Use Survey Actions

Marketing automation flow actions perform marketing or organizational tasks in your flow. Use send email with a survey actions to learn a bit about your audience. Include your Mailchimp survey in an email you design with our new builder.

In this article, you’ll learn how to use a send email with a survey action.

Before you start

Here are some things to know before you begin this process.

• To learn more about automation flows, how they work, and what you can do with your plan, check out About Marketing Automation Flows.
• If you’re new to Mailchimp’s survey tool, check out Create a Survey.
• In order to use this action, you’ll design the email using the new builder. To learn more, check out Design an Email with the New Builder.
• Our flow templates use default triggers, along with default rules and actions. To learn more, check out Use Automation Flow Templates.

Add a send email with a survey action

If you’d like to gather more information from your contacts, send them an email with a Mailchimp survey. If an automation flow includes a series of emails, we recommend you separate them with time delays to avoid flooding your contacts with multiple messages at once.

To add a send email with a survey action to an automation flow, follow these steps.

1. Click and drag the Send survey in email action into your flow from the side panel. Or, use the plus icon (+), then select the Send survey in email action.
2. In the Send email with a survey pop-up, click Rename to edit the internal name for your email.
3. Click Edit in the To & From field to change the To field, From name, or From email address.
4. Click Edit in the Subject field to customize your subject line and preview text.
5. Click Edit in the Schedule field to limit your sends to a certain day or time.
   For example, if you know your audience is more likely to open emails on the weekend, you might choose to send on Saturdays and Sundays only.
6. Click Edit in the Tracking field if you have Google Analytics connected to your Mailchimp account. Click the Google Analytics tracking checkbox to turn it on or off. Click the UTM parameters to edit their default values. To default back to the original values, click Reset Defaults.
   This will edit Google Analytics tracking for the send email with a survey action only. To learn more about turning on tracking for all email actions in an automation flow, check out Integrate Google Analytics with Mailchimp.
7. Click Edit Email Content.
8. Click the Survey block that’ll link to your survey as you design your email in the new builder.
9. In the side panel, click the Link to survey drop-down, then choose an existing survey or click Create Survey to make a new one.
10. After you’ve added your survey and designed your email, click Continue to return to your automation flow.

Nice work! When your contacts reach this point in the flow, they’ll be able to visit your survey by clicking the Survey button in the email. Repeat these steps to add additional survey actions in your flow as needed.