How to Embed Survey in Email Intercom Step-by-Step Guide

Embedding surveys in platforms like Intercom helps businesses gather valuable feedback during key customer journeys.

By integrating Zonka Feedback with Intercom, you can collect insights in real-time, measure satisfaction after interactions, and improve support experiences—all without switching between platforms.

This blog will provide a step-by-step walkthrough to embed surveys in Intercom emails, ensuring you streamline feedback collection while empowering your team with actionable data. Simplify workflows, boost response rates, and make customer feedback a core part of your support strategy!

How Embedding Survey with Intercom Emails Can Help Your Business

Embedding survey with Intercom transforms your customer support experience by enabling seamless feedback collection and action. Here’s how it helps:

1. Real-Time Feedback During Conversations: With Zonka Feedback embedded in Intercom’s live chat widget, you can collect customer feedback immediately after interactions. This ensures timely insights into agent performance and customer satisfaction.

2. Streamlined Workflow: By integrating Zonka Feedback, support teams can view feedback directly within Intercom without switching between platforms. This reduces effort and enhances productivity, allowing teams to focus on resolving customer issues.

3. Automated Feedback Triggers: Set up automatic triggers to send email surveys automatically after specific events, such as chat resolutions or help desk interactions. These automated triggers ensure consistent and timely feedback collection.

4. Comprehensive Customer Insights: Feedback responses are synced with customer profiles in Intercom, providing a complete view of the customer journey. This enriched data helps support teams understand customer needs better and personalize solutions.

5. Actionable Insights for Improvement: Zonka Feedback’s advanced analytics, when integrated with Intercom, help identify trends, measure CX metrics like NPS or CSAT, and pinpoint areas for improvement. Teams can use this data to enhance service quality and customer retention.

6. Closing the Feedback Loop: Negative feedback triggers automated actions, such as creating follow-up tasks or reopening conversations, ensuring customer issues are addressed promptly and efficiently.

Integrating Zonka Feedback with Intercom empowers your support teams to deliver exceptional customer experiences by combining real-time engagement with actionable insights.

Embed Surveys Seamlessly in Intercom

Capture valuable customer feedback directly from Intercom emails to enhance satisfaction and loyalty.

Step-By-Step Process to Embed a Survey in Intercom

Learn how to seamlessly integrate Zonka Feedback surveys into Intercom’s live chat and email workflows, enabling effortless feedback collection and enhanced customer support.

Step 1: Create Your Email Survey

• Log in to your Zonka Feedback account and go to the “Surveys” section. Click on the “Add Survey” button or the (+) icon to start designing a new survey.
• Select a template from over 100+ pre-designed options or create your survey from scratch. Alternatively, use Zonka’s AI-powered tools to build a customized survey quickly.

Step 2: Select the Distribution Channel

• Once your survey is ready, choose how you’d like to distribute it. A preview of the survey will appear, and you’ll be prompted to select a distribution method.
• Choose the Email option for embedding in Intercom emails. Name your survey and add a description (optional but recommended for internal tracking).

Step 3: Customize and Personalize Your Survey

After selecting email as the channel, you can fully customize your survey:

• Add Questions: Tailor survey questions to your needs using various question types like rating scales, NPS, CSAT, or CES.
• Branding: Incorporate your logo, colors, and styles to create a fully branded experience.
• Survey Logic: Set up logic to dynamically adjust survey flows based on user responses.
• Localization: Enable multilingual surveys to cater to diverse audiences.

When customization is complete, proceed to the embedding setup.

Step 4: Choose Embed Type (Question or Button)

Decide whether you want to embed the survey as a Question or a Button in your Intercom emails.

• If using the Question option, embed a single survey question directly in the email.
• For the Button option, add a clickable call-to-action that leads customers to the full survey.

Now write a clear email message, including:

• A compelling subject line
• A short, engaging email Survey Invitation
• Personalized placeholders for customer attributes

Step 5: Export the Survey for Intercom Integration

Navigate to the distribute section in Zonka Feedback, select your survey, and download the email template for Intercom. Choose Intercom as the platform and download the HTML file.

Step 6: Embed the Survey in Intercom Emails

Log in to your Intercom account and open the email editor. Paste the copied HTML code from Zonka Feedback into the editor. This embeds the survey seamlessly into your Intercom emails.
Now, use Intercom’s audience tools to target your survey to specific user segments and send it.

Try Zonka Feedback for Free!

Embedding surveys in Intercom emails with Zonka Feedback is an efficient way to gather real-time customer insights. With Intercom and Zonka Feedback integration, gathering customer insights is easier than ever, enabling you to make data-driven decisions to enhance customer satisfaction. Try Zonka Feedback for free for 14 days and start collecting feedback effortlessly and efficiently.