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Distributing Your Survey
1. Distribution Overview
Choosing the Right Channel
Multi-Channel Distribution Strategy
Channel Comparison
2. Link Sharing
Getting Your Survey Link
Custom URL Parameters
Response Override Settings
Shortening URLs
3. QR Code
Generating Your QR Code
Customization Options
4. Website Embed
NPS Widget
Configuration Options
Installation
Popup
Configuration Options
Slider
Configuration Options
Full Page Embed
Installation
Embed Trigger Rules
5. Email Campaign
Creating an Email Campaign
Template Design
Personalization with Merge Tags
A/B Testing Subject Lines
Tracking and Analytics
6. WhatsApp Campaign
Prerequisites
Creating a WhatsApp Campaign
Template Variables
Two-Way Conversations
7. Social Media
Sharing Channels
Twitter / X
Telegram
Social Sharing Setup
8. Shopify Integration
Installation
Survey Placement Options
Order Data Pass-Through
9. Integration Workflows
Zapier Integration
CRM → Survey
Support Ticket → Survey
Form Submission → Survey
E-Commerce → Survey
Webhook Configuration
Incoming Webhook (Trigger Distribution)
Outgoing Webhook (Response Notification)
Custom API Integration
10. Audience Purchase
How It Works
Targeting Options
Sample Size and Budget
Quality Assurance
Quick Reference
Reach your audience through multiple channels — direct links, QR codes, website embeds, email campaigns, WhatsApp, and social media sharing.
Getting your survey in front of the right people is just as important as designing the questions themselves. SurveyAnalytica offers eight primary distribution channels, each suited to different audiences and goals. You can combine multiple channels in a single campaign to maximize reach and response rates.
The ideal distribution channel depends on your audience, the survey length, and the context in which respondents will participate. Short pulse surveys work well as website popups or WhatsApp messages, while longer research surveys are better distributed via email with a direct link. Consider your audience’s habits — B2B professionals often respond best to email or LinkedIn, while consumer audiences may prefer WhatsApp or social media.
Combining two or three channels typically yields 30–50% higher response rates than relying on a single channel. Start with your primary channel (e.g., email) and add a secondary channel (e.g., QR code in physical locations or a website popup) one to two days later to capture non-responders. Use URL parameters to track which channel drives the most completions.
?source=email, ?source=qr) so you can measure channel performance in your analytics dashboard.
Your
Survey
🔗
LINK
QR CODE
NPS
WIDGET
POPUP
SLIDER
🌐
SOCIAL
| Channel | Best For | Response Rate | Setup Effort | Tracking |
|---|---|---|---|---|
| Direct Link | Any channel, maximum flexibility | Varies by sharing method | Minimal | URL parameters |
| QR Code | Physical locations, print materials, events | Medium | Low | Scan count |
| NPS Widget | In-app feedback, website sentiment | High (contextual) | Medium | Impression & completion |
| Popup | Exit surveys, targeted feedback | High (if well-timed) | Medium | Trigger & completion |
| Slider | Non-intrusive feedback collection | Medium–High | Medium | Trigger & completion |
| Email Campaign | Known audiences, B2B, detailed surveys | High | Medium–High | Open, click, completion |
| Consumer audiences, quick surveys | Very High | High (API setup) | Delivery, read, response | |
| Social Media | Broad reach, brand audiences | Low–Medium | Low | Click-through |
Every survey in SurveyAnalytica has a unique, shareable URL. The direct link is the most versatile distribution method — you can paste it into an email, message, document, or any digital channel. Customize the link with URL parameters to track sources and pre-fill respondent data.
?source=newsletter&userId=123®ion=us-eastURL parameters let you pass data into the survey without the respondent needing to enter it. Parameters are appended to the survey URL after a question mark (?) and separated by ampersands (&).
| Parameter | Purpose | Example |
|---|---|---|
source |
Track which channel or campaign drove the response | ?source=email_campaign_q1 |
userId |
Associate the response with a known user in your system | ?userId=usr_abc123 |
region |
Tag responses by geographic region | ?region=apac |
lang |
Pre-select the survey language for the respondent | ?lang=es |
| Custom fields | Any key-value pair you define — available in response data and analytics | ?department=engineering&tier=premium |
By default, respondents can submit multiple responses from the same device. You can control this behavior in Distribution > Settings:
userId URL parameter; blocks duplicates for the same user ID.userId parameter combined with “One response per user” mode. Cookie-based restrictions can be bypassed by clearing browser data or using incognito mode.
