Before you pick an email survey software to send your email and link surveys with, consider if it includes the following crucial features.
1. Ease of installation, use, and survey creation
Running surveys is a part of your responsibilities, not a full-time job. Ensure the email survey software you choose has a no-code
survey creator and easy, self-serve installation.
For example, Survicate offers an easy, intuitive survey creator and
125+ survey templates to help you get started quickly. The tool also automatically generates survey links. Embedding surveys in an email takes copying and pasting one line of code, and integration with your email software can be done with a click. We guarantee that if you
set up your free account now, you can have your first online survey up and running in less than 10 minutes.
2. Full customizability
Make sure your email survey tool lets you fully customize your email surveys:
- Alternate your survey’s design—change colors, add your logo and a background picture
- Tweak
survey questions—while survey templates can speed up your work, the ability to add, remove and edit questions often comes in handy
- Personalize your surveys—providing a personalized experience to your respondents by running the survey in their mother language (with a
multilingual survey feature) or
recalling their attributes to include names and base new surveys on previous answers can benefit your
response rates3. Native integrations with your toolset
Of course, most email survey tools integrate with email software to make survey distribution and respondent data collection easier.
But that’s hardly the end of your
customer feedback collection journey. Here are a few ideas on how you can add survey data to your current processes thanks to integrations:
- Set up automated email campaigns based on your respondents’ answers in your CRM or email software. For example, you can set up an automated email after an
NPS survey that asks all your promoters (the respondents who rated you the highest) for a review on G2 or Capterra
- Set up response notifications on your collaboration channels such as
Slack or
Microsoft Teams so that your customer support can react in real time
- Send responses as events to analytics tools such as
Mixpanel or
Amplitude to use survey data in your product development decisions.
And more.
4 Analytics dashboard
While you can always export your survey data to dedicated tools for deeper analysis, ensure your email survey software provides you with at least basic
analytics. A dashboard that shows real-time results, generates reports, lets you see your response breakdown, and tracks your scores over time will make your life much easier.
5. Collaboration options
Lots of email survey platforms have strict user limits. If you want multiple company departments to access your
survey software and to share your results with other stakeholders, pay attention to extended collaboration options—such as unlimited seats in Survicate.
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