Survey-based Campaigns

Survey-based Campaigns

Zoho Campaigns integrates with SurveyMonkey and Zoho Survey to send survey-based email campaigns. This not only provides the valuable feedback of your service, but is also a great way to get the pulse of the market for your future strategies. SurveyMonkey users can integrate their account with Zoho Campaigns and add their online surveys to their email campaigns.

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Integrating with survey accounts

Before you create a survey-based campaign, it's important to connect your Zoho Campaigns account with SurveyMonkey and Zoho Survey.

To connect your SurveyMonkey account:

  1. From the Navigation toolbar, choose Settings and select Integrations.
  2. Hover on SurveyMonkey and click Connect.
  3. Enter your SurveyMonkey credentials to integrate. This will prompt a popup message with a request to access information and authorize your account.
  4. Click Authorize.

To connect your Zoho Survey account:

  1. From the Navigation toolbar, choose Settings and select Integrations.
  2. Hover on Zoho Survey and click Connect.

Once you've connected to survey accounts, you'll be able to create a survey-based campaign.

Create survey campaign

Once you integrate with survey-based websites, you can easily select any of your surveys to be sent in your campaigns. After the authorization of account is done, you can proceed with creating a survey based campaign.

To create a survey campaign:

  1. From the Navigation toolbar, choose Campaigns and select Advanced Campaigns.
  2. Click Create Campaign in the top-right corner of the screen.
  3. Hover over the SurveyMonkey/Zoho Survey category and click Create New.
  4. Fill out the following information on the Basic Info page:
    • Name
    • Sender Details
    • Subject Line
    • Collectors
    • Survey
  5. In the Content Configuration page, select one of our survey based Designed Templatesor Smart Templates for sending a survey to your customers. You can also make use of our regular templates designed for emails.
    • Designed Templates - These are tailor-made templates especially to send survey campaigns.
    • Smart Templates- The unique benefit of these templates is that they are well optimized to use in your mobile phone and of course with the features mentioned in survey templates.
  6. Copy the Merge tags associated for Survey name and Survey link and paste in the template, if you would like to add the survey name and link to your email.
  7. Select a mailing list or segment to receive your campaign, and click Proceed.

The survey campaign will now be sent for review. Once the review is complete, you will be able to send the campaign.


  • The survey related Merge Tags are on the right side of the Template Editor.
  • In the case of Merge Tags not being added to your designed template, 'Your Feedback' will be shown, which will redirect to the survey page.

Survey Reports

Once your campaign is sent, you can view the survey results in the Report Summary. The Campaign report shows the number of surveys delivered, opened, and clicked, In addition, Survey Reports highlights the following:

  • Number of subscribers who have completed/started/yet to start the survey
  • Responses given by each customer

You can also view the list of subscribers and their related activities on a completed survey in the Survey Reports page, as well as the reports section in your SurveyMonkey account.

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