How to Distribute Surveys using Voice of the Customer in Microsoft Dynamics 365/CRM

In Voice of the Customer, after you’ve built your survey, you will want to strategically send it out to get the most and highest quality feedback possible.

There is a difference in how you will distribute surveys to Non-Anonymous survey-takers and Anonymous survey-takers.

Non-Anonymous surveys are the most common type of survey, used for lead generation and information gathering.

For Non-Anonymous survey-takers, you will want to copy the survey code. It is recommended that for you to utilize an email template to send the survey code snippet.

Email templates allow for easy customization for mass email sends.

The email template can be sent in many different ways:

• Directly from the Survey
• Through Direct Email to a list of Contacts
• Workflows
• Quick Campaigns
• Survey Invitations and Survey Activities 

With Anonymous surveys, since you don’t know exactly who you are sending your survey to, you simply copy the survey URL, paste the link into a field, and send through the distribution channel you are using.

Surveys are a great way to gather information about known and unknown audiences. The cost is much lower with online and mobile surveys rather than distributing paper surveys or conducting phone surveys, for example.

Mobile and online surveys can reach thousands!

Surveys are useful for describing large groups, offer creators a lot of flexibility with the user-experience, and, best of all – surveys are dependable. Plus, they integrate into your CRM system with Voice of the Customer in Microsoft Dynamics 365/CRM!

Get the full Voice of Customer demo, including more tips on survey distribution, building survey sections, and more when you watch Ledgeview’s July 2018 User Group Webinar.

Watch the on-demand demo here.