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Attach survey scores to the subscriber as a note

The score and the comment land on the contact record in Mailchimp, where whoever writes the next campaign will actually see them.

When this happens

New submission on a feedback or NPS survey form

Do this

Add a Note to the matching Mailchimp subscriber with the rating and comments

One-directional. A submission triggers the action — nothing is written back into your form.

Survey results usually live in the tool that collected them, which means the person writing next month's campaign never sees them. Sending the score and the comment onto the subscriber record puts the feedback where the sending happens, on the same screen as the contact's history.

Support and success teams set this up, often after a promotion went out to somebody who had scored them two out of ten the week before. The note does not stop that happening. It makes it visible before the send.

Setting it up

  1. 1

    Publish the survey in formformform and share it by link with people already on your Mailchimp audience, since the note action needs a contact that exists.

  2. 2

    Trigger the Zap on New Submission for this survey form specifically, so general contact messages do not end up as notes.

  3. 3

    Add Mailchimp's Add Note to Subscriber action and choose the audience holding your customers.

  4. 4

    Map Email Address to the subscriber lookup field. The note is written against whichever contact that address matches, so a mistyped address silently fails.

  5. 5

    Compose the note body from the score and the two free-text answers, putting the score on the first line and a short label in front of each answer.

  6. 6

    Add a Zapier filter if you only want notes below a certain score, and let the rest of the responses pass without writing anything.

  7. 7

    Add a second Mailchimp action applying a promoter or detractor tag based on the score, if you plan to segment sends by sentiment.

  8. 8

    Send the survey to yourself, check the note appears on your own contact record, then send it to the list.

What maps where

Using the Net Promoter Score Survey as the starting point. These are its real fields — swap in your own and the mapping works the same way.

Form fieldMailchimp
Email AddressThe address Mailchimp looks the subscriber up by before writing the note
On a scale of 0–10, how likely are you to recommend us to a friend or colleague?First line of the note, and the value a promoter or detractor tag is derived from
What's the main reason for your score?Body of the note
What could we do to improve your experience?Body of the note, below the reason
Which of our products or services did you use?A tag, so a product campaign can exclude people unhappy with that product

Variations worth knowing

Route low scores to a person

Add a Zapier path for scores of six and below that posts to a Slack channel or opens a ticket alongside writing the note. The note keeps the history; the message gets someone replying while the complaint is still fresh.

Keep the survey anonymous

Make Email Address optional and filter out blank submissions before the Mailchimp step. You lose the note on those responses and you keep the candid answers people only give when their name is not attached to them.

If something isn't arriving

Zapier reports that the subscriber could not be found.

Add Note to Subscriber writes onto an existing contact and cannot create one. Put an Add/Update Subscriber step in front of it, or filter out addresses that are not on the audience. The response is still recorded either way.

Notes arrive as one unreadable run of text.

Zapier joins mapped values together unless you add the line breaks yourself. Write each answer on its own line in the note template with a short label in front, and put the score first so it is legible without expanding the note.

Frequently asked questions

Where do Mailchimp notes actually show up?

On the contact's profile within the audience, alongside its activity. They are visible to anyone with access to that audience and are never sent to the subscriber, so write them for colleagues rather than for the customer.

Can I segment a campaign on the text of a note?

No. Mailchimp segments on merge fields, tags and activity, not on note contents. If you want to send to detractors, derive a tag from the score in the same Zap and build the segment on that tag instead.

Does a survey response change anything on the form side?

No, the flow runs one way only. The response stays in formformform, where you can filter and export it, and Mailchimp receives the note. Neither system writes anything back into the other.

Related automations

Build the form first

The automation needs somewhere to fire from. Publish a form, connect it once, and every submission from then on runs this flow.

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