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How to Add Inline Surveys & Forms to Emails in Pinnacle Ai – Full Guide!

Science & Technology

Introduction

Integrating inline surveys and forms into your email campaigns can greatly enhance your data collection process, making it easier to gather feedback from your subscribers. This functionality is particularly useful for businesses that operate in an educational space or those with a subscription-based model. For example, if you're running a paid newsletter, you can solicit feedback on the content you provide.

With the new features in Pinnacle Ai, you can allow your customers to rate content, provide thumbs up or thumbs down, give star ratings from 1 to 5, and fill out forms directly within the email. This guide will walk you through the steps to set up these inline surveys and forms effortlessly.

Step-by-Step Setup

  1. Access the Email Campaign Builder:

    • Click on Marketing on the left side.
    • Select Emails at the top.
    • Click on Campaigns, then hit + New or select an existing campaign.

  2. Add Forms to Your Email:

    • In the campaign editor, look for the Forms element in the sidebar.
    • Drag and drop the element into your email.

  3. Choose Feedback Elements:

    • You're presented with various feedback options. For example:
      • Scoring Board: Rate overall performance on a scale of 1 to 10.
      • Like or Dislike: Simple button for customers to indicate their preference.
      • Star Rating: Collect ratings on a 5-star scale.
    • Customize each form by adjusting background colors, padding, and titles.

  4. Set Visibility and Success Pages:

    • You can choose if the form should be visible on all devices, only on mobile or desktop, or conditionally based on specific customer segments.
    • Set a default success page or a custom URL that users will be directed to after submission.

  5. Finalize Your Email:

    • Continue adding more forms as needed.
    • After completing your email content, click Send or Schedule it.

  6. Check Submission Statistics:

    • After sending the campaign, track submissions by going back to the Statistics section.
    • Access the submissions for each form you created, and export data in CSV format for further analysis.

Conclusion

Using inline surveys and forms within your email campaigns not only simplifies the data collection process but also enhances engagement with your audience. It allows you to receive real-time feedback, helping you to improve your offerings constantly.

Keyword

Inline surveys, forms, email campaigns, feedback collection, star ratings, scoring board, like/dislike, customer engagement, data collection, success page.

FAQ

1. What types of feedback can I collect using inline surveys?
You can collect overall performance ratings on a scale of 1 to 10, like or dislike responses, and star ratings from 1 to 5.

2. How can I customize my forms?
You can customize the background color, padding, and titles for each form you create.

3. Can I limit the form visibility to certain audience segments?
Yes, you can set forms to be visible only to specific segments based on custom fields.

4. How do I analyze the feedback collected through my forms?
You can access submission statistics through the email campaign statistics page and export data as a CSV file for further analysis.

5. Is there a success page where users are directed after submitting the form?
Yes, you can choose to redirect users to a default success page or set a custom URL after form submission.