You can embed a survey directly into emails sent through either a Bulk Campaign or a Drip Campaign.
For the survey to be embedded in the email, the first question of the survey must be either a Scale question or a Multiple Choice question.
Pre-requisites
Before creating the campaign, make sure you have:
Created a Contact List – A contact list is required to send campaign emails. If you haven't created one, follow the Create a Contact List guide.
Configured Email Settings – Make sure you have at least one sender email configured under Campaign Settings. Follow the Email Configuration guide.
Created and published your survey – The first question should be a Scale or Multiple Choice question if you want to embed it in the email.
Creating an Email Campaign
Go to Audience → Email Campaign and click Create Campaign.
Enter the campaign details:
Campaign Name
Select Audience
Select Survey
Choose Bulk Campaign or Drip Campaign based on your requirement.
Click Create Campaign
Click Send Invite to configure your email.
Select the Sender Name, add the Reply-To Email, enter the Subject, and add your Email Body.
To embed the survey question directly in the email, click Insert Embedded Survey.
The first Scale or Multiple Choice question from your selected survey will be embedded into the email.
Apply Filters if required. You can then either send the email immediately or schedule it for later.
Send a Test Email to make sure the embedded survey is displayed and working correctly. Once verified, click Start Campaign.
Below is an example of how the embedded survey appears in the email:
Benefits of Embedding a Survey in an Email
Embedding the first survey question directly in the email makes it easier for respondents to start the survey without needing to open a separate link first. This can help:
Increase response rates by reducing the number of steps required to participate.
Improve engagement by letting respondents interact with the survey directly from their inbox.
Provide a smoother experience by taking respondents straight into the survey after they select an answer.
Encourage faster responses, especially for short feedback, rating, or multiple-choice surveys.
Get Started! By following these steps, you can efficiently create, manage, and track your email campaigns in BlockSurvey. This ensures a seamless and organized email outreach process directly from your TeamSpace.
If you are still running into issues, contact us at [email protected] at any time.