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How do I send a survey?

Surveys & Polls Updated on September 5, 2019

There are two ways to send, depending on what type of survey you created. Surveys can be sent by email or by link.

NOTE: The following steps assume that you have already created a survey and activated it in your account.

To send a survey by email:

  1. Log in to your Benchmark account.
  2. On the Dashboard menu, select Emails.
  3. Click on the Create New Email button.
  4. Complete Step 1 and Step 2.
  5. On Step 3, select a template.
  6. Click on top of the text block you want to insert the survey link.
  7. Now click on Merge.
  8. Select Survey.
  9. You will be prompted to a Survey Link pop-up. Give your link a name and select a live survey from the dropdown menu.
  10. Click Update.

You can now move forward with your email and send it, or you can continue editing.

To use a survey by link:

  1. On the Dashboard menu, click on Surveys.
  2. Locate the active Survey you would like to access the URL from and click Survey URL.
  3. Copy the URL.

You can now freely use the Survey URL in emails, social media or even on your website.

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