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NPS Surveys by Email - Tutorial
NPS Surveys by Email - Tutorial
Daniel Sims avatar
Written by Daniel Sims
Updated over a week ago

The first step is to create your survey. Don’t worry, this part is easy! First, log into your YesInsights Account, then select Create Survey. Select NPS survey, then Email as your preferred method.

Next you can specify your company or product name, upload your logo, and preview the design and layout of your survey. You can also decide if you want to ask your users for comments after they give you a rating, and if you want us to send a follow-up email once the feedback has been captured. Since NPS is a standardized survey, there isn’t much else you need to configure here.

Now you’ll decide how you want to handle multiple responses to a single email. You may want to limit this based on the email address of the user submitting the feedback or based on the IP address of the individual filling out the survey. We recommend limiting by IP if you’re unsure of what to do.

That’s it! It’s time to get your survey in front of people. Remember to click Create Survey– we don’t want to lose all your hard work!

Now that your survey is live, it’s time to start gathering feedback. Click on Share Survey to get to this last step.

Here’s where you’ll pick your email sending platform from the list of available integrations. This helps us automate your feedback engine by automatically capturing the email address of your respondents.

Don’t see your provider in the list? Not to worry! Drop us a line and let us know who you’re using, and we’ll get to work on building an integration. For now. select General Email and you’ll still be able to send the survey out, it will just require your users to enter their email address manually when completing the survey.

With your provider selected, YesInsights will generate your NPS Email Survey snippet. Simply copy and paste either the snippet or the HTML code into your provider’s email editor, and start surveying!

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