How to add a Survey to a campaign?

In this guide, we will cover: 
Linking a Survey within an email or newsletter campaign
Linking a Survey within a trigger email

 

Surveys can be linked to an Email, Digital Newsletter or Trigger Email campaign within your BriefYourMarket.com platform – either as an image or a text link.

Whilst surveys are most commonly attached to trigger emails – for example, to collect customer feedback after the completion of a transaction – they can also be linked to simple emails or newsletters.

Attaching a survey to these three types of communication channels can vary, as will be discussed within this guide.

 

Linking a Survey within an email or a digital newsletter campaign

Within the ‘edit text’ box of a new/existing email or newsletter, highlight the text or image that you want to link to a survey.

Then select the Insert/Edit Link icon, as shown in the image to the right.

The following options will then become available:

  • ‘Button type’
  • ‘Link type’
  • ‘Link text’
  • ‘Survey’
  • ‘Tooltip’
  • ‘Open in new tab’
  • ‘Link styles’

The ‘link type’ needs to be selected as Survey.

Next, choose which of your built and active surveys you wish to attach to the email/newsletter from the ‘survey’ dropdown. (Circled in orange).

Once you have chosen your survey options, click Ok.

 

If you used a text link, that text should now appear blue and bold.

 

Linking a Survey within a trigger email

To begin, simply highlight your text or image and select the ‘Hyperlink Manager’ icon – circled below.

Within your Hyperlink Manager, you will need to select the type of link you require from the dropdown, which in this case will be ‘Survey Link’.

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When you have selected Survey Link, you will then see a dropdown displaying your active surveys. 

Remember: Only active surveys can be linked within your digital communications.

Once happy with the selected survey, click ok. The highlighted font should now appear blue and underlined within the email.

 

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