The Embed Platform: Embedding CX surveys in your Emails

We're currently working on bringing the embed experience into the CX product, but for now, it's only available by reaching out to our Concierge team. 

The Embed platform uses the customization and appearance of the Email platform, while delivering the survey experience using the Link platform.

Note: Make sure you have the Link platform set up before you request your HTML code from our team

There are 3 simple parts: 

1. Request your survey HTML
2. Add the HTML to your email platform
3. Pass properties through the embedded survey links — optional

Don't skip the comment!

Make sure you don't "Skip comment prompt" for any project you plan to send with the Embed platform. The comment prompt helps us know on the backend that a response is real (i.e. not from a bot)

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1. Requesting your survey HTML

To request your embed HTML code :

1

Open your target CX project

2

Click "Edit and Send" 

3

Choose "Email for code" under the Embed platform tile → (this will automatically draft an email to our team requesting the code for the project you're currently working in)

Need help? No worries . . . 

Just send us a note to request your survey's embed HTML. Simply let us know which project you need the HTML for → and double-check to make sure you've set up the Link platform in advance!

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2. Adding the HTML to your email platform

For most marketing automation platforms or email service providers, adding the survey HTML to your email project will be as easy as inserting a code block or custom HTML — then pasting in the HTML we shared over! 

We've created videos to show exactly how this is done in a couple of popular platforms. Check those out here:

• Klaviyo
• Mailchimp
• HubSpot

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3. Passing properties through the embedded survey links — optional

By default, your embedded surveys will be anonymous (you won't know who submitted each response). If you want to capture respondent information like email address or purchase details, you can do that by appending those details to the end of your survey links within the HTML.

In the HTML we send your way, each button is linked to an individual score button that helps capture the respondent's answer to the first survey question. It's to these links that you'll want to append the property names and values that you want to capture.

Check out this video

This video explains how to format the links to append properties. This method uses query strings to pass the properties, in the format &propertyname=value. 

• Note that the "Edit and send" button has replaced "Survey people" button

So that you can have just one link that works for all of your respondents, you'll want to use dynamic variables when building these links. For example, instead of saying email=hello@delighted.com, you'll use the variables in your email platform to set email={{ email variable }}

The format of that email variable will depend on the email platform you're using. Here's a list of available variables for some popular providers:

• Klaviyo
• Mailchimp
• HubSpot

Send us a note if you have any questions about passing your properties over.

If you're having trouble finding the right variables to use, reach out to your email provider for those details.

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