topic Re: Adding Simple Q&As to Marketing Emails with Buttons or CTAs in Tips, Tricks & Best Practices

Adding Simple Q&As to Marketing Emails with Buttons or CTAs

jleow — Mon, 05 Apr 2021 07:47:07 GMT

At the moment, it isn’t possible to conduct questionnaires with Marketing emails.

That said, it is possible to track clicks within Marketing emails - this can be used to collect answers from email recipients. Here’s how you can do so:

Create a Marketing Email - depending on your subscription, you can either create the email from the drag and drop email editor or do so from the classic editor.
After you’ve created the email, you can either create a call-to-action (CTA) or add a button directly to your email.

You can customize the link for each button to any existing page on your website.
You can also create simple landing pages for this purpose - it is important that each URL used in the link is unique.
Alternatively, if you’re using a CTA - the CTA should be used for this email only and each option should be a unique CTA.
In this example, I’ve added buttons directly to the email for users to RSVP to a birthday party.

Adding a button to a drag and drop email.

Configuring the button details.

After you’ve created and sent the emails, you can filter by contacts that have clicked each option in the email.

If a CTA was used, the filter applied will be ‘Calls-to-action > [Name of CTA] > Contact has clicked this version of the call-to-action > Any version of the CTA’.
If a button was used, the filter applied will be ‘Marketing Emails > [name of email] > Contact clicked a link in email > URL of option link’.

Example marketing email list filters.

This will generate different lists of contacts depending on how they have responded to your emails.

Additional Options:
As an additional option, you can even create a custom property, then use a workflow to populate the custom property based on URL or CTA clicks for reporting. Here’s what an example workflow would look like:

Example workflow to populate property based on email clicks

Other uses for this workaround:

Simple RSVP for events - like in the above example.
Send Feedback Surveys if you don’t have a Service Hub Professional Subscription.
Collect opinions on products:

‘Which version of a product do you prefer?’ with the options ‘Version A’ or ‘Version B’.
‘Was an update useful?’ with the options ‘Yes’ or ‘No’

You can also add multiple URL links or CTAs to collect more data - such as:

‘When do you check your emails?‘ with the options ‘Morning’, ‘Afternoon’, or ‘Night’.
‘Who did you buy this product for’ with the options ‘Myself’, ‘Parent’, ‘Sibling’, ‘Friend’ or ‘Partner’.

There are many possibilities - hope this helps!

Re: Adding Simple Q&As to Marketing Emails with Buttons or CTAs

danhammari — Mon, 02 Aug 2021 20:19:30 GMT

I like the idea of attaching a custom property but worry that the custom property would be overwritten at the contact level when the contact is re-enrolled into the same campaign. For example, I want to build a campaign that sends shipping tracking numbers to the billing contact each time an order is processed. Each time the contact places an order the custom information related to the previous order will be overwritten by the new order. If I dripped my campaign over a two week period and the customer created multiple orders during that period, the custom values will be continuously overwritten in the contact history and the later emails in the drip campaign will be referencing the latest order information when they should be referencing earlier order information. It would be nice if we could store variables in the user campaign enrollment so that the campaign variable would remain consistent throughout the lifetime of the enrollment, and allow the user to be enrolled multiple times for the same campaign and have unique variables for each enrollment.

Re: Adding Simple Q&As to Marketing Emails with Buttons or CTAs

PEvans — Wed, 25 May 2022 23:03:12 GMT

Portuguese version here 😊

Re: Adding Simple Q&As to Marketing Emails with Buttons or CTAs

kvlschaefer — Thu, 26 May 2022 21:28:55 GMT

Thanks for sharing, @PEvans!