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How do you setup surveys within Intercom's email builder?

  • 18 July 2023
  • 1 reply
  • 31 views

Context - I want to send out a churn-related survey and gather information on why the customer churned away. 

Ask - We want to collect the survey in the form of options presented to the recipient, where they must select a choice instead of replying to the merchant. How do I set it up using intercom’s email builder and pass the data as a user tag to intercom?
 

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Best answer by Shauna 21 July 2023, 13:21

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Hey @Arvind Subramanian 👋🏼 Shauna here from Support! 

You can’t build a survey within the Email - you’d first have to build out the Survey. Here is an article on how to do just that 👇🏼

https://www.intercom.com/help/en/articles/5966645-how-to-create-a-survey

Once the Survey is built, there is an option to ‘embed the survey into the email’ 👇🏼 

You can then add this HTML code into a HTML block within an email like this 👇🏼 

Give this a go and see how you get on 🙌🏼 

 

Side note; Make sure that you have ‘Surveys’ within your subscription to use ✨

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