Quick answer: Log in, open Forms & Surveys, click Create New Survey, add questions, customize the layout, choose how you’ll share it (email, SMS, QR code, social, direct link), publish, and start collecting responses in real time—no coding needed.
Create an online survey (step by step)
- Go to Forms & Surveys in your Mailpro dashboard and select Create New Survey.
- Start from scratch or a template: pick a ready-made layout or build your own.
- Add questions: multiple choice, rating scale, NPS, short/long text, yes/no, dropdown, etc.
- Customize design: logo, colors, progress bar, welcome/thank-you pages.
- Set logic & required fields: enable skip logic/branching and validations where needed.
- Preview & test: run a quick test submission before publishing.
- Publish & share: copy the public link, generate a QR code, add to email campaigns, or send via SMS.
- Track responses: view results in real time and export if needed.
Best practices for higher completion rates
- Keep it short: aim for 5–10 questions; display an estimated completion time.
- Ask one thing at a time: avoid double-barreled questions and jargon.
- Use clear scales: label scale endpoints (e.g., “Very dissatisfied” → “Very satisfied”).
- Mobile-first design: single-column layout, large tap targets, high contrast.
- Offer context or incentive: explain the value of responding; optionally add a small reward.
- Respect privacy: state how data is used and collect consent where required.
Ways to share your survey
- Public link: share on social or add to your website’s nav/CTA areas.
- Email: insert a button in newsletters and automations.
- SMS: send a short link via Mailpro SMS for fast mobile replies.
- QR code: perfect for print, events, packaging, and POS.
- Embed: place the survey in a landing page or blog post.
Analyze results
- Monitor in real time: see totals, completion rate, and device mix.
- Segment follow-ups: send targeted messages based on responses.
- Export data: download results for further analysis if required.
Troubleshooting
- People can’t access the link: confirm the survey is published and the URL is correct (https).
- Low completion rate: shorten the survey, improve the CTA placement, try SMS distribution, and consider an incentive.
- Embed not showing: paste the full embed code and ensure your CMS allows iframes/scripts.
Also read: Form Sharing Tips: Maximize Your Mailpro Forms for Better Responses