Embed form in an email

  • Profile Image
    keri5374
    Asked on May 02, 2017 at 07:44 AM

    I would like to send my survey to my customers.  How do I embed into an email? I do not want an attachment or link.  Thanks.. .

  • Profile Image
    Sven
    Answered on May 02, 2017 at 09:13 AM

    Hi, 

    You can achieve this, however, there are a few points to keep in mind when embedding your form in an email:

    1. Formatting may look different depending on the email client used

    2. Functionality may differ depending on the email client

    3. Security warnings depending on the email client

    4. Client-sided checks may or may not work depending on the email client

     

    Now to embed the form in an email, please follow the steps below:

    1. Click PUBLISH > EMBED > select SOURCE CODE 

    2. From the SOURCE CODE window, select COPY CODE

    3. On that same PUBLISH wizard, click on QUICK SHARE > SHARE OPTIONS

    4. From SHARE OPTIONS, select 

    5. Fill in the fields as you see fit (From Name, Reply To, To, and Email Subject) > delete the contents of the email body > click SOURCE CODE > then paste the codes you copied earlier:

     

    And that's it. Please get back to us if you need any further help.

     

    Thank you.