Unlocking Insights with MCAE Surveys

Surveys are a powerful way to learn more about your audience, and when done right, they can fuel deeper engagement and smarter decisions. In our latest demo, I break down how to use Marketing Cloud Account Engagement (MCAE) to run lightweight, effective surveys that capture meaningful insights while keeping your data connected to Salesforce.

MCAE is a great fit for collecting quick feedback like post-event surveys, interest forms, or simple check-ins. In this demo, we focus on how to get the most out of MCAE’s native form and automation features, so you can build effective, scalable surveys without the use of more complex tools.

We also solve the common issue of repeat submissions. Instead of overwriting Lead or Contact records each time someone fills out a form, a custom Survey object is utilized in Salesforce to capture each response. This keeps your data clean, your history intact, and your marketing team informed.

Real-World Use Case: Supporter Engagement & Interest Survey

The demo walks through a real-world use case: a Supporter Engagement & Interest Survey sent after a donation or newsletter. For new prospects, it helps start the conversation. For existing contacts, it updates preferences and can even uncover new donor potential.

With just a few assets, including a custom object, a simple Flow, mapped fields, and a survey form,  you can create a scalable solution that personalizes outreach and strengthens relationships.

Surveys aren’t just a checkbox. They’re a chance to listen, learn, and lead with impact. Watch the demo below to learn more.

Key Benefits of Mcae surveys:

• MCAE is ideal for lightweight surveys – Use it for simple data collection like post-event feedback or interest forms where complex logic isn’t needed.

• Avoid overwriting data – Since MCAE updates existing records, use a custom Survey object in Salesforce to preserve historical responses and track changes over time.

• Real-world use cases boost impact – Timely surveys after a donation or as part of a re-engagement strategy help personalize outreach and identify high-potential supporters.

• A scalable, integrated setup matters – With the right configuration of custom fields, flows, and forms, you can build a repeatable survey process that keeps data centralized and actionable within Salesforce.

Are you ready to bring surveys to life for your organization? Reach out to us today through our contact form to explore how Arkus can help your organization achieve its mission. Stay tuned for more demos packed with expert insights to help you stay ahead with Salesforce. We also share events, product information, and news regularly on LinkedIn and through our monthly newsletter in the sidebar.