The Embed Platform: Embedding Surveys in your Emails

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Suggested next article: Properties Overview


Introducing the Embed platform

Embedding your Delighted Template into your own marketing emails makes it easy to capture feedback and control the entire experience. If you already send emails through Klaviyo, Mailchimp, HubSpot, or another marketing automation platform or email service provider, why not embed a survey to your customers there?

Join our beta!

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

How it works!

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 when you request your HTML 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 Template 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

From within your Delighted account, you can request your Template's HTML by clicking "Edit and Send" and then choosing "Request code" under the Embed platform tile. This will draft an email to our team requesting the code for the Template you're currently working in.

Alternatively, just send us a note at hello@delighted.com to request your Template's HTML. Just let us know which Template you need the HTML for — and make sure that you've set up the Link platform!

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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 template 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:

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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:

Send us a note at hello@delighted.com 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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