Satisfaction rating faces

How to Create a Satisfaction Survey in Infusionsoft

Emailing customers and clients a satisfaction survey is a great way to gauge their overall satisfaction with your business. Just because you “think” your customers are happy doesn’t necessarily mean that they are. And turning a blind eye to those unsatisfied customers could result in negative reviews appearing. So, how do you create a satisfaction survey using the Customer Relationship Management (CRM) software Infusionsoft?

Download the Infusionsoft Satisfaction Survey Campaign

While you can always build a satisfaction survey manually by hand, Infusionsoft actually offers a free-to-download survey under its campaigns. You can find it by clicking here, and then choosing the “How to Install” button on the right-hand side of the page. The Infusionsoft Satisfaction Survey Campaign is designed for quick and easy out-of-the-box functionality. Once you’ve downloaded and installed it to your Infusionsoft account, you can follow up with customers to determine whether or not they are satisfied with their recent purchase. This survey can be linked from any campaign or broadcast within the Infusionsoft email architecture.

Create a Follow-Up Task

As noted on Infusionsoft’s official website, the only step required for setting up the Satisfaction Survey Campaign is to define who exactly will receive a follow-up task when a customer or client is not satisfied. To do so:

  1. Log into your Infusionsoft account and double click the Not Satisfied sequence > Not Satisfied Follow Up task > select a user from the “Assign to” drop down menu > select this same user in the “Notify these users” menu.
  2. Next, in the upper-right corner of the page, click the “Draft” option to change it to “Ready.”
  3. Go and click the “Back to Sequence” option in the upper-left corner of the page.
  4. In the right corner of the page, click “Draft” to make the sequence Ready.

Publish the Campaign

You aren’t out of the woods just yet. Assuming you followed the steps mentioned above, the items within your new campaign should either be light green or grey, indicating that you can publish the campaign.

  1. Go ahead and click the “Publish” button in the upper-right corner. Upon clicking this button, it should reveal a list of all items within the campaign to be published.
  2. Click the “Publish” button located at the very bottom of this list.

Sorry if you were expecting more, but that’s all it takes to set up a Customer Satisfaction Survey in Infusionsoft!

Of course, you’ll need to send traffic to the survey in order for it to offer any real benefit. When you create an email, choose “Hosted Web Form” from the drop-down menu and select the Customer Satisfaction Survey. Doing so will automatically embed the survey within the email, allowing customers to rate their overall satisfaction with your product and/or service.

Did this tutorial work for you? Let us know in the comments section below!

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Article Name
How to Create a Satisfaction Survey in Infusionsoft
Instead of assuming your customers are happy, you can easily create a survey in Infusionsoft and send it to your customers to find out how they really feel. If there is a problem, you can address it. Follow these steps!

3 Comments to How to Create a Satisfaction Survey in Infusionsoft

  1. Marielle says:

    This worked for me. Very helpful. It’s so critical to measure customer satisfaction.

  2. Kenneth says:

    Thanks for providing step-by-step instructions. I’ve been meaning to look into this and just haven’t had a chance. Now I don’t have any excuse not to do it.

  3. Amber says:

    This is great – thank you! It worked well for me.

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