Creating an engaging email survey is simple with Surveybox.ai ready-made templates. Surveys are a powerful way to gather audience feedback, and Surveybox.ai makes the process fast and beginner-friendly. you can get up and running in just a few minutes
🎯 Step 1: Log into Surveybox.ai
Start by heading over to Surveybox.io.
→ Go to Surveybox.io and sign in with your credentials.
→ Enter your email ID and password to access your dashboard.
→ If you're new, sign up in under a minute—it’s free to start.
📝 Step 2: Click on “Create Survey”
Once you're inside your dashboard:
→ Look for the Create Survey button at the top right of the page.
→ Click on it to begin creating your survey.
You'll be taken to a page where you can choose between starting from scratch or using one of our ready-made templates.
🎨 Step 3: Choose a Template
Surveybox.io offers a range of survey templates designed for different use cases:
→ Customer Satisfaction (CSAT): Great for understanding overall customer experience.
→ Net Promoter Score (NPS): Measure customer loyalty and referrals.
→ Product Feedback: Gather insights on features, usability, and improvements.
→ Custom Survey: Build one from the ground up.
Hover over any template to get a quick preview or click “Use Template” to select and move forward.
🧠 Don’t worry—templates are fully editable, so you can customize them however you like .
✏️ Step 4: Customize Your Survey
Now it’s time to make the survey your own:
→ Edit the survey title to match your purpose.
→ Click on any question to edit the text.
→ Add new questions from a variety of formats:
○ Multiple Choice
○ Star Rating
○ Text Input
○ Checkbox's
○ Emoji Rating ,etc.
→ Reorder questions easily using drag-and- drop.
→ Apply conditional logic (e.g., if a user selects "No", show a follow-up question).
💡 Make it conversational and focused to increase response rates.
⚙️ Step 5: Configure Survey Settings
This step is about control and personalization:
→ Set your survey duration by adding start and end dates.
→ Choose your target audience:CRM leads from email contacts via Mailchimp, HubSpot, or Klaviyo ,Salesforce, Zoho Campaigns, or Freshsales etc.
→ Decide if the survey should be anonymous or collect respondent info.
→ Optionally, tag your survey with campaign names, or vendor details for tracking.
🎯 The settings panel helps you align your survey with your campaign goals.
🔔 Step 6: Set Up Notifications (Optional)
Want real-time alerts when someone submits a response?
→ Enable notifications within your dashboard.
→ Choose how you want to be alerted:
→ Email alerts
→ Integrate with Slack, HubSpot, or email to receive instant updates.
🔗 These alerts help you act on feedback quickly and improve response handling.
📤 Step 7: Launch Your Survey
Time to send it out!
You have multiple distribution options:
→ Email Campaign – Use Surveybox.ai built-in email tool or integrate with platforms like Mailchimp, Klaviyo, or HubSpot.
→ Shareable Link – Copy and paste it into messages, social media, or newsletters.
→ QR Code – Download and print it or embed it on a poster or product.
🚀 Choose the channel that suits your audience best for higher engagement.
📊 Step 8: Monitor Responses & Analyze
Head over to the Reports tab to see live results.
→ View visual reports: bar charts, pie charts, heat maps.
→ View charts, filters, and individual responses.
→ Export your data as an Excel or CSV file, or push results to Google Sheets, HubSpot, etc.
📈 Use these insights to drive better decisions and actions.
🔁 Step 9: Duplicate, Refine & Repeat
Once your survey is complete, don’t start from scratch next time:
→ Click Duplicate to create a new version.
→ Use previous data to optimize questions or structure.
→ Compare results over time to track performance.
🔄 Continuous iteration helps build better campaigns and smarter surveys.
Conclusion:
Surveybox.ai makes creating surveys easy, fast, and effective. With customizable templates and powerful analytics, you can gather feedback, gain insights, and improve your strategy—all in just a few clicks.