Use this guide to share a published survey by link, QR code, personal email invitations or automatically from a Flow. For admins and survey creators.
Before you start
- Publish the survey. The Send screen is hidden for draft surveys. See Publish a survey.
- Set up the survey site, so respondents can open your links. If it is not set up, the Send screen shows a warning with a link to InPoll Settings. See Set up the survey site (guided).
Open the Send screen
- Open the Surveys tab and click a published survey.
- In the top bar, click Send.
The Send screen has four cards: Share a link, Email personal invitations, Send automatically (for example when a Case closes), and Invitations.
Share a link
Use the Share a link card to give the same link to many people, for example in a message, on a web page or on a printed sheet.
- In the Share a link card, find Public survey link.
- Click Copy to copy the link. Click Open to see the survey the way a respondent does.
- To use a QR code, click Download QR code. Put it on a slide, a poster or a counter.
Answers from the public link are anonymous. They are not linked to a Contact, Lead or Case. To link answers to people and records, use personal invitations or a Flow.
Accept personal invitations only
Tick Personal invitations only (turn off this public link and QR code) to switch the public link and the QR code off. Anyone who opens the public link then sees a message that the survey can only be answered from a personal invitation link. Untick the box to switch them on again.
Email personal invitations
Use the Email personal invitations card to email a personal link to chosen Contacts, Leads, Users or email addresses. Each person gets their own link, and InPoll links their answer to their record. Each personal link can be answered once.
For the steps, see Email personal invitations and track them.
Send automatically
Use the Send automatically card to send a survey from a Salesforce Flow, for example when a Case is closed. The card shows the Id of this survey with a Copy button, and a short list of steps.
- In Setup, open Flows and open the template InPoll: Survey when a Case closes.
- Click Save As, then A New Flow.
- In the Send InPoll Survey action, enter the survey Id (use the Copy button) or the survey name. Set Related Record Id to the record the survey is about.
- Save and activate the flow.
For the full steps and the other inputs of the action, see Automated survey invitations with flows, Send a survey for the cases scenario and Send a survey for the opportunity scenario.
Emails from a Flow only arrive when Setup > Deliverability is set to All email.
Follow your invitations
The Invitations card lists the latest 100 invitations of the survey. Above the table, a line such as "6 invitations · 5 responded · 1 waiting" sums them up. Each row shows the recipient, the email address, what the invitation is about (for example a Case), the status, and the dates sent and responded. The status is Sent, Opened, Responded or Failed.
Click Refresh to reload the table. For what each status means, see Email personal invitations and track them.
Good to know
- The Email personal invitations card sends to at most 200 people at a time. For more people, use a Flow.
- If Copy and Open are disabled, the survey is not published yet or the survey site is not set up.