How to Send a Salesforce Survey in Minutes

Follow these steps to send a salesforce survey:

1) Start by creating a survey

2) Locate the survey in the item dashboard

3) Click “Embed & Share” button, and then click the “link” tab

4) Copy the link and paste it in the salesforce email you send out

You’re done!

Salesforce survey logo

following is an example of a Salesforce Survey

Salesforce survey exmaple

Recommendations for creating a salesforce survey:

  1. Know your audience – before planning the survey, verify that you know the audience it will reach very well so that you ask questions that will add high value
  2. Keep it short – Limit the number of questions you ask. The more questions you ask the fewer submissions you will get. Keep the questions also short so they are easy to grasp in seconds
  3. Make it visual – the more visual your survey will be, the higher the conversion rate will be. Select images that match the questions to verify they help in getting the context of the question
  4. Prominent location – locate your survey in a place it will be noticeable. You can consider adding it as an enter or exit popup to verify all users that visit your site encounter it

For more details, refer to the survey maker product page

Create a Survey Now!