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How to Use Email Surveys for Customer Insights: Types, Tips & More

How to Use Email Surveys for Customer Insights: Types, Tips & More

Wouldn’t it be great if your users could open their email, see your survey right there, and respond without even leaving their inbox? It’s like having a conversation without all the back-and-forth. 

No more chasing down customers with follow-up emails or worrying about low response rates. Embedded email surveys streamline the process, making it seamless for your users and incredibly effective for you.

In this guide, we’ll walk you through the types of questions you can embed, share best practices to ensure your surveys hit the mark, and show you how to turn feedback into your competitive edge.

Let’s take it from the top.

What are Embedded Email Surveys?

Imagine being able to gather feedback from your audience without asking them to click away from your email. That’s what embedded email surveys offer. 

By placing survey questions directly within your email, you make it easier for recipients to respond, leading to higher participation rates and quicker insights. It’s a smooth, efficient way to connect with your audience and understand their thoughts and feelings.

Types of Questions You Can Embed in Your Email Surveys

Crafting the right email survey questions can unlock valuable insights. Here’s a breakdown of the different types of questions you can embed in your email surveys:

NPS (Net Promoter Score) Question 

The NPS question typically asks, “How likely are you to recommend our product/service to a friend or colleague?” on a scale from 0 to 10. This question is essential for measuring customer loyalty and satisfaction. 

Customers who score 9-10 are Promoters, 7-8 are Passives, and 0-6 are Detractors. NPS questions can reveal your brand’s overall health and help predict future business growth. For example, “On a scale of 0-10, how likely are you to recommend our new software update to a colleague?”

Open-Text Question

Open-text questions allow respondents to provide feedback in their own words, offering qualitative insights. These questions are valuable for exploring deeper reasons behind customer opinions and uncovering specific areas for improvement.

They are excellent for capturing detailed suggestions or experiences. An example could be, “What improvements would you like to see in our customer support service?”

CSAT (Customer Satisfaction) Question

CSAT questions ask customers to rate their satisfaction with your product or service, usually on a scale from 1 to 5 or 1 to 7. These questions provide a snapshot of customer satisfaction at a specific moment, such as after a purchase or a support interaction. 

They help identify strengths and areas needing improvement. For instance, “How satisfied are you with the recent purchase experience?”

Star Rating Questions 

Star rating questions are similar to rating questions but use stars instead of numbers. These are visually engaging and intuitive, making it easy for respondents to provide feedback. They are great for assessing overall satisfaction or product quality. An example could be, “Rate your dining experience with us” with 1 to 5 stars.

Smiley Questions 

Smiley questions use smiley faces to represent different levels of satisfaction or agreement, making them more engaging and easier for respondents to use. 

These are particularly effective for gauging emotions and are understood across different demographics. For instance, “How do you feel about our new website design?” with smiley faces ranging from very happy to very sad.

Thumbs Up/Down Questions 

Thumbs up/down questions provide a quick and straightforward way to get binary feedback. They are ideal for getting immediate approval or disapproval on specific aspects of your service or product. 

An example could be, “Did you find what you were looking for on our website?” with thumbs up and down options.

Checkbox Questions 

Checkbox questions allow respondents to select multiple options from a list, providing comprehensive data on preferences or behaviors.

They are useful for questions where more than one answer can apply. For example, “Which features do you use the most in our software?” with a list of features to check off.

Button Choice (Radio Button) Questions 

Button choice questions use radio buttons to limit respondents to one option from a list of choices. They are ideal for single-choice answers, helping in making clear decisions based on the most popular choice. 

For instance, “What’s your preferred method of contact?” with options like phone, email, or chat.

Picture Choice Questions

Picture choice questions allow respondents to choose between images instead of text options, making them visually engaging. These questions are excellent for getting feedback on product designs, branding, or any visual content. An example could be, “Which logo do you prefer for our new brand?” with images of different logo designs.

Matrix Rating Questions

Matrix rating questions allow respondents to rate multiple items using the same scale, arranged in a grid or matrix format. These questions are efficient for collecting detailed feedback on various aspects simultaneously. 

They save time for respondents and provide a comprehensive data set for analysis. For example, “Please rate the following aspects of our service” with items like quality, speed, and friendliness on a 1 to 5 scale.

By using a mix of these question types, you can create engaging and effective surveys that capture a wide range of insights, helping you make informed decisions and improve your offerings.

Also Read: 10 Ultimate Email Survey Software for 2024 [With Pros & Cons]

Steps to Embed Surveys in Your Email

Here’s a quick walkthrough of the process. We’ve used Qualaroo as an example tool for ease of understanding:

Step 1: Log into your Qualaroo account.

