customer survey email template

10 Survey Email Examples I Love (for Your Inspiration)

Published: March 06, 2024

I recently had a pleasant experience at a local restaurant. Everyone I interacted with was friendly, the service was fast, and my food was excellent.

Not long after I got home, I saw an email from the restaurant in the inbox. It was a request to take a survey to tell them about my experience. And I was more than thrilled to share my positive feedback.

As a bonus, I was also entered to win a gift card just for sharing my opinion.

For businesses of all industries and sizes, sending surveys is essential. Surveys inform everything from customer experience to product ideation to marketing strategy. But you need to make sure you’re distributing them the right way.

Whether you want to collect data for market research or run a customer satisfaction survey , promoting your survey in an email is a direct way to generate responses.

Below, I compiled a list of the best survey email examples I’ve received from companies. I also broke down the successful elements of these emails and created a template for you to send your survey email.

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The Best Survey Emails: 10 Examples to Copy

To find the best survey email examples, I scoured my inbox. Why? I wanted to see surveys that got an actual customer (me) to open the email and respond to the survey.

And because survey emails come in different shapes and forms, I’ve organized them into the following categories:

Rewards-based.
Time-based.
Requesting help.
Survey reminder.

Here are my favorite survey emails that landed in my inbox and the elements I think you should emulate in your following emails.

Rewards-Based

1. birdy grey.

Subject line: Your chance to win $1,000!

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18 Survey Email Templates & Examples You Can Steal

Mar 18, 2024 - By Camilla Mackeviciute

If you want to stay in business for a while, you need to pay attention to the voice of your customers. You must know what they want, and your best shot at getting this information is to conduct a survey.

Sending customer feedback surveys is an excellent email marketing strategy that allows you to understand your customers’ needs. This will help you offer them an experience that matches or even exceeds their expectations and boosts satisfaction rates.

But even with so many benefits, conducting a survey might be challenging!

Most people need more time to respond to your questionnaires. Therefore, you must find a way to craft and send effective survey emails so you can collect helpful feedback from your mailing list.

If you are wondering how to get started, this article provides survey email template examples and best practices to inspire you. Let’s get into it!

Why Should You Send Email Surveys?

Email surveys have always been a reliable tool for marketers to gather valuable customer insights. You can use them to understand your audience better, personalize your offer, and become more relevant.

Surveys can even help you understand why people unsubscribe from your emails, the kind of content they like, and their preferences. Here are five reasons why email surveys are so helpful in marketing your business or brand:

Cost-Effective. Sending an email survey barely costs anything when you have an email marketing solution. So, they are handy in conducting market research compared with other options.
Easy to Setup and Analyze. Creating and sending an email survey takes just a few hours without any additional learning curve. You don’t need a clunky analytics dashboard or learn about the features of a third-party service to start sending surveys.
Non-Intrusive and Imposing. It’s not an intrusion to ask the customers for their feedback . An email list with a double opt-in allows customers to respond to your email surveys at their will. Remember, in the age of GDPR and privacy, being non-intrusive matters greatly.
Honest Response from Real Customers. People are keen to offer their opinions. In fact, 74% of shoppers write reviews for their experiences with a brand. Your subscribers have already subscribed to your email list , shown interest in your products or services, and are keen to hear from you and share their opinions. So why not gather data from your real customers?

With Sender’s workflow automation builder, you can send your survey emails automatically.

Set a behavioral trigger and a time gap between the trigger and email. Voila! Now just watch those reviews come in.

Elements of a Good Survey Email

If gathering honest feedback appeals to you, you should start creating your first survey campaign immediately. In case you’re wondering what to write in a survey email, here are five must-have elements of best-performing emails:

Email Subject Lines : Create attention-grabbing and scroll-stopping survey email subject lines that intrigue your subscribers to open the email.
Email Preheader : Add a supporting preview text that explains the intent of your subject line.
Accompanying Images : Always make your survey email scannable and attractive. Along with text, remember to add images and elements that make people want to click your link.
Link to the survey : Make your intention of sending an email clear. Always add the link to the survey in a prominent place within your email.
CTA: While the goal of a survey email is to make people fill out the survey, you should also add a complementing CTA or convert your survey link into a call-to-action button, too. Just remember this important element.

12 Survey Email Templates Copy You Can Steal

You will probably have to conduct different surveys, depending on the feedback you’re looking to gather from your clients. Here are some survey email examples for inspiration and a few sample email templates to send customer surveys. Feel free to use them for sending your email marketing questionnaire or email surveys to your customers.

Feedback Invitation Email

A feedback survey invitation email is one of the first emails you send to customers when you launch a survey. Insert a link to the feedback survey and request your users respond to this email’s questions. Here’s a template you can use:

Subject: Share your opinions about [Company Name]

Dear [Subscriber], At [Company Name], we value your feedback. That’s why we would like to invite you to participate in a short survey about your recent experience. Click on the link below to share your opinion. Link to the survey: [Insert link] You will be directed to the survey by clicking on the link, and it will only take a few minutes to complete. We appreciate your time and effort in providing us with this valuable feedback. Thank you for choosing [Company Name] and for your ongoing support. We look forward to hearing from you soon. Warm regards, [Your Name] [Company Name]

Don’t have extensive design skills to craft visually appealing survey emails? With Sender’s intuitive drag-and-drop builder, it’s not a problem! You can add number evaluation scales, star or smiley face rating surveys in your emails with just a few clicks!

Instead of naming your email campaign “SURVEY”, check out these 35+ Asking for customer feedback email subject lines .

Survey Invitation Emails

A survey invitation email is designed to invite targeted respondents to participate in a survey. It doesn’t necessarily include the survey questions directly in the email.

However, it will always include information about the survey, its importance, and sometimes incentives for participation. The purpose of such emails is usually to invite and motivate customers to participate in a longer survey, increasing the response rate.

Subject: Help Us Improve – Take Our Survey

Dear [Recipient’s Name], Your feedback matters! We invite you to participate in our Customer Feedback Survey to help us enhance our services. It will take around 15 minutes of your time and help us greatly. [Take Survey Button] Your responses are confidential, and your input is invaluable to us. As a token of our appreciation, [mention any incentives, if applicable]. Begin Survey [Take Survey Button] Thank you for being a valued part of [Company Name]. Your insights make a difference! Sincerely, [Your Name]

Customer Feedback Survey Email

Like the feedback invitation email, customer feedback survey also ask your users for feedback. But generally, this type of email can be sent anytime, instead of just after an event like a purchase or value date.

Think of such emails as a general ‘check-in’ with your customers about what they think about you. Here’s an email template you can use to send a survey to a customer who bought from you but is not been using your service for some time to understand their concerns:

Subject : Unlock the full potential of [Service Name] with your feedback

Dear [Subscriber], We noticed that you have recently purchased our [Service Name] but have yet to have the chance to explore all of its features fully. Your feedback will help us understand what is preventing you from using all the features of our [Service Name]. Your input is valuable to ensure you get the full value out of our service. Click on the link below to share your valuable feedback. Link to the survey: [Insert link] As a token of appreciation, you are entitled to a special discount on our [Service Name] once you complete the survey. Thank you for choosing [Company Name] and for your ongoing support. We look forward to hearing from you soon. Warm regards, [Your Name] [Company Name]

Survey Request Email Example

A survey request email is used to request that someone completes a survey and to increase response rates.

Such an email typically includes a personalized subject line, message content to motivate giving honest answers, and clear instructions on how to do it to collect responses.

Subject: [First Name], Your Feedback Matters

Dear [Recipient’s Name], We value your opinion! Could you spare a moment for our brief survey? Your input helps us improve. [Take Survey Button] It’ll take just [X minutes] and is completely confidential. Plus, [mention any incentives, if applicable]. Start Survey [Take Survey Button] Thank you for being a part of [Company Name]! Best regards, [Your Name]

NPS Survey Email

NPS (Net Promoter Score) emails ask customers how likely they are to recommend you to their customers. Generally, the higher you rate on the NPS survey, the more satisfied your users are. These surveys ask users to respond by rating the likelihood on a scale of 0-10. It’s one of the metrics that measure the success of any business. Here’s a template for you to send an NPS survey:

Dear [Subscriber], We value your feedback and want to ensure you get the best experience possible with [Company Name]. That’s why we would like your help by taking a quick one-question survey. Please rate us between 0-10. Your input is very valuable to us, as it will help us understand how likely you’re to recommend [Company Name] to others. It won’t take more than a minute. Just click on the link below: Link to the survey: [Insert link] We truly appreciate your time and support. Thank you for choosing [Company Name] Best regards, [Your Name]

Slack uses a friendly and uncomplicated approach to request their customers to rate their experience of using their platform. As a result, the survey is easy to respond to, resulting in a high number of survey responses.

Key Takeaways

Never create a lengthy questionnaire for an NPS survey email;
Add a responsive counter or scale to record the user response directly;
Never ask if they like you. Instead, ask how likely they’re to recommend you to others.

Post-Event Survey Email

As an online business owner, you must be used to conducting many online events like webinars. A post-event survey email can be a great way to engage attendees and get feedback. Here’s a template you can use to send a post-event survey email:

Subject : How was [Webinar Name] for you? Share your feedback!

Dear [Subscriber], We hope you enjoyed [Webinar Name] and would like to hear your feedback. Take a quick survey about your experience during the [Webinar Name]. This will help us improve for our next events. The survey will take no more than a few minutes. Rate us on a scale of 1-10 and provide feedback, if any. Link to the survey: [Insert link] Once again, thank you for attending [Webinar Name]. Warm regards, [Your Name] [Company Name]

Hotjar uses a survey that’s similar to an NPS survey to ask attendees about their experience at the event. The simple scale, with no other options, ensures the user is focused on sharing the feedback.

Don’t overcomplicate. Just add a satisfaction feedback scorecard;
Schedule the survey as a follow-up email after the event.

Participation Survey Invitation Emails

A participation survey invitation email is similar to a post-event email.

The only difference — you can send it to anyone, irrespective of the event. It can be sent to a store visitor, someone who participated in a marathon organized by you, or anyone who has been a part of offline activity. Here’s how you can write a participation survey invitation email:

Subject: Share your honest opinion about [Company/Service]

Dear [Subscriber], We are so glad you participated in our [event/activity/store visit] hosted by [Company Name]. Our goal is to provide an enjoyable and valuable experience for all of our customers, and your feedback is crucial in helping us achieve that goal. We’d like to invite you to take a quick survey about your experience with [Company Name]. We want to know how it was for you and how we can improve for future events/activities/store visits. The survey is short and simple, and it will take no more than a few minutes of your time. You will be asked to rate your experience and provide some additional feedback. By clicking on the link below, you will be directed to the survey. We truly appreciate your time and effort in providing us with this valuable feedback. Link to the survey: [Insert link]. Thank you! Warm regards, [Your Name] [Company Name]

“Nordstrom” sends a feedback email after a customer visits its store.

The CTA is clear and stands out from the rest of the email content prompting a user to act. It’s, therefore, easy for the reader to pick these essential details and take the necessary action.

Use bold imagery and colors to grab the reader’s attention;
Include a loud call-to-action button prompting them to participate in the survey;
Use email personalization – telling them why you’re reaching out (like they did inform the reader about their last visit).

