How can I send a survey to group of recipients?

Surveys can be used to collect information from alert recipients.

Recipient surveys can be used to gather detailed information from many users. Recipients will receive a link to the survey through email or the mobile application prompting them to complete the survey.

How to send a recipient survey

  1. Create a survey template.
  2. Activate the survey template.
  3. Add the survey the an alert template using the Survey field.

HubSpot Video

Recipient Survey Workflow