The Easiest Way to Send a Survey via Gmail

Sending out regular surveys to your customers and prospects has many benefits. They can help you learn more about your customers to make smarter growth strategies for your new products. They can help you improve your customer experience. Some of them can even segment your marketing efforts, help you follow up after hosting a webinar, and help you bring in huge profits.

They almost sound too good to be true, and that’s partially true. Surveys can also be painfully long and boring and as a result, largely ignored.  And even if you do get people to answer your survey, there’s a high possibility that they just skimmed through it to get the rewards you promised rather than actually answering truthfully.

However, surveys are often made much more difficult than they really are. You’d be surprised at the insights you can uncover when you keep your surveys simple and to the point.

We’d recommend only asking a handful of one-question surveys but if you do this consistently and not in an annoying way, you can learn a lot about your customers and prospects.

Okay, enough theory – let’s dive into how to send out surveys via Gmail.

The easiest way to send surveys via Gmail

The first thing you’ll need is a Gmail account and a YesInsights account.

Note: YesInsights only allows you to send a single question at a time, so make it count!

Once you’ve signed into your YesInsights account, you’ll want to click on the Create Survey button towards the top:

image of clicking create survey in yesinsights

Then you’ll want to select which kind of survey you want to run, an NPS survey or a regular one-click survey.

image of your survey options in yesinsights - regular or NPS

And then you’ll need to select how you want to share your survey, either via email or you could host in on your website. For this example, you’re going to want to select email.

image of your sharing options for your yesinsights survey - email or web

Once you click email, you will be able to ask your one question and add as many (or as little) responses as you’d like.

image of creating your survey in yesinsights

Clicking the X next to the survey response text box will delete that response. You can have as many or as little responses as you’d like!

You’ll then have the option to switch the landing page respondents are sent to (by default, they will be sent to a YesInsights landing page where they’ll be asked to add additional comments to the answer they’ve chosen). You can also trigger a follow-up email to be sent out to respondents after they answer and you can adjust how many times a specific email address or IP address can answer that survey.

These are all completely optional so I won’t dive deeper into this here.

Next, you’ll want to scroll to the bottom of the page and click the “Create Survey” button.

That will load up a screen where you can pick which email provider you’re going to use to send your surveys as well as ask you if you want to connect your survey to Zapier to trigger an action in a third-party app.

You’ll just need to select Gmail from the drop-down menu and then click on the “Get Survey Snippet” button.

image of selecting gmail to send your survey in yesinsights

This will load the survey snippet:

image of your yesinsights survey snippet for gmail

If you haven’t gotten the YesInsights Chrome extension, get that first! Then you can copy the survey snippet to your clipboard by clicking on the survey snippet.

Next, you’ll want to go into Gmail and paste your survey snippet into an email.

image of sending a survey via gmail

That’s it! The only thing left is to send the email!

YesInsights will track your responses and you can access them at any time by clicking on the survey you sent out!
Here’s a video I put together walking through the same process:


If you want to try YesInsights risk-free for a week, sign up now for our 7-day trial. 

John is the Marketing Lead at YesInsights. John is motivated by a desire to make other's lives easier, particularly through digital means. He is fascinated by seeing other businesses grow, and that's how John landed at YesInsights.

Site Footer

Sliding Sidebar

Read previous post:
featured image for 5 ingredients to make a good survey
5 Ingredients to Make a Good Survey

So you want to make a good survey eh? One people will actually take action on and provide you with...

Close