Send out a Survey Campaign

Hi @Taylor Tarpley , I’m in a similar situation in thatI’d like to create a survey. My first thought was to use a Klaviyo signup form embedded on a page, or typeform. With either solution it still seems like it’s a requirement to add the subscriber to a list, but what happens if you have multiple lists the subscriber could have originated from? I have multiple lists named by entry point/location.

So, for example, I have a “subscribe and save” page, where visitors complete a short survey to get a discount and then subscribe… vs people who subscribe via checkout, and don’t get this discount - since the page is designed as an incentive and data collection tool. If a subscriber from the “subscribe and save” list completes the survey, but the survey form adds them to a “survey completed” list (or newsletter etc) does that overwrite any record of them actually subscribing to us via the original “subscribe and save” form?

Thanks!

Thanks @Taylor Tarpley, I haven’t utilised the source property but it sounds like I should be - I may consolidate my lists and use that for segmenting. To clarify though, in that link you shared about the benefits of a single main list, it says “Note that the $source property will be overwritten by the latest opt-in” but if I’m following correctly that doesn't have anything to do with overwriting a list membership.

When you say “tag the users who fill out the form with a hidden profile property when they fill out that specific form” do you think it would be better to use a custom property rather than $source - something like “property” = “Survey”, “value” = “Form name”?

I can see the benefits of a main list again now in that you wouldn’t have to deal with multiple preference pages etc too.

Thanks!

As @Taylor Tarpley mentioned one of the options is to use a partner tool. If you decide to go with Survicate we have a native, one-click integration with Klaviyo. It enables you to easily create surveys with Klaviyo-ready email templates. Once your customers start responding, you will be able to see your customers' data in Survicate. You can also send responses to mapped Klaviyo attributes or as tags. 

If you use a mailing list in Klaviyo to distribute your surveys, we automatically capture subscribers' first & last name and email address information - so you'll know who responded to your survey. You'll be able to filter survey results by these attributes, too. You can also add any attributes to your survey link that are supported by Klaviyo or connect Klaviyo integration.

You can add a custom CTA button at the end of the survey - so if you need it can take users to the user to “Update your Preferences” section.