Here's something we're really excited about: HubSpot recently released a game-changing feature that's still in public beta. You can now send surveys directly through your workflows. This opens up a whole new level of automation for gathering feedback from your humans at exactly the right time in their journey.
Let's walk through how to set this up so you can start using it right away.
Enrolling In The Beta Feature
First things first, you'll need to opt into this beta feature. Here's how:
- Log into your HubSpot account and click the settings gear icon in the top right
- Navigate to "Product Updates" on the left sidebar
- Select "Beta" to view all available beta features
- Search for "send surveys via workflows"
- Click on the feature and select "Enroll entire account"
- Accept the beta terms and you're in
Once you've enrolled, you're ready to build your first workflow survey.
Creating Your Survey With Workflow Delivery
Now let's create the survey itself. This is where you'll set the tone for the feedback you're collecting:
- Go to "Automation" in your main navigation and select "Surveys"
- Click "Create Survey" on the right side
- Choose "Custom Survey" for full control over your questions
- Here's the critical part: select "Workflow" as your delivery method. This is what unlocks the ability to send it through your automated workflows
- Click "Create"
Building Out Your Survey Content
With your survey framework set, it's time to add substance. You've got several question types at your disposal:
- Rating scales (perfect for satisfaction scores)
- Multiple choice questions
- Open-ended text feedback
- Custom fields to capture specific data points
For example, you might add a rating question like "How did we do?" and create a custom property to store the feedback. This data flows directly into your contact records, making it immediately actionable.
Don't overthink the copy right now. You can always adjust your email subject lines and body copy later. The framework is what matters.
Configuring Your Survey Settings
Once your questions are in place, you'll want to fine tune a few things:
- Leave the thank you page on default initially (you can customize later)
- Adjust email copy and subject lines if you want to (or keep the defaults)
- Don't assign recipients yet. That's handled through your workflow automation
The beauty of this approach is that your workflow controls who gets the survey and when they get it. You've got complete flexibility.
Why This Matters For Your Business
This feature lets you capture feedback at the exact moment it's most relevant. Send a survey right after a purchase, at the end of an onboarding sequence, or when a human hasn't engaged in 30 days. The timing is everything when it comes to response rates and quality feedback.
You're also automating the collection and storage of that feedback, which means less manual work and better data hygiene in your CRM.
If you're running HubSpot and want to level up your feedback collection game, this feature is worth exploring right now while it's in beta. Your future self, drowning in actionable customer insights, will thank you.
