Survey campaigns

Learn how to create multiple Relationship and Transactional NPS campaigns, set notifications for new responses and automatically follow-up on customer feedback.

30 articles in this collection
Written by Alex Bitca, Grigore Raileanu, and Daniela Braniste

Regular Survey Campaigns

Send email surveys on a recurring basis

This tutorial will help you configure a regular email survey campaign.

Written by Alex Bitca
Updated over a week ago

Regular email campaign schedule setup

Written by Alex Bitca
Updated over a week ago

Send email surveys manually

Select one or more contacts, and send them an email survey manually.

Written by Alex Bitca
Updated over a week ago

Display in-app (web) surveys in your web-application

Written by Alex Bitca
Updated over a week ago

Regular in-app campaign schedule setup

Written by Alex Bitca
Updated over a week ago

In-app survey template management

Written by Alex Bitca
Updated over a week ago

In-app survey script installation

Written by Alex Bitca
Updated over a week ago

Transactional Survey Campaigns

Get started with transactional email campaigns

Written by Alex Bitca
Updated over a week ago

Set up Shopify transactional email surveys

Written by Alex Bitca
Updated over a week ago

Set up Salesforce transactional email surveys (using Salesforce's Flow)

Written by Alex Bitca
Updated over a week ago

Migrate Salesforce Workflow Rules to Flows

Written by Alex Bitca
Updated over a week ago

Create a transactional survey campaign with Zapier

Written by Alex Bitca
Updated over a week ago

Set up Chargebee transactional email surveys

Written by Alex Bitca
Updated over a week ago

Set up Freshservice transactional surveys

Written by Alex Bitca
Updated over a week ago

General info about Campaigns

Customer Experience metrics you can track with Retently

Written by Alex Bitca
Updated over a week ago

Survey reminders

Written by Alex Bitca
Updated over a week ago

Use the "Last survey date" audience filter in transactional campaigns

Written by Alex Bitca
Updated over a week ago

Export survey data to external systems via webhooks

Set up your Retently campaign Alerts to be always notified of your survey scores

Written by Alex Bitca
Updated over a week ago

How to configure autoresponders in a survey campaign

Written by Alex Bitca
Updated over a week ago

Survey autoreplies

Written by Alex Bitca
Updated over a week ago

Improved audience segmentation

Written by Alex Bitca
Updated over a week ago

Automated topic & sentiment classification

Automatically analyze your text feedback and categorize it into industry-specific topics and identify the feedback sentiment.

Written by Alex Bitca
Updated over a week ago

Alerts are not working

Make sure your alerts are enabled and your campaign is turned on.

Written by Alex Bitca
Updated over a week ago

How to activate email notifications?

Written by Alex Bitca
Updated over a week ago

Other Campaigns scenarios

Troubleshooting: Survey Reminders are not being sent

Written by Daniela Braniste
Updated over a week ago

Send surveys through text (SMS surveys)

Written by Daniela Braniste
Updated over a week ago

Set up and distribute surveys by link

Written by Grigore Raileanu
Updated over a week ago

Set up and distribute anonymous surveys by link

Written by Alex Bitca
Updated over a week ago

Add HubSpot email personalization token to a Retently link survey

Written by Alex Bitca
Updated over a week ago

Customer properties management via surveys by link

Written by Alex Bitca
Updated over a week ago