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GGGG123
Member

Embedding a survey into automated HubSpot email

SOLVE

Has anyone used a Hubspot service or figured out how to embed a survey into an automated email follow-up? 

 

I would like to have the second email in my automated sequence contain 5-7 questions (some text answers, some are 1-10 answers). Our hope is that this survey will be able to detect who the recipient is so that we can see how individual recipients responded. 

 

Additionally, I don't want to simply add a link that takes them to a new page in their browser as that is another layer of friction and would cut down on the respondents.

 

I have found what seems to be a solution online through Simplesat (blog here) but they require a rather high monthly subscrption just to run one or two surveys. 

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2 Accepted solutions
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Embedding a survey into automated HubSpot email

SOLVE

Hi @GGGG123,

 

Yes, HubSpot has a native feature for this, custom surveys: https://knowledge.hubspot.com/customer-feedback/create-a-custom-survey

 

(This a Service Hub Professional feature.)

 

karstenkoehler_0-1671169250725.png

karstenkoehler_1-1671169259000.png

karstenkoehler_2-1671169272266.png

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Embedding a survey into automated HubSpot email

SOLVE

Hi @GGGG123,

 

You could check out the integration with SurveyMonkey: https://knowledge.hubspot.com/integrations/how-do-i-set-up-and-deploy-a-surveymonkey-survey-with-hub...

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

3 Replies 3
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Embedding a survey into automated HubSpot email

SOLVE

Hi @GGGG123,

 

Yes, HubSpot has a native feature for this, custom surveys: https://knowledge.hubspot.com/customer-feedback/create-a-custom-survey

 

(This a Service Hub Professional feature.)

 

karstenkoehler_0-1671169250725.png

karstenkoehler_1-1671169259000.png

karstenkoehler_2-1671169272266.png

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

GGGG123
Member

Embedding a survey into automated HubSpot email

SOLVE

Hey Karsten köhler, 

 

Thank you for such a detailed explanation! Unfortunately, the Service Hub Professional is one of the subscription levels that we don't have. 

 

Do you know of any other program (i.e Typeform) that integrates into the HubSpot email? 

 

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Embedding a survey into automated HubSpot email

SOLVE

Hi @GGGG123,

 

You could check out the integration with SurveyMonkey: https://knowledge.hubspot.com/integrations/how-do-i-set-up-and-deploy-a-surveymonkey-survey-with-hub...

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.