Sharing your survey

Contents

Sharing your link via email or social networks
Sharing your link on your website
Sharing your link as a pop-over

Once you have built and activated your survey, you are now ready to share it.

You can do this in a number of ways: either by using a link which you can share via email or social media networks, by embedding the code for your survey on your website, or by generating code to enable you to display your survey as a pop-over on your website.

Either way, we will generate the necessary URL or embed code, just by the click of a button. We will also host your survey and generate your stats for reporting. Click on the Share button to choose how to distribute your survey.

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Sharing your link via email or social networks

Your first option is to generate a link to share via email or social networks; click the Get link button.

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Click Copy to copy your generated URL and paste it into a document or email. Alternatively, click on Email to generate emails to distribute your survey directly from the tool.

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Enter the email addresses you wish to send your survey to, one per line. You are limited to a maximum of 50 email addresses and these sends will be taken from your send allowance. If you wish to send to more than 50 emails though, then you can use the email functionality of the application, just as we'd expect for large sends.

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Click on Continue to personalise your emails. Insert your subject heading, message, unsubscribe link text (all mandatory; a default is in place for these) and friendly from name (optional; this is the 'from' name that will appear in your recipients' inboxes).

Click on Send to distribute your survey via email.

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Sharing your link on your website

Click on the Get embed code button.

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You will then be provided with the code to embed on your website. Select Copy and paste it into the HTML where you'd like your survey to be displayed on your site. We will host your survey, and we will analyse and display the results within your account.

share_your_survey_on_your_website.png

Sharing your link as a pop-over

To share your survey as a pop-over on your site, click the Get pop-over code button.

as_a_pop-over.png

You will then be provided with the code to use to create the pop-over.

You have three options that can be configured:

  • Show the pop-over immediately or add a delay in seconds 
  • Stop displaying the pop-over when the survey or form is completed, or after a specified number of appearances (the default is set to three)
  • Additionally, you can set the pop-over to display on mobile devices if you wish - but this isn't recommended as it can harm your search engine rankings.

The pop-over code will immediately update below when configuring these options.

Please note

  • If the survey or form is completed, the pop-over will stop displaying for 365 days
  • Once the pop-over appearances limit is reached, the pop-over will stop displaying for 7 days
  • The pop-over uses cookies in order to work; if a visitor's browser or browser extension is set up to block cookies then none of your configurations will apply and the pop-over will always display   

When happy, select Copy pop-over code and paste it into your HTML just before the closing body tag of the page you want to display it on. The survey will appear as a pop-over, and all the responses will be available in the reporting as normal.

A note on HTTPS

Wherever possible, surveys will run over HTTPS. However, depending on how the survey has been shared, this may not be possible.

For more detail, please read 'Are my surveys and forms secure?'

Have more questions? Submit a request

Comments

  • Avatar

    How do I include a survey in a microsite page?

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    Are you able to include a survey in a ebulletin as a full survey, rather than as a link to the survey?

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    Hi Mike and Frances,

    Thanks for your questions.

    Mike - if you have a classic survey, you can include this in a microsite page by clicking on Insert action and selecting the survey under the 'Survey link' tab. However, I suspect it isn't a classic survey you're talking about but one created in our surveys and forms tool. In which case, you can't currently add it using Insert action but you could get the embed code, as outlined above, and then place it within your microsite page's HTML using the editor, adding it that way. 

    Frances - the short answer to your question is you can't include a full survey within an email, I'm afraid. However, a link off to your survey gives you the benefits of survey reporting, such as response summary, response sources, time to complete, etc., all of which you wouldn't have if the survey was part of an email. For more on these benefits, read our  survey reporting article.

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    We're using a pop-over form to invite users to sign-up to our database. However, if the user chooses to close the pop-over rather than give us their email address it will pop up another twice during their session. E.g:

    1. Land on a product page - see pop-over
    2. Add item to basket (or visit another page) - see the pop-over
    3. View basket - see pop-over

    This is killing our conversion rate:

    How can we control the number of times a user is exposed to the pop-over during a single session

    How can we drop a cookie to prevent users seeing the form for, say, 30 days if they choose close the pop-over rather than submit.

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    Hi Geraint,

    Yes, the pop-over form is currently displaying default behaviour - the pop-over will appear three times in total after being dismissed, and then it won't appear again for another 24 hours. There isn't currently any way to alternatively configure this, however, and we certainly take your point on board.

    We'd suggest ensuring the pop-over code is only within the HTML of one particular page of your site, so it only appears when a visitor is on that page and none of the others you mention above. This will then reduce its appearance. We'd also suggest lending your support to this existing feature request by adding any comments you feel necessary and then voting for it here - https://support.dotmailer.com/entries/46915276-Improvement-to-Pop-Over-Surveys

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    When sending out a survey - is there a way to 'tag' the survey to identify all responses for each organisation rather than responses individually?  We would want to report on the responses per organisation rather than the total response?  Is there a way to do this?

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    Hi Vicki,

    You can't 'tag' surveys, no. However, if I understand what you're trying to achieve correctly, you can certainly filter responses per organisation by simply entering a company's domain in the 'Responses' search box for survey reporting. This will then list only that domain's responses.

    search_by_domain_in_survey_responses.png

     

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    I'm trying to embed a survey in our site, but I need the script to be served over HTTPS otherwise the website will block it from running.  I tried just doctoring the link provided in the Dotmailer wizard but that results in an error:

    Failed to load resource: net::ERR_CONNECTION_REFUSED

    Any help here would be appreciated.

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    Hi Rick,

    Thanks for your question. I see you also raised this with our support team, and they were able to answer it for you.

    Just to reiterate though, you can't currently embed a survey or form onto a page using HTTPS. However, it is planned so keep an eye out on future announcements for it here - https://support.dotmailer.com/forums/342637-Feature-releases. 

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