How To Integrate Your YesInsights Surveys Into Autopilot

Integrating your YesInsights surveys into Autopilot is super easy. So I will quickly detail the steps you need to take to.

How to integrate YesInsights into Autopilot

If you’re in a rush, there’s a short video of what I am doing at the bottom. If you don’t want to scroll, use CMD-F and type in TL;DR 🙂 

Step 1 – Create your Survey

image of Step 1 - creating a survey - of how to integrate yesinsights into autopilot

Sign into your YesInsights account and click “Create Survey”

Step 2 – Choose Survey Type

image of Step 2 - choosing a survey type - of how to integrate yesinsights into autopilot

Click on which type of survey you would like to create.

I created a Regular survey for this How To Guide and the corresponding video. Don’t worry! You can follow the same process for setting up an NPS survey. It’s even easier!

Step 3 – Choose How to Share

image of Step 3 - choosing a sharing platform - of how to integrate yesinsights into autopilot

You will be prompted to select your distribution method after selecting your type of survey. Select Email since we will be integrating YesInsights with Autopilot.

Step 4 – Filling in the Survey Criteria

image of Step 4 - creating your survey questions and answers - of integrating yesinsights into autopilot

In this step, you’ll give your survey a name, ask your question, and enter in the responses. You can add more responses by clicking the “Add additional responses” button (in the red box above). And you can add as many responses as you’d like!

You can delete responses by floating your mouse over the Response box you wish to delete. This will make an “x” button appear to the right of the Response box (red arrow and circle above). Simply click that “x” and that response will be deleted.

Step 5 – Creating your Survey to Share

image of Step 5 - creating your survey to share it - of how to integrate yesinsights into autopilot

After filling in all the survey criteria, you will scroll down and select the green “Create Survey!” button.

Before hitting create, you will have the opportunity to switch your Landing Page, send a Follow-up email, and adjust your Settings. None of this is required. However, if you want to browse the possibilities, simply click on the arrow to the right (in the red circles above).

Step 6 – Selecting Autopilot

 image of Step 6 - choosing your email platform - of how to integrate yesinsights into autopilot

You will see this page after clicking “Create Survey”. To select Autopilot, click on the drop down arrow. It will load up a drop down menu of all the email platforms we integrate with in alphabetical order.

image of Step 6 - selecting autopilot - of how to integrate yesinsights into autopilot

Scroll down until you see Autopilot (red box above) and select it.

Step 7 – Copying your Survey Snippet

image of Step 7 - getting your autopilot survey snippet - of how to integrate yesinsights into autopilot

After selecting Autopilot, you will see the screen pictured above. You just need to click on the green “Get Survey Snippet” button (in the red box above).

image of Step 7 - copying your autopilot snippet - of how to integrate yesinsights into autopilot

That will load up the page pictured above. All you need to do is click anywhere inside the survey snippet box. I added the blue and green mouse capture so you could see that a simple mouse click will save it to your clipboard!

You will see the green “Survey snippet copied!” pop-up right after you click on the survey snippet.

Step 8 – Paste Survey Snippet into Autopilot

image of Step 8 - pasting your survey snippet in autopilot - of how to integrate yesinsights into autopilot

Next, head over to your email in Autopilot and paste your survey snippet. The paste shortcut (CMD-V) is your friend here 🙂 Your survey will be up and loaded:

image of what your yesinsights survey will look like when integrating yesinsights into autopilot

Step 9 – Double Check (optional)

image of step to preview yesinsights into autopilot integration

Personally, I like to double check that the surveys are functioning properly. To double check your survey, click the “Preview” button (in the red box above).

image of answering your survey

You will be able to click a response in Autopilot’s preview mode. The link will change colors and a new YesInsights tab will appear (if you stuck with the general YesInsights Landing Page – refer to Step 5).

image of yesinsights landing page asking responders for more information

Fill in your additional comments on the YesInsights Landing Page and click the green “Send” button. After this, you’ll want to go back to your YesInsights dashboard.

image of selecting your yesinsights survey to see the responses you have gotten

Click on the title of your survey (red circle above). If you ran an NPS survey, you will need to select the “NPS Surveys” button first (green box above).

image of your previewed results

After clicking, you will be able to see your real-time results and any additional comments.

Make sure you delete this response so it doesn’t affect your survey stats.

And that’s all there is to it!

TL;DR:

Here’s the video of me doing the same process:

 

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.

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