How To Integrate Your YesInsights Surveys Into ConvertKit

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

How to integrate YesInsights into ConvertKit

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 convertkit

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 convertkit

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 convertkit

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

Step 4 – Filling in the Survey Criteria

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

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 convertkit

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 ConvertKit

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

You will see this page after clicking “Create Survey”. To select ConvertKit, 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 convertkit - of how to integrate yesinsights into convertkit

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

Step 7 – Copying your Survey Snippet

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

After selecting ConvertKit, 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 convertkit snippet - of how to integrate yesinsights into convertkit

You just need to 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 ConvertKit

image of the first part step 8, selecting the html button in ConvertKit

Click on the HTML button (red circle above) in your ConvertKit email template. Your template screen will turn black and you will be able to paste in the code snippet. The paste shortcut (CMD-V) is your friend here 🙂

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

Your pasted code will look something like this:

image of what your code snippet will look like in convertkit

Then click the HTML button again to see what your survey will look like:

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

Which brings me to my last step: double checking. Hit the “Next Step” button (in the red box above).

Step 9 – Double Check (optional)

Personally, I like to double check that the surveys are functioning properly. Click on a repsonse to double check your survey:

image of selecting a response in convertkit

Answering will take you to the YesInsights landing page where responders will be prompted to add additional questions.

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 in yesinsights

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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