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Embedding Questions in Email Invitations

You can embed the first question of your survey in your Email Invitation, as long as the first question is a supported question type. When a survey taker chooses an answer option in the email, they're sent to the first page of your survey to continue taking the survey.

TIP! If you don't see the Embed first question toggle when you're composing your message then you're not using a supported question type or your survey doesn't meet the design requirements.

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How to Embed

To embed a question in an email:

  1. Go to the Design Survey section of your survey.
  2. Add a supported question type to the very beginning of page 1.
  3. Make sure your survey meets the design requirements. Don't enable any option that would disqualify the question or you won't see the option to embed the first question.
  4. Go to the Collect Responses section of your survey.
  5. Create an Email Invitation.
  6. Compose your message and make sure the Embed first question toggle is on.
  7. (Optional) Click Edit Message to customize your message.
  8. Click Save.

 

Survey Behavior

When a survey taker chooses an answer choice in the email, we send them to the first page of your survey so they can continue answering the rest of your questions. They'll see their response to the first question pre-selected in SurveyMonkey. Survey takers need to click Next on the first page to save their responses and trigger any logic in your survey.

If you're sending a test email to preview the survey, we don't pre-populate the response in the survey preview since we don't actually collect any responses in survey previews.

 

Supported Question Types

To embed a question in an email invitation, use a supported question type as the first question on page 1 of your survey:

 

Survey Design Requirements

To embed a question in an email invitation, your survey needs to meet these survey design requirements:

  • Use a supported question type as the first question on page 1 of your survey—don't add anything in front of the question, like an Intro Page or Text.
  • Don't use Page Randomization or Block Randomization on page 1 of your survey.

Setting and Option Requirements

The settings and options applied to the question you want to embed may disqualify it or cause it to render differently in the email than what you see in your survey design.

Multiple Choice Questions
  • Don't insert an image or video in answer choices.
  • Don't enable a Quota on the question.
  • If you enable the Randomize, Flip, or Sort Choices option on the question, don't randomize or flip answer choices, but you can alphabetize them.
  • Don't enable the Adjust Question Layout option.
  • Don't enable the Question Text A/B Test option.
  • We don't recommend adding an “Other” answer option or comment field on the question you want to embed—the question will render differently in the email. While the full Other answer option or comment field will display once the survey opens in a browser, survey-takers may not notice the additional answer option.
  • If you changed the layout of the question to 2 columns, 3 columns, or horizontal, it'll be displayed as 1 column in the email.
Star Rating Questions
  • You can use the Star, Smiley, or Heart icons on the question you want to embed, but, due to email client compatibility, you can't use the Thumb icon.
  • Don't add Other as an answer option for comments.
  • Don't enable the Question Text A/B Test option.
  • Don't use image or video rating labels.
  • You can choose a scale from 2 to 10, however, questions with larger scales aren't mobile responsive—they'll be static in the email, so people will have to scroll to see the full scale.

 

Troubleshooting Issues

Why does the email look different than what I see in SurveyMonkey?

If you update your survey design after scheduling your message and it no longer meets the requirements, we'll send the default email template without the embedded question.

Email clients can render HTML messages differently, which can cause HTML Template or Custom HTML messages to display differently than what you expect.

 

If you're using a supported question type as the first question in your survey and it meets the design requirements, you can embed a question in an email so people can respond with just one click.

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