How to Embed Survey in Email Salesforce: Stepwise Instructions

Salesforce, a leading customer relationship management platform, becomes even more powerful when integrated with Zonka Feedback Surveys.

Embedding surveys in Salesforce emails allows you to collect customer feedback seamlessly, enhancing the efficiency of your sales, service, and marketing teams.

With Salesforce’s automation features, you can trigger surveys at critical touchpoints, such as post-purchase or ticket resolution, and sync responses directly to customer profiles for a unified view.

In this blog, we will walk you through the step-by-step process of embedding surveys in Salesforce emails, enabling you to automate feedback collection, measure satisfaction metrics like NPS and CSAT, and take swift action to close feedback loops—all within the Salesforce platform.

How Embedding Zonka Feedback with Salesforce Can Help Your Business

Embedding email surveys in Salesforce elevates your customer engagement and streamlines feedback management. Here’s how it benefits your business:

1. Unified Customer View
   Sync Zonka Feedback data directly into Salesforce, enriching customer profiles with insights from surveys. This unified view allows sales, service, and marketing teams to collaborate effectively and make data-driven decisions.

2. Automated Feedback Triggers
   Automate surveys at critical touchpoints, such as after a sale, service interaction, or support ticket closure. This ensures timely feedback collection and provides insights into customer satisfaction and loyalty.

3. Enhanced Sales Insights
   Leverage survey data within Salesforce to identify customer pain points, measure satisfaction, and anticipate future needs. Sales teams can use these insights to personalize outreach and close deals more effectively.

4. Improved Customer Support
   Connect Zonka Feedback surveys with Salesforce Service Cloud to gather real-time feedback on support interactions. Negative feedback can trigger automated workflows, such as creating cases for follow-up or alerting the appropriate team.

5. Comprehensive Analytics
   Analyze CX metrics like NPS, CSAT, and CES directly within Salesforce. Use these insights to monitor trends, identify areas for improvement, and measure the success of customer experience initiatives.

6. Seamless Feedback Management
   Zonka Feedback’s integration enables teams to view survey results, analyze data, and act on feedback without leaving Salesforce. This centralized approach enhances productivity and ensures no feedback goes unaddressed.

7. Enhanced Marketing Campaigns
   Use feedback data to segment audiences and tailor marketing campaigns. Personalized messages informed by customer insights lead to higher engagement and better ROI.

By integrating Zonka Feedback with Salesforce, businesses can unlock deeper customer insights, foster stronger relationships, and deliver exceptional service—all within a single, connected platform.

Embed Surveys Seamlessly in Salesforce

Collect instant feedback by embedding surveys in Salesforce emails and drive meaningful customer experiences.

Step-by-Step Process to Embed Survey in Salesforce

Easily integrate Zonka Feedback surveys into your Salesforce emails to streamline feedback collection and enhance customer engagement across your CRM. Follow these steps to set up your surveys:

Step 1: Create Your Email Survey

• Log in to your Zonka Feedback account and go to the "Surveys" section. Click on “Add Survey” or the (+) icon to create a new survey.
• Choose from a variety of templates or start from scratch. Zonka’s AI tools can also assist you in designing your survey quickly and effectively.

Step 2: Select the Distribution Channel

• Once your survey is designed, select your preferred distribution method. A preview of your survey will be displayed.
• Choose the Email option as your distribution channel and click "Next." Provide a survey name and an optional description to help with internal tracking.

Step 3: Customize Your Survey

After choosing email as the distribution channel, personalize the survey to align with your goals:

• Add or edit questions using popular formats like NPS, CSAT, or CES.
• Apply custom themes to match your brand’s colors and design.
• Use survey logic to create dynamic flows based on user responses.
• Enable multilingual support for surveys to cater to a global audience.

Brand the survey further by incorporating your company’s logo and style elements. Once satisfied, click “Next” to finalize the survey for embedding.

Step 4: Choose the Embed Format (Question or Button)

Decide how you’d like the survey to appear in the email—either as a single embedded question or as a clickable button.

• For a seamless experience, embed a single question directly in the email body.
• Alternatively, add a button with a clear call-to-action that links to the full survey.
• Craft a compelling subject line and a personalized message for your email. Use placeholders for customer details to ensure tailored communication.

Step 5: Export the Survey for Salesforce Integration

• Once the survey setup is complete, navigate to the “Distribute” section in Zonka Feedback. Select the survey and choose “Download Email Templates.”
• From the list of platforms, choose Salesforce to download a compatible email template in HTML format.

Step 6: Embed the Survey in Salesforce Email

• Open the downloaded HTML file and copy the code.
• Log in to your Salesforce account and navigate to the email template editor. Paste the HTML code into your email design to embed the survey seamlessly.
• Select your target recipients from Salesforce’s contact or lead database and send your survey email.

Embed Survey in Signature Section of Salesforce Email

You can also embed Zonka Feedback surveys into the email signature of Salesforce emails. Follow these steps:

1. Design Your Survey: Create an email signature survey using Zonka Feedback. Use the "Add In-Signature" option under distribution methods to preview and finalize your design.
2. Configure the Signature: Decide on the embed type—direct question, button, or hyperlink. Add dynamic parameters like lead IDs or case numbers for contextual data.
3. Preview and Embed: Generate the code snippet for Salesforce and paste it into the email signature editor.

Your survey is now ready to collect valuable feedback directly through Salesforce emails, enabling better customer insights and improved engagement!

Embed Survey in the Signature Section of Salesforce Email with Zonka Feedback

You can enhance your Salesforce emails by embedding Zonka Feedback surveys directly into your email signature. Follow these steps to set it up:

Step 1: Design Your Survey

• Log into your Zonka Feedback account and go to the "Add Survey" section on your dashboard.
  Choose "Email Signature Survey" as your survey type and start building it. You can use AI-generated designs, pre-built templates, or create a custom survey from scratch.
• Select the "Add In-Signature" option under the distribution methods to generate a live preview of the survey on the side panel. Click "Next" to name your survey.
• Customize the survey further in the editor by adding or modifying questions, applying themes, and enabling advanced survey logic such as skip or hide rules. Starting with a rating-based question like an NPS score is a great way to encourage engagement.

Step 2: Set Up the Email Signature

• Decide how your survey will appear in the email signature—whether as a visible question, a clickable button, or a hyperlink.
• Enhance the survey by passing dynamic parameters (e.g., ticket IDs or assigned agent email addresses) to make the feedback more actionable. This customization adds context to responses and improves analytics.

Step 3: Preview and Embed the Survey

• Preview your survey to ensure it aligns with your expectations and fits well in the email signature.
  Select Salesforce as the email platform and click "Copy Code" to generate the appropriate embed code.
• Log in to Salesforce and navigate to the email signature editor. Paste the copied code into the signature section.

Try Zonka Feedback for Free!

With Salesforce 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.