Is there a way to create a marketing survey in Acumatica to mass email certain customers? We would like it to be a one question survey and the 3 responses listed so when the customer clicks their response, we can collect the feedback. Can Acumatica do this or would we need to get a 3rd party integration with marketing software?
Answer
Marketing Email Survey
Best answer by bwhite49
Acumatica does not have surveys out-of-the-box, but there are plenty of survey tools on the market that you can likely embed into an Acumatica email template.
If you are looking for an OK free solution, you can use a Google Form. To do this, create a new Google Form, publish the form, click embed HTML, and then past the HTML into your email template.
I’m not sure if you would be able to track the customer to the answers though. I’m sure there is a paid Survey tool that tracks customers more accurately.
+10Acumatica does not have surveys out-of-the-box, but there are plenty of survey tools on the market that you can likely embed into an Acumatica email template.
If you are looking for an OK free solution, you can use a Google Form. To do this, create a new Google Form, publish the form, click embed HTML, and then past the HTML into your email template.
I’m not sure if you would be able to track the customer to the answers though. I’m sure there is a paid Survey tool that tracks customers more accurately.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.