Send automated mailings following a micro survey

Micro surveys and Marketing automations: More powerful when combined !

Combine our micro surveys and marketing automation scenarios for even more results!

For example, you could use your micro surveys to segment your groups depending on their center of interests by adding your contacts to the appropriate groups. You could also send emails about your upcoming events automatically based on answers regarding attendance. People didn't respond? Send them a reminder! Send out special offers as a thank you to people who participated to your micro survey!

To learn more about marketing automation scenarios, click here.

What you need to know before you start

First, you'll to have access to the marketing automation module. This module is included in all paying plans (basic, plus and pro). Free account have a 30-day trial, starting at the creation of the account. To learn how to change your plan, click here.

To use your micro-survey to its full potential, it's best to create and activate your scenario after configuring your survey, but before you send out your mailing containing your micro survey. The scenario will only take into consideration answers received after its activation.

Creating your scenario


Two triggers are related to the micro surveys: Answered question (you can choose between any answers or specific answer) and Unanswered question. They both are available if you choose to create your own scenario. If you are a new Marketing Automation user, we suggest you start from one of our scenario templates. Here's how:

  1. Go to the "Marketing automation" menu.
     
  2. Click "+ New scenario".

     
  3. Scroll down the different scenario templates. Scenario related to surveys are named "Answered question" and "Unanswered question".

    Answered question: automate actions such as sending out an email and/or adding a contact to a specific group when your subscriber answers your survey.

    Unanswered question: use this scenario to send out a follow-up or reminder email to people who didn't answer your survey by a specific date.


     
  4. Click "Start" on the right of the appropriate scenario.
     
  5. Click on the different steps to complete the configuration of your scenario. You can add additional steps by clicking the  "+"  sign or delete unnecessary actions. To learn more about scenario creation, click here.

    Notes for the "Answered question" scenario:
    • if you wish to, for example, send out a "thank you for participating" email, no matter the answer, select "Any choice".
    • you'll need to create one scenario per answer if you wish to automate different actions for your different answers.

    Note for the "Unanswered question" scenario: if you wish to send out a follow-up or reminder email to your contacts, make sure your select a date and time before the end date of your scenario, if applicable.
     
  6. Once you've completed the set up of your scenario and you're ready for it to start, schedule its activation. Click here to learn how to do it.
     
  7. Click on "Quit" to exit the scenario.

 

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