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Sharing Surveys

Surveys can be distributed in several ways depending on how you want customers to access them. The most common method is through campaigns, but surveys can also be embedded on websites, shared via direct links, or distributed using QR codes.

Updated over 2 weeks ago

Prerequisites

Before getting started, ensure you have:

Required Permissions

Surveys are accessible to users with:

  • Analyst

  • Marketing

  • Marketing + Analyst

  • Operator

  • Owner

Other Requirements

  • A Marketing Pro subscription (or higher)

Sharing Options

Survey sharing tools can be accessed from:

  1. Navigate to Customers > Surveys

  2. Hover over the survey you want to share

  3. Click the More menu ( … )

  4. Select Share Survey
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This opens the Share slideout, which includes the following options:

Embed on a Website

  • Copy the Survey Embed code snippet (iframe)

  • Optional: Use the store dropdown to grab a store-specific link

  • Paste the <iframe /> snippet into your website

  • Publish the page

Survey URL (Standalone Page)

  • Copy the direct survey link

  • Share via email, website, SMS, or social media

Campaign Macro

  • Copy the survey macro

  • Paste it into campaigns to direct customers to the survey

(See Surveys in Campaigns section below.)

QR Code

  • Download the QR code

  • Print and place in-store or on physical materials

  • Customers scan to access the survey

Surveys in Campaigns

The primary way most users gather survey responses is through campaigns.

How to Attach a Survey to a Campaign

  1. Navigate to Customers > Surveys

  2. Note the Survey ID (left column)

Then:

  1. Navigate to Marketing > Campaigns

  2. Create a new campaign

  3. Complete required steps and go to the Content page

  4. Click the Landing Page tab

  5. Click + Survey

In the Survey Macros pop-up:

  1. Locate the desired survey

  2. Click Copy in the Copy Macro column

In your campaign builder:

  1. Create a button or link

  2. Paste the copied survey macro as the destination link

When customers receive the campaign and click the button, they will be directed to the survey.
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Tracking Considerations

  • Surveys attached to campaigns can be tracked through campaign analytics.

  • Standalone links or QR codes may generate responses outside of campaign reporting.

Keep this in mind when reviewing stats and response data.

Need Help?

If you need assistance sharing or embedding a survey, contact AIQ Support via the chat widget in your AIQ Dashboard.

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