Outlook Plug-in

Outlook Plug-in

This document is created to describe step-by-step details to install SurveySensum Outlook plugin. 

This Outlook Plugin connects your outlook to SurveySensum Survey. With this you can add your designed survey in any of your emails.

Post the survey setup your email recipient can provide the feedback using the link in the survey. When the recipient answers the surveys, their email, subject line, people who are in the To and CC are captured in SurveySensum data for further analysis. These parameters are required to be set while designing the survey distribution.

Now, let’s break things in 2 steps:

  1. Connect SurveySensum Outlook Plugin to your Outlook Mailbox

  2. Connect SurveySensum Survey to Outlook Plugin

Connect SurveySensum Outlook Plugin to your Outlook Mailbox

Step 1. Open you outlook mailbox and Click on Get Add-ins under Home menu ribbon.

Step 2. Search for SurveySensum under All add-in options and click on add.

Step 3. Now, it is added. To see this in your add-in list click Back

Step 4. Connect SurveySensum Outlook Plugin to SurveySensum Portal

Let’s go to your outlook and click on New Email option and select SurveySensum outlook plugin from ribbon.

Step 5. Click on Get Started to connect to SurveySensum portal. It will ask for a username and password to authenticate.

Upon Successful Login, you will see list of surveys in SurveySenum plugin menu on the right, where you can choose which survey you want to add in your email signature.

Select Signature Survey to be applied. Make sure the cursor is at the location where you want the survey to be added.

Now, you are ready to draft your email and send to your recipient.

NOTE: To make sure to, cc, and subject lines are captured with survey feedback. YOU MUST apply the Campaign to your email as a last step before clicking on Send button.

So, complete your email draft and once you are ready to sent, add the surveysensum feedback survey and click on Send.

Connect SurveySensum Survey to Outlook Plugin

To get new surveys in your plugin, make any changes to existing surveys or see the report of the survey you need to have access to the surveysensum portal.

Login to https://portal.surveysensum.com

Upon successful authentication you will be able to see the list of your existing surveys

You can create surveys by clicking in Create Survey. For more details on creating surveys and accessing help documents, visit https://help.surveysensum.com/portal/en/kb/surveysensum

In Outlook plugin survey, the most important thing is Share via Outlook. When you are done creating surveys, click on Share option.

When you select Outlook Add-in, you can also setup metadata to be captured along with Survey responses as below:

Now, you are ready to use this signature survey in your emails.