CSAT embedded in signature

Service Hub Customer Feedback Tool
1

Hi guys,

I would like to add CSAT surveys within the very resolution mail and not send a mail after the resolution mail has been closed. I was thinking of an embedded code within the signature for example.

Is that possible? Is this a feature you are working on?

2

Hi @CecileMJ

From experience I would not embed CSAT into the signature.

Delivery of surveys contained in email are highly unreliable across many email clients. The better approach would be make a image CTA and include it in your email (that is linked to the CSAT survey you have built. )

Step 1: Create CTA

smiley 2.JPG
smiley 2.JPG840×838 32.4 KB

Step 2: Link it with CSAT form

Step 3: Include in email

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12.JPG590×760 25.9 KB

If I helped you please help the community by marking it solved.

Cheers,

Stjepan

3

Thanks Stjepan but, in my case, I don’t have the option to create CTAs with
my plan. I have the Hubspot for startups plan and I am looking for an
alternative to send CSAT surveys via mail as I would like to embed them in
any way in my mail

4

Can I ask about step 2?
How exactly can we link CTA with CSAT form?
This option cannot be selected in the CTA settings and CSAT form doesn’t even have its own universal link or does it?

5

Hi @VaclavNovak,
Thank you for reaching out to the Community!
I understand that you want to add CSAT surveys within the very resolution email and not send an email after the resolution email has been closed, is that right?
I found the solution from @MFrankJohnson on this post “Does anyone embed surveys in emails?” that might help you!
Also, the solution from @karstenkoehler on this post “Embedding a survey into automated HubSpot email” might be of interest to you!
I also wanted to invite a couple of subject matter experts to this conversation @Franci, @louischausse and @Jerdaine_digita, do you have any suggestions to help @VaclavNovak, please?
If anybody else has anything to add and/or share, please feel free to join in the conversation :slightly_smiling_face:
Thanks and have a good day!
Best,
Bérangère

6

This guide that sir gave in the reply of this post helped me to do the same procedure thanks for sharing this information here .

7

Hey @IEmi

Glad it helped!

Cheers,

Stjepan