Step 1: Identify Your Goal and Offer
Are you trying to figure out why people are canceling their subscriptions? Or do you want to learn the best frequency to communicate with your customers? What’s the question you’re trying to answer with this survey, and what are you offering in return? When your survey goal is clear, setting up a smart survey is very easy with our Forms product. You can either Create Form from scratch or start with one of our templates.
Note: If you want to turn one of the existing email surveys to a web experience (or vice versa), you can easily do so by using the Duplicate feature and choosing what experience you want to duplicate the survey for.
Step 2: Set Up Survey Pages & Questions
Pages
A form can have multiple pages, and a page can have multiple questions and elements. We recommend asking one question at a time (i.e. one question element per page) for your forms to make sure recipients are not overwhelmed when they see the first page of your survey in their email.
Page Routing for Personalized Survey Experience
By default, each page sends people to Submit the form, so remember to specify which page you want to show next from the page you're currently setting up in Logic.
End Pages for Personalized Results
End Pages are the results page that you set up to show to your survey takers based on their answers to the survey questions. As a result, you can have multiple end pages, and you specify whom to show which specific end page in the Routing section of each End Page.
Step 3: Customize Styles and Settings
In the Styles section, you can specify all styles of your survey including buttons, question fields, descriptions, labels, etc.
In the Settings tab, you can create a Klaviyo event (that you can trigger a follow-up flow for your quiz takers), add quiz respondents to a specific Klaviyo list, and define whether you want to update people's Klaviyo Profiles with their quiz responses. Moreover, you can trigger a webhook on quiz submission.
Step 4: Embed Smart Survey in Email
Now that you've built your survey, it's time to embed it in an email!
Just like any other our interactive widget, you can add the Custom Form by adding the Forms widgets from the Interactive Widgets section.
Note: If you've made any edits to the survey after embedding it in your email, make sure to Refresh the form to make sure the most up-to-date version is used in the email template.
Step 5: Add Fallback
When creating an interactive email, you need to design a fallback experience for people whose email clients (e.g. Outlook, Hotmail) block interactive emails. And setting fallback experience is made super easy in Spellbound.
You can copy the Fallback URL from the Configure tab of the widget and use the link with a button or an image element that you'd use in a static email in the Fallback tab. With this link, your fallback email recipients will still be able to submit the same quiz just in their browser.
Step 6: Test and Export Template
Once you've set up your smart survey and designed your email, you can test and export your email template to use in your campaign or flow email.