Using the Inline Forms/ Surveys Element in email campaign

TABLE OF CONTENTS

• What 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 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:

1. Collect product feedback (1-10 scale).
2. Gather service reviews (5-star ratings).
3. Use Like/Dislike forms for simple feedback.
4. Export data for users with low ratings.

How to Use:

1. Go to Email Marketing and create a new campaign.
2. Add the Form Element.
3. Choose the feedback type (NPS, ratings, etc.).
4. Customize the form design and settings.
5. Name the form in the Title field.
6. Set a custom success page.
7. Send your campaign and monitor responses via Campaign Statistics > Submissions.
8. Export the list of respondents if needed.
9. 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.