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How To Embed Forms and Online Surveys in Your Email Campaigns for Better Engagement and Insights

How To Embed Forms and Online Surveys in Your Email Campaigns for Better Engagement and Insights

November 20, 20243 min read

Engaging with your contacts and gathering direct feedback has never been easier. With Tekmatix’s embedded forms and online surveys, you can now include feedback forms directly within your email campaigns. This feature is designed to simplify feedback collection, boost engagement, and provide actionable insights—all directly accessible in your campaign statistics.

What’s New?

Tekmatix now supports embedding feedback forms (like NPS scores, ratings, and like/dislike options) directly within email campaigns, allowing recipients to respond without needing to leave the email. Here’s what you can do:

  • Embed feedback forms such as NPS, ratings, or like/dislike options right within emails.

  • Add direct links to pre-built forms, allowing contacts to navigate straight to forms created in your platform.

  • Access detailed submission data within the campaign statistics section, making it easy to monitor responses and insights.

Benefits

  • Streamlined Feedback Collection: Integrate feedback forms in emails for a seamless, one-click experience.

  • Improved Engagement: Interactive forms encourage more responses and capture immediate feedback.

  • Valuable Insights: Get real-time data on contact sentiment and campaign performance through detailed statistics.

Real-World Use Case: Post-Webinar Feedback

Imagine you’ve just hosted an informational webinar and want to gather quick feedback on the session. Using Tekmatix's embedded feedback feature, you can add a short form to your follow-up email. By embedding an NPS score and a comment box directly within the email, participants can rate their experience and provide feedback right there in the email itself.

In this scenario:

  • Why It’s Helpful: Users engage directly from the email, eliminating the need to navigate to external forms.

  • Outcome: You gather actionable insights from attendees while the event is fresh in their minds, improving response rates and collecting more accurate feedback.

Steps to Use Online Surveys and Forms in Tekmatix Email Campaigns

Step 1: Go to the Marketing & Emails section within your Tekmatix dashboard.

How To Embed Forms and Online Surveys in Your Email Campaigns for Better Engagement and Insights

Step 2: Create a New Campaign, set up the standard details and email content.

Step 3: In the email editor, add a Form Element to the section of your email where you want the feedback form to appear.

How To Embed Forms and Online Surveys in Your Email Campaigns for Better Engagement and Insights

Step 4: Select Form Type you want to include:

  • NPS (Net Promoter Score): Gauge loyalty by asking contacts how likely they are to recommend your business.

  • Ratings: Collect star-based ratings for a simple overview.

  • Like/Dislike: A quick thumbs-up or thumbs-down for straightforward feedback.

How To Embed Forms and Online Surveys in Your Email Campaigns for Better Engagement and Insights

Step 5: Customize the Form

Design the form according to your brand:

  • Modify colors, font, and style to align with your email’s design.

  • Title Field: Name the form (this title will appear in the submission tab of campaign statistics).

  • Success Page: Set up a custom thank-you page or message to appear after the form is submitted.

How To Embed Forms and Online Surveys in Your Email Campaigns for Better Engagement and Insights

Step 6: Once your campaign is sent, feedback data will automatically update in the Campaign Statistics section. Navigate to:

  • Submissions Tab: Review detailed responses and individual entries.

How To Embed Forms and Online Surveys in Your Email Campaigns for Better Engagement and Insights

  • Export: Export respondent data if needed for further analysis.

    How To Embed Forms and Online Surveys in Your Email Campaigns for Better Engagement and Insights

    IMPORTANT NOTE: Online forms are currently supported only for email marketing campaigns.


    With Tekmatix's embedded feedback forms and surveys, capturing insights and staying connected with your audience has never been easier. 

    Try it in your next email campaign and start collecting valuable responses today!


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