Automate Email Surveys with Smart CX Tools

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  • Post last modified:March 28, 2024
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    Email surveys have been used for a long time. However in the current context of using email surveys to gather customer feedback, dynamic email surveys are featuring in the forefront. As long as your data gathering tool is aligned to your organisational goals, aligned to best practices and framework, email surveys are a great tool for data collection. In this blog, we will explore email surveys and how to automate them seamlessly.

    Introduction to Email Surveys

    Email surveys are a useful tool for businesses to collect feedback from their customers. They can be easily set up and automated using integrations such as Zapier. Now you have a convenient way to gather customer responses. With a good response rate in your repository, marketers can obtain information about customer satisfaction, survey response rates, and any positive or negative reviews among the few functions. They can also be used to share about new product launches, changes made to existing products, or updates to the company’s website.

    In essence, emails allow businesses to gain insights into their customers’ opinions and experiences. By collecting this data, businesses can make informed decisions on how to improve their products and services, ultimately leading to increased customer satisfaction and loyalty.

    What types of questions should be included in an email survey?

    An email survey should include a mix of multiple choice, rating scale, and open-ended questions. Multiple choice questions help gather quantitative data, rating scale questions provide insights into customer satisfaction, and open-ended questions allow respondents to provide detailed feedback and suggestions.

    Benefits of Using Effective Email Surveys

    Static emails are now replaced by dynamic emails which offer more interactive features. An optimized email feedback survey also should offer flexibility in terms of the type of information you can gather. They can be used to gather feedback on a variety of topics like customer satisfaction, product features or improvements, and even market research. Additionally, marketers can also create AMP email surveys, build interactive email invitations, create customized newsletters to increase response rates and offer interactive options for recipients.

    High survey response rates:

    When surveys are embedded within the emails, it gives leeway for respondents to answer immediately. Dynamic emails prevent users from going into an external browser to answer short questions. Using tools such as embedded surveys, AMP surveys, in-signature surveys, be rest assured that marketers will get a high response rate from this practice.

    In addition to their high response rates, scale based surveys are also extremely easy to set up and manage. This includes creating simple net promoter score rating metrics. Other curated email templates can be embedded and be sent out to a large number of people with just a few clicks. Every design can be customized to fit the needs of your business.

    Cost-effective feedback collection:

    Compared to traditional methods of gathering customer feedback and survey distribution, such as phone or in-person interviews, email surveys are relatively inexpensive to conduct. They are cost effective and customers can respond at their own convenience.

    With the right tools and software, businesses can quickly create customized survey templates and distribute them to specific groups of customers based on their interests or demographics. Businesses can use available tools such as Merren, Mailchimp, Surveymonkey etc.

    Email survey maker

    Quick and easy to distribute:

    Streamlining your potential subscribers and respondents, you can deploy these surveys directly into their inbox. With this you can get the desired survey responses you need, all from their mobile devices. Platforms such as Merren enable easy creation and launching email surveys with a one-click button. All features collectively increase email open rates, respondent clicks and you get live feedback that you can analyze on your dashboard.

    You are now equipped to collect valuable information about user behavior, preferences, and interests. The responses can also be used to monitor user satisfaction and track changes over time and identify areas of improvements.

    Easy to track and monitor survey data:

    During creation of such surveys, keep in mind the templates, subject line, contact information and question types. Other metrics include scales such as net promoter score or NPS survey , customer effort score (CES), customer satisfaction score (CSAT score), and the design of the email body. All collectively will determine the response rate.

    While you get all responses from recipients, marketers can analyze results based on applied filters (location, age and other demographics). With tools from Merren, all results are available on the dashboard including a real-time view and open rates. 

    With the help of software integrations, email surveys can be automated and tracked, making it easy to manage and analyze the collected data.

    2 Best Benefits Of Automating Email Surveys

    Automating email surveys can be a game-changer for businesses looking to improve their customer experience. To automate this customer feedback process, Merren’s integration with Zapier will simplify the process and save you time. You can use pre-written survey questions or create your custom questions tailored to your business needs. Once created, you can send automated surveys at set intervals to your customers or subscribers.

    Moreover, distributing survey results through email marketing helps reach out to a wider audience, boosting engagement rates and loyalty amongst customers.

    Survey automation keeps it free from manual errors:

    Old fashion way of batch processing , browser based surveys and manual deployment comes with plenty of disadvantages. It is absolutely error prone. With a prepared database of active respondents, it is easy to see why choosing automation is going to be a boon.

    When selecting an email survey tool, it’s important to consider factors such as ease of use, flexibility, and reliability. Also look for interactive options such as AMP surveys, customizable embedded surveys and in-signature survey options. Look for a tool that allows you to quickly and easily create surveys, customize them to your needs, and automate the distribution process.

    Integrating surveys with CRM tools:

    Automating email surveys can be a great way to streamline your feedback process and gather valuable insights about your customers. One way to do this is by integrating surveys with CRM tools. This allows you to manage and analyze data more easily, and make informed decisions about your business.

    Survey integrations also make it easy to manage customer data across multiple platforms, ensuring that all of your customer interactions are tracked and analyzed in a single location. This can help you identify trends and patterns in customer behavior, allowing you to make more informed decisions about your business strategy.

    Best practices for email surveys

    While maintaining basic courtesy of launching survey questions, keeping surveys conversational, short and respondent friendly is the right way to go. Here are some steps you can take to create a response generating template.

    Keep it conversational and short for subscribers:

    Surveys devoid of intimidating and technical jargon will fare well when response rate metrics are in question. While creating effective surveys, writing clear and concise questions can help you get relevant information faster. To obtain higher response rates, ensure that the tone of your feedback form is conversational. Inculcate open-ended questions so that people can share their candid responses. 

    Additionally, consider the target audience for your survey and make sure the questions are easy to understand.

    Using mobile-friendly survey templates for a wide reach:

    Another key consideration is making sure your surveys are mobile-friendly, as many people will be accessing them on their smartphones or tablets. This means avoiding long blocks of text that can be difficult to read on a small screen. Optimize email surveys using pre-designed templates that can save the hassle of editing and corrections since these templates are pre-tested and ready for launch. The main purpose of the survey should be to reach the survey respondents and bring valuable customer feedback for every marketer. 

    Making surveys in-context and offering personalization:

    A friendly greeting within the email body will not intimidate your target audience. Effective survey emails offer personalization, show gratitude to the buyers. To take it a step ahead, offer survey rewards and incentives upon completion (coupons, gift cards etc).

    In-context includes post purchase feedback collection. This is done to ensure that the experience is fresh in the minds of the buyers. Sharing email surveys in this moment will bring a high response rate rather than pressurizing people to remember their purchase with the brand.


    Email surveys will undergo constant upgrades with AMP processes, in-signature surveys and other AI based tools. Merren also has an AI survey builder where marketers can create instant surveys without any hassle or coding experience. 

    This will augment the feedback process and bring rich data in the form of audio, texts and video facilities as well. The main goal should be to make the feedback systems more organized, customer friendly and device compatible. At the end of the day, the ultimate aim should be to collect maximum responses to bring about positive changes in the customer service protocols.

    Want to create your own AMP email? It is really easy. Sign up for a 14 day free trial with Merren and supercharge your marketing strategy today.