This case will show you how to collect email feedback on your own pages using a proactive form.

Setup

Step 1. create the form

To start you create the feedbackform that you want to use for the email feedback. Take a look at this article for more information on how: How to setup feedback in an email?.

Step 2. Activate the widget

Ste second step is to activate the widget, you do that by clicking on the ‘Use as feedback widget in email’ toggle under ‘BLOCK'. Click 'GET WIDGET HTML’.

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Step 3. Deploy the form

The next step is to add the form to the deployment with an URL condition that is specific to the email. To get more information on deploying a form, look at this article: How do I deploy my feedback form?. The URL condition has to be based on a part of the querystring of the URL. The querystring is the part at the end of the URL starting with a question mark.

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The other important settings in the deployment are the ‘Refresh condition settings per visitor after … days’ and setting the form to proactive. This way the form will pop up when the user is sent to the homepage from the email and will appear each time they click on one of the options in the email. If this is not set correctly the data will not be collected and customers will land on the homepage and not be shown a form. This will possibly be a confusing experience for the user.

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Step 4. Test

When the settings in the deployment have been set you can test them by using the URL condition and navigating to that URL.

Step 5. Add URL to snippet

Now the URL has to be added to the snippet. To do this you can edit the URL's in the HTML of the snippet. The snippet works with links for each option in the snippet. Each link user a part of the querystring to forward the selected answer in the form.

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