How to Embed Survey in Email Zendesk: Step-by-Step Guide

Embedding surveys in platforms like Zendesk is a game-changer for businesses looking to streamline feedback collection and enhance customer interactions.

By embedding surveys in Zendesk emails, you can gather real-time insights, measure customer satisfaction, and close feedback loops seamlessly—directly within the platform you already use.

This blog will walk you through the step-by-step process to embed surveys in Zendesk emails, enabling your team to collect actionable feedback without disrupting workflows or switching between tools. 

What's the Need for Embedding Surveys in Zendesk Emails?

Embedding surveys in Zendesk emails is a game-changer for efficient feedback collection and customer engagement. Here’s why it’s necessary:

1. Convenience for Customers: Embedding surveys allows customers to provide feedback directly from their inbox without needing to navigate to another platform. This streamlined process reduces friction, improves the user experience, and significantly boosts response rates.

2. Automation and Efficiency: By embedding surveys, you can automate feedback collection based on specific triggers, such as ticket closure or resolution. This eliminates manual follow-ups, ensuring timely surveys are sent without additional effort from your team.

3. Centralized Data Management: Survey responses are automatically linked to their corresponding tickets in Zendesk. This centralization ensures all customer data, including feedback, is stored and easily accessible in one place for better decision-making and trend analysis.

4. Faster Feedback Resolution: Embedding surveys helps create a feedback loop where actionable insights, such as low satisfaction scores or negative comments, trigger follow-ups or open new tickets. This ensures customer issues are addressed promptly, enhancing satisfaction and loyalty.

5. Insightful Reporting and Analytics: Feedback gathered through embedded surveys provides valuable insights into customer satisfaction metrics like NPS and CSAT. These analytics can be directly integrated with Zendesk for detailed reports, enabling your team to identify trends and areas for improvement.

Embedding surveys into Zendesk emails bridges the gap between customer communication and feedback collection, making the process seamless, actionable, and highly efficient.

Boost Engagement with Survey in Zendesk Email

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

Steps to Embed Survey in Zendesk Email Signature

Learn how to seamlessly embed Zonka Feedback surveys into your Zendesk email communications to streamline feedback collection and improve customer engagement. Here is a step-by-step method:

Step 1: Create and Design Your Survey

• Log in to your Zonka Feedback account and navigate to the "Add Survey" option on the dashboard.
• Select "Email Signature Survey" as your survey type. You can design your survey using AI, pre-made templates, or by starting from scratch.
• Once you’ve selected the email survey distribution method, click on the "Add In-Signature" option to generate a preview on the right side.
• Click "Next" and give your survey a name.
• In the survey editor, you can personalize your survey by adding or modifying questions, applying themes, and setting up advanced survey logic, such as hiding or skipping questions.
• To increase engagement, it’s a good idea to use a rating-based question, like an NPS question, as the first step in your survey.

Step 2: Configure the Email Signature

• Decide how you’d like to embed your survey in the email signature—whether as a question, button, or hyperlink.
• You can also pass dynamic parameters, such as ticket IDs or agent email addresses, to gather additional context.
• Customize the survey URL if using hyperlinks or buttons, ensuring that it’s tailored to capture specific details for better analytics.

Step 3: Preview and Finalize

• After designing your survey and selecting the embedding format, preview it to ensure it appears correctly.
• Once satisfied, select Zendesk in the email platform and click "Copy Code" to obtain the code snippet. 
• Now, paste the code into the signature section of your Zendesk email. Your email signature survey is now live and ready to gather valuable customer feedback seamlessly

Try Zonka Feedback for Free!

By embedding surveys in Zendesk emails, you can capture meaningful feedback to optimize your support processes and enhance customer experiences.  Try Zonka Feedback for free for 14 days and start collecting feedback effortlessly and efficiently.