The ability to create a survey easily in Mailchimp is relatively new. Since the functionality was introduced I have used surveys for numerous activities including feedback from the hundreds of people that attended my live online Mailchimp meetups. I find the surveys simple to create and the reporting very good.
In my advanced Mailchimp class I now cover Mailchimp surveys and specifically how to get more leads (customers) using a Mailchimp survey. People usually think of a survey as something that happens after a purchase or event however a survey can just as easily be used as a means for getting new contacts.
In this video I show how we can quickly in Mailchimp create:
- A survey with an email field to capture new lead contact details.
- A follow up email (using automations) to send to the new contact as soon as they’ve completed the survey.
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My name is Gary and I’m from organicweb.com.au, I’m a Mailchimp partner and if you need Mailchimp training or consulting contact me. Today I’m going to go through how we can use a Mailchimp survey to get new leads or new customers. What we will then do is we’ll create an automatic welcome email for those people that sign up from your survey. Surveys can be a great way to get new customers. Let’s go into Mailchimp but just to say that I’m going to go fairly quickly through this; you can always watch the video again. So I’m in Mailchimp itself as you can see. What I’m going to do is first create my survey. So to create a survey in Mailchimp we go “create” and then “survey”. We select our audience; in other words when people enter the email address to which audience should those people be added. I’ll click “begin”. Let’s start building the survey, as Mailchimp says, so we add questions. The first thing we do is go to the “design” tab to design our survey. In branding we can include our logo. We could add a description, Australian spelling in this case, but you could of course do any spelling you you wish. We could add some custom messages such as changing the submit button to send for example and various other things. We could even change the button color and so on but back to our questions. Let’s add a question and we can ask various types of questions. Now in this case I’ll just ask two questions; one of them being maybe what is their favorite flavor of ice cream for example and secondly I want the email address so that I can get that person as a lead. So I’ll click “email” to add an email field on to my survey. What would we like to ask, ok your email you can type whatever you want and this is quite important; you want to make this required so that people have to fill in the email address. Also this is really critical if you want to get new new customers you can communicate with via email specifically you need to ask people if they want to subscribe. So we’ll enable “ask to subscribe” and we could change the “subscribe me to your newsletter” to anything you’d like to. What happens here then is that when a person enters the email address if they check this “subscribe me to your newsletter” they will be added as “subscribed” to your audience and Mailchimp; in other words you will be able to send them email marketing thereafter. Let’s add one more question. I’ll click “add a question” and let’s do this, let’s add radio buttons and we could ask a question, my favorite flavor is, and let’s put here “chocolates”. Let’s put a second option; I’ll just click “enter”, let’s put “strawberry” and so on. We could add more but this is just an example. We could make this “required” if we want to and we could add an “other” option but for now I’ll just leave it as it is. Just pretend this is our survey. One thing I forgot to do was to actually name my survey and I’ll call it in this case “fav flavor” for example. It could be anything that makes sense. I’ll click “Save” and “close”. Now my survey isn’t live as it were so people can’t go as yet and answer the question or fill details so what I need to do is turn on my survey. So I’m going to click “turn on” and this means make it live on the web. Now let me be clear, a survey in Mailchimp, when we create a survey it’s almost like a landing page in some ways; it’s hosted on a unique URL on the web so it’s not something that’s embedded in an email. It’s actually hosted on a URL on the web and we can share that URL on Facebook, on Twitter, we could advertise that URL, we could send it to existing customers or subscribers via email and so on. So just to show you I’m just going to copy the survey URL and I’ll just open it in a new tab just to see what our survey looks like. Ok it’s very basic but that’s absolutely fine; so we’re asking people for the email address and so on. What we could also do with our survey is share it on Facebook, share it on Twitter and we can even share it by email but for now let’s just say we’ve sent out our survey to our subscribers and so on, via email or advertised or whatever. So they come to the survey URL and let’s just enter in a subscriber here for example. So, ok, and I’ll click “subscribe me to your newsletter” because I want to show you what happens in our audience when this person subscribes and let’s just say my favorite flavor is “chocolate”. I’ll click “send”. Ok so now let me go into my audience and just show you show you, what happens now that this person has submitted the survey. I’ll go back into Mailchimp and let me just go to my audience and I’ll just view my contacts and I’m expecting to see that Gary+109 or whatever it was. So there as we can see as my Gary+109, the person that’s just filled my survey, and if I go along you’ll see under “email marketing” column that this person is “subscribed”. So we can send email marketing to this person and the “source” was survey so this is important; source survey because maybe I want to set up a follow-up email or an email to send immediately as this person fills my survey saying “hey thanks for filling the survey” he has a discount coupon, did you know we sell this or that or whatever. Because this is a new lead this is, this is a great new lead and the best time to contact this lead is as soon as they filled in the survey. So what I’m going to do is very quickly create a welcome email so that whenever someone, a new subscriber, fills in the survey, sends the survey, they’ll get a follow-up email. So I’m looking here for “source” is “survey”. So that’s going to be my segment because those are the people that have just signed up on my survey. So let me create my welcome email. I’m going to go “automate”, “email”. I’m going to create a “welcome new subscribers”. The single email won’t work for me. I’ll need to create an onboarding series because I actually want to target only those people that signed up from the survey and I just know that I can’t do that on the single email. So you will need a paid account in Mailchimp to be able to do this. So I’m going to click “onboarding series”, I can call it whatever I want; let’s call it “fav flavor survey” whatever. That’s okay. I’ll select the audience that my people on my survey are signing up to which is “Gary’s ice cream “in this case. I’ll click “begin”. So let’s build this email that’ll go out as people complete that survey. We’ll just wait for that to load up. We start at the top go down. In this case I’m just going to send one email because this is just a demo. So I’ll just very quickly delete all these extra emails because I don’t want them to go out. I’ll just type “delete” very quickly. I’ll just copy that to speed it up a little bit. Click “delete”. o let’s get rid of that last email. Okay there we go and we’ll just get rid of these extra emails; “delete email” paste, delete and delete again. Let’s get rid of all these extra ones. So we’ve just got on’; delete, delete copy paste that in there. Right so we’ve got our one email and so the important thing here is to trigger this immediately after survey subscribed contacts join my audience but remember I wanted only where the the source field is “survey”. So I’ve gone here “filter by segments or tag”, click “add” and build my criteria here, build my segment here. So choose “segment or tag” and contact match the following conditions; so only send us where contact match, and remember what I was looking for is where the signup source was “survey”. In which survey; “favorite flavor survey”. So this means that because I’m adding this segment only people that signed up to my audience using the survey of “favorite flavor” will be sent this follow-up email. So I’ll save that segment. Now what I would do is design my email and enable my automation workflow; and there we go. So what we’ve done is we created a survey, we added an email field onto it where people can subscribe then we created an automated email saying as soon as someone subscribes to our audience, but only where they subscribed using that specific survey, send them this follow-up email. And that’s how simple it is; you’ve got a new customer and you followed up with them and this automation will then just run. The survey will just run, you publicize your survey and it’ll just go. I’m Gary from organicweb.com.au and you thank you for joining me.