What is the best way to launch traceable surveys?
Hi everyone!!!
I would like to launch a customer survey for our B2B Real Estate SaaS users. I would like to ask serveral questions to different profiles (segmented audience):
- Trial users who accesed the platform and didn´t sign a contract
- Trial users who haven't even accessed to our platform
- Current customers
I am looking for the best external tool to launch this user survey, but I would like to avoid to ask them for their email address as we already have it, and I would like to keep traceability of the interaction of that user with the survey.
The only option that I have found is survey platforms, but I would need to ask for their email again, and that could be a hurdle to collect as many responses as possible.
Thank you in advance!
Answers
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Hey Luis
I haven't worked with any of the survey platforms yet but I am sure it is doable.
First thing that comes to my mind is you should be able to pre-populate the client email using some sort of parameter input on your survey url.
Imagine this: https://cool-survey-tool/{surveyId}?email=luisleal@luisleal.com
This is how ActiveCampaign forms work.
Then you could programmatically generate the links and store them on pipedrive on a custom field. Many options come to mind (apps script, lambda functions...).
Or the survey tool would allow you to generate client specific urls using their API. That would be great!
Having the URL for the client specific survey link you could use campaigns or automations or webhooks + side tools to send this to your user as you wish (Email, WhatsApp, SMS - I have done them all).
As for traceability of interactions of users with the surveys I am sure the best survey tools have this or something close to it implemented. If they do webhooks you could also sync back information to pipedrive.
If you are looking to do it yourself, I would recommend checking for survey tools that tightly integrate to pipedrive. If you have devs available, you could easily do the integration yourself. There are many options and choosing one SaaS tool is always an adventure. Check https://www.g2.com/categories/survey.
If you are looking for help for choosing the right tool to implementing it I am available for hire. I run a pipedrive setup for my company with millions of deals, a dozen of integrations and helper tools ranging. My company was featured here.
You can get in touch with me at ddutra AT fibersals.com.br. I also speak Portuguese.
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