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How to: Create and share surveys in MarketHype

Build a survey from scratch or from a template, and share it through an automation, an email, or a direct link.

Written by Nina Winter

Step 1: Create a new survey

  1. Go to Surveys in the main navigation.

  2. Click Create survey.

  3. Choose how you'd like to start:

    • Start from blank: build a survey from scratch. Best when you have a specific goal in mind and want full control over every question.

    • Browse templates: pick a ready-made survey you can use as-is or customize. A faster way to get started, especially if you're new to surveys or want inspiration.

  4. Give your survey a clear internal name so you and your colleagues can find it later.

Choosing a template

If you go with Browse templates, you'll see two versions of each template:

  • Full-length survey: contains the complete set of recommended questions. Best when you want in-depth analysis and richer insight into your audience. The trade-off is that longer surveys typically have lower completion rates.

  • Quick survey: contains only the essentials. Best when you want to maximize completion rate and get a high volume of responses with less depth.

⚖️ Full-length vs. quick – which should I use? If your goal is to learn as much as possible from a smaller, engaged group, go full-length. If your goal is to hear from as many people as possible – after a large event or a broad email send, for example – go with the quick version.

Once you've selected a template, you can still add, remove, edit, and reorder questions in the next step.

Step 2: Add questions

In the Questions step, you choose which questions to include and in what order they should appear. If you have many questions, you can split them across multiple pages.

You can combine two types of questions:

  • Standardized questions that come pre-defined

  • Custom questions that you design yourself

For each question, you can choose whether it is a required question by marking it as Required.

ℹ️ Started from a template?

All template questions are fully editable. You can keep them as they are, tweak the wording, remove questions you don't need, or add your own.

Standardized questions

Use these whenever you want to track the same metric across multiple events or surveys. There are three standardized questions:

  • Event rating (only available for event organizations)

  • Overall satisfaction

  • Net Promoter Score (NPS)

Standardized questions:

  • Cannot be edited.

  • Always use the same wording for all respondents and surveys.

  • Make it easier to compare results over time and across events.

  • Are shown in the language you define in your survey settings.

Custom questions

Use custom questions when you want to collect information that is specific to your survey or event. You can choose from these main categories:

Input questions

These questions allow respondents to type their own answers.

  • Text: For longer, open-ended answers, such as feedback or comments.

  • Other input: For short answers. Available formats are short text, date, and number.

Selection questions

These questions let respondents pick from options you define.

  • Single-select: Respondents choose one option from a list.

  • Multi-select: Respondents can choose one or more options.

  • Dropdown: Respondents open a dropdown list and pick one option. E.g., when you have many options but want to save space in the survey.

Rating and ranking questions

Use these when you want respondents to rate something or sort options.

  • Ranking: Respondents rank several options in order (e.g. from most to least important).

  • Rating: Respondents rate something using numbers, stars or smileys.

  • Matrix question: Use a matrix when you want respondents to rate several items on the same scale in one question (such as multiple aspects of an event, all rated from 1–5).

Take a moment to check the order of your questions before moving on. We recommend starting with simple questions and saving longer or more complex ones for later in the survey.

💡 Tip:

  • If your survey starts with a rating question, you can embed it in your email to enable one‑click feedback from recipients.

  • We’ll also save answers from incomplete surveys. Respondents do not need to complete every question for their responses to be recorded.

Step 3: Choose the end behavior

In the End behavior step, you decide what respondents see after they submit the survey.

You can choose to:

  • Show a thank you message on the page after submission.

  • Redirect to a URL, for example, your website, another page with more information, or a special offer.

Pick the option that best fits your goal with the survey.

Step 4: Adjust survey settings and design

Use this step to fine-tune both how your survey looks and how it behaves.

Theming

In the Theming section, create or pick a survey theme to make the survey match your brand with the right logo, colors, typography and buttons.

You can also edit your survey themes outside a single survey. Click your organization name in the top-right corner and go to Organization Settings → Survey themes.

Settings

In the Settings section, you decide how the survey behaves:

  1. Survey language: set the language so buttons and messages appear in the right language.

  2. Show progress bar: shows a progress bar at the top of the page, so respondents can see how far they've got. You set its color in your survey theme, under Navigation.

Click the Preview icon to see how the survey will look for respondents before you share it.

When you're happy with your survey, click Publish survey to publish it.

⚠️ Important: Surveys cannot be edited once they’ve been published. If you spot an error, you will need to create a new survey. Editing an activated survey will be supported in the future.

Step 5: Share your survey

Once your survey is set up, you can share it through different channels, depending on your goal. You can:

  • Use the survey in an automation, for example after an event.

  • Include the survey in a regular email (broadcast).

  • Share the survey as a direct link. This means you can turn the link into a QR code and put it in places like restaurants, foyers, receptions, or printed programs.

⚠️ Important: Working with events? Responses are only connected to a specific event when the survey is sent through an event automation. A regular email or a direct link still collects every response – but you won't be able to see which event the answers belong to.

Before you share, make sure the survey is published. Survey drafts cannot be shared or added to emails.

Send a survey in an automation

Use automations to send surveys based on triggers, such as after an event or an order.

  1. Go to Automations.

  2. Create a new automation or open an existing one.

  3. Add the survey to your email by dragging and dropping a Survey block from the Content menu on the left.

    1. Use the button options to style the survey button.

    2. If your survey starts with a rating question, you can embed it directly in your email to enable one‑click feedback from recipients. Select “Show first question instead of a button” to enable this option.

  4. Start the automation.

For event organizations: When a survey is sent through an event automation, MarketHype can connect responses to the related event (which event the answers belong to).

Send a survey in a regular email

Use this option when you want to reach a specific audience at once.

  1. Create or open a regular email in MarketHype.

  2. Add the survey to your email by dragging and dropping a Survey block from the Content menu on the left.

    1. Use the button options to style the survey button.

    2. If your survey starts with a rating question, you can embed it directly in your email to enable one‑click feedback from recipients. Select “Show first question instead of a button” to enable this option.

  3. Choose your recipients and send the email as usual.

When recipients click through from a regular email, survey responses are collected but not linked to any specific event.

ℹ️ Note: Make sure to use the Survey content block when adding your survey to an email, instead of using the direct survey link in a button, for example.

The benefits of using the Survey content block are:

  • If your survey starts with a rating question, you can easily switch between displaying the survey as a button or showing the first question directly in the email.

  • The system will also recognise whether a survey is used in a scheduled email or an active automation, preventing you from accidentally disabling or deleting a survey that is being sent to your contacts.

Share a survey via a direct link

You can also share a survey as a standalone link, for example on your website, social media or embedded in a QR code.

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