Overview
Alchemer Survey Invite Channels gives you the power to reach people through the channels that work best for them. Send survey invites, reminders, and personalized messages via SMS, WhatsApp, Facebook Messenger, email, and more, all from within Alchemer.
And it goes beyond just reaching people. With Alchemer, you can deliver composed, personalized messages directly into the business systems your teams already use, like Salesforce, Zendesk, and Slack, so feedback flows where it can make the most impact.
How It Works
Survey Invite Channels is built around two capabilities:
Compose: Alchemer lets you build dynamic, personalized messages using merge codes that pull in live data from your surveys and workflows. Write a message once and it is automatically personalized for every recipient.
Deliver: Alchemer can send messages through a wide range of channels, including email, SMS, WhatsApp, Facebook Messenger, and most connected integrations. Alchemer provides native sending for email and SMS, so no additional setup is required for those channels. For other channels, you can connect your own provider account, giving you greater flexibility and control over how messages are sent.
Available Channels
Sent directly by Alchemer
- SMS
Sent using your own provider account
- SMS
- Facebook Messenger
Delivered into connected business systems
Any message you compose in Alchemer can also be delivered directly into connected platforms like Salesforce, Zendesk, Slack, and more. See the full list of supported integrations below.
Common Use Cases
Boost survey response rates with the right channel
Send survey invitations and reminders through the channels where your customers are most responsive. SMS, WhatsApp, and Facebook Messenger offer high open rates and feel natural to recipients. With Alchemer, you can automate multi-channel sequences that follow up with respondents automatically.
Close the loop inside your support platform
After a support ticket is resolved, Alchemer can automatically add a personalized message to the Zendesk ticket inviting the customer to share their feedback. Your support agents see it too, keeping everyone informed without any additional steps.
Put feedback data where your sales team can act on it
When a prospect completes a survey, Alchemer can compose a personalized summary of their responses and add it directly as a note on their Salesforce record, giving your sales rep the context they need before their next conversation, without leaving their CRM.
Orchestrate campaigns across multiple channels
Use your existing provider account to run a survey campaign across email, SMS, and WhatsApp, all composed and triggered from a single Alchemer workflow, with every message personalized using merge codes.
Integration-Based Delivery
One of the most powerful aspects of Survey Invite Channels is the ability to deliver composed messages directly into the business systems your teams already work in every day.
Because Alchemer messages are built with merge codes and live survey or workflow data, they can be routed to any connected system that accepts text. Your feedback data flows into the context where it is most actionable, whether that is a CRM record, a support ticket, or a team chat channel.
For sales and revenue teams: Salesforce, HubSpot, Microsoft Dynamics 365, Zoho CRM, SugarCRM
For customer support teams: Zendesk, ServiceNow, Gladly, Gorgias, Kustomer
For internal teams: Slack, Microsoft Teams, Asana, Microsoft Office 365
Supported Integrations
CRM & Sales
| Integration | Message Delivery Example |
|---|---|
| Salesforce | Add a note to a lead, contact, opportunity, or account |
| HubSpot | Add a note to a contact, deal, or company record |
| Microsoft Dynamics 365 | Update a contact or opportunity with survey data |
| Zoho CRM | Post a note or update to a contact or deal |
| SugarCRM | Add a note or activity to a contact or account |
Customer Support & Service
| Integration | Message Delivery Example |
|---|---|
| Zendesk | Add a comment to a ticket (visible to agent or customer) |
| ServiceNow | Post an update to an incident, request, or case |
| Gladly | Add a conversation note to a customer record |
| Gorgias | Add a note or message to a support ticket |
| Kustomer | Post a note to a customer conversation |
Internal Communication & Collaboration
| Integration | Message Delivery Example |
|---|---|
| Slack | Send a composed message to a channel or user |
| Microsoft Teams | Post a message to a channel or chat |
| Asana | Add a comment or task note based on survey results |
| Microsoft Office 365 | Send a message or update via Office 365 |
Extensible / Custom
| Integration | Message Delivery Example |
|---|---|
| Twilio | Send SMS or WhatsApp messages using your own Twilio account |
| Custom Webhooks | Deliver composed messages to any system that accepts a webhook |
