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How to work with Google Forms and Engage

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Sofie Norén Cermén

Sending surveys to your contacts is an efficient way to get to know them better. What do they like? What do they think you can do better?

Knowing what your customers think of you might help you keep the relationship going and the customers active over time.

You can send surveys by email or SMS messages in Engage. Just create a survey and paste the survey link in the message.

How to use a Survey from Google Forms in your send-outs

  1. Create and open your Google Forms survey.
  2. Click Send when you are ready to send the survey.
  3. Click the chain/link icon to get your URL.
  4. Copy the URL.
  5. To send the survey to your contacts in Engage, just paste the URL into an Engage message as a link.

Read more about how to create Google Forms here.

Note: All contacts will receive the same link and Google will keep track of the responses. You will not be able to connect specific answers with unique contacts.

How to pre-fill Engage contact data

You might want to send Engage contact data such as Age and City to a Google Form.

You have the possibility to pre-fill some answers in a Google Form, note that the respondent will be able to see and edit the answers.

Step 1. Create a pre-filled link

Create and save a pre-filled Google Form

  1. Create and open your Google Form survey.
  2. In the top right corner of your Google Form, click the three dots.
  3. Choose Get pre-filled link.
  4. Insert any answer fields you want to pre-populate e.g. write Age and City.
  5. Finish by clicking Get link.
  6. To copy the URL, just click Copy link in the black popup bar that appears.

The link will look something like this:
https://docs.google.com/forms/xxxxxx/viewform?usp=pp_url&entry.2074235059=Age&entry.488635150=City

Step 2. Insert personalized fields

How to insert Engage personalized fields in your URL

  1. What you need to do next is to replace the pre-filled answers (Age and City) in the URL with Engage personalization fields.

    Replace the highlighted fields: https://docs.google.com/forms/xxxxxx/viewform?usp=pp_url&entry.2074235059=Age&entry.488635150=City

  2. In our example the link should look like this when the personalized fields are inserted.

    https://docs.google.com/forms/xxxxxx/viewform?entry.2074235059=[[age]]&entry.488635150=[[city]]

    Here you will find a list of Engage personalization fields to work with. Note that Engage uses double square brackets for the personalization fields.

  3. When you are done adding personalized fields in the URL, copy the URL.

  4. Insert the URL as a link in an Engage message and send a test message first to make sure that the inserted fields are correctly populated.

Responses can be analyzed and exported from Google. Note that you will not be able to segment on responses in Engage.

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