Boost CRM Email Campaigns with Link Surveys

Interested in boosting your CRM email campaigns? Leverage Link Surveys to ask professional, personalized questions powered by your CRM. This method can be applied to most CRMs, but we will be using Hubspot as an example here. 

Creating a Link Survey

Let's start off by creating a Link Survey. Design the survey based on your needs, and make sure that your first question has a Single Answer (Radio Button) answer type (we will get into why this is necessary later). 

Once you have designed your survey to your liking, navigate to your Qualaroo Dashboard and locate the link associated with your Link Survey. We will be making additions to this URL.

Adding to the Link Survey URL

Before we continue, let's review the functions of each element that we will be adding to the URL in order of appearance. *Please note that we will be referring to the entire Survey Link as "URL link" or "URL" during our discussion

1. The question mark symbol "?" is used to separate the URL link from the additions we will be making.

• In practice, it will look like: URL?...

2. The letter "a" is used within the URL to assign the value of which answer option of the first question is selected. For example, if the respondent were to answer option one, they would be responding to the URL in which a = 0 (please note that we begin counting from 0 instead of 1 with this method).

• Example URL: URL?a=0...

Implementing Your Complete Link Survey URL

When you have your Link Survey created with all desired elements, your next step is to create and assign a unique URL for each answer option available for the first question. The Radio Button option is required here as it allows for only one response to the first question. The URL remains the same except for the value of "a". Please see below for specifics:

Viewing the Results

Whether you select a Call-to-Action or embed the Link in the html of the email, the first answer selected in-email will be available within the Qualaroo Reporting Dashboard and corresponding CSV exports. We have selected Option 2 in the example below, which is shown within the Individual Response tab in the Reporting Dashboard:

Please note that Option 2 is highlighted and a:1 in the right metadata panel, as the URL identity associated with this response is a=1.

We hope this article has been helpful! Please note that you will be able to use this method with other CRMs. If you have any questions or get stuck along the way, reach out to support@qualaroo.com. We are always happy to help!