Email notifications improved

📬 From today, you can trigger email notifications based on two events.

Before: Email notifications were only sent if a survey was completed in full.
Now: You can receive email notifications when a survey is completed in full or when the Contact Form question is submitted, or both.
Benefit: You have the freedom to choose when to receive email notifications and can follow up with new leads easily.
Coming up soon: Sending email notifications when a specific survey answer is given or when the respondent has specific attributes. 🔥

To use this feature, head over to Survey settings and click on Email notifications at the bottom.

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⚒️ We're constantly working to improve your Survicate experience, so stay tuned!

Match Salesforce objects by email

☁️☁️ From today, Salesforce integration users can match objects by email.

Before: Until today, you were only able to send survey responses to a Salesforce object if you knew its unique object ID.
Now: You can send survey responses to Salesforce objects (Contacts, Opportunities, Leads) based on the email field.
Benefit: You can map survey data to multiple Salesforce objects at once.

🚀 This minor yet potent improvement makes the Survicate & Salesforce integration even slicker! Read more on the integration here.

Restart a website survey immediately after its completion

Since today you can keep on displaying your website survey to visitors who have already completed it and let them take it multiple times. You will find it useful when collecting continuous feedback about particular parts of your app or marketing communication.

To turn it on, go to your survey settings and choose Repeat > Instantly option in the 'How often should this survey be displayed?' section.

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Sending NPS values to Google Sheets

Survicate - Google Sheets integration has been improved, so that responses to the NPS question are now sent as numerical values (0-10), not as text answers (promoters, passives, detractors).

Read more about the Google Sheets integration here.

Email Reports moved to Survey Analysis

To make Survicate more intuitive for you, we moved email reports settings from Survey Creator to Survey Analysis Dashboard. Survicate.png

Please note that this change does not affect your currently enabled reports. You can learn more about email reports from this article.

Mobile Surveys in React Native apps

You can now install Survicate mobile SDK surveys in the React Native mobile apps! For more info – check out this GitHub page or contact our Support.

Mobile SDK event listeners

From now on, our Android and iOS SDK users can listen to events occurring in the Survicate surveys, and trigger specific actions in their application based on the following events:

  • Survey displayed - occurs when the survey gets loaded and appears in the user's interface.
  • Question answered - this event is triggered after a response submitted to each question.
  • Survey closed - appears after the user closes the survey using the close button.
  • Survey completed - occurs when the user responds to their last question and therefore finishes a survey.

Mobile SDK event listeners allow you to:

  • set up custom integrations with their app analytics platforms such as Firebase or Amplitude,
  • create follow-up events after finishing a survey, e.g., providing a user with a promo code,
  • mark users that responded to specific surveys without the inconvenience of having to download data from our panel and feeding it into the app.

Recurring website surveys

Create a website survey that your respondents can answer multiple times on a recurring basis.

Decide how often they should be able to retake the survey – daily, weekly, monthly, or quarterly. You can manage and change these settings on a survey level in the tab 'How often this survey should be displayed?'.

This feature can be of use in various processes and research projects, such as:

  • conducting recurring NPS & CSAT surveys for constant support improvement,
  • collecting continuous website feedback for Growth-Driven Design,
  • tracking the overall user's sentiment,
  • understanding how the market changes the perception of your brand.

image (3).png Survey settings

Improved Drip integration

Drip - Survicate integration allows you to update Drip subscriber profiles with survey responses, so you'll be able to create automated campaigns based on Survicate data or segment your email audience more effectively. And now you can set it up in a few quick clicks.

The integration allows you to:

  • send survey answers to Drip as specific contact fields, tags, and events,
  • choose or create new contact fields and tags in Drip right from the Survicate panel,
  • generate new leads in Drip based on ‘Contact Form’ survey submissions, and assign them to email campaigns of your choice,
  • test the integration with the ‘Send sample data’ button,
  • save responses in Drip in real time – even if a user doesn’t complete the entire survey, we’ll still send the responses they do give.

To enable the Drip integration, head over to Settings > Integrations, choose Drip from the list, and provide the credentials of your Drip account.

Read more about Survicate – Drip integration in our Help Center article.

12.png Setup of Survicate - Drip integration

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Sending responses to Drip as contact fields

8.png Sample subscriber profile in Drip enriched with the Survicate data

Survicate - Zapier integration goes live!

Survicate has become an official Zapier Partner, and we couldn't be happier about the new possibilities it brings. As of today, our Zapier integration is available to all users. This means that you can now connect Survicate with +1,000 apps and automate your day-to-day tasks.

Zapier is an easy automation tool for busy people. It lets you set up automated workflows called 'Zaps' that pass info between two or more apps – without any coding. All this means that you can connect Survicate with +1,000 apps, including Customer.io, HelpScout, Pipedrive, SharpSpring, FreshSales, Zendesk, to name a few.

Automatically send new Survicate survey results to your email list, CRM, or wherever else as soon as they come in; or create new feedback notes in Feedback Hub from predefined sources, like Social Media channels, communication apps, and more.

Here are a few Zap templates that you can enable with just a click of a button:

1. Create Zendesk tickets from new Survicate survey responses

2. Create new Jira Service Desk requests from Survicate responses

3. Create or update customer profiles in Customer.io from new Survicate responses

4. Update Pipedrive contacts with their Survicate survey responses

5. Create Trello cards from new Survicate survey responses

6. Create new HelpScout conversations from Survicate survey responses

7. Create Survicate Feedback Hub notes from new starred Slack messages

8. Create Survicate Feedback Hub notes from new mentions on Twitter

To discover more possible integrations, visit Survicate page in Zapier catalog, or read our Help Documentation.

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