Forms and Inline Surveys in Email Campaigns

You can now add certain types of feedback forms/surveys within your email campaigns. In general, forms aren't visible when embedded in an email due to security restrictions from the email provider. However, you can use a 1-10 scale, a star rating or like/dislike form in your email. You can also add a direct link to pre-built forms in HeyClients.

Using Forms and Inline Surveys in Campaigns

• Start by going to Marketing -> Email -> Campaigns.
• Create a new campaign.
• Add a Form Element from the Add Elements Panel

• Choose the feedback type (Scoring 1-10, Like/Dislike, 5 Stars.).

• Customize the form design and settings.

• Name the form in the Title field. (This is the title shown in the submission tab of campaign statistics).
• Set a custom success page after submission.

Tracking Results

• Once you have sent your campaign, you can monitor feedback via your Campaign Statistics.
• Find your statistics by going to Marketing -> Email -> Campaigns -> Your Campaign -> Three dots in the row -> Statistics -> More Statistics
• Visit the Submissions tab for detailed entries.

• Export the list of responses if needed.

• For pre-built forms, navigate directly to the submission page to see results.

NOTE: Forms and inline surveys only work in email marketing campaigns as of now.