Distribute Surveys

Generate different types of survey invitations and distribute them in a way that best suits your participants' needs. You can generate individual invitations, send invitations by email, or automate the distribution process.

To send a survey to Experience Cloud site members, you must belong to that site.

To enable participants to take the survey without logging in, ensure that:

• Experience Cloud is enabled in your org.
• Public access is enabled for the site.
• On the Survey Settings page, the site is selected as the default for generating public survey invitations.

Note To send survey emails, verify the sender email domain. If you don't verify the domain, the emails aren't sent.

• Send Survey Invitation Links
  Generate a survey invitation link, configure the invitation settings to control your survey's security, and send the invitation to participants.
• Send Survey Invitations by Email
  Email survey invitations to individual participants using their email address, or to a group of participants using a list. Use invitation templates that include the survey question or a link to the survey, customize the templates, or compose your own email invitation.
• Send Survey Invitations by Email From Record Pages
  Use the Send Survey action to easily send a quick pulse or relationship survey to gauge customer or employee satisfaction. With the action, users can send survey email invitations from any object’s record pages and don’t have to go to Survey Builder to send surveys.
• Send Survey Invitations Using Process Builder
  Use the Send Survey Invitation action type in Process Builder to email survey invitations to leads, contacts, and users in your org.
• Send Survey Invitations Using Flows
  Use Flow Builder to automatically email survey invitations to leads, contacts, and users in your org based on a condition, such as when a customer support case closes. While flows send survey email invitations by default using the standard Salesforce email service, which has daily sending limits, you can also send them directly through Marketing Cloud. This is an ideal use case when you need to send a high volume of survey email invitations, as it allows you to reach a wider range of audience and exceed the 5,000 daily email limit.
• Send Surveys to Digital Engagement Channels by Using a Flow Action
  Send survey invitations to a customer’s preferred digital engagement channel, such as SMS, WhatsApp, or Facebook, by using the Messaging Notification Flow action.
• Generate Survey Invitations for Contacts, Person Accounts, and Leads
  Create survey invitations for contacts, person accounts, and leads from their records.
• Share a QR Code that Contains a Survey Invitation Link
  Download a QR code that contains a survey and share it with participants in printed marketing materials or for easy access from mobile devices.
• Gather Feedback at the End of a Messaging Session
  Share survey invitations with a wider audience on WhatsApp and Facebook Messenger, and allow participants to respond on the go by sharing invitation links in an SMS. This feature is available only in standard Messaging channels.
• Use Rules to Target Survey Participants
  Survey Invitation Rules allow you to send rule-based surveys when a record is created or updated for a Survey Subject supported object. Add a customer engagement context to the rule to collect information about the groups that are targeted.
• Embed a Survey on a Webpage or in a Chat Window
  Make your survey available to site visitors and through support channels by embedding them on a webpage or in a chat window.
• Considerations for Sending Email Invitations to Gather Feedback on Support Cases
  Review these considerations and follow these best practices when you send survey invitation emails to customers to get feedback on their support experience.
• Send Surveys During a Marketing Campaign
  Use the Survey Invitation object in Journey Builder to send survey invitations as part of a marketing campaign.
• Set an Expiration Date for Your Survey Invitation
  Add, change, or remove an expiration date for an invitation at any point during its lifecycle.
• Discover Ways to Help Improve Survey Response Rates
  Personalize surveys for each participant, show only relevant pages and questions, speed participants through your survey, and increase your survey's visual appeal.
• Use APIs to Get Responses from Unauthenticated Guest Users
  Use the SFM unAuth Response APIs to share basic survey invitations so that recipients outside your org can respond to the surveys without using their authentication credentials.