Research Survey Invitation

A research survey is sent to gather opinions from your existing target audience . Here’s how you can draft a research survey invitation email to your subscribers:

Subject : Your Opinion Matters – Help us improve with [Research Topic]

Hey [subscriber first name], We’re always looking for ways to improve our offerings. That’s why we’re researching [Research Topic], and we’d love your opinion. You’ll be answering a series of questions related to [Research Topic], which will take only a few minutes. It’s completely voluntary, and all responses will be kept confidential. Click the link below to start the survey. Link to the survey: [Insert link] Thanks in advance for your participation and support. Best, [Your Name] [Company Name]

Mostly, these emails are sent by marketing companies and research organizations to ask users to provide specific information about their behaviors, interests, etc. But that doesn’t stop you from trying it out for your small business.

Here’s how 23andMe uses a personalized email to request the audience participate in an ongoing research survey:

The email allows the recipient to choose the number of questions they can answer.

With a clear CTA, the participants can start the survey and submit their responses in one click. A great example of a one-click email survey.

Be specific about the survey and make it easy to respond;
Provide a clear explanation as to why (and how) they should take part in the research;
Use a persuasive subject line and survey copy to drive more responses.

Onboarding Feedback Email

An onboarding feedback email is sent to users who have just signed up and completed the onboarding sequence. In other words, an email asking for their experience just after they’ve joined your platform or service. Here’s how you can write the perfect onboarding feedback email to send to your customers:

Subject : How was your onboarding experience with [Company Name]?

Hi [First Name], My name is [your name], and I want to welcome you to the [company name] family. I hope you’re enjoying your new [Product/Service] and want to ensure that your onboarding experience was smooth and that you’re all set up and ready to go. Everyone here wants to know what you liked, what you didn’t, and if there’s anything we can do to make it better for future users. We’re always looking for ways to improve our onboarding process, and your feedback will be incredibly valuable in helping us achieve that. It would mean a lot to us if you could take a couple of minutes to answer a short survey by clicking the link below. Your thoughts and opinions are important and will help us continue improving our onboarding process for you and other users. Link to the survey: [Insert link] If you have any questions or concerns, please don’t hesitate to contact us at [Contact Information]. We’re here to help. Thank you for your support and for taking the time to provide your feedback. We’re looking forward to hearing your thoughts! Best, [Your Name] [Company Name]

Groove sends the following email to ask for feedback from their new customers:

The email feels like a personal note and asks for a reason for signing up. Such information is crucial to personalize the user experience.

Greet and appreciate the subscriber for signing up;
Make the email about the user (and not about yourself);
Help users onboard by adding educational material (like the video link in the postscript of the above email).

Customer Satisfaction Survey

A customer satisfaction survey is another form of NPS survey. Still, instead of asking for the likelihood of recommendation, you ask directly if the customer is satisfied with your product or service. Think of it as a post-purchase email asking for a review or comment but in the form of a survey. Here’s a template to help you send a customer satisfaction survey to your customers:

Subject : How was your experience with us? Let us know!

Hey [Subscriber], We hope all is well with you! At [Company Name], we strive to provide the best service and products for our customers. To ensure we’re meeting your expectations, we’d love to hear your thoughts on your recent experience with us. We’ve put together a short survey to gather your feedback, and it would mean a lot to us if you could take a moment to complete it by clicking the link below. Your honest opinions will help us understand how we can improve. Link to the survey: [Insert link] If you have any questions or concerns, please contact us at [Contact Information]. We’re here to help. Thank you for taking the time to provide your feedback. Best, [Your Name] [Company Name]

Survey Invitation Reminder

Sometimes your users are willing to but still forget to answer the survey as something else occupies their minds. Don’t be afraid to send them a gentle push – send them a survey invitation reminder informing them they still have time.

Since the recipients already know the survey you’re talking about in the reminder email, keep the copy concise, friendly, and non-demanding. Put the survey link in focus and use a strong CTA to direct it there.

Subject : We are still eager to hear from you!

Hey [Subscriber], We wanted to friendly remind you that the time to answer the survey questions is running out. If you’re still up for it, you can complete our [Survey name with survey link] survey until [date] [time]. It will take you only a few minutes. Best, [Your Name] [Company Name]

Email Questionnaire Template

An email questionnaire typically contains more questions than a regular survey email aiming at a more detailed survey result, i.e. more in-depth information on a topic.

They often include a mix of multiple-choice questions, open-ended questions, rating scales, or checkboxes, allowing respondents to provide structured feedback.

While highly valuable, due to their size, email questionnaires often see worse survey response rates.

Subject: We Value Your Feedback

Dear [Recipient’s Name], Your feedback is crucial to us. Please take a moment to complete our brief survey to help us improve. Your insights are confidential, and your opinions shape our future. As a token of our appreciation, [mention any incentives, if applicable]. Survey Questions: [Insert Question 1] [Multiple-choice options] [Insert Question 2] [Rating scale] [Insert Question 3] [Open-ended text] [Insert Question 4] [Checkbox options] [Add or remove questions as needed] Your input matters. Thank you for being part of [Your Company Name]! Best regards, [Your Name]

6 Survey Email Template Design Examples

Searching for design inspiration for sending an email or survey message to customers? We’ve got some best survey email examples from brands all over the world to help you create the perfect survey email campaign:

Monica Vinader Survey Email

Monica Vinader is a jewelry brand that takes customer feedback very seriously. That’s probably why all its survey emails are personal, warm, and signed by the founder. Have a look at this survey email:

Subject Line: Get a chance to win $1000 for 5 minutes of your time (Not the original campaign subject line)

The best thing about this email is that it emphasizes its desire to offer customers excellent services. Furthermore, it assures the reader that they will only need a few minutes to fill out the survey. As a result, it gives the recipients a reason to respond to the survey right away.

This customer satisfaction survey email gives the recipients a chance to win a grand prize after responding, enhancing a quick response. In addition, it has provided a functional link for easy access to the survey form.

Incentivize participation in the survey by offering a freebie, giveaway, or a chance to win something;
Make it as personal as possible. Add a personal note (and signature) whenever possible;
Share a link to the privacy policy in the footer of the email.

Toluna Influencers Survey Email

Toluna is a popular survey company that sends survey requests to its subscribers and users. In fact, its emails are known to be simple yet quite effective in eliciting a response. Here, have a look at one of its survey emails:

Subject Line: We’re waiting to hear your opinion. (Not the original campaign subject line)

This email reminds the recipient after failing to respond to a previous “invitation to complete a survey” email. It informs the reader that there’s still some time left to reply and that their opinion is important. The urgency factor is evident through the email copy and tone.

It also promises the client 2000 points as a reward for giving feedback. Finally, the email ends with a clear CTA that stands out from the rest of the email content.

Be upfront about the rewards and the length of the survey;
Add a clear CTA that stands out from the rest of the email.

Veeam Survey Email

Veeam is a business continuity and data protection solutions provider that needs the opinion of its subscribers from time to time. The company sends out regular survey emails to improve its understanding of the cybersecurity landscape and build efficient solutions. Here’s an example of a similar email:

Subject Line: Win AUD 10 for answering 10 simple questions! (Not the original campaign subject line)

This feedback survey email is simple and straight to the point. It has color consistency enhancing recognizability by the audience. This email example encourages the recipients’ response by telling them that the questions are simple and will take a little of their time.

The step-by-step guide of the survey and the clear CTA make it easy for the recipients to participate in the survey. Additionally, the client receives a gift card code as a reward for answering the survey questions, which increases the chances of a response.

Add step-by-step instructions in a visual format, like an infographic;
Be clear and tell the benefits in the subject line;
Remember to add T&C if you’re adding an incentive.

Mailchimp Survey Example

Mailchimp helps many small business owners to send customer surveys via email easily. You can use a survey email template or embed customer surveys within email using the drag-and-drop email builder like the one within Sender. Here’s an email sent by GetLumpa using MailChimp:

The survey email is sent to early adopters and subscribers, asking them to participate in the MVP survey. This survey was done to ascertain the most useful features and customer feedback about them. The prominent MailChimp badge at the end of the email makes it clear that the company used MailChimp to send survey emails.

Keep the survey invitation email short;
Always clear out the goal and reason for reaching out to subscribers;
Create an attractive CTA button.

Netflix Survey Example

Netflix is loved dearly by its subscribers and the whole of the internet, probably the whole generation. The reason why Netflix is loved so much is that it chooses to listen to its subscribers and customers. Here’s an example of a survey email sent by Netflix:

Subject Line: Netflix Values Your Opinion

The short email is personalized as it addresses the subscriber by their name. The two-line copy makes the user understand why Netflix has emailed them. Plus, the memorable logo and red-colored CTA are enough to make the user understand the context. The signing-off signature, ‘Your friends at Netflix’ ends the email on a warm note, appealing to the user’s inner urge to help a friend by filling out the survey.

Keep the survey email really short;
Never ignore your brand tone and colors;
Be relatable by addressing users by their names and signing off as a friend.

Marshall Interactive Survey Request Email Sample

Once you’ve decided on your survey goal and crafted a compelling copy, consider making your survey request email even more irresistible to your recipients. One more unconventional but highly effective way is to turn it into an interactive email .

An interactive email is an email with interactive elements that allow the recipient to do some action, e.g., swipe through an image, scroll through a product catalog, or play a game without leaving his inbox.

Interactive survey request email provides the recipient with a better user experience since instead of clicking through to the website, they can complete the survey directly in the email. This, in return, grows the chances of your survey being completed.

Here’s an interactive survey request email sample from Marshall:

Key Takeaways:

Stick to a scale rating and no more than two additional questions so as not to make the email too long;
Don’t forget to inform your customer that his response was recorded, e.g., show an appreciation message after they click CTA;
Since the in-built survey is self-explanatory, keep the copy straight to the point.

Did these examples excite you to start using email to reach out to your customers? Creating stunning email campaigns with Sender’s drag-and-drop, no-code email builder is a childsplay. See yourself!

Survey Email Best Practices

All these examples and templates might overwhelm anyone. Don’t worry; keep your calm, and remember to always look at survey emails as a way to gather responses for email marketing questionnaires from your customers. For your comfort, we’ve summarized what you need to do to get an adequate response for your survey emails:

1. Set Your Goal

Choosing an objective is essential in conducting a successful survey. It provides you with the required direction and helps in keeping track of your efforts’ progress.

That way, you can retain the best-performing elements of your survey and attend to those requiring improvement. Goal setting enables you to remain focused and enhance a positive survey experience.

2. Pick an Engaging Subject Line

The aim of sending survey invitation emails is to get your recipients to respond to the specific question(s). Hence, you should use a subject line that informs the reader to do precisely that!

You could also include the recipients’ details, like name and location, in your subject line. Personalization works wonders in boosting your emails’ open rate.

Consider also the length of your subject lines to accommodate smartphone users. For this reason, stick to less than 50 characters.

If you need some inspiration, here are 10 best survey email subject lines to make sure your survey email gets opened.

3. Keep It Short

When you keep your questionnaire brief, and to the point, you increase the chances of your audience giving a response. Avoid exceeding four questions per survey, and the recipients will appreciate your care for their precious time.

4. Include Deadlines

Sending questionnaires with no deadline gives room for procrastination. As a result, your recipient may forget about your “invitation to fill out a survey” email.

To curb this problem, create a sense of urgency by adding deadlines in your survey emails to enhance your review strategy. Remember to send reminder emails as the deadline approaches.

5. Consider the Time Factor

In email marketing, the time factor is vital! So carefully choose the right time for sending your feedback request email with the relevant objective in mind.

For example, if you want to get reviews on a customer experience, send a survey invitation email within the first few hours after the interaction, when memories are fresh.

Survey Email FAQs

How do I send a survey embedded in an email?

You can embed a survey element via a native feedback block within the drag& drop builder or using a custom HTML block within Sender. Just create your survey in a survey tool, copy its embed code, and add it directly to the email body within the custom HTML block.

What are NPS emails?

