The Quarterly Investor Survey keeps your CRM data fresh and shows your investors that you care about their goals and experience. It also gives you direct insight into what your investors want to invest in next.

What You'll Set Up

• Form or Survey — The actual survey your investors will fill out
• Email Template — The email that delivers the survey link ("Send Quarterly Survey")
• Custom Value — The URL of your survey, stored as a system variable
• Workflow — The automation that sends the survey on a recurring basis
• Contacts — Who receives the survey

Setup Steps

Step 1: Create or Edit Your Survey

Decide whether you're using a Form or a Survey. Edit the questions to match your goals.

Step 2: Embed (Optional)

If you want to embed the survey in a landing page: Sites > Funnels > Survey > Edit the landing page.

Step 3: Copy the Survey URL

Copy the URL of your form, survey, or landing page that you want to use in the email.

Step 4: Update the Custom Value

Go to Settings > Custom Values > search for "Investor Survey URL" > Paste your URL.

Step 5: Edit the Email Template

Go to Marketing > Emails > Templates > Search for "Send Quarterly Survey."