Create Surveys from Zoho CRM
Campaigns
allow you to track all marketing initiatives in your business. It also
lets you evaluate the performance of every campaign based on the
generated ROI. Survey campaign lets you identify your prospects'
requirements which helps you identify quality leads.
Integrating
Zoho Survey with CRM allows you to create surveys right from your CRM
account. You can invite the leads/contacts to a survey by sending them
an email. You can also view campaign details like:
- Number of customers the survey is sent
- Number or customers yet to visit
- Number of customers visited
- Number of customers who completed the survey
Availability
Permission Required
Users with Administrative profile can setup Zoho Survey Integration.


Note
- While integrating, you can map only the fields in a standard layout.
- Integrating
Zoho Survey, adds a Zoho Survey layout in the campaigns module. Hence
you must ensure that you have not reached the maximum layout limit.
- Upon integration the following fields are added to the Zoho Survey layout:
- Survey Type
- Survey URL
- Survey Department
- Survey
- Department ID

Create a Survey
Once
the integration is completed, you can create surveys from the campaigns
module in Zoho CRM. There are two ways in which you can create surveys:
- Associate an existing survey
- Create a new survey
Associate an existing survey
If you have already created a survey in Zoho Survey, you can associate it with Zoho CRM.

Create a new survey
You can create a new survey from the Campaigns module by using the following options:
- Blank survey - You can create a survey from the scratch.
- Template Gallery - You can use a pre-defined survey template.
- Copy from existing - You can replicate an existing survey and make changes.

To create a survey
- Go to the Campaigns module.
- Click the Add (+) icon and choose Zoho Survey.
In the Create Campaigns page, do the following:
- Enter the Campaign and Description Information and click Save.

You will be redirected to the Zoho Survey page. - Build a survey by adding questions and appropriate responses.

- Go to the Launch tab and click Publish.


Note
- Ensure that you have published the survey before inviting leads or contacts.
Add Survey Registration URL in Email Templates
Once
the survey is created, you can embed the registration URL in the email
template and send it to your leads or contacts. You can send upto 1000
emails a day.
To add survey registration URL
- Go to Setup > Customization > Templates.
- In the Email tab, select the desired template.
You should choose a template only from the Leads or Contacts module. Click Create Link

or
Survey link 
icon.
Update Campaign Member Status
The campaign member status defines the status of the leads or contacts who are part of the campaign.
Note that the lead status is different from the Campaign Member Status.
To update Campaign Member Status
- In the Record Detail page, go to the related list and choose Leads/Contacts.
- Hover over the lead/contact and click the Edit icon.

- Select the Member status from the drop-down list and click Save.

Filter records
You
may have associated many leads/contacts to a campaign and it can be
difficult to find one particular lead/contact. You can use the filter to
sort the records by specifying the appropriate conditions.
For
example, you have sent the survey to 100 leads and want to invite
only those who completed the survey for a 'product demo'. Using filters
you can specify the condition, Service status is Completed and apply.

To filter records
- Click the Filter icon.
- Specify the criteria.
- Click Apply.
The records matching those criteria will be displayed.
You can click Clear to discard the applied filters.

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