An NPS or net promoter score email asks how likely will the reader or customer recommend your business to another person. High likelihood and rating generally mean that your customers are really happy and satisfied with your product or service.

How do I send out an invitation to fill out a survey?

You can create an email campaign and add a link to the survey within the email body. There are many email templates for inviting customers to fill out the survey above that you can use and copy based on your goal and requirement.

Write really intriguing and click-worthy subject lines for effective survey invitation emails;
Incentivize survey responses wherever possible;
Keep your survey emails short and direct. Add a link to the survey, always;
Keep all your feedback survey data in a central place for future reference;
Use a marketing automation tool to automate periodic survey scheduling for gathering customer feedback.
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How to Write a Survey Request Email With 17 Samples From Experts

Audi Escalona

Last updated November 29, 2023

How to Write a Survey Request Email With 17 Samples From Experts

If you’re struggling to get people to take your survey, chances are, the problem lies within your survey request email. No matter how perfect your survey is, it won’t matter if people don't open the invitation email to begin with.

All the data you need is out there, in the minds of your target audience (whether that means your customers, employees, or business stakeholders); you just need to ask the right questions in the right way. And that’s what we are here to help you with.

We’ll teach you how to craft an irresistible survey invitation email that gets opened, read, and acted upon. You’ll also find 17 survey request email samples and survey email examples that’ll easily get you started based on why you need it.

Let’s get started.

Note: Struggling to get replies or book meetings with prospects that fit in your ICP? We’ll help you get 6 SQLs or book 6 meetings with prospects that are ready to buy for only $999/month. Book a 15-minute consultation now .

How to write a survey request email: Key elements to include and survey email format

In business, feedback is power. That’s how you adapt, innovate, and respond to the changing needs and preferences of your customers and business stakeholders alike. And that’s the very reason why survey emails are so darn important.

The main purpose of your survey email is to engage recipients and prompt them to complete your survey. It’s not just a simple invitation; it’s your first (and sometimes only) opportunity to persuade someone to share their opinions, experiences, or insights with you.

But how do you do it and get a response? Well, writing a survey request email is like piecing together a two-cog engine. The first cog is knowing what to include in the email, and the second cog is how to structure the email so that it stands out and engages the recipient.

That said, let’s start by finding out the key elements you need to include in your survey request email.

What to say in a survey request email?

Inviting people to a survey via email and getting a positive response or engagement to your survey is all about asking the right thing the right way, and it starts with knowing what to include in the survey email.

Once you know and understand what to include in the email, all the components naturally fit together. Here are some tips for things you should include in your survey request email:

Purpose of the survey

Right off the bat, recipients should understand why they’re being asked to take part in the survey. So, why? Are you launching a new product ? Seeking feedback on a recent event? Aiming to improve customer service?

By clarifying the objective, you show transparency and respect for the respondent’s time , and they will be more likely to grant your request and take a few minutes out of their schedule to take the survey.

Value for the respondents

This is one most survey emails miss. Every survey should offer some form of value to those taking the time to respond.

Even if it’s just the satisfaction of contributing to a bigger cause or improving a product they care about, make sure this value proposition is clearly articulated . Position it as an opportunity for their voice to be heard and help improve the experience they get from your business.

Estimated completion time

Let’s face it, nobody likes drawn-out, endless surveys. Also, you don’t want people to start the survey, find it too long, and decide not to complete it. So, be upfront about how long it will take. Whether it’s “a quick 5-minute survey” or “a detailed 15-minute questionnaire”, give them a clear idea so they can decide when it's best to proceed.

Embedded survey form

There are a lot of survey tools like SurveyMonkey or TypeForm that allow you to directly embed the survey form into your email. That means that, if possible, your respondents won’t have to click a link to land on another page; they can take the survey right inside the email.

So, if it makes sense for the type of survey you’re inviting them to, make it easy on them and embed the survey form directly within the email. It’ll also help boost your engagement rate.

Confidentiality or anonymity assurances

Data privacy concerns are more significant than ever. If your survey is collecting any form of personal data, or even if it isn’t, it’s essential to reassure respondents. Clearly state how the information will be used, stored, and if applicable, how their anonymity will be preserved.

Incentives or rewards (if feasible)

People love incentives. Whether it’s a discount, a gift card, or entry into a prize draw, incentives can significantly boost response rates. If you’re offering one, make sure it’s relevant and enticing.

A clear call to action (CTA)

Your email should naturally end with your CTA. It’s the prompt, the nudge, the ‘go-ahead’. Whether it’s “Take the Survey” or “Share Your Thoughts,” it should be prominent, ideally with a contrasting button or hyperlink.

An opt-out option

While we all want high participation, it’s also crucial to respect preferences. Always provide a clear and straightforward way for recipients to opt out of future survey requests or communications, ensuring you comply with email marketing laws and best practices .

Now that we have all the key elements sorted out, let’s discuss how you should weave them together to format your email.

Survey request email format

The survey request email format is more than a container for your message; it’s a framework for engagement, designed to facilitate the smooth flow of information and encourage a positive response.

Pretty much, as with most business emails , you need to keep formal and adopt a professional email format. That means your email must contain the following:

A subject line

An email body

An email ending

Now, here is how to write each to ensure they’re effectively set up to drive the most engagement for your survey request.

Survey invitation email subject line

How do you write the best survey invitation email subject lines?

Well, your email subject line needs to be compelling enough to entice your recipient to click and also transparent enough to set proper expectations. As you write it, be specific, use action verbs to let them know you want some action from them, and keep it short.

Here are some survey email subject line examples you can use or learn from:

“Help us improve your shopping experience.”

“Quick survey: How are we doing?”

“Got 5 minutes? We’d love your feedback!”

“Your opinion matters: Help shape our new product line”

Survey request email body

The body of your email serves to expand upon what the subject line promises. It should provide more details and lead your recipient towards the desired action.

It should address the key elements we discussed earlier: the purpose of the survey, value for the respondents, estimated time for completion, and so on. Here is how to shape it.

Step 1: Start with a greeting : Personalize the email with the recipient’s name if possible. Hello [name] or Dear [name] are both excellent for this.

Step 2: Introduce the purpose: Explain why the survey is essential, not just for you but for the recipient as well.

Step 3: Highlight value proposition: What’s in it for them? Make this clear.

Step 4: Give details about the completion time: Mention how long it will take and what kind of questions will be asked.

Step 5: Offer privacy assurance: If you’re collecting sensitive or personal information, assure respondents that their data will be secure.

Step 6: Offer incentives: If available, mention the reward or incentive for participating.

Step 7: Call-to-action: Use a bold, contrasting button or a hyperlink to make it obvious what they should do next.

How to end a survey request email

The closing of your survey email should thank the recipient for their time and also include an opt-out option for future communications. Here are the key elements you need to include here:

Gratitude-based email closing line : Always thank the respondent in advance for their time and effort.

Opt-out option : Make it clear how recipients can avoid future survey emails if they wish to.

Email sign-off: Add a professional or formal email sign-off . Good examples include “Best,”; “Best regards,”; “Cheers,”

Contact information or Signature: End it all with a professional email signature.

17 survey request email samples and examples

Here, we’ll walk you through different survey invitation emails, each catering to a specific purpose, to help you gather the valuable feedback you're seeking. These are effective survey invitation emails that'll ensure you get excellent survey response rates for your campaigns.

Generic business feedback survey email sample

A generic business feedback survey email typically gauges the overall sentiment and experience of customers or stakeholders with a company or brand. It provides a broader perspective, touching on various aspects of the business, from products to customer service.

Here is an email sample to get survey responses for this:

Subject line: Help us improve with your feedback!

Dear [first name],

We value your opinion. As a valued member of the [company name] community, your feedback helps us grow and serve you better.

We’d appreciate it if you could take a moment to share your thoughts on your overall experience with us through a short survey. Your insights will influence our future decisions and directions.

[survey link button: Share your thoughts]

Thank you for being an integral part of our journey. We're eager to hear from you!

Warm regards,

The [company name] Team

Post-event feedback survey email sample

A post-event feedback survey email aims to gather insights on a particular event hosted by the company or organization. This feedback can touch on topics like the event’s content, organization, venue, and overall experience. Here is a survey email example you can use:

Subject line: How was [event name]? Share your experience!

Hello [first name],

Thank you for attending [event name]. We hope you had a memorable experience. As we always aim for improvement, we’d love to hear your thoughts on the event.

Did the sessions meet your expectations? How was the venue? Every detail matters.

[survey link button: Share my experience]

Your feedback will help shape our future events, ensuring they resonate and provide value.

Thanks for making [event name] a success!

[Your name / Event Team]

Product development survey email sample

A product development survey email is designed to capture customer feedback concerning a potential new product or feature. The survey data here serves to gauge interest, gather suggestions, or identify potential areas of improvement before the full-fledged launch. Here is an email sample for this:

Subject line: Sneak peek! Share your thoughts on our new product.

Hey [first name],

Exciting news! We’re in the process of developing [new product name], and we’d love for you to be a part of its creation. As one of our trusted customers, your feedback is invaluable.

Would you mind taking a few minutes to share your initial thoughts and suggestions?

[Survey link button: View & provide feedback]

Together, we can make [new product name] truly remarkable!

The [company name] Development Team

Employee satisfaction survey email sample

An employee satisfaction survey email helps you target your company’s workforce. It assesses the overall work environment, job satisfaction, growth opportunities, and more, aiming to improve workplace culture and productivity. Here is the perfect email sample for this:

Subject line: Your voice matters! Share your work experience.

At [company name], we believe in creating a nurturing and progressive work environment. To achieve this, understanding your experience is crucial.

Please take a moment to share your insights, feelings, and suggestions about working here.

[Survey link button: Start the survey]

Your anonymity and honesty are ensured. Let's build a better workplace together!

Thank you for your contribution and commitment.

[HR name / HR Department]

Customer satisfaction survey email sample

The customer feedback survey email has pretty much the same spirit as the employee survey email. So, these are shot email surveys directed at clients to understand their satisfaction levels with your company’s products or services. This feedback is critical for continuous improvement and maintaining brand loyalty.

Here is a survey email template you can emulate here:

Subject line: How are we doing? Your opinion counts!

Hi [first name],

Thank you for choosing [company name]. To ensure we continually exceed your expectations, we’d love to hear about your recent experience with our products/services.

Could you take a few minutes to let us know how we did?

[Survey link button: Rate your experience]

Your feedback drives our innovation and service. Thanks for being a cherished part of our community.

Best wishes,

The [company name] Customer Service Team

Online shopping experience survey email sample

An online shopping experience survey helps sellers understand a customer’s experience during their online shopping journey. It covers elements like site navigation, product assortment, payment process, and more.

The survey results here will help you optimize the eCommerce platform based on real user feedback for a seamless shopping experience. Here is an email sample for this:

Subject line: How was your shopping experience with us?

Thank you for choosing [online store name]. As we continually aim to improve, your shopping experience insights are invaluable. From product selection to checkout, your feedback helps us enhance every step.

Please take a moment to share your thoughts.

[Survey link button: Share my shopping experience]

Thanks for helping us make online shopping better for everyone!

The [online store name] Team

Educational course feedback survey email sample

An educational course feedback survey is designed to gather insights from students about a specific course or program. It can touch upon the curriculum, teaching methods, resources provided, and overall learning experience.

This feedback helps teachers or coaches collect valuable data to refine their course content and delivery. Here is an example of a compelling survey invitation email you can learn from:

Subject line: How was [course name]? We’d love your feedback!

Thank you for enrolling in [course name]. To ensure our courses are enriching and meet your learning needs, we're seeking your feedback.

