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Get more out of Linktivity with MailMerge

Get more out of Linktivity with MailMerge

Survey Success, Simplified:

Make data-driven decisions based on customer feedback

Harvesting customer insights needn't be a complex process, and with Link2surveys it isn't!

Gaining insights into your customer base is crucial for delivering the right products and services. Operating without this knowledge is akin to navigating without a map.

That’s the rationale behind the creation of Link2surveys. Our platform empowers you to easily design personalized, brand-centric surveys that capture essential customer feedback, and then store those insights in Act!; enabling you to make informed business choices. With Link2surveys, you can construct decision trees that adapt to user responses, ensuring only pertinent questions are asked. This approach increases engagement, accelerates survey completion, enhances sincerity, and reduces drop-offs.

The advantage of more completed surveys is the acquisition of deeper insights.

Link2surveys stands out as the sole survey tool that seamlessly integrates with Act!, allowing for immediate data transfer and the initiation of subsequent tasks. It not only adds new contacts to your database but also updates existing ones. Link2surveys’ ability to pinpoint potential leads through survey responses and automatically enroll them in AMA campaigns sets it apart.

Link2surveys is poised to become a vital component of your marketing and sales strategy, aiding you in gathering the customer input necessary for smarter decision-making.


Link2survey Features

Link2surveys is a full-feature survey program that is fully integrated with Act! CRM to deliver better data harvesting and workflow. The following is a list of the survey features included:

  • Deep Act! integration through the Web API for better data harvesting and post-survey workflow
  • Unlimited number of surveys, questions, and responses
  • Full customization with custom colours, images, and logos
  • Skip logic and answer summaries
  • Data exporting of results to CSV and XLSX
  • Link2shrink integration for human-friendly survey links
  • Source tracking fields to learn where your surveys are being found
  • Automatic triggering of drip campaigns and CRM follow-ups
  • Mobile responsive setup and surveys
  • Watermark images available with customizable opacity
  • Savable sandbox feature for survey and logic testing
  • Multilingual support (English and French)
  • Shared image library across Linktivity workspace
  • Wide variety of question types with Act! field mapping of answers
  • Detailed reporting of results with charts, graphs, and KPI's
  • Enhanced security with Captcha support, duplicate suppressions, and email verification.
  • Identify and segment hot prospects with Act! based on one or more survey responses
  • Advanced navigation options

How Link2surveys integrates with Act! CRM

  • Automated Contact Updates & Additions: New Contacts are added to the Act! database, and existing contacts updated
  • Answers written to Act!: Customer feedback is written directly to the History of each contact that responds to the survey
  • Field Updates: Field mapping in Link2surveys allows you to update fields in your Act! database, making it easier to more accurately segment contacts based on their own feedback
  • Segmentation:  Accurate segmentation lends to better, more relevant marketing campaigns. All respondents are automatically segmented by the group Link2surveys automatically creates in Act!
Surveys Feed
Act! Directly!
  • Group your hot prospects: Respondents can be added to specific subgroups based on how they respond to answers for better prospecting
  • Work as a Team: You can build surveys for other Act! users, and assign them as the survey owner so they get all the feedback*
  • Automate Follow-ups: Schedule follow-ups in Act! with those contacts that complete the survey*

* Team Features


Your link to deeper customer insights

Join the forward-thinking businesses that are staying ahead of the curve with Link2surveys – the tool that empowers you to create, collect, and centralize survey data within your Act! CRM environment. Experience the future of survey management today: hassle-free, efficient, and fully integrated.


System Requirements & Subscription Terms

  • A current Act! subscription (Act! v18 or higher)
  • Act! security role of "Standard" or higher, with WebAPI permissions assigned
  • Act! Premium Cloud or Act! Premium with a WebAPI URL, or locally install Act! Connect Link
  • Act! WebAPI v1.0.409.0 or K-API
  • All prices listed are in USD, and billed per user/per database


Link2surveys is available in Standard and Team Editions, to support the needs of individual sales reps and workgroups. A number of features and functions are exclusive to Team edition, and the comparison chart below provides a good illustration of those differences.

