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’.

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.

In the example below the email form would be triggered on the homepage of Mopinion when the querystring starts with ‘email’. It’s possible to choose a different or more specific querystring. Not setting the URL or querystring specific enough could trigger the form for users who did not land on the page because of giving feedback in the email.

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.

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.

Here is an example of the snippet before editing:

In the snippet there are 2 links. One for thumbs down and one for thumbs up. You can find them after ‘href’. Now this snippet needs to be changed to point to the homepage with the querystring set in the deployment while still containing the information about which answer was selected.

You have to change the original URL for the thumbs up in the snipped to point to the page set in the deployment. Then we have to edit the querystring to start with ‘email’ instead of ‘thumbs’. ‘email=test’ was added. You can choose any value here. You could also use that value in the deployment.

After ‘test’ an ampersand is added to start another argument in the querystring. This is the thumbs argument that is used to send the information on which answer was selected. This is formatted like ‘thumbs_<id>=positive’. For the url of the thumbs down the positive value will be negative.

This is what your snippet will probably look like.

 Now the snippet should be available for testing and you should land on the homepage and see the form with the value selected in the email.