Please take a few minutes to share your thoughts on the course content, teaching style, and resources.

[Survey link button: Share my course feedback]

Your insights drive educational excellence. Thanks for being a valued learner!

The [institution name] Team

Website user experience survey email sample

A website user experience survey helps collect feedback about a user’s experience navigating and using a website. It can cover website design, speed, content quality, and overall user-friendliness. The insights from this survey help in refining and optimizing the website.

Here is a survey email template for this:

Subject line: How do you find our website? Share your thoughts!

Your online experience with [website name] is of utmost importance to us. We’d love to know how you find our site in terms of navigation, design, and content.

Would you mind sharing your feedback?

[Survey link button: Rate our website]

Your voice will guide our website's evolution. Thank you for helping us improve!

The [website name] Team

Brand perception survey email sample

A brand perception survey helps businesses understand how consumers view a particular brand. It gauges brand awareness, sentiments, values associated with the brand, and more. This feedback can help in shaping brand strategy and communication. Here is a survey email template for this:

Subject line: What do you think of [brand name]?

Your perception shapes our direction. We’re eager to know how you view [brand name] in terms of quality, values, and overall impression.

Can you spare a few minutes to share your perspective?

[Survey link button: Share my brand perception]

Your insights will help us serve you better and uphold the values you cherish.

The [brand name] Team

Post-purchase review request email sample

Post-purchase review requests are sent after a customer has purchased and received a product. The aim is to gather authentic reviews that can help potential customers make informed decisions and also help the business in quality control.

Here is a sample email for this:

Subject line: Loving your new [product name]? Share your thoughts!

Thank you for your recent purchase. We hope you’re enjoying [product name]! Reviews from valued customers like you not only help us improve but also guide others in their buying decisions.

Would you mind leaving a quick review?

[Review Link Button: Leave my review]

Thanks for being an integral part of our community!

Warm wishes,

Market research survey email sample

Market research surveys help businesses understand market trends, identify customer preferences, and gauge competitive positioning. They can be about a potential product, a market trend, or the brand itself.

Writing this email requires clarity about what specific information is sought and ensuring participants that their input will be valuable and impactful. Here is an email template you can use for this:

Subject line: We need your insight for future innovations!

As a valued customer of [company name], your preferences drive our innovations. We’re conducting a market research survey to better understand your needs and current market trends.

Could you spare a few minutes to share your insights?

[Survey link button: Participate in our market research]

Your feedback will play a crucial role in shaping our upcoming products and services.

Thank you for helping us stay ahead of the curve!

The [company name] Research Team

Annual company review survey email sample

The annual company review survey is an internal check to gauge employee sentiments regarding the company’s policies, culture, and overall work environment during the past year. It helps in identifying areas of improvement and celebrating successes. The email should emphasize the importance of employee feedback and assure anonymity. Here is a template for this:

Subject line: Your voice matters: Annual company review survey

As we reflect on the past year and look forward to the next, your feedback is essential. Help us understand what we're doing right and where we can improve.

Please take our Annual Company Review Survey:

[Survey link button: Begin the annual review]

Your responses are confidential, and your honesty will drive positive change.

Thank you for your commitment and insights!

The [company name] HR Team

Post-service feedback survey email sample

Post-service feedback surveys help service providers gauge the quality and satisfaction levels of the service rendered from the viewpoint of their customers. Whether it’s for a spa, car maintenance, or legal consultation, this feedback is critical for service improvement.

Here is an email sample for this:

Subject line: How did we do? Share your experience!

Thank you for choosing [service name]. We're always striving to offer top-notch service, and we'd love to hear about your recent experience with us.

Could you take a moment to provide your feedback?

[Survey link button: Rate our service]

Your insights help us serve you better. Thanks for your trust and feedback!

The [service name] Team

Software user experience survey email sample

Software user experience surveys are designed to understand users’ experiences with a particular software or application, from ease of use to bug reporting. This feedback helps developers improve the software and fix any issues. Here is an email sample you can use to write this survey email:

Subject line: How’s your experience with [software name]?

We hope you're finding [software name] beneficial. As part of our commitment to excellence, we’re seeking your feedback on the software's user experience, features, and performance.

Could you share your thoughts?

[Survey link button: Share my software experience]

Your insights are paramount in helping us refine and optimize [software name].

Thanks for being a valued user!

The [software name] Development Team

Newsletter feedback survey email sample

Newsletters are an effective medium for brands, institutions, or individuals to share updates, articles, and other curated content with their audience. However, to ensure that the content remains relevant and engaging, it’s essential to regularly gather feedback from subscribers.

When crafting a newsletter feedback survey email, it’s important to emphasize how the recipients’ insights will guide the content and structure of future newsletters, making it more tailored and valuable for them. Here is an example email for this:

Subject line: How are we doing with our newsletter?

We cherish having you as part of our newsletter community. As we aim to deliver content that resonates and adds value, we’re keen on hearing your thoughts.

How have you been finding our newsletters?

[Survey link button: Share my newsletter feedback]

Your feedback will shape the direction of our future editions. Thanks for being an integral part of our journey!

Best regards,

The [brand/company name] Newsletter Team

Content preference survey email sample

Understanding audience content preferences gives you a competitive advantage. This survey tells you what types of content resonate most with the audience, whether it’s in terms of format (e.g., video, articles, infographics) or topic.

When writing this email, make it clear that you’re seeking their preferences and that the audience will receive more of the content they enjoy. Here is an email template you can use to write this:

Subject line: What content do you love? Tell us!

We want our content to be as delightful and informative as possible. Help us understand what you'd love to see more of!

Which topics intrigue you? Which format do you prefer?

[Survey link button: Share my content preferences]

By sharing your preferences, you'll help us tailor our content to suit your tastes even better.

The [brand/company name] Content Team

Community/social issue survey email sample

Surveys centered around community or social issues help gather insights and opinions or evaluate awareness on specific societal topics. This could be about local community projects, national policy changes, or global social issues.

Crafting such an email requires sensitivity, ensuring the topic is approached with respect and underlining the importance of the respondents’ opinions in creating meaningful change. Here is an email sample you can use for this:

Subject line: Your thoughts on [specific issue] matter

As engaged members of our community, we believe it's crucial to be informed and share our voices on pressing issues. We’re conducting a survey about [Specific Issue] to understand community sentiments and foster informed discussions.

Can you share your perspective?

[Survey link button: Share my thoughts on [specific issue]]

Your insights are vital in guiding our collective efforts and making a difference.

Thank you for participating and contributing to our community's discourse.

Warm wishes, survey

[Your name/oganization name]

Key takeaways

Starting your survey request email with the purpose of the survey not only establishes trust with the recipient but also underscores the importance of their input, making them more likely to participate.

Always highlight the value for respondents. Whether it’s to improve a product they use, influence community decisions, or refine content they consume, explaining how their feedback will serve your business can enhance participation rates.

Including an opt-out or unsubscribe option shows respect for the recipient's preferences and can help in maintaining a positive relationship, even if they choose not to participate in the survey. Also, some recipients will be silent, and your survey answers suffer from this. You can consider a survey invitation reminder email or follow-up to give them a nudge.

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Customer Satisfaction

3 effective customer satisfaction survey email templates

Anytime you provide a product or service, you need feedback from your customers to determine how successfully you or your organization met their needs. This data is invaluable for organizations that want to continually improve their customer experience. Using customer satisfaction email surveys is a great way to gain insight into your customers’ experience and how they feel about your organization.

And you don’t have to come up with your own customer satisfaction survey from scratch, either. Some services offer customer satisfaction survey email templates that you can use as the starting point for your own survey. Then, you can simply add questions more specific to your product or service, customize the template(s) to your liking, and start getting that priceless feedback in no time.

Create professional customer satisfaction surveys with Jotform’s survey maker .

Why send out email surveys?

It’s no longer enough to simply have a better product or lower prices than your competitors to attract and retain new customers. Companies need an effective customer service strategy to keep up with their competition. But, it’s not possible to do that without first knowing your customers.

What may seem like basic customer service for one group or demographic can be off-putting or anemic to another. You won’t know until you ask, and customer satisfaction surveys can give you access to that feedback. What you do with that information is up to you, but it’s important for every organization to collect customer feedback for the products and services they provide.

Email surveys have become a popular solution for gathering feedback because they’re unobtrusive and common, so customers are familiar with them. However, that’s the rub when it comes to email surveys. You need to work hard to stand out since they’re such a popular tool.

That’s where a simple yet attractive customer satisfaction survey email template can help.

Customer satisfaction survey email templates

The first step to getting a good email survey into the hands of your most important customers is writing an email that will hold their attention long enough for them not only to start the survey, but also finish it. Check out these three customer satisfaction survey email template examples for a few different strategies to do that.

For some, a straightforward, to-the-point survey invitation email is the best way to gather feedback. After all, your customers value their time and don’t want to waste it reading an email that meanders to its objective. And remember, a personalized greeting is always a good way to start an email to a customer.

Subject: Hello [insert customer’s name], do you have a minute?

Now that you’ve had time to use our [insert product or service], we’d love to know what you think.

If you have any comments about your customer experience that you’d like to share, please fill out the short survey below. Your feedback is important to us and will help our company continue to improve the [insert product or service] you know and love.

[insert survey link]

This should only take a couple minutes of your time. We appreciate you taking a moment to help us improve.

[insert company name/spokesperson]

Another tactic to writing a customer service survey email template is to invoke a sense of community when asking for feedback.

Subject: Welcome to our community, [insert customer’s name]!

Every member of the [insert company/organization] community is important to us. You make our world go ‘round, and we couldn’t do what we do without you.

Since you’re a new member of our community, we’d like to ask you to complete a short survey that will help us better understand what you like or don’t like about our [insert product or service]. We’ll use your feedback to improve our community and serve you better.

Thanks for taking the time to fill this out, and welcome!

Sometimes it makes sense to target a specific kind of customer with email surveys. This template directly addresses your most loyal customers.

Subject: You’ve been with us a long time, [insert customer’s name].

Now you can help us decide where to go next.

By filling out the customer satisfaction survey below, you can play a direct role in determining the future of our company. As one of our most loyal customers, you have the best insight into what makes our [insert product or service] special.

We couldn’t do it without you, [insert customer’s name]. Customers like you have been integral to our growth, and we hope you’ll be with us for our exciting future.

The advantage of digital forms

Now that you’ve started to think about how to set up your own customer satisfaction survey email templates, you can start thinking about how you’ll create and host your surveys.

Online form generator services like Jotform can supply you with helpful survey templates, including a short questionnaire and a long-form survey , if you don’t want to build your own from scratch. You can easily share Jotform’s surveys via email with a number of email service integrations , including Mailchimp and Constant Contact .

Regardless of how you plan to host your surveys, sending them to your customer base via email is a solid strategy to receive valuable feedback on their experience with your business. If you use these customer satisfaction survey email templates as inspiration for your own survey email invitations, your audience is bound to give you the insight you need to improve your products or services.

Thank you for helping improve the Jotform Blog. 🎉

Survey email templates

Surveys are perhaps the most effective tool for gaining client feedback , though getting users to actually complete them can be somewhat of a challenge. People generally aren’t too willing to give up their spare time on answering questions just because an email landed in their inbox. As such, a client case study shows that the average survey response rate is about 10%, and even well-renowned brands may struggle to hit the 25% mark ( source ). So what can you do to encourage your customers to provide valuable feedback through a survey that you have created?

Best practices for survey emails

Survey email subject lines , survey email template 1 – offering an incentive, survey email template 2 – single question embedded in the copy, survey email template 3 – product/service review, survey email template 4 – questionnaire results, frequently asked questions, should i link to a survey or use an embedded form, how many questions should a survey (email) contain, why should i send an email with a survey invitation, how do you politely ask for feedback.

