How to embed a survey with several questions in a Marketo Email | Community
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A
AgnesL
New Participant
January 16, 2024
Solved

How to embed a survey with several questions in a Marketo Email

  • January 16, 2024
  • 4 replies
  • 6158 views

Hi

I need your help!

I need to automatically send a Marketo email each time, someone fills out a Marketo form on our website.

I have no issue with the trigger.

What I CANNOT do is to embed a survey within my email.

How should I proceed? Is there a tutorial? Should I code it? Is there any example?

Should I work with a third party platform? Which one? And then?

This request is urgent as I need to set up this automated survey email as soon as possible. It is critical for my job.

Thanks a lot for your precious help and time

Agnès

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Best answer by SanfordWhiteman

Well, you can’t embed surveys (forms) in emails, period. There’s no cross-platform support for any such thing.

 

You can include links to a Marketo form with Program Member Custom Fields that’s your survey, and perhaps use a set of pre-answered links to kick it off. For example, include https://pages.example.com?question1=turkey and https://pages.example.com?question1=chicken. That fills in the Favorite Poultry field. Then the rest of the questions are on the form itself.

4 replies

SanfordWhiteman
SanfordWhiteman
New Participant
January 17, 2024

@agnesl please return to your thread and check responses from experts.

Jo_Pitts1
Jo_Pitts1
Community Manager
January 16, 2024

@agnesl ,

Fundamentally, you can't 'embed a survey' in an email if it has more then one question that can be answered with a button press (i.e. if you had a question that had two answers that you could get just from a button click then you could have two buttons directing to something that captured the data from the button clicks).

 

So, lets get the cart and horse in the right order and ask some questions here (throwing my BA hat on, as I am frustratingly wont to do):

  1. How many questions are there?
  2. What type of data are you trying to capture through the questions?
  3. Do the respondents need to be kept anonymous?
  4. If the answer to 2. above is 'no', then do you want to leverage the data in Marketo?

Cheers

Jo

 

 

A
AgnesLAuthor
New Participant
February 21, 2024

Hi Jo,

Thanks a lot for your message. 

Here are my answers

  1. How many questions are there? 5
  2. What type of data are you trying to capture through the questions? 1,2,3 ... and free text
  3. Do the respondents need to be kept anonymous? I don't want them to be anonymous
  4. If the answer to 2. above is 'no', then do you want to leverage the data in Marketo? Yes

Cheers

Agnès 

 

Jo_Pitts1
Jo_Pitts1
Community Manager
February 21, 2024

@agnesl ,

in that case, what is wrong with a Marketo form (and if appropriate) a Marketo landing page?

 

That'll put the data where you want it.  

 

You can always phrase your CTA to look like a question (how would you rate us? followed by 3 buttons 1, 2, 3), and pre-populate that first answer into your form by passing in different URL parameters based on which CTA they clicked and a little JavaScript on the browser side.

 

Cheers

Jo

 

Zoe_Forman
Zoe_Forman
Community Manager
January 16, 2024

One quick fix would be to set up a Microsoft form, add the form link in a CTA button in your Marketo email. 

 

In the MS Form use radio buttons with your questions / answers 

 

You can export the MS Form replies and results in an Excel file  to analyse. 

This may help if you really are short on time and just need a quick poll and results. 

A
AgnesLAuthor
New Participant
February 21, 2024

Thanks! 

    Zoe_Forman
    Zoe_Forman
    Community Manager
    February 21, 2024

    @agnesl how did you solve this? did you use a Marketo form for your survey 

    SanfordWhiteman
    SanfordWhitemanAccepted solution
    New Participant
    January 16, 2024

    Well, you can’t embed surveys (forms) in emails, period. There’s no cross-platform support for any such thing.

     

    You can include links to a Marketo form with Program Member Custom Fields that’s your survey, and perhaps use a set of pre-answered links to kick it off. For example, include https://pages.example.com?question1=turkey and https://pages.example.com?question1=chicken. That fills in the Favorite Poultry field. Then the rest of the questions are on the form itself.

    A
    AgnesLAuthor
    New Participant
    February 21, 2024

    That's indeed an option. But I really wanted to have everything in an email.

    Guess I won't have any other option.

    Thanks a lot for your help and time!

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