Step 2: Click on “Create a Survey.”

Step 3: You can either choose from a rich library of templates or create your own from scratch.

Step 4: Once you’re done creating and configuring your survey, click on the ‘Send’ option.

Step 5: Choose ‘Email’ as your delivery method.

Step 6: You can manually add the users or you can import your contacts from multiple CMS platforms and you’re done!

10 Best Practices to Embed Surveys in Your Email

Embedding email surveys can significantly enhance your feedback collection process, but to get the best results, it’s essential to follow some proven practices. Here’s how you can optimize your embedded email surveys to gather valuable insights effectively:

  1. Keep It Short and Sweet
    Long surveys can be intimidating and often lead to lower completion rates. Aim to keep your surveys concise by asking only the most essential questions. A few well-crafted questions are more effective than a lengthy questionnaire. For example, instead of a 20-question survey, focus on the top 5 questions that will give you the most critical insights.
  2. Make It Mobile-Friendly
    With a significant portion of emails opened on mobile devices, it’s crucial to ensure your survey is responsive and easy to complete on a smartphone or tablet. Mobile optimization ensures a smooth user experience, which can lead to higher response rates. Test your survey on different devices to ensure it’s user-friendly across all platforms.
  3. Use Clear and Concise Questions
    Avoid jargon and keep your questions straightforward to prevent confusion. Clear questions lead to clear answers, which in turn provide actionable insights. For instance, instead of asking, “How would you rate the facilitation of the integrative functionalities?” go with, “How easy was it to use our features?”
  4. Personalize Your Surveys
    Adding a personal touch can increase engagement. Use the respondent’s name and tailor questions based on their previous interactions with your brand. Personalization makes the survey feel more relevant and shows that you value their individual feedback. For example, “Hi [Name], we’d love to hear your thoughts on your recent purchase.”
  5. Use a Single Question Format
    Sticking to one question type per survey helps avoid confusion and makes it easier for respondents to complete. Consistency in format, such as all rating scales or all multiple-choice questions, helps streamline the process and ensures you gather clean data.
  6. Incentivize Responses
    Offer something in return for their time, like a discount, entry into a contest, or access to exclusive content. Incentives can significantly boost participation rates by providing extra motivation for respondents to complete your survey. For instance, “Complete this survey and get 10% off your next purchase!”
  7. Test Before Sending
    Always test your surveys before sending them out to ensure they display correctly and are free of errors. A seamless experience is crucial for obtaining accurate responses. Send test emails to yourself and colleagues to check for any issues with formatting or functionality.
  8. Include a Clear Call to Action
    Make sure your survey invitation includes a clear call to action that stands out. Phrases like “We value your feedback—take our quick survey!” or “Help us improve—share your thoughts now!” guide the recipient on what to do next and why it’s important.
  9. Follow Up
    Show your respondents that their feedback matters by sharing the results and any actions you plan to take based on their input. This builds trust and encourages future participation. For example, “Thanks to your feedback, we’re making improvements to our customer service. Stay tuned for updates!”
  10. Ensure Data Privacy
    Assure your respondents that their data is safe and will be used responsibly. Clearly state your privacy policy and how their information will be utilized. Transparency about data use can build trust and encourage more honest and detailed responses.
Related Post: In-App Vs. Email Vs. SMS Surveys: What’s Best for Your Business

Hit Send and Succeed: Effectively Embed Email Surveys

And there you have it—everything you need to know about embedded email surveys, wrapped up in a neat little package. We’ve covered the essentials: from understanding what embedded email surveys are to exploring the various types of questions you can use to the best practices involved.

Whether you’re asking an NPS question to gauge loyalty, using smiley faces to capture emotions, or deploying open-text questions for detailed feedback, you now have a robust toolkit at your disposal.

With embedded email surveys, you’re not just collecting feedback; you’re opening a direct line of communication with your users, showing them that their opinions matter. So, ready to collect user insights with emails? Get started for free with Qualaroo!

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About the author

Dwayne Charrington is an expert writer in customer feedback management, UX design, and user research. He helps businesses understand user intent and enhance the customer experience. Dwayne covers feedback management, lead generation, survey accessibility, and the impact of AI and VR on user interaction. He shares insights on creating effective surveys, improving navigation, and using A/B testing for smarter decisions. Additionally, he focuses on optimizing mobile experiences and champions privacy-by-design, ensuring users feel satisfied, secure, and valued.