Campaigns allow you to track all marketing initiatives in your business. It also lets you evaluate the performance of every campaign based on the generated ROI. Survey campaign lets you identify your prospects' requirements which helps you identify quality leads.
Integrating Zoho Survey with CRM allows you to create surveys right from your CRM account. You can invite the leads/contacts to a survey by sending them an email. You can also view campaign details like:
Once the integration is completed, you can create surveys from the campaigns module in Zoho CRM. There are two ways in which you can create surveys:
Associate an existing survey
If you have already created a survey in Zoho Survey, you can associate it with Zoho CRM.
Create a new survey
You can create a new survey from the Campaigns module by using the following options:
To create a survey
Once the survey is created, you can embed the registration URL in the email template and send it to your leads or contacts. You can send upto 1000 emails a day.
To add survey registration URL
Once a survey is created, you can send the survey links to your leads or contacts through email.
To send survey
The campaign member status defines the status of the leads or contacts who are part of the campaign.
Note that the lead status is different from the Campaign Member Status.
To update Campaign Member Status
You may have associated many leads/contacts to a campaign and it can be difficult to find one particular lead/contact. You can use the filter to sort the records by specifying the appropriate conditions.
For example, you have sent the survey to 100 leads and want to invite only those who completed the survey for a 'product demo'. Using filters you can specify the condition, Service status is Completed and apply.
To filter records
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