Use our engaging newsletter sign-up email templates to make a good first impression on your email newsletter subscribers.

Personalization is crucial for the future of marketing. Tailored content and emails to specific segments can improve customer experience and loyalty. Backlinks and consistent design are also important for brand visibility.

Learn how to effectively promote your customer portal with invitation emails. Examples and templates included for maximum impact. Promote, encourage, and inform clients about the benefits of joining your customer portal through visually appealing invitation emails.

The article provides information on how to improve marketing strategy by conducting surveys and gathering customer feedback. It suggests offering incentives, keeping surveys short, explaining the purpose, and sharing the results to encourage responses. The article also provides email templates for requesting feedback, sending sales emails, and welcoming new customers in e-commerce businesses. The importance of building a database, producing valuable content, and providing effective promotion is highlighted. Finally, the article emphasizes valuing all feedback, even negative feedback, and using email surveys as they are cost-effective and allow for honest responses.

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8 best customer satisfaction survey email examples

Business Operations

Do you want to know how satisfied your guests are with your attraction?

A customer satisfaction survey is the most common method to gain customer feedback. And the most common way to survey your customers is via email.

In this post, you’ll learn how to write a survey email that your guests actually want to open. Read on for real-life email examples — including customer satisfaction survey email that you can use to start creating your own feedback campaign today.

What is a customer satisfaction survey email?

8 customer survey email examples

Email template example

Expedia customer survey, airbnb’s feedback survey, klook post-experience survey, ritual feedback survey email, aero market research survey, withings product review survey, uber customer satisfaction survey, 5 additional tips for writing customer satisfaction survey emails.

The purpose of a customer satisfaction survey email is to introduce the survey to your guest and convince them to complete it.

Your email should explain why the guest is receiving this survey, what the survey is about, and how long it’ll take to complete it. The survey itself can be embedded or linked within the email body.

Guests can then share their feedback by filling out the embedded survey, or clicking a link that’ll take them to the survey in a new window.

8 customer survey email examples

Let’s take a look at an email template example we’ve put together.

Then, we’ll share additional real examples from different companies across several industries — and go over what they’re doing right.

Hi [First Name]!

We hope you enjoyed your recent visit to [Attraction]. Your opinion matters to us, and we’d love to hear more about your experience.

Would you mind taking a quick 5-minute survey to help us improve our guest experience? We will use your feedback to provide you and future guests with an even better visit.

Click here to complete the survey 🙂

Thank you in advance for your time. We look forward to welcoming you back soon!

For any questions, please contact [Customer support email].

[Someone from your organization]

There are a couple of good pointers we can take away from this Expedia email. First, the company does a great job informing the customer that the feedback will be used to help guide other travelers. Expedia is transparent about the fact that the reviews will be published on Feefo, a review website.

This email also addresses the customer by name, which makes the message feel less formal and more personalized. Finally, the call to action is clear and visible in a big, bright blue button. The survey link is hard to miss.

Source: HubSpot

Let’s take a look at an example from Airbnb. This survey email does a great job explaining the purpose behind the questionnaire. It explains that it wants to have a positive presence in cities around the world and that feedback will make customers like the recipient feel more welcome in its properties.

The email also has a very clear call to action: The bright pink button that says “Take a survey” pops out from the page.

Source: MailerSend

Klook, a travel activities booking platform, clearly reminds its customers of the experience they booked before asking for their feedback. Consider how the company portrays the survey as a way to benefit future travelers, rather than the company itself. Klook tries to appeal to the travel culture of sharing reviews with others when it says, “They would love to hear your stories.”

Klook also offers a small incentive — $1 in Klook credits per review — to further persuade people to respond. While incentives typically help boost response rates, they should be used with caution.

Source: Really Good Emails

Ritual’s survey email is quick and to the point. The company explains why the recipient is receiving the survey and then tells them it shouldn’t take more than a few minutes — although it would be even better if it specified how many minutes. The best part of Ritual’s email is that the message is signed by a real person, Emma from Consumer Insights. This makes the email feel more personable than a message that’s sent by “The Team at Ritual.”

Take our survey to get 10% off your next Aero flight.

Aero uses customer surveys to stay in touch with its customers. In this particular case, the luxury jet company is conducting market research to get a feel for their customers’ future travel plans. The email clearly explains that when it says, “Help us provide you with the best air travel options this summer.”

Aero also includes an incentive — 10% off your next flight —to better persuade its customers to take the survey. Incentives typically help boost your response rates. But you should use them with caution as they can result in biased feedback.

Withings includes a photo of the purchased product to quickly remind customers why they’re receiving this feedback email. The company states that the survey will take a mere two minutes, followed by a clear call to action button that leads to the survey.

Uber sends a survey to its customers to ask about a recent airport pickup experience. Notice how the company makes it clear that the survey will only take 3 minutes. The survey button pops out at the reader, making it easy to click for the full survey.

Your survey email can determine the success of your customer satisfaction campaign. A poorly written survey email will likely be ignored and lead to low response rates. To ensure your guests open your email and provide you with quality feedback, you’ll want to keep these five tips in mind.

Write an enticing subject line: A compelling subject line will help your email stand out from the rest of the messages in an inbox. Personalize it by including the guest’s first name. Then, mention your company name and a note that reminds them why they’re receiving this email.
Explain why they’re receiving the survey: Perhaps you want to find out if you should increase staff numbers in your water park, so you survey guests who have recently visited on busy days. In your email, you’ll explain to them that they’re receiving the survey because they recently visited your attraction and you want to know if they were able to find help or a representative every time they needed to.
Be clear about the survey duration: Always include the estimated time it’ll take to complete the survey. Be as specific as possible “10 minutes or less” — so guests know what to expect going into the questionnaire.
Make your call to action clear: If you’re linking your survey from the email body, make sure the call to action is clear and stands out from the page. Avoid any other links that may distract the reader from the survey link.
Personalize your email: If you want to capture your customer’s attention right away, go beyond just name personalization. Dig into customer data and see if there’s anything about their past interactions with your brand that can help you further tailor the email to them.

Now that you’ve seen what a customer satisfaction emails survey should look like, it’s time to start crafting your own.

Remember the five tips we shared to help boost your response rates:

Write a compelling subject line
Explain why you’re sending this survey
Be clear about the survey duration
Make your call to action stand out from the rest of the email
Personalize your message

It may take some trial and error, but soon you’ll find the survey template that works for your audience. Then, you can start checking in with your guests more often and continuously improve your visitor experience.

Writer Carla Vianna

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12 Survey Email Templates, Examples & Tips to Boost Feedback

February 19, 2024

Ever wondered why some survey emails get all the attention while yours seem to vanish into the void?

It’s not magic; it’s strategy.

In this article, we’re diving deep into the world of survey emails, uncovering the secrets to crafting messages that don’t just get opened— they get answered .

From timing and personalization to avoiding those all-too-common pitfalls, we’re covering everything you need to turn your survey emails from overlooked to overachieving.

If you’re aiming to make informed decisions that resonate with your target market, skipping this guide isn’t an option.

What Are Survey Emails?

Survey emails are designed to collect feedback directly from recipients , serving as a bridge between you and your audience’s insights.

These emails can vary, targeting customer satisfaction or employee feedback, but their core purpose remains the same: to engage recipients and encourage them to share their thoughts .

The effectiveness of a survey email hinges on its ability to resonate with its audience, prompting them to respond and contribute valuable information. Whether it’s for improving products or services, each survey email is a crucial step towards understanding and meeting your audience’s needs.

Crafting these emails is about more than just asking for feedback ; it’s about showing your recipients that their opinions are valued and can make a real difference.

Key Elements of an Effective Survey Email

Creating an effective survey email is like crafting a personal invitation to share thoughts and insights. It’s not just about sending out a request; it’s about connecting and making each recipient feel valued .

The key elements that make up an effective survey email ensure your message stands out and, more importantly, gets the response rate you’re aiming for.

Key Elements of an Effective Survey Email

Clear Subject Line : Your first handshake with the recipient, making it clear what the email is about and why it matters.
Personalized Greeting : Make it personal. A simple "Hi [Name]," can make a big difference in making the recipient feel recognized.
Brief Introduction : A quick line about why you’re asking for feedback and how it will be used can increase engagement.
Compelling Call to Action (CTA) : A clear, enticing CTA button or link that says "Take the Survey" or "Share Your Thoughts" encourages action.
Survey Incentive : Mentioning a small thank you, like a discount or entry into a draw, can boost completion rates.
Estimated Completion Time : Letting people know how long the survey will take respects their time and can help manage expectations.
Mobile-Friendly Design : With so many emails opened on mobile devices, ensuring your survey email looks good on small screens is crucial.

Each of these elements plays a vital role in getting your survey email from the inbox to the completed survey, showing your audience that you value their input and making the whole experience as smooth and engaging as possible.

Crafting Your Survey Email Template

Crafting your survey email template is like preparing a custom invitation for an important event. You want every recipient to feel special and understand that their feedback is invaluable.

The goal is to design a template that not only captures attention but also encourages participation . Here’s how you can create a survey email template that ticks all the right boxes:

Start with a Catchy Subject Line : This is your first impression. Make it count by being clear and inviting.
Personalize Your Greeting : Use the recipient's name to make the email feel more personal and less like a mass send-out.
Explain the Purpose : Briefly share why their feedback is crucial. A transparent approach builds trust.
Use a Clear Call to Action : Make it easy to spot and click. Your CTA should stand out and say exactly what you want them to do.
Keep It Short and Sweet : Respect their time. A concise email is more likely to be read and acted upon.
Offer an Incentive : If possible, offering a small thank you can motivate participation.
Ensure Mobile-Friendliness : A significant number of users will open your email on a mobile device. Make sure your template looks great on any screen.

By following these steps, you’re not just sending out a survey request; you’re engaging in a dialogue. Your survey email template becomes a bridge, connecting you to the valuable insights your audience holds.

12 Survey Email Templates and Examples

Embarking on the journey to collect feedback, you’ll find that having a diverse set of survey email templates at your disposal is invaluable. Each template serves as a tailored conversation starter, designed to engage specific segments of your audience or address particular feedback goals.

Let’s dive into 12 survey email templates and examples that can help you maximize response rates across various scenarios:

1. Customer Satisfaction Survey

This template is crucial for understanding how customers feel after making a purchase. It invites them to reflect on their entire shopping journey, from browsing to buying and beyond. The goal is to capture their overall satisfaction , identify any friction points, and understand what made their experience memorable.

By analyzing responses, you can uncover trends and opportunities to enhance the customer journey, ensuring that each touchpoint meets or exceeds expectations.

Here’s an email template:

Subject: We’d Love Your Feedback, [Customer Name]!

Hi [Customer Name],

Thank you for your recent purchase with us. We hope you’re enjoying your new [Product/Service]. At [Company Name], we’re always looking to provide our customers with the best possible experience, and your feedback is crucial to that process.

Could you spare a few moments to share your thoughts on your shopping experience? It would mean the world to us.

[Take the Survey]

Thank you for helping us improve!

Warm regards, [Your Name] [Your Title] [Company Name]

Sample Customer Satisfaction Survey Email

2. Product Feedback Request

Diving deep into the user experience with a specific product, this template solicits honest customer feedback . It’s designed to gather insights on what customers love about your product, what could be improved, and how it meets their needs.

This feedback is invaluable for product development, helping to refine features, fix issues, and innovate based on user needs. It’s also a great way to engage with customers directly, showing that their opinions are instrumental in shaping your offerings.

