There's a new way to get in touch with your contacts to request them to take the surveys you create. All it takes is a simple sign-up with Zoho Campaigns.
To proceed to setting up the campaign click on Send Survey button
On the templates page:
You can select survey templates or Other templates
Survey templates contain Design templates and Smart templates.
Hover over the screen shots and you can preview each template by clicking on Preview or select a template by clicking Choose.
Other templates contains Basic, Designed and Smart templates apart from a template library. The template library is where you can store templates for future use.
Once you have selected the template, you can add Mail Merge Tags to your content.
Under predefined tags , select Survey Link Tags which will present to you two tag options.
Copy the tags and add them as a link in any part of your email template content.
For e.g. To add the survey URL tag to the email title, follow these steps:
1. Copy the survey URL tag
2. Select the title
3. Click the link button and paste the tag in the Enter Web URL box
4. Click OK
For further information on merge tags visit this page - https://www.zoho.com/campaigns/help/merge-tags.html
Click Close and then OK to move to the next step
In the page that appears, click " Next" which will take you to step 3
Select the mailing list to whom you want to send your survey
You can also create a new list for your campaign. The procedure involves giving your list a name and adding recipients to the list. Once created, the list will appear under the Choose list section which you can then select for your campaign.
The page that appears contains all the information regarding the campaign you have just created.
Click on Send for Review. With this step, your campaign is verified and authenticated by the compliance team at Zoho to ensure that mails sent are legitimate.
You will receive an email notification on your registered email account when your campaign is verified.
The final step is to send your campaign immediately or schedule to be sent later.
For more information on Zoho Campaigns visit https://www.zoho.com/campaigns/help/
Once a campaign is launched you can always access the survey reports of each individual in the email list.
When you want to distribute the link to your survey using mail chimp
To integrate Mailchimp with Zoho Survey, login with your Mail chimp username and password
The lists created in your MailChimp account will be shown on the page. Select a list (click on the radio button) to send an email.
Click next to move to step 2
Note: All fields marked with a star are mandatory fields
Once the details are filled out, click Next to go to step 3. To edit the previous step click the back button
Design your email template and add content to it using the Drag and drop widgets in the elements bar. To give your email a heading , drag and drop the H1 heading widget to the area on the page where you would place your heading. Type out your heading (i.e., we need your feedback) and Click enter.
Once you have designed the email template, Click Submit and you will be prompted to login to your MailChimp account