Create a New Email Survey

Business Background

Choose Titan Email Survey type to enable your business to retrieve customer responses via an email link in just a few clicks.

Titan Solution

  • Titan Email Surveys enable you to distribute your survey via email.
  • An email survey consists of a single question.
  • All Titan Email Surveys work with data pulled directly from Salesforce, and customer responses sync straight back to Salesforce, ensuring complete automation for your surveys.

How to Video

Video Coming Soon!

How to Guide

  1. On the Titan Dashboard, click the New Project button. The Select Project Type screen opens.
New Project button
  1. Select the Survey option and click the Next button. The Select Survey Type screen opens.
Survey option
Survey option
  1. Select the Email Survey option and click the Next button. The Select Template screen opens.
Email Survey option
Email Survey option
Note:

Watch the video for more information about the difference between Web and Email surveys.

This image has an empty alt attribute; its file name is image-194.png

View our tutorials for more survey tips:

Build a Web survey in 10 minutes

Build an Email survey in 10 minutes

  1. Select a template. The Blank template is selected by default.
  2. Click the Next button. The Select Theme screen opens.
Template list
Template list
  1. Select a theme to select it. You can edit the theme in the slide or create custom themes.
  2. Click the Next button. The Name Your Survey screen opens.
Select Theme
Select Theme
  1. Type a unique name for your survey.
Note:

The project name is limited to 80 characters.

  1. Click the Let’s go! button.
Survey name field
Survey name field

The Email Survey canvas opens.

Note:

A Finish Slide is added automatically to each survey.

Email survey canvas
Email survey canvas

Hidden Title

Need more help?