Subject: Your Thoughts on [Product Name]?

Dear [Customer Name],

We hope you are enjoying your [Product Name] and finding it beneficial. At [Company Name], we strive to continuously improve our products, and your feedback is invaluable to us.

Would you mind sharing your experience and any areas where you think we could do better?

[Share your thoughts]

Thank you for your support and for being a part of our improvement journey.

Best, [Your Name] [Your Title] [Company Name]

3. Service Evaluation Survey

For businesses that provide services, this template targets clients who have experienced your service firsthand. It aims to assess the quality of service delivered, the professionalism of the staff, and the client’s overall satisfaction.

This feedback helps pinpoint strengths to build on and weaknesses to address, ensuring that your service consistently meets high standards and client expectations.

Subject: How Did We Do, [Customer Name]?

Thank you for choosing [Company Name] for your [Service Provided]. We hope our service met your expectations. Your satisfaction is our top priority, and we’d love to hear about your experience.

Your feedback will help us enhance our services and ensure we meet your needs effectively.

[Share Your Experience]

Thank you for your valuable input.

Kind regards, [Your Name] [Your Title] [Company Name]

4. Event Feedback Survey

After hosting an event like a webinar, whether it’s virtual or in-person, this template is essential for capturing the attendees’ feedback . It asks for their thoughts on the event’s organization, content, speakers, and overall experience.

This information is crucial for event organizers to understand what worked well and what didn’t, providing a foundation for improving future events and enhancing attendee satisfaction.

Subject: Your Thoughts on [Event Name]?

Dear [Attendee Name],

Thank you for attending [Event Name]. We hope you found it informative and engaging. As we strive to make our events valuable for our attendees, we would appreciate your feedback.

Please take a moment to share your thoughts and suggestions for how we can improve future events.

We’re grateful for your input and look forward to seeing you at our next event.

Best wishes, [Your Name] [Your Event Team] [Company Name]

5. Employee Satisfaction Survey

Focusing on your organization’s internal environment, this template measures how satisfied employees are with their job, workplace, and company culture. It encourages staff to share their views on a range of topics, including job role satisfaction, management, work-life balance, and professional development opportunities.

The feedback collected can inform HR and management strategies to foster a positive work environment, improve employee retention, and enhance productivity.

Subject: We Value Your Feedback, [Employee Name]

As part of our commitment to creating a positive work environment, we’d like to hear about your experiences at [Company Name]. Your job satisfaction, ideas for improvement, and feedback on our culture are important to us.

Please take a few minutes to complete the employee satisfaction survey. Your responses will be confidential.

[Complete the Survey]

Thank you for helping make [Company Name] a great place to work.

Warm regards, [Your Name] [HR Department]

Sample Employee Satisfaction Survey Email

6. Website Usability Survey

This template is designed to gather feedback on the user experience of your website. It invites users to comment on how easy it is to find information , the intuitiveness of navigation, the quality of content, and the overall aesthetic appeal.

Feedback from this survey can be used to make informed decisions about website design and functionality improvements, ensuring that your site effectively serves its intended purpose and provides a positive user experience.

Subject: Help Us Improve Our Website, [User Name]

Dear [User Name],

We’re constantly working to improve our website and ensure it meets the needs of our visitors like you. We would appreciate your feedback on how easy it is to navigate, the quality of the content, and your overall user experience.

Your insights will help us make [Company Website] even better.

Thank you for your time and valuable input.

Best regards, [Your Name] [Your Title] [Company Name]

7. Market Research Survey

This template plays a pivotal role when venturing into new markets or considering new product launches. It’s designed to tap into the mindset of potential customers, exploring their needs, preferences, and behaviors .

By asking targeted questions, you gain insights into market demands, consumer pain points, and emerging trends. This information is invaluable for making data-driven decisions, ensuring that new products or market entries are aligned with consumer expectations and have a higher chance of success.

Subject: Help Shape Our Future Products – Share Your Thoughts!

Dear [Recipient Name],

We’re on the brink of exploring new horizons at [Company Name], and your input could be the guiding star we need. We’re conducting a market research survey to better understand what you, our valued customer, are looking for in future products.

Could you spare a few moments to fill out our survey? Your insights will directly influence our next big project, ensuring we meet your needs and desires.

Thank you for being a part of our journey to innovation.

Warm regards,

[Your Name] [Your Position] [Company Name]

8. Training Feedback Survey

Following any training session , be it for professional development, software onboarding, or educational purposes, this template collects participants’ feedback on various aspects of the training.

It covers the effectiveness of the content, the clarity and engagement of the instructor, and the suitability of the learning environment. This feedback is crucial for identifying strengths and areas for improvement in your training programs, ensuring that future sessions are even more impactful and aligned with learners’ needs.

Subject: How Did We Do? Your Training Feedback Needed

Dear [Participant Name],

Thank you for participating in our recent training session on [Topic]. We hope you found it valuable and informative. As we continually strive to improve our training programs, we would love to hear your thoughts.

Please take a moment to complete our short feedback survey. Your opinions and suggestions are crucial in helping us enhance our future training sessions.

[Complete the Feedback Survey]

We appreciate your time and input.

Best, [Your Name] [Your Position] [Company Name]

9. Email Newsletter Feedback

In the digital age, email newsletters are a key component of content marketing strategies. This template seeks to understand subscribers’ perceptions of your newsletter’s content, frequency, and overall value.

It asks for their preferences on topics , their feedback on past issues, and suggestions for future content . This direct subscriber input can guide your content strategy, helping you adjust your newsletter to better meet your audience’s interests and keep them engaged over time.

Subject: We Value Your Opinion on Our Newsletter

Dear [Subscriber Name],

As a subscriber to our [Newsletter Name], your satisfaction and engagement are our top priorities. We’re reaching out to gather your feedback on our newsletter content, frequency, and overall relevance to you.

Your insights are invaluable in helping us tailor our content to better suit your interests and preferences.

[Share Your Feedback]

Thank you for helping us make [Newsletter Name] even better.

Best regards,

10. Customer Onboarding Survey

The customer onboarding process is critical in setting the tone for the customer’s journey with your product or service. This survey template invites new customers to share their onboarding experience , including the ease of getting started, the clarity of information provided, and their initial impressions of your offering.

The feedback collected helps identify friction points and areas for improvement, ensuring that the onboarding process becomes a seamless and positive experience for all new customers.

Subject: Welcome to [Company Name]! How Was Your Onboarding Experience?

Welcome to the [Company Name] family! We’re thrilled to have you on board. As you begin your journey with us, we’re keen to ensure that your onboarding experience was as smooth and informative as possible.

Could you take a moment to share your thoughts on the onboarding process? Your feedback will help us refine our approach and make onboarding even better for future customers.

[Share Your Onboarding Experience]

Thank you for your support and insights.

11. Post-Purchase Follow-up Survey

This sales follow-up template is used to engage customers after they have made a purchase, aiming to assess their satisfaction with the product or service they received. It’s an opportunity to gather insights on the buying experience , product quality, and any support they may have received.

This feedback is not only vital for improving product offerings and customer service but also for fostering ongoing relationships with customers, encouraging repeat business, and building loyalty.

Subject: Thank You for Your Purchase! How Did We Do?

Thank you for choosing [Product/Service] from [Company Name]. We hope it meets your expectations and enhances your [specific benefit of the product/service].

We’re always looking to improve our customers’ experiences and would greatly appreciate your feedback on your recent purchase.

[Share your opinion]

Your insights are invaluable to us, and we thank you in advance for your time.

Sample Post-Purchase Follow-up Survey Email

12. Annual Feedback Survey

Conducted at the end of the year, this comprehensive survey template asks for feedback on the overall experience customers or employees have had over the past year. It explores various aspects of your offerings or workplace, including satisfaction levels, preferences, and areas needing attention.

The annual feedback survey is an invaluable tool for reflection and planning, providing a wealth of insights that can inform strategic decisions, help prioritize improvements, and shape objectives for the coming year.

Subject: Your Yearly Feedback Matters to Us at [Company Name]

As we reflect on the past year, we want to ensure that [Company Name] continues to meet and exceed your expectations. Your feedback plays a crucial role in helping us shape our plans and priorities for the coming year.

We invite you to share your thoughts and suggestions through our annual feedback survey. It won’t take long, and your insights will directly influence our path forward.

[Take the Annual Survey]

Thank you for your continued support and for being an integral part of our [Company Name] community.

With appreciation,

Common Mistakes to Avoid in Sending Survey Emails

When sending out survey emails, it’s easy to fall into a few traps that might lower your response rates and affect the quality of feedback you receive.

To ensure your efforts in crafting those customer satisfaction survey emails or employee feedback requests pay off, keep an eye out for these common pitfalls:

Common Mistakes to Avoid in Sending Survey Emails

Ignoring Personalization : Not using the recipient's name or details can make your email feel less inviting. Personal touches matter.
Overcomplicating the Subject Line : Keep it clear and straightforward. Complex or vague subject lines might lead to your email being overlooked.
Making the Survey Too Long : Time is precious. If participants see a survey that looks like it'll take ages, they might not even start.
Sending at the Wrong Time : Timing can significantly impact your response rate. Avoid sending emails when your audience is likely to be busy or out of the office.
Forgetting a Clear Call to Action : Your CTA should stand out and make it obvious what the recipient needs to do next. Don’t leave them guessing.
Overlooking the Importance of Mobile Optimization : Many people check their emails on mobile devices. If your survey isn’t mobile-friendly, you might lose potential respondents.
Failing to Test Your Email : Always send a test email to catch any issues with formatting, links, or spelling and grammar errors before sending it to your entire list.

Steering clear of these mistakes can help maximize the effectiveness of your survey emails, ensuring you get the valuable insights you need to make informed decisions.

Frequently Asked Questions About Survey Emails

Navigating the world of survey emails comes with its own set of challenges and questions. How do you tailor your message for maximum engagement, find the perfect timing for sending, and select incentives that encourage responses?

In the FAQs below, we dive into these key aspects, providing practical tips and insights to enhance your survey email strategy. This guide is designed to help you craft survey emails that not only reach your audience but also inspire them to participate.

How can I personalize survey emails to boost engagement?

Personalizing survey emails goes beyond just using the recipient’s name. Tailor the content based on their previous interactions , purchases , or preferences , making the survey feel relevant to their experiences.

For example, if they recently purchased a product, your survey can ask specific questions about their satisfaction with that product. This level of personalization shows that you value their input and understand their relationship with your brand, significantly boosting the likelihood of engagement.

What's the optimal timing for sending survey emails?

Finding the best time for sending survey emails involves understanding your audience’s habits. Generally, mid-week is ideal because people are more settled into their weekly routines and likely to pay attention to their emails.

The mid-day timing, especially between 10 AM and 2 PM, aligns with common breaks in the workday when individuals are more likely to check personal emails. Analyzing your email engagement data can help refine this timing further, ensuring your survey lands in inboxes at just the right moment.

What incentives work best to improve survey response rates?

The effectiveness of incentives can vary based on your audience and the type of feedback you’re seeking. Financial incentives like discounts or coupons can be compelling for retail customers, while entries into a giveaway may appeal to a broader audience interested in winning a prize.

Exclusive content or early access to new products or services can also be a strong motivator, particularly for loyal customers interested in your brand’s latest developments. The key is to offer something of genuine value that appreciates the time and effort participants put into completing your survey.

Key Takeaways on Survey Emails

Diving into survey emails, it’s evident they’re not just routine communications but vital links to gaining insights from your audience .

Crafting these emails thoughtfully is crucial, emphasizing the right approach to subject lines, personalization, and calls to action. It’s all about making your recipients feel valued and ensuring the survey process is as hassle-free as possible.

