey and send this to the contact list or make a link to share with your contacts through an email campaign, as well you could receive notifications when you have a bad rate or a good rate. When you finish your survey campaign you can have the statistics and dashboards about it.

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I hope to help you with this info. Regards