Manual Client Survey Process
Explain how to identify deals eligible for surveys, send surveys manually, and track responses using HubSpot and Typeform.
Steps to Follow
Create a dynamic list in HubSpot filtering all deals with a show close date within the current month. This filter identifies contacts associated with the relevant deals.
Sample Active List
Survey Selection: Optionally use the Happy/Not Happy field on the deal level to determine which contacts should receive a survey, then create a list from that field.
Pre-Send Confirmation (Optional): One day before the scheduled survey send, an automated notification email is sent to both the HubSpot Specialist and the Account Manager. This allows the team to approve or stop the survey from being sent if necessary. Confirm with Chesca if this step is required or if the Happy/Not Happy field alone is sufficient.
Send the survey using the designated Sequence template. Look for 'Client Survey' under Sequences (requires a Sales Seat). You can ask Danea to help update the message if needed. After sending, the Send Survey checkbox is automatically cleared for future use.
Track survey responses either directly on the contact record or through the email inbox of the person who sent the survey. You can also use the main dashboard report under Sequences for tracking.
Survey form is hosted on Typeform. Ask Chesca for login access.
Notes
Surveys are sent via Sequences because the current plan does not support marketing emails.
Survey frequency may be monthly or bi-weekly — confirm with Chesca for the best option.
The Happy/Not Happy field on the deal level can be used as an additional filter for survey eligibility.
Typeform login access must be requested from Chesca.
Ask Danea for help updating the Sequence message template if needed.