Key takeaways include the significance of timing , brevity , and avoiding common mistakes like failing to optimize for mobile or sending out untested emails. These small details can dramatically impact your response rate and the quality of feedback you receive.

In short, survey emails are a powerful tool for gathering feedback, with success hinging on attention to detail and a respectful, engaging approach. By refining your strategy and avoiding pitfalls, you’re more likely to unlock valuable insights that can drive meaningful improvements .

So, before hitting send on your next survey email, remember to fine-tune it for success, keeping it concise, engaging, and user-friendly.

To achieve the best results with email outreach, we recommend using a professional email automation software

13 best cold email platforms rated and compared

Edgar Abong

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Expert level sales and marketing guides and unbiased software reviews.

Last Updated on February 19, 2024 by Edgar Abong

Nikola Bojkov

15 survey email templates to get more responses.

Free email templates you can send to your customers and collect responses for your surveys.

The backbone of every business is a satisfied customer. But, how do you know if your customers are satisfied? Well, by asking them, of course. Every successful brand out there collects regular customer feedback in order to improve its marketing strategy. And because of that, these survey email templates will come in handy.

The best way to gather that valuable feedback is through – you guessed it – survey email templates. However, you can’t just guess what your customers think or need. Make an effort and dedicate time to do survey analysis and learn what they have to say.

Tools like EmbedForms provide you with a pre-built customer satisfaction survey that you can easily copy past, get a link, and send via email so you can effectively collect more responses.

Build all your web forms for free

EmbedForms is the only form builder you will ever need to capture web leads, create surveys, or collect feedback on your website.

All PRO features | Cancel any time.

To make it really easy for you, we’ve compiled a bunch of survey email templates ready to use on any occasion.

Let’s dive in.

Why are email surveys effective?

effective survey incentives the audience

People’s email addresses are the most intimate, most personal of all of their accounts. There’s hardly a single modern human being that doesn’t check their inbox regularly. That’s why email surveys are a great way to collect valuable reviews from subscribers and customers.

Here are the benefits of using them:

They save time

Sending a compelling survey invitation email is a quick method, which means you won’t have to spend a lot of time on it. Thanks to form builders and already done-for-you survey email templates, you can just adjust your preferences and send the survey to your target audience.

Furthermore, you can enhance the effectiveness of your email surveys by using a bulk email verifier to ensure your survey invitations reach the right inboxes.

They can collect a large number of survey responses.

Since the whole process is automated, it will take only take a few clicks to reach a large number of people at the same time. Because you don’t have to adjust the message for every person individually like in the old days, but rather use ready survey email templates, you send the same email to everyone.

They are anonymous

And, this means you get honest answers to your survey. Put yourself in the respondent’s shoes – would you answer tickling questions if your name was on display? Neither would we.

They are not intrusive

This means that people who get the survey invitation email can choose their own time when to fill them out. Not everyone will stop what they’re doing just because some brand has sent them a survey to complete. And it’s not that they are mean – it just means they do not have the time at the moment.

They stimulate response rate

This is because these surveys aren’t easy only to create – they are easy to complete too. The less time it takes recipients to respond, the more willing they will be to do so.

And the easier and more motivating it is for them to fill them out, the greater the response rate is for you.

Survey email key elements

A subject line.

This is the headline people will see in their inbox. It’s the first and most important step you need to pay attention to. If people don’t feel intrigued or motivated enough to click to open the email – well, what’s the point of sending them the survey?

Be clear in your subject line and state what the email is about. This way, people will know what to expect – plus, they will appreciate the honesty and will genuinely want to help you out. You’ll notice this in all survey email templates below.

The body of the text

This is the actual message you’ll be sending to your readers. It’s where you invite them to participate in the survey and explain what you need them to do. Keep the message short and clear because nobody has time to read essays in their inbox.

Tell them what you need from them, how to do it, and what’s in it for them if they participate. In the end, make sure you thank them for their time and participation.

Take a look at Medium’s survey for writers and see the similarity with the survey email templates below.

Accompanying images

Visuals are always a great way to disrupt the monotonous view of plain text. You can add an image in your survey invitation email that relates to a product of yours that has recently been the center of attention. Additionally, you can create an image to support the body of the text.

include images in the survey invitation emails

CTA (Call to Action)

Never leave out the CTA. As with almost any text, you need to clearly tell people what you want them to do after reading it. In fact, you’ll notice that all survey invitation email templates have a CTA. In this case, the CTA is the button they click to take the survey.

Link to the survey

This is closely related to the CTA. In many cases, the CTA is actually the link that leads to the survey. But you can also include the link within the body of the text and use the CTA to say, for example, “click on the link” or “take the survey”.

Email subject lines examples

If you’re not too keen on sitting down and brainstorming subject lines – or you just don’t have the time to do it – no worries, we’ve got you covered. Here’s a list of email subject lines you can use for your survey emails to get higher survey response rates (but you can also use those in the survey invitation email templates listed below):

Help us improve our service to you
Complete our short survey to win a prize
[Name], got a minute? We’d love your expertise on this
Not another boring survey – we promise
Fill out our survey and enter to win
Tell us how you REALLY feel about [service/product]
Quick favor? It will take a minute literally
We need you! Yes, you, [Name]
How about a [number] % OFF in exchange for a fraction of your time?
Do you have a minute? Complete our survey and grab your gift!

Survey email template with gift cards

Subject line : A gift card for you and a survey for us – fair enough?

Hey [Name],

We just wanted to tell you how lucky we are to have you as a part of our community. [Your company] always goes far and beyond to make its members feel appreciated and heard.

We’re conducting this <link to survey> to learn more about your thoughts on our [product/service]. It will only take you 5 minutes.

And to show we really mean what we said, you’ll get a gift card from us as a thank you once you complete the survey.

Thank you for being part of our wonderful family!

Survey email template with a giveaway

Subject line: Complete our survey and win [the prize]

Awesome to see you on our subscribers’ list! Since you’re a part of the family now, we thought you might be interested in getting a free [the prize].

All you have to do is complete our <link to survey> and help us serve you better. It will only take you a couple of minutes, and you can pour your heart out because it’s completely anonymous.

Thank you for letting us pop up in your inbox,

Your [company name] Team

Survey email template with an ambassador program

Subject line : Give your 2 cents. Be part of the results.

Hey there [Name],

As part of our tribe, your thoughts on [topic of the survey/the company] are immensely important to us. We want you to feel like part of this big family that we are – even when each of us feels like the older – rational – sibling at one point.

Will you take this <link to survey> and honestly let us know how we can improve your experience as part of [the company]? You can complete it any time you want, but it would be super helpful if you could do it by [due date].

We wouldn’t be the same without you – thank you for being a building block of the brand!

[Photo: survey email template with an ambassador program]

Survey email invitation with NPS (Net Promoting Score)

Subject line : Judge us

We’d really love to hear about your experience with [company]. How do you feel about spending 1 minute of your time to help us improve?

All you have to do is rate your satisfaction with us on a scale from 0 to 10. That’s it.

Your answer is highly appreciated. And, thank you for using our services!

[Photo: survey email template with NPS]

Participation survey emails

Subject line: Let us know what you think!

We hope you had a great time at the [event]! We try our best to provide the top services for all of the participants. But don’t let us guess – help us learn from you directly.

Please take only 5 minutes of your day to complete this <link to survey> and share your thoughts. Any feedback is important to us because that’s how we can improve.

Thank you for sharing your time with us, and we hope to see you again at the following [event]!

[Photo: participation survey email]

Customer feedback survey email for a product

Subject line: What did you think about [product]

Hello [Name],

We’re super glad you decided to purchase [product] from us. To be honest, it’s one of our most popular items.

It would be our pleasure to learn more about your experience with it. And not just about the good stuff – hit us with some constructive criticism as well. We read all responses!

Just fill out this short <link to survey> and let us know what you think!

We’re glad you decided to become part of our amazing customer team!

[Photo: product satisfaction survey email]

Survey emails for research

Subject line: How do you deal with [topic of research]? We want to know

It seems like [topic of research] is becoming a hot topic these days. Has it been making an impact on you too? We would love to know how you are dealing with it.

Whenever you can, please complete this short <survey> we’re conducting so we can get as much relevant data on [topic of research] as possible. We’ll inform you about the survey results as soon as they are ready!

Thank you for being a great sport!

The Team at [company]

[Photo: survey email for research]

Survey email with an embedded question

You can include the first question of the survey within the body of the email. Just make sure the question type is supported. When the respondents click on the embedded question, the link will lead them to the website with the rest of the survey. Usually, they will be required to confirm that they are completing it.

Subject line: Complete this survey with just one click

Hi there [Name],

Here at [company], there’s nothing that we value more than the opinion of our users. Every once in a while, we like to collect feedback from you so we can improve your overall experience with us.

What do you say about participating in a VERY short survey? It will take you only one click and right here in this email.

Please choose one of the options given below:

Thank you for being such a team player – that’s why we love our users!

[Photo: survey email with an embedded question]

Retail store survey email

Subject line: How was your visit to [your store]?

We’re so happy you decided to visit us at [your store]. Our top priority is keeping our customers satisfied with our products and services.

Would you mind completing this <survey> for us and helping us enhance the quality of our service? It will only take you a few minutes, and you can fill it out whenever you want by the [reasonable date].

Thank you for choosing us!

Yours [company]

[Photo: retail store survey email]

Survey invitation email about trial satisfaction

Subject line: Trial run happy or not? Tell us!

We’re glad to see you’ve chosen to try out our [service]. As the trial run is about to expire, we would like to know what you think about the experience.

Can you fill out this <survey> and let us know what you liked and what you did not so much? Our primary goal is to make our users as happy as possible with our products, so your input is highly important to us.

Thank you for choosing us, and we hope to be seeing you a bit longer!

Survey invitation emails for market research

Subject line: A little help from you, friend?

We’re conducting market research on [topic]. Because you showed interest in [respective market field], it would be of great help to us if you could complete this <survey>. It will only take you 2 minutes and to show our appreciation, we’ve included a [incentive or survey results] once you fill it out.

Thank you for donating some of your precious time to us!

Survey invitation emails for academic evaluation

Subject line: Your opinion matters to us!

Our institution prides itself on the high quality of education we offer. And, we do everything to bring out the best in our students in every segment of their lives. That is why we conduct regular surveys that cover various topics, from teacher satisfaction to snacks in our vending machines.

Please take a minute of your time to complete the <survey> and help us improve in any way we can.

You are a valuable part of [institution], and your opinion is invaluable to us. Thank you for your participation!

[Photo: survey invitation email for academic evaluation]

Survey invitation emails for cart abandonment

Subject line: Gone so soon? Tell us what changed your mind

We noticed you chose not to go through with your purchase. As much as we are sad to see you go, we would like to know what changed your mind.

Would you be willing to complete this super-short <survey link> to tell us more about why you decided not to continue with your order? We will use the results to learn and improve your experience with us.

Thank you for taking the time, and we hope to see you back soon!

[Photo: survey invitation email for cart abandonment]

Survey invitation reminder

Subject line: In case you missed our survey

You probably already know, but we’re conducting a survey on [topic], and your thoughts on the matter will be invaluable to us.

We know that everyone is so busy these days – us here at [company] being no different – so we wanted to send you this friendly reminder to take the survey. It’s short, and all it takes are just a few clicks.

You can complete it here <link to survey>

Thanks for being such an important part of our community!

[Photo: survey invitation reminder]

Survey email with results

Subject line: You participated – you deserve the results!

Dear [Name],

First of all, we want to thank you for taking the time to participate in our survey about [topic]. Your input was beneficial to us!

