Survey-based Campaigns - Online Help | Zoho Campaigns

Survey-based Campaigns

Zoho Campaigns integrates with SurveyMonkey and Zoho Survey to send survey-based email campaigns. This not only provides the valuable feedback of your service, but is also a great way to get the pulse of the market for your future strategies. SurveyMonkey users can integrate their account with Zoho Campaigns and add their online surveys to their email campaigns.

Integrating with survey accounts

Before you create a survey-based campaign, it's important to connect your Zoho Campaigns account with SurveyMonkey and Zoho Survey.

Connect your SurveyMonkey account

  1. From the Navigation toolbar, choose Settings and select Integrations.
  2. Hover on SurveyMonkey and click Connect.
  3. Click Continue if you agree to the terms stated that all your surveys created in your SurveyMonkey / Zoho Survey account will be sent as email campaigns.
  4. Enter your SurveyMonkey credentials to integrate. This will prompt a popup message with a request to access information and authorize your account.
  5. Click Authorize.

Connect your Zoho Survey account

  1. From the Navigation toolbar, choose Settings and select Integrations.
  2. Hover on Zoho Survey and click Connect.
  3. Once you've connected to survey accounts, you'll be able to create a survey-based campaign.

Create survey campaign

Once you integrate with survey-based websites, you can easily select any of your surveys to be sent in your campaigns. After your account is authorized, you can proceed with creating a survey based campaign.
To create a SurveyMonkey / Zoho Survey based campaign :
  1. From the Navigation toolbar, choose Campaigns and select Advanced Campaigns.
  2. Click Create Campaign in the top-right corner of the screen.
  3. Hover over the SurveyMonkey / Zoho Survey category and click Create New.
  4. Fill out the following information on the Basic Info page:
    Campaign Name : Enter a name for the campaign
    Survey : Choose a survey 
    Subject : Enter a subject for your campaign
    Sender details : Enter your sender name and sender address.
    create survey campaign
  5. In the Content Configuration page, select a template from one of our options available :
    1. Basic Templates
    2. Pre-designed Templates
    3. Saved Templates
      Select template
  6. Select the section where you want to add a survey merge tag and click Merge Tags.

  7. Scroll down and select Survey Merge Tags.
  8. Select a mailing list or segment to receive your campaign, and click Proceed.

  9. Send the campaign for review. Once your campaign is reviewed you can choose to send it out immediately or schedule it to be sent at a later date. You can also send them in batches.

Note
  1. A survey merge tag is mandatory to send survey based campaigns without which a survey report cannot be generated properly.
  2. If you don't have a survey merge tag you can choose one of our predesigned templates with merge tags embedded in it already. You can edit the merge tag if you want.
  3. To dynamically include contact information(name, email, etc.) using custom variables, you should add the same variable(URL parameter in Zoho Survey) in your survey's URL when you send it out.

Survey Reports

Once your campaign is sent, you can view the survey results in the Report Summary. The Campaign report shows the number of surveys delivered, opened, and clicked, In addition, Survey Reports highlights the following:
  1. Number of contacts who have completed/started/yet to start the survey
  2. Responses given by each contact
You can also view the list of contacts and their related activities on a completed survey in the Survey Reports page, as well as the reports section in your SurveyMonkey account.

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