Survey URLs can be long, especially with multiple parameters. You can use any URL shortener (such as Bitly or your own branded shortener) to create a compact link. The URL parameters will be preserved through the redirect. Alternatively, generate a QR code (Section 3) which encodes the full URL in a scannable image.
Generate a customizable QR code that links directly to your survey. QR codes are ideal for physical touchpoints — print them on receipts, posters, product packaging, event badges, or table tents to capture feedback at the point of experience.
QR Code Preview
SA
Foreground
Color
Background
Color
Logo Overlay
Download QR
PNG
SVG
Small
Large
| Option | Description | Default |
|---|---|---|
| Foreground Color | Color of the dark QR code modules (the scannable pattern) | #000000 (black) |
| Background Color | Color behind the QR code modules | #FFFFFF (white) |
| Logo Overlay | Upload a PNG or SVG logo to display in the QR code center. Maximum 30% of QR area. | None |
| Error Correction | Automatically set to High (H) when a logo is present, Medium (M) otherwise | Medium (M) |
| Download Format | PNG (raster, best for print at fixed sizes) or SVG (vector, scales to any size) | PNG |
| Size | Small (200px), Medium (400px), or Large (800px) | Medium (400px) |
Embed your survey directly into your website to capture feedback from visitors without redirecting them to a separate page. SurveyAnalytica supports four embed types — each designed for a different feedback scenario. Choose the type that best matches your website layout and the level of visitor attention you need.
Feedback
NPS Widget
Floating button
Survey
x
Submit
Popup
Modal overlay
Survey
Next
◀
Slider
Side panel
Customer Feedback Survey
Submit
Full Page
Iframe embed
The NPS Widget adds a small, persistent floating button to your website — typically in the bottom-right corner. When a visitor clicks it, a compact survey overlay appears without navigating away from the page. This is ideal for always-on feedback such as Net Promoter Score (NPS), customer satisfaction, or quick sentiment checks.
Copy the embed code snippet from Distribution > Website Embed > NPS Widget and paste it before the closing </body> tag of your website. The snippet is a lightweight JavaScript loader that asynchronously loads the widget.
The Popup embed displays your survey in a centered modal dialog that overlays the page content. A semi-transparent backdrop dims the background to focus the visitor’s attention on the survey. Popups are best for targeted feedback moments such as post-purchase surveys, exit intent captures, or onboarding feedback.
The Slider embed opens a side panel that slides in from the left or right edge of the browser window. Unlike the popup, the slider does not fully obscure the page content — visitors can still see part of the page alongside the survey. Sliders work well for contextual feedback where the visitor might want to reference the page while answering.
The Full Page embed uses a standard HTML <iframe> to render the survey directly inside your web page. The survey fills the entire content area of the iframe, making it feel like a native part of your website. This approach is best for dedicated survey pages, knowledge bases, or onboarding flows where the survey is the primary content.
Copy the iframe code from Distribution > Website Embed > Full Page and paste it into your page HTML where you want the survey to appear:
Popups and Sliders support configurable trigger rules that control when the survey appears. You can combine multiple triggers — the survey will appear when any configured trigger condition is met.
| Trigger | Description | Example |
|---|---|---|
| Time Delay | Show the survey after the visitor has been on the page for N seconds | Show after 5 seconds on page |
| Scroll Percentage | Show when the visitor scrolls to a specific percentage of the page height | Show at 50% page scroll |
| Exit Intent | Show when the visitor’s mouse cursor moves toward the top of the viewport (indicating intent to leave the page or close the tab) | Detect cursor leaving viewport |
| Click Trigger | Show when the visitor clicks a specific button or link on the page. The button should have a data-sa-survey attribute matching your survey ID. |
Custom button with data-sa-survey="YOUR_SURVEY_ID" |
| Page Load | Show the survey immediately when the page finishes loading, without any delay or user action | Survey appears with page |
Email remains one of the most effective channels for survey distribution, especially when reaching known audiences such as customers, employees, or subscribers. SurveyAnalytica’s email campaign builder lets you design professional emails, personalize content with merge tags, schedule sends, and track engagement — all without leaving the platform.
The email builder supports drag-and-drop components including text blocks, images, buttons, dividers, social links, and HTML code blocks. All templates are fully responsive and optimized for mobile email clients. You can save any design as a reusable template for future campaigns.
