Go back to page
Project Basics
  • Getting Started!
    • Assessment Question types
      • Score and more
        • Quiz participation
          • Get Results
          • Introduction to Poll
            • Build your Poll
              • Launch your Poll
                • Analyze your Poll
                  • Build Project
                    • Project Style
                      • Launch Project
                        • Analyze Project
                          • Account Settings
                            • Good to Know

                              Embed a Question in an Email Invitation

                              Increase engagement from the start by embedding a question directly into your email invitation. Once an answer is selected in the invitation, the participation page will be opened up with the appropriate answer selected.

                              This option is available while publishing a project, allowing you to embed a question from the project selected. Prefer to sort it out sooner? Enable this option while customizing your email template.

                              Here’s how to embed a question while publishing:

                              1. Select your project, then click on the Publish icon or Distribute tab.
                              2. Under Email, choose either Single-use or Multi-use Link.
                              3. In the next step, hover over the email template you’d like to embed a question in.
                              4. Click on Edit.
                              5. At the bottom of the menu on the left, click on Embed a Question.
                              6. Click on the dropdown to choose the question to embed.

                                Radio Button, Rating Scale, Smiley Rating Scale, Like/Dislike, and NPS questions may be embedded in invitations. Additionally, CSAT and CES questions may also be embedded in CX project invitations.

                              7. One the question block is added, drag and drop the block into the appropriate position within the invitation, then click Done Editing.

                                Once a question is embedded, it is possible to remove alternative participation options (button, links) to encourage participants to begin the survey from the embedded question.

                              Here’s how to embed a question while creating an email template:

                              1. Within Distribute, click on Email Templates.
                              2. In the top left corner of the screen, click on Create New Message.
                              3. Choose any message to start with as your baseline by clicking on Select.
                              4. At the bottom of the menu on the left, click on Embed a Question.
                              5. A sample embedded question will be added as a placeholder. The actual embedded question will be finalized while publishing the invitation.
                              6. Once the question block is added, drag and drop the block into the appropriate position within the invitation, then click Done Editing.
                              7. Click Save.
                              8. Enter a unique name and Save.

                              Good to Know

                              • As a best practice, embed the first survey/assessment question shown to participants. This ensures a clear forward flow.
                              • If branching rules are applied on the survey, the embedded question may not be displayed to some participants.
                              • Questions with Question Display Logic, Quota Management, or Data Population applied cannot be embedded.
                              ×