How can I embed the survey in an email?

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    Kathy
    Asked on November 15, 2016 at 04:45 PM
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    david
    Answered on November 15, 2016 at 05:48 PM

    Yes you can embed an actual form inside your email 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. Click PUBLISH > EMBED > Embed Options dropdown > select SOURCE CODE > COPY CODE

    2. On that same PUBLISH wizard, click LINK this time > SHARE FORM > EMAIL icon

    3. 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 basically it. :)

    Going back, 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 [RELATED GUIDE: How-to-send-a-form-via-email]