Send surveys with templates
Collect feedback with any 3rd party tool using Gorgias Templates.
“There has to be a quicker way to do this” is what we tell ourselves when facing a boring task.
In today’s data-driven age collecting feedback is a must. You know what we’re talking about: Customer satisfaction (CSAT) or Net Promoter Score (NPS) surveys or employee evaluations. Whatever it is, the more you know, the better.
This is where Gorgias Templates steps in and makes your life easier so you don’t have to copy and paste surveys all day long.
- Easy set-up, it only takes a few clicks.
- No coding skills required.
- One-stop solution for different tools.
- Set up once, use anytime you need it.
We’ll show you two easy ways to do this.
Linking your survey
For this example, we chose Google Forms, but feel free to use any other tool you like.
If you need help with Google Forms, check out HubSpot’s Ultimate Guide to Google Forms.
After you finish setting up your form, you’ll need to get the sharable form link from the Send form popup. Open it by pressing the Send button on the top-right.
You can then add this link in a new or existing template, along with the rest of your email copy.
Embedding your survey in emails
Some feedback tools support embedding surveys directly in emails. Let’s take a look at how you can use Simplesat for this.
Create, customize, and configure your survey on Simplesat. Once you reach the Publish step, choose Generic Embed.
For the Rating placeholders section, get the list of available variables from the instructions on Simplesat.
With the placeholders filled in, press Generate Embed Code and copy the
In the Gorgias Templates dashboard, open a new or existing template. Press the Source Code button in the rich text editor, and paste the snippet you copied earlier.
You can now insert the survey in any email using the template.
Try it out and let us know what you think!