Team Edition
Full Act! CRM integration
Unlimited surveys, questions, and responses
Full customization options
Skip logic and answer summaries
Data exporting & detailed reporting
Savable sandbox feature for survey and logic testing
Wide variety of question types with Act! field mapping of answers
Security features like Captcha support, email verification, duplicate submission suppressions, and more
Identify and segment hot prospects with Act! based on one or more survey responses
Shared image library across other Team products
* Upload images from your computer and insert them into your survey on any survey page. Share this image library across all Linktivity Team products in your workspace
CRM workflow with automatic scheduling of follow-ups
Effortlessly generate post-survey follow-up activities directly from the Link2surveys dashboard once a survey has been successfully completed.
Link2shrink integration
Link2shrink has one job and that's to shrink your links - hence the name. Link2shrink is similar to other URL shortening services, except that it is designed to save you time & money by working seamlessly with Linkivity addresses and external webpages.
Trigger drip campaigns upon survey completion
Within the Link2surveys dashboard, you can easily create and fine-tune Drip campaigns, setting up automated and personalized email sequences to engage your audience over time.
CC field to alert others of submissions
Within the Link2surveys dashboard, you can easily create and fine-tune Drip campaigns, setting up automated and personalized email sequences to engage your audience over time.
Assigning another Act! user as campaign owner
Within the Link2surveys dashboard, you have the capability to delegate campaign ownership to another user, ensuring efficient management and collaboration within your team. This feature empowers you to seamlessly transfer responsibility for campaigns and streamline your workflow, enhancing productivity and ensuring successful campaign execution.
= Included
= Full

Key Features of Link2surveys

Powerful survey tools that are easy to use

Quickly learn to build beautiful multi-page surveys with skip logic, answer summaries, and other tools in minutes, with no prior survey experience.

Seamless Act! integration helps harvest leads with your surveys

With Link2surveys, all survey respondents are organized in a group that is automatically created, and prospects can be segmented further into subgroups based on how they answer certain questions. Link2surveys can also be configured to schedule follow-ups with the hot prospects your surveys help uncover. 

Advanced reporting with charts, graphs, and KPI's

Link2surveys captures all the results in easy-to-understand KPI reports, as well as advanced charts and graphs to help you analyze the results of your survey. 

Built-in security safeguards the integrity of your results

Link2surveys employs multiple measures to enhance the security and privacy of your results. These include Captcha in all surveys, feature to prevent multiple submissions, the ability to strip answer details for submission confirmation emails, and more.

All answers are written to Act! contact history

All survey responses are instantly recorded in the contact history for easy reference, along with the contacts being organized into groups for easy follow-up.

Multiple workflow tools available

All respondents are organized in groups, and further segmented into subgroups for hot prospects that support inclusion in Act! Marketing Automation campaigns. Automated follow-ups can also be scheduled in Act!, as well as drip campaigns triggered with survey completion. 

Make your surveys beautiful with multiple design & customization tools

Link2surveys includes many customization tools to incorporate watermarks, images inside each question, corporate branding, customizable colors & fonts, multiple design templates, and a sharable image library with other Linktivity Team products. 

Link2surveys Presentation

Screen Shots of Link2surveys


Who we are?

Specializing in CRM software for small to medium sized businesses, through expert counsel, deployment, hosting, support, and development services.

Delivering fruitful CRM solutions since 1994, Keystroke is the #1 Act! Reseller in the World and Master Act! Distributor for Canada.

Contact Keystroke

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Toronto   500 Gordon Baker Rd. Toronto, ON, M2H 3B4
Toll Free : 800.857.0558
Office : 416.499.3090
Fax : 416.499.1090

Kitchener   250 Woolwich St. S. Breslau, ON N0B 1M0
Toll Free : 800.939.4737 Ext. 1
Office : 519.579.1408


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