Step by Step Instructions to Create an Inline Email in Zoho Survey - Online Help Guide

Inline Email

Inline emails work perfectly when you want to embed a question from your survey in an email. Select a question, and you can distribute the survey over email with the help of an HTML setup that works with any email marketing software. Selecting an answer from the email takes your respondent to the live form URL. You can also add custom variables within the HTML code to identify the respondents. 
Read on:
  1. Creating an inline email
  2. Preview
  3. Reconfigure
  4. Restrictions
  5. Supported Questions

To create an inline email:

  1. Open a survey you have created, then click the Launch tab.
  2. Click Inline Email on the left pane.

  3. Select a question from the Question dropdown list.
  4. Select a service to distribute your survey over email in the Email distribution service dropdown list.
  5. Add a parameter name in the Parameter name field. If you haven't created any custom variables yet, click Create Custom Variables to create one. The custom variables you create will get listed here. For example, if you'd like to send the updated records to a contact module, you need to create a custom variable "zs_contacts" and add direct value as ${Contacts.Contact Id}.
  6. Select a parameter value appropriate to the parameter name you selected. You can select Direct value and enter more merge tags as parameter values as well.
    1. Click + to add more parameters.
    2. Click X to delete a parameter.
  7. Click Generate HTML.
  8. Click Copy in the HTML embed section to copy the code generated.



Notes
  1. We support standard merge tags as parameter values for each of these email distribution services. However, all these services will have more merge tags that you can insert in the templates by using direct value. These merge tags will get replaced with the parameter values assigned to the custom variables. For example, take a look at the list of merge tags Zoho CRM and Zoho Campaigns support.
  1. If you have only one question in your survey, you can select Settings > Skip the first page if all the questions are prepopulated checkbox to avoid your respondents from getting redirected to a new page to submit their response.

Preview

You can see a preview of the inline email you just created in the Preview section.


Reconfigure

Click Reconfigure in the Generated HTML section if you want to generate the HTML code again.



Restrictions

You can use the Restrictions section within the Launch tab to apply various restrictions, such as preventing multiple responses and setting a response limit.



Supported Questions

Inline email only supports a specific set of questions to be embedded in an email: Multiple Choice (one answer and many answers), Rating Scale (Star, Likert, and Weighted choice), Dropdown, Boolean (Yes/No), and Net Promoter Score.

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION





                        Still can't find what you're looking for?

                        Write to us:  support@zohoforms.com



                              




                            

                              Zoho Marketing Automation

                                Zoho Sheet Resources

                                 




                                    Zoho Forms Resources


                                      Secure your business
                                      communication with Zoho Mail


                                      Mail on the move with
                                      Zoho Mail mobile application

                                        Stay on top of your schedule
                                        at all times


                                        Carry your calendar with you
                                        Anytime, anywhere




                                              Zoho Sign Resources

                                                Sign, Paperless!

                                                Sign and send business documents on the go!

                                                Get Started Now


                                                    Zoho SalesIQ Resources



                                                        Zoho TeamInbox Resources



                                                                Zoho DataPrep Resources



                                                                  Zoho DataPrep Demo

                                                                  Get a personalized demo or POC

                                                                  REGISTER NOW


                                                                    Design. Discuss. Deliver.

                                                                    Create visually engaging stories with Zoho Show.

                                                                    Get Started Now











                                                                                          • Related Articles

                                                                                          • If there are more questions in an inline email, will the user be navigated to the survey with that one embedded question answered?

                                                                                            Yes, they will be redirected to the survey after they answer the question. Read more here.
                                                                                          • Email

                                                                                            The Email question type allows the respondent to type in an email address as the response in the textbox.  For example, if you'd like to collect the email addresses of your customers to send them promotional offers, newsletters, or occasional ...
                                                                                          • How do I embed a survey into my email?

                                                                                            To send a survey via email, you can either use our email distribution feature, inline emails, or email campaigns.
                                                                                          • Email Distribution

                                                                                            When you want to send your survey to your email lists within Zoho Survey, without having to switch tabs. Track the responses and see the details of how many of your respondents have opened your invite, how many are yet to open it, if any email has ...
                                                                                          • Email Distribution

                                                                                            Send your survey's link to your email lists within Zoho Survey, without having to switch a tab. You can also track the responses and see the details of opened, unopened, bounced, and unsubscribed invites. There are several ways to do this: Zoho ...
                                                                                          Wherever you are is as good as
                                                                                          your workplace

                                                                                            Resources

                                                                                            Videos

                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                            eBooks

                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                            Webinars

                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                            CRM Tips

                                                                                            Make the most of Zoho CRM with these useful tips.



                                                                                              Zoho Show Resources