Tips, Tricks & Best Practices

Simoneponti89
Participant | Gold Partner
Participant | Gold Partner

Survey to understand our customers' preferences on certain solutions.

SOLVE

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

0 Upvotes
1 Accepted solution
JuanGomez0818
Solution
Key Advisor

Survey to understand our customers' preferences on certain solutions.

SOLVE

Hi @Simoneponti89 ,

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

JuanGomez0818_0-1680722542845.png

 

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.

JuanGomez0818_2-1680722688245.png


I hope to help you with this info. Regards




Juan Gómez
Hubspot Consultant | HubSpot Freelancer | Hubspot Solution Provider | TheWhiteHub.io

Contáctame aquí



View solution in original post

1 Reply 1
JuanGomez0818
Solution
Key Advisor

Survey to understand our customers' preferences on certain solutions.

SOLVE

Hi @Simoneponti89 ,

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

JuanGomez0818_0-1680722542845.png

 

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.

JuanGomez0818_2-1680722688245.png


I hope to help you with this info. Regards




Juan Gómez
Hubspot Consultant | HubSpot Freelancer | Hubspot Solution Provider | TheWhiteHub.io

Contáctame aquí