Goal: Send automated event-based emails from your CRM / POS system.
Prerequisites: A CRM / POS system that can send a simple email with custom data pulled in. (Examples: HubSpot, Salesforce (via Process Builder), MS Dynamics)
If your CRM can send a simple email with custom data pulled in, you can use that email to bring a contact into AskNicely and immediately send an event-based survey to that person.
Configuring the Email
For AskNicely to understand the data you’re sending, we’ll need the email to be formatted in a very specific way. You will want to build some type of "email template" in your CRM / POS system that can format this email the same way, every time.
The subject of the email has no effect on how AskNicely imports the data in your email. Something generic like "AskNicely export" would work great, or you can leave the subject blank if you prefer.
The Email Body
The body of the email will essentially be a list of data points you want to bring into AskNicely. Correct formatting is essential. Each line should have the name of one of your CRM / POS fields (like location, customer name, account_owner, etc), and a value to follow it up.
name: Joe Thornton
Importing this email would create a person entry on your People page that looks like this:
We can only brought over the name, email, and segment, so our data is very limited here. You can bring over any other data point you like and it will be added, the same as if you had used a CSV.
Note: the email should contain ONLY the desired fieldname:value pairings. Make sure an email signature is not included.
The To: Address
To import this contact into your AskNicely People, you’ll need to send it to a very specific address that can be found in your settings.
- Click the App Store to go to the Settings Page
- Click Integrate
- Scroll down and click Email to Survey
- Click Activate Email to Survey to create the unique address
- Click Copy to Clipboard to copy the address to your clipboard
You will need to paste that address into the email template in your CRM that you and any contact you send to that address will be added into AskNicely.
Additional Arguments and Commands
You can include additional arguments in the body of the email to modify AskNicely’s behavior.
Only adds the person into your People data, but does not trigger a survey.
When this person is received in AskNicely, it will send a survey immediately, overriding your contact rules. This is only recommended for testing, as multiple emails will trigger multiple surveys.
Sets a number of minutes (replacing x) to delay the send of the survey email. This value does not apply to SMS surveys, which cannot be delayed.
Note: This delay is carried out by our email service, Mandrill. It’s not in AskNicely, so surveys sent with this delay will still be considered “Sent” by AskNicely, and can’t be changed or canceled.
Deactivates the contact after the survey is sent, making them ineligible for other surveys until reactivated.
Frequently Asked Questions
Does Email to Survey obey my global contact rules?
Email to Survey will only obey the contact rule that says Wait at least x days before contacting a person again with a new survey. It won’t obey the contact rule for newly added people.
Why would I want to use the “thendeactivate” argument?
If you don’t use the thendeactivate argument, the contact will remain in your active People and may get chosen for surveys by a scheduler or survey blast. In some cases, we’ve found some customers don’t want this; for them we recommend using
Remember that deactivating a customer doesn’t delete them or prevent them from answering a survey you’ve already sent out; it only prevents them from being surveyed until they are reactivated.
Have more questions?
If you have any more questions, please reach out to our awesome support team by clicking the chat button in the bottom right or by emailing firstname.lastname@example.org