Insert dynamic content into your email using merge tags. These are placeholders that get replaced with each recipient’s data at send time:
| Merge Tag | Replaced With | Example Output |
|---|---|---|
{firstName} |
Recipient’s first name from the contact list | Sarah |
{lastName} |
Recipient’s last name | Johnson |
{email} |
Recipient’s email address | sarah@example.com |
{company} |
Company name from contact data | Acme Corp |
{surveyLink} |
Personalized survey URL with contact ID | https://survey…/s/abc?cid=xyz |
{custom.fieldName} |
Any custom field from the contact list | Value of the custom field |
Optimize your open rates by testing multiple subject lines. Create up to three subject line variants and set the split percentage (e.g., 20% Group A, 20% Group B, 60% Winner). SurveyAnalytica sends the test variants to a small sample, then automatically sends the winning subject line (highest open rate) to the remaining recipients.
Every email campaign tracks the following engagement metrics in real time:
WhatsApp is one of the highest-engagement channels for survey distribution, with open rates exceeding 90% in many markets. SurveyAnalytica integrates with the WhatsApp Business API to send templated messages at scale, track delivery and read receipts, and support two-way conversations with respondents.
Before launching a WhatsApp campaign, you need:
{{1}} for first name, {{2}} for survey link). Map each variable to the corresponding contact list field.
←
S
SurveyAnalytica
online
TODAY
Hi Sarah! 👋
We’d love to hear your
feedback about your recent
purchase. It only takes
2 minutes!
Take Survey →
10:32 AM
✓✓
✓
Sent
✓✓
Delivered
✓✓
Read
Type a message…
➤
WhatsApp templates use numbered placeholders ({{1}}, {{2}}, etc.) that you map to your contact list fields. Common mappings include:
| Template Variable | Maps To | Output Example |
|---|---|---|
{{1}} |
First Name | Sarah |
{{2}} |
Survey Link | https://survey…/s/abc?cid=xyz |
{{3}} |
Company Name | Acme Corp |
{{4}} |
Custom Field (e.g., order number) | ORD-12345 |
When a recipient replies to your WhatsApp message, SurveyAnalytica captures the reply and opens a 24-hour conversation window. During this window you can send follow-up messages without requiring a new template. This is useful for answering questions about the survey, sending reminders, or collecting additional qualitative feedback.
Expand your survey’s reach by sharing it across popular social media platforms. SurveyAnalytica generates optimized sharing links with Open Graph and Twitter Card metadata so your survey link appears as an attractive, clickable card in social feeds.
f Facebook
Survey Preview Image
Customer Feedback Survey
survey.surveyanalytica.com
Share your experience with us in this…
𝕏 Twitter / X
Survey Preview Image
Customer Feedback Survey
survey.surveyanalytica.com
Help us improve — take our 2-min survey…
in LinkedIn
Survey Preview Image
Customer Feedback Survey
survey.surveyanalytica.com
We value your professional insights…
f
Share your survey as a post on your page, in groups, or via Messenger. Open Graph tags create a rich link preview with your survey title, description, and cover image. Pin the post to keep it visible at the top of your page.
𝕏
Tweet your survey link with a compelling call-to-action. Twitter Card metadata generates an eye-catching preview card in the feed. Use relevant hashtags and tag your brand account to extend reach. Schedule tweets for optimal engagement times.
in
Share on your personal profile or company page for professional audiences. LinkedIn post previews display the survey image and title prominently. Ideal for B2B research, employee engagement surveys, and industry benchmarking studies.
P
Create a pin with a visual survey image and link. Effective for consumer-facing brands, design feedback, and visual preference surveys. Add rich pin descriptions with your survey context and call-to-action.
r/
Post your survey in relevant subreddits to reach niche communities. Follow each subreddit’s rules for survey sharing. Include context about your research purpose and how results will be used — Reddit communities value transparency.
✈
Share in Telegram channels and groups. The survey link generates an instant preview with your survey title and description. Telegram’s large group sizes (up to 200,000 members) make it effective for reaching large community audiences quickly.
Collect feedback directly from your Shopify store customers at key moments in their journey — post-purchase, after delivery, on product pages, or at checkout. The SurveyAnalytica Shopify app embeds surveys natively into your storefront without disrupting the shopping experience.
| Placement | Description | Best For |
|---|---|---|
| Post-Purchase (Thank You page) | Survey appears on the order confirmation page immediately after checkout | Purchase experience, checkout satisfaction |
| Post-Delivery | Email or WhatsApp survey triggered N days after order delivery | Product quality, delivery satisfaction |
| Product Page Widget | Embed a feedback widget on specific product pages | Product interest, sizing guidance, pre-purchase questions |
| Cart Abandonment | Popup survey triggered when a visitor starts to leave with items in cart | Understanding reasons for abandonment |
| Site-Wide NPS | Floating NPS widget across all storefront pages | Overall store experience, ongoing sentiment |
When a customer completes a survey triggered by Shopify, the following order metadata is automatically attached to the response:
Automate your survey distribution by connecting SurveyAnalytica to your existing tools. Trigger surveys based on events in your CRM, helpdesk, marketing platform, or any system that supports webhooks or API calls. This ensures the right survey reaches the right person at exactly the right moment.
