Embed survey in email
Let customers answer your first survey question directly inside an email, in one click, no need to open your store first. Embed in email works with any email platform (Klaviyo, Mailchimp, Omnisend, Shopify Email, or a custom sender), by pasting a ready-made HTML snippet into your email template.
This channel only works with a first question of type Single choice, Satisfaction, Star rating, or Number scale. If your first question is a different type, change it or reorder your questions before enabling this channel.
Prerequisites
- A survey whose first question is Single choice, Satisfaction, Star rating, or Number scale
- Access to edit the HTML of your email platform's template (Klaviyo, Mailchimp, Omnisend, Shopify Email, or another ESP)
Steps
Step 1: Open the Channel tab
In the survey editor, click the Channel tab, then select Embed email from the channel list.
Step 2: Enable the channel
Turn on the toggle for Embed email. This generates your email snippet from the saved survey, if you haven't saved the survey with this first question yet, save it first.
Step 3: Pick a language
Choose the Language for the embedded question and answers.
Step 4: Copy the snippet
Click the copy icon next to Email snippet to copy the generated HTML.
Step 5: Replace the merge tag
The snippet contains a placeholder {CUSTOMER_EMAIL}. Replace it with your email platform's merge tag so the recipient's own email is filled in when the email sends:
| Email platform | Merge tag |
|---|---|
| Klaviyo | {{ person.email }} |
| Mailchimp | `* |
| Omnisend | {{contact.email}} |
| Shopify Email | {{ email }} |
| Custom / other | {CUSTOMER_EMAIL} |
Step 6: Paste into your email template
Paste the snippet into your email platform's HTML editor, in the email you want to include the question in.
How it works
- Shoppers click an answer directly in the email, no login or extra page load required for a single-question survey.
- If your survey has more than one question, clicking an answer opens the full survey page with that answer already pre-filled, so the shopper only has to finish the rest.
- Use the Email / Full survey page preview tabs in the panel to see both what the recipient sees in their inbox and what the continuation page looks like.
Tips
- Test your snippet by sending yourself a preview email from your email platform before sending to your full list.
- If you change the first question's type to something unsupported later, the snippet stops generating, switch it back to a supported type to fix it.