Use Customer Voice Surveys for capturing Leads

- 2 minutes read - 362 words

People usually associate Customer Voice as a tool for capturing customer feedback through surveys. But you can also use the surveys as a form and embed them on your customer facing webpage. Usually this is done through Dynamics 365 Marketing where customers set up a form that they embed on their customer facing website in order to generate leads in the system. If one does not want to pay for the full capabilities of Marketing but still wants to capture leads, Customer Voice can come quite handy.

How to set it up

What you need is to install Customer Voice in your environment. This is quite straightforward and there is plenty of documentation on how to do that.

When this is done, head over to https://customervoice.microsoft.com/ and set up a project and create a new survey. Also add in questions for all the information you want to capture to the lead.

Survey

When the design is done, head over to the “Send”-tab and select Embedding option. Here you can copy the generated html, this is also quite well explained in the documentation, here is an example of my survey embedded in a webpage.

Embeded

Lastly we need a power automate flow that will trigger when a customer survey response is registered and that will generate a lead in the system. In order to set this up I got some inspiration from Megan Walker’s excellent post.

Flow

So the flow triggers on customer survey response, then all related questions and question responses are retrieved. Lastly we loop through each Survey Response in order to find the related question and set the variable value to the Survey Response value. When all response values are saved to the variables we can use this information in generating the lead.

The flow example can be downloaded here.

Conclusion

Using Customer Voice can be a quick and cheap alternative when you want to capture leads on your customer webpage but you’re not ready to implement the full capabilities of Dynamics Marketing. For a Dynamics 365 enterprise license Customer Voice is free of charge for 2000 responses and then there is an additional cost of 100 USD for 2000 responses per month.