Publishing and Sending Surveys

In this article

Suggested next article: Analyzing and Comparing Results.


Publishing your survey

When you are pleased with your edits — click the Publish survey button and take your survey live! 

Publishing will:

1 Generate a survey link to share with respondents
2 Populate your live Results page and start tracking feedback
3 Lock parts of the survey to ensure validity and reliability

To publish a survey:

1
Click the My surveys button → to open the Surveys index
2
Click your Unpublished survey card
If your live Results page opens, your survey has already been published! Jump ahead to Copying and distributing your survey link
3
Click the Publish survey button
If you haven't logged in or created your account yet, you'll be asked to sign in at this time.
3
Click Yes, publish 
4
Copy your link → and click Done
5
Share your link → and start collecting feedback!
Editing a published survey

Your survey will be locked as soon as it has been published, which means your editing options will be limited. Bounce on over to Editing Published (vs. Unpublished) surveys to learn what you can — and can't — change.

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Copying and distributing your survey link

After publishing your survey, copy and distribute the link to potential respondents. Email it, post it, message it, Slack it; use it wherever and whenever you wish! 

There are two convenient places to copy a survey link. Either:

1
From a Survey card → click Copy survey link
2
From a Results page → click Copy survey link

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About capturing and appending email addresses — video overview

Responses in Delighted Surveys are anonymous, unless you capture email addresses and other identifying demographic information, giving yourself the ability to close the loop with your respondents.

Before we dive in deeper, view this insanely helpful 3-minute video.

To summarize the video above, you can:

1 Ask for emails and demographic details
2 Append email addresses to the end of the survey link

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1. Ask for emails and demographic details

The Demographic category of the Recommended questions library is one of our most useful sections. And, as luck would have it, the question requesting a participant's email address is at the top of the list!

To add a request for a respondent's email:

1
Click Add another question
2
Select Recommended questions
3
Pick your Recommended category → ex. Demographic
4
Choose your question → ex. “What is your email address?”
5
Click Save question → and you're done!

Move the question to the beginning of your survey if it’s keenly important for people to provide their emails, or to the end of the survey if it’s less important. Also, don’t hesitate to add additional Recommended questions and learn more about your respondents.

Apply logic!

You may want to consider applying logic, and only ask for an email address if certain conditions are met, such as a score of 1-3 on a CSAT or CES survey.

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If you already have email address lists (ex. in Salesforce, another CRM, a third-party emailer, or a spreadsheet), append them to the end of your survey link and send them out! 

This approach will pass the email addresses to Delighted Surveys so you can identify how your people responded. And, you'll be able to interact with them to close the loop.

The survey link combined with the email query string will look like this:

https://surveys.delighted.com/c/u/bkLBZxmT?email=ellie@delighted.com

Don't let this scare you! While appending is bit more complicated than simply adding an email address question, it's not as hard as it seems.

To simplify, lets break the string into parts:

Your survey link (or your base URL) Separator Email query Email address
https: // surveys.delighted.com/c/u/bkLBZxmT ? email= ellie@delighted.com

How to append email addresses to survey URLs — the details!

To append the email address, add ?email=address@domain.com to the end of your base URL or survey link.

For example, if your survey link is https://surveys.delighted.com/c/u/bkLBZxmT, and the respondent’s email is ellie@delighted.com, then the correct link to send to capture their email would be:

https://surveys.delighted.com/c/u/bkLBZxmT?email=ellie@delighted.com

If the email has special characters in it, like a + symbol, you’ll need to encode those characters to capture the email. Use any online URL encoder (like urlencoder.org) to get the correct format. For example, ellie+newemail@delighted.com will become:

ellie%2Bnewemail@delighted.com

If you’re sending one link to each person and can manually add their emails to the link, then you’re all set! If you want to create one link and dynamically adjust the email based on who it’s sending to, keep reading...

Appending email addresses to a survey link using dynamic variables

In the platform you’re using to send out your survey link (ex. CRM or email management platform), there will likely be a way for you to reference details about the respondent, the ticket/email itself, and more! 

These may be called dynamic variables, liquid variables, or something else. These variables allow you to reference that data using a special key. The key will be replaced with the associated information (i.e., email address) when you actually send out the email.

Dynamic variables often look like {{customer.email}} or {user_email} — but you’ll need to check out your email platform’s support resources to get the exact variable.

Once you’ve got that variable, append it to the end of the link in the same way: ?email={{ customer.email }}

Using our previous survey URL, the appended string will look like:

https://surveys.delighted.com/c/u/bkLBZxmT?email={{ customer.email }}

Can I pass any other properties by appending to the link?

Right now, Surveys only supports capturing email addresses through the link. Let us know if you have another use case you’d like to see supported, and we’ll keep you in the loop on upcoming changes!

My respondents are seeing an error message. What’s going on?

If your respondents are seeing the following error message, the email that was passed with the URL was invalid. Correcting the email's formatting or the query string's syntax will allow them to access the survey.

Will my respondents see that we are passing their emails in the URL?

Nope! As soon as the link is clicked, the URL will be encoded and hidden, so it won’t be obvious to the survey-taker that their email is being captured.

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