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Share or Embed Surveys

Written by Monique from Ivorey™
Updated this week

Before You Dive In

This article is one step from our Master Help Guide: All About Surveys. We recommend starting with the visual walkthrough video and examples inside the Master Help Guide before diving into the technical breakdown below.

Each Master Help Guide acts as your project plan – teaching you the feature, laying out the steps in the right order, and linking to every resource you’ll need along the way.

This guide is perfect if you want to:

  • Copy a direct link to your survey to send to a client or add to a button

  • Embed your survey on an external website using code

  • Add a survey to an Ivorey™ website page or funnel


How to Share or Embed Surveys

Once you have created your survey, set up the notifications, and built out your workflow, you're ready to start sharing your survey with the public! You can share a survey directly in messages, link it in a button, add it to an email template, add it to an Ivorey™ website or funnel, or embed it onto an external website.

Click here for the written steps

  1. From the Ivorey™ main menu, go to Site Pages > along the top menu bar, click on [Surveys] > and open the suvey you want to share, or grab the link or embed code for

  2. To get the survey links, click the [Integrate] button, at the top right corner of your screen. Here you have a couple of options:

    1. Embed Code: if you want to embed your survey onto an external website, outside of Ivorey™. Adjust your embed preferences, click [Copy embed code] > and go into your external website, to add the code there

    2. Share: if you want to share your survey on social media, link it to a website button, or embed it into an email campaign, etc. Click the copy icon, next to the link > then paste the link wherever you want to link the form

  3. Alternatively, you can add your survey directly inside an Ivorey™ Website or Funnel. From the Ivorey™ main menu, go to Site Pages > Websites > and open the website or funnel page you want to add the survey to:

    1. Pop-Up: Add a button to trigger the survey > in the button settings, select Open Pop-up > click [Pop-up Settings], in the top left menu bar > add a Row inside the pop-up > drag and drop the Survey Element into the row > select your customised survey - the survey will automatically populate inside the pop-up

    2. Directly onto a page: Add a Row where you want the survey to appear > drag and drop the Survey Element into the row > select your customised survey - the survey will automatically load onto the page

    Note: Make sure your Button Actions in settings is set to [Go to Next Step]


Need Help?

Hit the support chat widget inside Ivorey™ - we can:

  • Walk you through any of the steps

  • Troubleshoot anything that’s not working

We’re here and ready to help via the chat widget in the bottom right of your Ivorey™ account. Or if you are looking for done-for-you support, you can browse our current services here 🤍

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