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Integration with SalesManago

Please find below short instruction describing how SurveyLab can be integrated with SalesManago and how to match your clients' information with survey results.

To configure SalesManago to work with SurveyLab :

  1. Log into SalesManago.
  2. Select Communication bookmark and next następnie Email templates.
    salesmanago email templates
  3. Press Add New Template button.
    salesmanago add email template
  4. Enter survey invitation message and paste survey link. Please make sure to end survey link with /referrer/$name$/. You can add other parameters (e.g. $company$, $email$), to save additional information in your survey. To save more than one parameter use /referrer/$name$-$email$/
    salesmanago edit email template
  5. Press Save button.
  6. Select Communication bookmark, and next select Standard Emails.
    salesmanago emails
  7. Press Add New Email button.
    salesmanago add email
  8. Enter Name, Subject, select predefined email template, edit box content. Remember to place opt-out URL.
  9. Press Save button.
  10. Press Send button, add addressee and press Send button once again.
    salesmanago send email

Survey results will be available in SurveyLab on Reports. Information that will allow you to identify individual clients will be available in response details in Reference (URL).

NOTE. Please remember to add / at the end of URL.