Can I embed a form within the email body rather than linking to it?

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    Asked on April 26, 2018 at 01:36 PM

    Can I create a survey that is placed within an email's body (rather than a link to the survey)?  If so, how do I do that?

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    Answered on April 26, 2018 at 03:05 PM

    Yes, you can embed an actual form inside your email body but before you proceed on doing so, please take into consideration why it's never a good practice to embed forms inside emails.

    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

    For a more detailed look on what I'm referring to, please read this article. Quoting one of the lines on that page:

    "Given the sporadic support for forms in emails, we recommend linking to a form on a website rather than embedding it in the email. This is the safest, most reliable solution to pairing an email message with a form. More people will see it and be able to use it, and as a result participation will increase."

    After reviewing that and you still want to go with embedding it directly your email, please refer to the following:

    1. Navigate to PUBLISH > EMBED > SOURCE CODE > then COPY CODE

    Related guide: How-to-get-the-Full-Source-Code-of-your-Form

    2. Once you have the codes copied to your clipboard, navigate to PUBLISH > QUICK SHARE > SHARE FORM > SHARE ON EMAIL.

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

    And that's basically it. 😉

    If something ends up not working or looked odd design-wise, I'm afraid that will be beyond our scope of support and might require a developer/designer from your end. I implore you to take into consideration that email client support varies when it comes to HTML-based emails. So, I still highly recommend you use the direct link to your form instead.

    Complete guide: How-to-Send-a-Form-via-Email