Create custom survey templates, online polls & more to trigger them using automation to get real-time feedback from your customers using Survey Rocket a survey builder. Moreover, use the CRM data using inward and outward piping mechanism.
Utilize Your CRM Data to Automate Surveys and Emails Campaigns
Automation is the key to your marketing practices. Whether it is for day-to-day email marketing campaigns or something more specific; such as surveys. In order to measure and upgrade your service standards or for product enhancements, there is no better mechanism than surveys. However, automated surveys trigger the communication at the right point, and when your customer is in the right frame of mind.
Survey Rocket is a powerful survey plugin to trigger such marketing campaigns using automation. It is an independent survey plugin as it does not require any third party integration to work with sugar system.
Survey Rocket is equipped with data piping, branched surveys, scheduling & automation and more. It is a robust survey builder not only to manage surveys, but how to increase survey responses and most importantly - create and trigger survey campaigns using workflows.
Features and Benefits
Create Different Types of Surveys
Our sugarcrm survey plugin enables you to create various types of surveys ranging from types of complexity of the survey, MCQ questionnaire to a branched survey, and more. Our interactive and easy-to-use UI makes it extremely easy to create and trigger various types of surveys.View All Features
Readymade GDPR based Survey Forms
Use readymade survey forms based on GDPR policy for Contacts, Leads and Targets modules. The survey form fields are directly mapped to Sugar Modules. So you can get your customers’ consent through survey responses and update records based on their responses.View All Features
Multiple Question Types
With a large number of distinct question types, Survey Rocket makes it easy to create great looking surveys to better understand your prospects.View All Features
Enable Score Calculation
To come up with tangible scores after your customers respond, you would need a tool that enables you to score responses. The scoring mechanism helps you to designate specific actions and segment the customers based on their responses to the campaigns or on-site activity. You can obtain the final and the average score for the respondents individually for each question in the survey.View All Features
Create Different Types of Surveys
Our sugarcrm survey plugin enables you to create various types of surveys ranging from types of complexity of the survey, MCQ questionnaire to a branched survey, and more. Our interactive and easy-to-use UI makes it extremely easy to create and trigger various types of surveys.
Enable Score Calculation
To come up with tangible scores after your customers respond, you would need a tool that enables you to score responses. The scoring mechanism helps you to designate specific actions and segment the customers based on their responses to the campaigns or on-site activity. You can obtain the final and the average score for the respondents individually for each question in the survey.
It is one of the most basic functions of the sugarcrm customer survey tool to be able to create polls. With Survey Rocket, it just gets a little more interesting. You can add the types such as multiple option/answer types, checkboxes for multiple options, or radio buttons. Additionally, you can also allow multiple submissions for instances where respondents are required to respond multiple times.
Set Desired Email Template
You can create multiple templates for the surveys, but what about having multiple templates for a specific survey. Using our sugarcrm survey builder, you can create multiple email templates for the given survey. You can customize these email templates with a rich HTML editor. Then it is up to your business requirements to define various elements in the email templates.
Fully Customizable Welcome/Thank you Page
If you wish to have a welcome page to display a message before your survey loads or a thank you page after your survey ends, using our sugarcrm survey plugin you can do so easily. Describe your survey and specify the guidelines for the users. You have the full access to this page to customize the page with your own content using the built-in editor.
Pipe Data into Surveys
Especially the data mining surveys have multiple values that you require customer to provide data for. And the information for some of the fields is already available in your CRM. Using our sugarcrm survey builder, you can fetch this data from the CRM in real time and only seek the missing information from the customer. You can fetch data from the Accounts, Contacts, Leads and Targets module of SugarCRM.
Pipe Data from Surveys
Once you receive the data from the surveys, it is a task to fetch the data into a given format and then update the CRM data. Survey Rocket flows information back and forth with the CRM. Therefore, once the respondent provides the missing info through the Survey form, it will populate the CRM data automatically from the given data. A new record can also be created in these modules using the responses.
Apply Skip Logic
While creating the survey, not necessary that you require the respondent to answer all the questions you created. You can branch them. You can set rules that if the answer to the given question is choice #A, then another question or set of questions can be skipped for that respondent. Using Survey Rocket, you can define this branching logic as per the conditions set by you.
Use Custom SMTP to send surveys
With the help of Custom SMTP, you can send survey invitations through your own SMTP email account. This will increase the deliverability of your survey invitations by avoiding spam issues, email bounces and IP Blocks.
Send survey invitations in bulk and keep your IP address safe with the custom SMTP functionality.
Schedule Automated Surveys
Automation in surveys is one of the most important elements. Using Survey Rocket you can set triggers for survey campaigns to be thrown in real time, based on the actions or events of your customers. You can also assign which survey and which template to be used for each of these events / actions.
Easy Survey Translation
As an additional feature, our sugarcrm customer survey tool also works as language translator. Therefore, if you wish to send survey requests in different languages, you can easily manage using Survey Rocket. The plugin takes the default language of the CRM as the default language of the surveys. Using the dropdown in the survey submission form, respondents can adjust the required language for the survey.
Create Shareable Surveys/Polls
You cannot always have the surveys/polls delivered to customers via emails. You require alternate mechanisms. Using Survey Rocket, you can create shareable links to be sent to the customers via social media and other means. Of course, such surveys/polls will have to be generalized as the participants could be someone who isn’t a part of your CRM.
Individual Survey Report
If you wish to go further into the details of the survey responses, you can go at individual level too. This report will enable you to read the answers to the survey questions per contact. You can surf through this report through sorting by name, submission type, module, send date and submission date.
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