Using the Inline Forms/ Surveys Element in email campaign
TABLE OF CONTENTSWhat Are Forms/ Surveys Elements?When to Use It:How to Use:What Are Forms/ Surveys Elements?The Forms/ Surveys Element allows you to add pre-built or custom…
What Are Forms/ Surveys Elements? The Forms/ Surveys Element allows you to add pre-built or custom feedback forms (1-10 scoring, like/dislike, 5 stars, etc.). It helps collect and analyze responses via the Submissions tab under campaign statistics. When to Use It: Collect product feedback (1-10 scale).
Gather service reviews (5-star ratings). Use Like/Dislike forms for simple feedback. Export data for users with low ratings. How to Use: Go to Email Marketing and create a new campaign.
Add the Form Element. Choose the feedback type (NPS, ratings, etc.). Customize the form design and settings. Name the form in the Title field.
Set a custom success page. Send your campaign and monitor responses via Campaign Statistics > Submissions. Export the list of respondents if needed. For pre-built forms, navigate directly to the submission page.
Frequently Asked Questions
Q: Do I need a custom success URL for form responses to be tracked in email campaigns? No. Form submissions including ratings, Like/Dislike, and scoring are tracked as soon as a contact clicks on the element inside the email. A custom success URL is completely optional.
It’s only used to control where the user is redirected after clicking (for example, to a thank-you page or external link). Even if you don’t set a redirect, the submission will still appear in your campaign statistics under the Submissions tab. To identify each form’s response clearly, be sure to give your form a unique title during setup.
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