Distribute Surveys as an Inline Email via Zoho CRM
Overview
Inline email allows you to embed a question from your survey in an email. Select a question, and you can distribute the survey over email using an HTML snippet 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.
How to distribute surveys as an inline email via Zoho CRM
- Select the survey and click Builder option from the left pane.
- Go to the Publish tab.
- Click Add New Collector.
- In the Email Invites by Zoho Services section, click Continue.
- In the Zoho CRM sub-section, click Create.
- Click Create in the Inline Email section.
- Select a question from the Question dropdown.
- Add a name in the Parameter name field. If you haven't created any custom variables yet, click Create Custom Variables. The custom variables you create will get listed here. For example, if you want to send the updated records to a contact module, you need to create a custom variable "zs_contacts" and set direct value to ${Contacts.Contact Id}.
- 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.
- Click + to add parameters.
- Click X to delete a parameter.
- Click Generate HTML.
- The question preview is available in the Inline Email section.
Note:
Zoho Survey supports standard merge tags as parameter values for each of these email distribution services. However, all of these services will have more merge tags that you can insert in the templates by using direct value. These merge tags will be 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.
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 prevent your respondents from getting redirected to a new page to submit their response.
- Click Copy to copy the survey question.
- Click Copy HTML to copy the HTML code generated.
- Click Configure & Regenerate to add parameters or change the survey question to be embedded and regenerate the code.
Note:
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.
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