Hi all -
I will be releasing a trend report in the fall, and as part of the campaign, I look to field a short 5 question survey or poll that asks the participant to react to the trend. The workflow would look something like this:
I know that I can accomplish steps 1-4 on a tool like Key survey or Survey Monkey. I also know that we can build the associated 'instant reports on that platform.' What I don't know is how to do is automatically call back to the survey platform to get the user-specific report in step 4.
Seeking any best practice/platforms/approaches - thanks in advance!
Wouldn't #4 be reliant on Surveymonkey?
I suppose you could use SM to send data back to their lead record, then use it to display on a Marketo Page. Seems a bit more work though.