Forms and Inline Surveys in Email Campaigns

November 16, 20241 min read

Forms and surveys allow you to collect valuable information from your customers, whether for making more accurate assessments, checking their satisfaction, or completing their profiles. We understand how useful these tools are for gathering important data, which is why we've added them to Email Campaigns—to help you meet customers where they are.

⭐️Why Is This Feature Beneficial To Your Business?

  • Increased Insights: The prebuilt forms and surveys provide a simple and seamless feedback collection on your business and campaigns.

  • Improved Statistics: This feature will collect and analyze responses for you giving you extra data points into the success of your email campaigns.

  • Promote Engagement: These forms and surveys add an interactive element to your emails that helps capture contacts' attention and push them towards interacting with your content.

⭐️How To Use Forms and Inline Surveys in Email Campaigns:

  1. Navigate to the Emails tab inside the Marketing and create or access an Email Campaign.

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  2. Drag and drop a form element into the builder and select the type (NPS, ratings, etc.).

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  3. Customize the form design and settings including naming the form and setting a success page.

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  4. Send your campaign to monitor feedback via Campaign Statistics. You can check the Submissions tab for detailed entries.

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Adding forms and inline surveys will help you gather and analyze data from your mailing list contacts, allowing you to assess their sentiment toward your marketing and company while also collecting any additional details you need.

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

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