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How can you automate survey distribution and follow-up with SurveySparrow?

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If you want to collect feedback from your customers, prospects, or employees, surveys are a great way to do it. But creating and sending surveys manually can be time-consuming and tedious. That's why you need a tool that can automate survey distribution and follow-up for you. SurveySparrow is one of the best survey tools and platforms for marketing analytics. It lets you create engaging and personalized surveys, and then send them to your audience via email, SMS, web, or social media. You can also set up workflows and triggers to send reminders, thank-you messages, or follow-up questions based on the responses. In this article, we'll show you how you can automate survey distribution and follow-up with SurveySparrow in four easy steps.

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1 Step 1: Create your survey

The first step is to create your survey using SurveySparrow's intuitive and user-friendly interface. You can choose from over 100 templates, or design your own survey from scratch. You can add different types of questions, such as multiple choice, rating, matrix, or open-ended. You can also customize the look and feel of your survey, and add logic and branching to make it more relevant and interactive.

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Albaraa Al-Thami, MSc

Retail Growth Strategy Visionary?? | Crafting Customer-Centric Growth | Franchise Expert & Frontline Regional Leader | Marketing Analytics Expert
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I know from my experience in business consulting that the right questions are essential to a successful survey. Although templates are convenient, they frequently overlook nuances unique to your target audience. More insightful results can be obtained by customizing questions to your demographic based on previous interactions and feedback.

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Nitin S Goel

Martech | Digital Business Flows | Omnichannel Use cases | Customer Life Cycle | Marketing Automation | Digital Platforms | Telecom & IT | Leads Closure | CXO level Demos | Client Acquisition | International Markets
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Define Objectives: Outline goals, e.g., work-life balance in an employee survey. Diverse Question Types: Use varied formats, e.g., Likert scales for satisfaction, multiple-choice for demographics. Efficient Templates: Leverage SurveySparrow templates for time-saving and cohesion. Customize Appearance: Enhance engagement with logos and colors. Logic and Branching: Improve relevance, e.g., tailor follow-ups based on responses. Preview and Test: Rigorously test for a smooth participant experience. Accessibility: Design for all devices, ensuring inclusivity. Conciseness Matters: Respect time with a focused survey for higher responses. Clear Instructions: Provide concise guidance. Pilot Test: Gather feedback before widespread distribution

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2 Step 2: Configure your distribution settings

The next step is to configure your distribution settings. You can choose how you want to send your survey, whether it's via email, SMS, web, or social media. You can also integrate your survey with your CRM, email marketing, or other tools to sync your contacts and data. You can schedule your survey to be sent at a specific time and date, or set it to recur periodically. You can also segment your audience based on their attributes or responses, and send them different versions of your survey.

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Nitin S Goel

Martech | Digital Business Flows | Omnichannel Use cases | Customer Life Cycle | Marketing Automation | Digital Platforms | Telecom & IT | Leads Closure | CXO level Demos | Client Acquisition | International Markets
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While configuring distribution settings is essential for survey deployment, over-reliance on digital channels may exclude certain demographics with limited online presence. Contrarily, a diverse approach that combines both digital and traditional methods, such as postal surveys or phone calls, ensures broader inclusivity. Additionally, excessive segmentation based on attributes may risk alienating participants, impacting overall response rates. A balance between customization and simplicity is key, ensuring accessibility and engagement across a diverse audience. Striking the right distribution mix aligns with varied preferences and maximizes participation for a more comprehensive dataset

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3 Step 3: Set up your follow-up actions

The third step is to set up your follow-up actions. You can use SurveySparrow's workflows and triggers to automate your communication with your respondents. For example, you can send a thank-you message after they complete the survey, or a reminder if they haven't. You can also send a follow-up question based on their answer, or a coupon code if they meet certain criteria. You can also use webhooks or Zapier to connect your survey with other apps and services, and trigger actions such as adding a lead to your pipeline, updating a record in your database, or sending an email to your team.

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4 Step 4: Analyze your results

The final step is to analyze your results. You can use SurveySparrow's dashboard and reports to view your response rate, completion rate, and feedback score. You can also filter, sort, and export your data to get deeper insights. You can also use SurveySparrow's sentiment analysis and word cloud features to understand the emotions and themes behind your responses. You can also share your results with your stakeholders, or generate a shareable link or a PDF report.

By following these four steps, you can automate survey distribution and follow-up with SurveySparrow, and save time and effort while getting valuable feedback from your audience. SurveySparrow is a powerful and flexible tool that can help you improve your marketing analytics and decision making.

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5 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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Manivannan Shanmugaraj

Marketing Associate at Thinkinnov Solution Technologies Private Limited | Content creator | Growth marketer | Sales | Social media marketing | Public speaker
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Use SurveySparrow's automation features like scheduled surveys, email triggers, and follow-up actions to streamline survey distribution, automate reminders, and efficiently manage responses.

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How can you automate survey distribution and follow-up with SurveySparrow?

1

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3

4

5

1 Step 1: Create your survey

2 Step 2: Configure your distribution settings

3 Step 3: Set up your follow-up actions

4 Step 4: Analyze your results

5 Here’s what else to consider

Marketing Analytics

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How can you automate survey distribution and follow-up with SurveySparrow?

1

2

3

4

5

1 Step 1: Create your survey

2 Step 2: Configure your distribution settings

3 Step 3: Set up your follow-up actions

4 Step 4: Analyze your results

5 Here’s what else to consider

Marketing Analytics

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