How To Integrate Your YesInsights Surveys Into EmailOctopus

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

How to integrate YesInsights into EmailOctopus

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 emailoctopus

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 emailoctopus

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 emailoctopus

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

Step 4 – Filling in the Survey Criteria

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

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 emailoctopus

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 EmailOctopus

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

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

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

Step 7 – Copying your Survey Snippet

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

After selecting EmailOctopus, 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 emailoctopus snippet - of how to integrate yesinsights into emailoctopus

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 EmailOctopus

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

Next, head over to your email in EmailOctopus 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 in emailoctopus

Step 9 – Double Check (optional)

image of clicking a response and opening it in a new tab

Personally, I like to double check that the surveys are functioning properly. To double check your survey, right click on a response and open it in a new tab. This will take you to the YesInsights landing page where responders can answer 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

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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