Publish a Survey Link on Social Channels
Updated
This module integrates Sprinklr Social into the survey distribution workflow, allowing seamless posting and management of surveys across social media channels to increase reach and engagement. It also tracks real-time distribution metrics, helping users evaluate performance and optimize their strategies effectively. The following channels are supported:
On Facebook, posts and reels are supported
On YouTube, posts and reels/shorts are supported
On LinkedIn, posts are supported
On X, posts are supported
Business Use Cases
Expanding Survey Reach Through Social Media: Social media platforms can be leveraged to expand survey reach and increase response rates, especially when traditional channels like email or SMS are less effective. By sharing survey links through posts or reels on platforms such as Facebook and LinkedIn, and strategically timing their distribution, they can engage a wider audience. Real-time performance tracking enables teams to identify high-performing channels and adjust their approach for better results. The feedback collected helps uncover customer preferences and informs data-driven decisions for continuous improvement.
Expanding your survey’s reach to relevant audiences helps boost engagement and improve response rates, while targeted distribution ensures you collect more accurate and actionable feedback to support better decision-making.
Prerequisites
In order to access the Social Media distribution, you must have access to the following Survey Level and Program Level permissions:
Survey Level: You need to have View Distribution, Edit Distribution, View Reporting and Analytics, and Edit Reporting and Analytics access.
Program Level: You need to have View, Edit and Delete.
Setting Up Social Media Distribution
Navigate to the Distribution section, click Create Distribution, and select Social Media.
Setting Up Social Distribution
Click Create Distribution and go to Social Media distribution.
Go to Details Section and fill the details:
Distribution Name: Add a meaningful name to the distribution.
Distribution Description: Add a suitable description to the distribution.
Click Next.
Define Post Body: In the Body of the distribution add the following details:
Accounts: Select the social media accounts you want to use to distribute the survey.
Content: Define your message content by adding emojis, images, documents, and the survey link to create an engaging post.
Channel Specific Options: You need to define channel specific options which varies based on the selected channel.
Publishing Properties: You need to define publishing workflows:
Approval Workflow: Select an approval workflow (posts must go through approval before publishing).
Campaign: Associate the post with a campaign by linking it to a marketing template, as every post requires a connection to one.
Tags: You can add Tags to the post.
Define channel-specific options (varies based on the selected channel).
Click Preview the post preview on the right side to get a visual of how it will appear to respondents before you publish it and click Next.
Configure Link Settings: Go to the Link Expiry Details page and fill in the details:
Start Date: Enter the start date (the survey can be accessed after the start date and time).
Note: By default the start date would be active as soon as the email is sent.End Date: Define expiry date (the survey cannot be attempted post this date)
Limit submissions per respondents: Toggle to enable or disable the option to limit submissions per respondent, and set the maximum number of allowed submissions per respondent (By default, this limit is set to one response per respondent).
Response Custom Field: You can pre-fill any survey response field for all responses received through the survey link sent via this distribution. This feature helps with analytics and response workflows. You can configure multiple fields by using the plus icon.
Schedule Distribution: The Send option allows you to either distribute the survey immediately or schedule it for a later time.
Schedule: Select the date and time when the post is to be published.
Send now: Choose send now to publish the post immediately.
Manage Social Media Distribution
Go to the Distribution Record Manager page and click Vertical Ellipses against the selected Social Media distribution.
Edit Distribution: The Edit Distribution feature allows you to modify the distribution settings.
Clone: The Clone option allows you to create an exact copy of the distribution for reuse or modification.
Delete: The Delete option allows you to permanently remove the distribution.
How to use Social Media Distribution
You can start tracking distribution metrics and the report from the distribution RM as participants begin to finish the survey. For more information on social distribution metrics, please consult the distribution metrics.
You can test it in the following way:
Go to the "Social Distribution" module and create a test distribution using the setup steps provided. Publish it to a test social media account, then verify that the post appears correctly and the survey link is accessible. Finally, monitor distribution metrics to confirm that all data is being captured accurately.
Key points to note
Inability to Stop Accepting Survey Responses After Post Publication: Once a post is published, you cannot stop or pause the collection of survey responses through that post.
Lack of Draft Mode for Unpublished Surveys: You cannot save a distribution as a draft unless the associated survey has been published.
Incorrect Distribution Status Display: The distribution status will always show as "Scheduled," even when the posts within that distribution are already active.
Disabled View Action: The view action is currently unsupported for social distribution.
Best Practices
Schedule posts during peak engagement hours to maximize reach.
Use engaging visuals and concise text to drive clicks and responses.