Connect SurveyAnalytica with 5,000+ apps through Zapier without writing code. Common automation recipes (“Zaps”) include:
When a deal is marked “Won” in HubSpot or Salesforce, automatically send a customer onboarding survey via email or WhatsApp.
When a Zendesk or Freshdesk ticket is closed, trigger a CSAT survey to the customer within 1 hour.
When a lead fills out a Typeform or Google Form, add them to a SurveyAnalytica contact list for a follow-up survey campaign.
When an order ships in WooCommerce, schedule a product feedback survey for 5 days later.
For custom integrations, SurveyAnalytica provides both incoming webhooks (to trigger survey distribution) and outgoing webhooks (to notify your systems when a response is received).
Send an HTTP POST request to your survey’s webhook endpoint to add a contact and trigger survey delivery:
{
“email”: “sarah@example.com”,
“firstName”: “Sarah”,
“channel”: “EMAIL”,
“metadata”: { “orderId”: “ORD-12345” }
}
Configure a webhook URL in Settings > Integrations > Webhooks to receive real-time POST notifications whenever a survey response is submitted. The payload includes the response data, respondent metadata, and a timestamp.
Use the SurveyAnalytica REST API for full programmatic control over survey distribution. Key endpoints include:
| Endpoint | Method | Description |
|---|---|---|
/v1/surveys/{id}/distribute |
POST | Send survey to one or more contacts via email, SMS, or WhatsApp |
/v1/surveys/{id}/link |
GET | Generate a personalized survey link for a specific contact |
/v1/surveys/{id}/responses |
GET | Retrieve all responses with filtering and pagination |
/v1/contacts/lists/{listId} |
POST | Add contacts to a list for batch distribution |
/v1/webhooks |
POST | Register or update webhook endpoints |
Need responses from people outside your existing contact lists? SurveyAnalytica’s Audience Purchase feature connects you with panel respondent providers so you can buy targeted responses from verified audiences. This is ideal for market research, concept testing, and studies that require statistically significant sample sizes from specific demographics.
| Category | Available Filters | Examples |
|---|---|---|
| Demographics | Age range, gender, household income, education level, employment status, marital status | Women 25–34, income $50k–$100k, college-educated |
| Geography | Country, state/province, city, metro area, postal code radius | United States > California > San Francisco metro area |
| Interests | Industry vertical, hobbies, technology usage, purchase behavior | Technology enthusiasts, online shoppers, fitness/wellness |
| Professional | Job title, seniority level, company size, industry | Marketing managers at companies with 100+ employees |
| Custom Screening | Add screening questions at the start of the survey to filter respondents | “Have you purchased a laptop in the last 6 months?” |
The cost per response depends on several factors:
Every panel order includes built-in quality measures:
| Action | Where | How |
|---|---|---|
| Copy survey link | Distribution > Link | Click Copy button |
| Add URL parameters | Distribution > Link | Append ?key=value to URL |
| Generate QR code | Distribution > QR Code | Customize and download |
| Embed NPS widget | Distribution > Website Embed > NPS Widget | Copy script, paste before </body> |
| Add popup survey | Distribution > Website Embed > Popup | Copy script, configure triggers |
| Add slider survey | Distribution > Website Embed > Slider | Copy script, set direction and width |
| Full page embed | Distribution > Website Embed > Full Page | Copy iframe code into your page |
| Create email campaign | Distribution > Email Campaign | Design template, select contacts, schedule |
| Send via WhatsApp | Distribution > WhatsApp Campaign | Select template, map variables, launch |
| Share on social media | Distribution > Social Media | Customize preview, click platform icon |
| Connect Shopify | Integrations > Shopify | Install app, authorize, configure placements |
| Set up Zapier | Integrations > Zapier | Connect account, create Zap triggers |
| Configure webhooks | Settings > Integrations > Webhooks | Add endpoint URL, select events |
| Purchase audience | Distribution > Purchase Audience | Set targeting, sample size, place order |