Because you showed such sportsmanship and helped us when we needed you, we thought we’d share the results with you.

Visit this <link> to get the full article.

Thank you once again for your participation!

Send surveys via EmbedForms

With EmbedForms , you can generate a short URL for your surveys, and use any of the above templates to send your surveys to potential respondents. All you need to do is get a free account and log in to the platform to create a new survey. Once you do that, you’ll have the option to choose between embedding a form on your own website, so you can send a link to that page, or getting the pre-generated link for the survey that you can include in your emails.

The third option is to use the pre-built ‘Send email’ option that allows you to add emails and send the emails directly from the platform. At the moment these emails are short and include the link to the form, see below:

Start now and create your free survey link >

It’s a method that collects data from targeted respondents via email.

A clear subject line, a message about why you need the data and what will the respondent get from it. Also, a clear call to action. Additional images are optional but highly preferable.

Partly. You can embed the first question in your email. When the respondent answers it, they will be directed to the first page of your survey to complete it.

Yes. You need to install the extension, open the wizard, and then open a new message. The toolbar will show you the option for creating a survey. Click the Create new poll button.

They are cost-effective, can collect a large number of data, and can be easily sent to multiple recipients at the same time. They also offer the opportunity for anonymity, so you get honest answers from respondents.

Key Takeaways

In the spirit of the survey email templates – we hope that you found this article helpful and that we’ve covered what you wanted to know about effective survey invitation emails.

Always remember to have a clear subject line, keep the body of the text short and clear, and include direct links to the surveys. Whenever you can, throw in some images just to make it more fun. Also, it’s always a good practice to include some kind of incentive to motivate people to participate and get more survey responses.

Now go and rock that business of yours!

Table of contents: Toggle Table of Content Toggle

CEO of EmbedSocial

Nikola Bojkov is the CEO of EmbedSocial, an entrepreneur who turns problems into products. With over a decade of hands-on experience with social media APIs, he guides EmbedSocial in its role as a technical partner for both SMEs and large agencies, maximizing the impact of their user-generated content. EmbedSocial has offices in Skopje, Tokyo and Lisbon with over 250,000 users.

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Privacy Overview

Customer Survey Email Examples

Understanding customers is one of the hardest, yet most-critical, aspects of building a loyal brand following. Customer Survey Email Campaigns can help you get the insights you need.

Explore all 187 survey emails

Sign-up for MailCharts to discover survey campaigns and get inspired!

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Pro tip: Scroll down for hand-picked emails.

Understanding why customers interact with your brand the way they do (or don’t do) is crucial for providing a better customer experience and safeguarding your reputation.

While you can add surveys to all kinds of emails, such as subscription cancelation campaigns and win-back campaigns , it’s a good idea to send a dedicated survey email every now and then so you can focus all attention on your questions.

Send your survey invitation emails to everyone on your email list, from subscribers who haven’t purchased yet to one-time buyers, recurring customers, and past customers. This allows you to gather valuable feedback from people with varying degrees of loyalty to your brand.

Need some inspiration? We’ve gathered some great survey email examples from our database below.

View survey emails and strategies

1 Organize a giveaway
2 Add a personal touch
3 Keep it brief
4 Use the subject line to describe the email
5 Explain why constructive feedback is helpful
6 Use minimal copy
7 Make it simple to change the survey settings
8 Use an interesting email template
9 Ask for help
10 Use email to collect feedback about in-store experiences

Learn how to create email surveys

1 Create custom URL parameters within the survey tool for the customer’s email address
2 Set up an integration between the email service provider and survey tool if available to track responses
3 If sending a follow-up email regarding the survey, exclude users who have taken the survey

Want to explore survey emails?

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Strategic recommendations for surveys

A successful email survey is one that is able to get a solid response rate . That means you need strong customer survey email subject lines, enticing copy, and a focused email template to make recipients want to give up a bit of their spare time to help you out.

Read on for survey email examples and email subject lines from other ecommerce brands.

Organize a giveaway

Meal service Plated organized a giveaway with a prize worth over $400 as an incentive for its subscribers to take its email survey. The giveaway is hinted at in the survey email subject line, making it more likely that the recipient will open the email.

Inside the survey email, the copy urges the subscriber to provide feedback quickly by adding a deadline for participating in the giveaway. The CTA button clearly states what the recipient is supposed to do (“take the survey”) and all of this is supported by a large image displaying all of the items the recipient could win.

Lastly, note how Plated is aware that people might be worried about how long it will take to fill out the survey form, and so they mention that it’ll be “quick” to remove that hesitation.

Add a personal touch

Bristol Farms presents its survey email as a letter. The copy is written the way you’d write an email to someone you know, and signed by the company’s CEO. One thing that would have made it even better, is if the “Dear Bristol Farms shopper” would have been personalized.

Just like Plated (above), Bristol Farms incentivizes its subscribers to leave feedback by organizing a giveaway. This is more cost-effective than offering every subscriber who fills out your survey from a discount.

Keep it brief

It’s not always easy to get a lot of survey responses as email surveys require time from your subscribers. If you don’t offer something in return, they might not be willing to invest that time.

BookBub knows this and so it keeps its email survey short to help increase its response rate. The survey contains just one multiple choice question that recipients can answer directly within the email. The brand mentions that the survey will be quick both in its subject line and at the top of the email body, and also includes that it’s a “1-minute survey”.

Use the subject line to describe the email

oVertone uses its subject line to make it clear what its email is about: by answering a couple of questions, the recipient can win a sweet reward. It then proceeds to mention how they need customer feedback to keep on improving. The copy below the image explains how the giveaway works and is paired with a clear CTA.

If your campaign contains more than one survey email, you can create variations on your subject lines while still keeping them descriptive.

Explain why constructive feedback is helpful

Hearing positive feedback is great, but it’s constructive criticism that helps you improve. Warehouse asks subscribers for honest answers and offers 20% off their next purchase as well as free shipping for filling out their email survey. The brand includes not one but two CTAs that both include a survey link.

Offering a discount can be a good idea if you want people to fill in a longer survey as they know for sure they’ll get something out of it. This in contrast to organizing a giveaway that benefits just one person.

Use minimal copy

Here’s a good example of a short and sweet survey email. ROKA sent a two-sentence-long email with beautiful visuals and one big CTA (“TAKE SURVEY”). You don’t want to make customers read a long email and feel like they’ve already spent too much time before they even started the survey, and ROKA gets this.

The brand offers a voucher to those who leave customer feedback and clearly describes the terms and conditions for getting this voucher. When you send a survey email that offers an incentive, this is good practice as it prevents subscribers from getting frustrated if they fill out the survey too late, for example.

Make it simple to change the survey settings

Gucci sends a short survey to customers who’ve made a recent purchase. It offers this customer satisfaction survey in multiple languages and offers the recipient the option to change the survey language directly in the email.

If your survey has different settings, mention them in your survey email and add an option to change them easily to increase your response rate.

Use an interesting email template

A survey email is best kept short and sweet, but it doesn’t have to be plain and boring. Keep its design in line with that of the email templates you use for other types of email marketing campaigns, as Native does here. The brand includes product images, lists some of the benefits of buying from them, and adds a CTA to connect on Instagram, all while keeping the focus on its survey.

Ask for help

Blume introduces its email questionnaire by asking its subscribers to help it create the products and content they really need. It’s a message that’s straight to the point and that makes the recipient feel heard and included.

The brand also knows that most people don’t want to spend a lot of time filling out a survey, and so it mentions that the survey should only take three minutes. Providing specific information such as how long a survey will take or how many questions the recipient will need to answer, helps set expectations and stops people from dropping out midway.

Use email to collect feedback about in-store experiences

If you have a way to email your in-store shoppers, you can send an email survey to ask them about their latest in-store shopping experience. That’s what The Body Shop does with this survey email.

survey invitation email by The Body Shop

Customer Survey Email Strategies

You can play around with email templates and copy to figure out which type of email gets you the most user responses but don’t forget about the importance of your survey tool. Once a recipient clicks on the link to fill out your email survey, they need to be taken to a system that properly logs the data they submit and that integrates with your ESP. We’ve covered some best practices that ensure all of this goes smoothly below.

It might also be the case that not your email marketing team, but your customer experience team will process your email survey results. If that’s so, you need to make sure that everyone is on the same page and has all the data needed to analyze and follow up with customers.

Create custom URL parameters within the survey tool for the customer’s email address

Okay, so this is more work on the survey creation side than the email side, but it’s still essential to the email to survey experience. By capturing a user’s email address (or other non-personal identifier, like a token) when they click through the email to the survey, you’ve eliminated the need to ask them for all of their information again.

Set up an integration between the email service provider and survey tool if available to track responses

This can be done through a native integration or a third party automation tool like Zapier or Workato. Integrating the two tools would allow a brand to track success in the email program and be useful to the email marketer who may want to send follow-up emails.

If sending a follow-up email regarding the survey, exclude users who have taken the survey

If an integration exists like in implementation tip 2, great! If not, export the data from the survey tool and upload emails of those who have filled out the survey to an exclusion list and omit from follow-up sends.

Survey emails are a great pairing for strategies such as newsletter signups, recent purchasers, or canceled subscriptions. With a MailCharts pro account , you’ll have access to entire brand journeys where you’ll see exactly when a survey was sent and to what audience.

7 Amazing Customer Satisfaction Email Templates You Can Grab Today

Do you often struggle with sending customer satisfaction surveys that hit the mark and get responses?

Perhaps the solution could be phrasing the questions in a way that will help your respondents share their thoughts and get you the insights you need.

In this blog post, we will present seven different customer satisfaction survey email types that really do the job. We will also provide you with some handy templates that you can use today to collect customer feedback from your user base.

Why use customer satisfaction emails in the first place?

Sending customer satisfaction surveys via email is one of the simplest and most direct ways to find out about your customers’ experience. You can also use this channel to collect valuable feedback about your products, services, and events, to name a few.

Using a customer feedback survey to gather opinions can be beneficial for many reasons, including:

Identifying areas of your business that need improvement Understanding what your clients think about your company helps you to implement changes. Measuring the customer experience will then reveal if the changes you make lead to improvements in your service.
Spotting customer pain points Learning what clients don't like about your business or website helps you to improve user experience and move visitors down the sales funnel more easily.
Gathering marketing intelligence Customer satisfaction surveys can provide valuable insights into what your target audience wants and needs, which you can use to create more targeted advertising campaigns.
Building customer loyalty Happy clients are more likely to keep using your products or services and recommend them to others, increasing your average customer lifetime value and working as a form of word-of-mouth marketing.
Improving customer retention rates By promptly addressing your clients' concerns and making the necessary changes, you can encourage them to stay with you.
Spotting trends in customer behavior Satisfaction surveys can help you notice patterns in how your clients or users act and purchase, which you can use to inform your business decisions.
Gauging customer satisfaction levels over time By regularly conducting customer surveys, you can track how client perceptions of the company change and identify any potential problems early on.
Recognizing customer advocates Clients who are particularly satisfied with your products or services might be willing to act as brand ambassadors, referencing or promoting your business to others.

Now that we've discussed the benefits of using customer satisfaction surveys, below are seven different email templates you can customize according to your needs.

Customer satisfaction email template: NPS

Survicate’s net promoter score email template.

Dear [Recipient's Name]

We would really appreciate it if you could take a minute to answer the following question:

How likely are you to recommend our company/product/service to a friend or colleague?

You can answer simply by clicking one of the numbers, with 0 being 'not likely at all”, 5 meaning “neutral”, and 10 for “extremely likely.”

[Rating from 0 to 10]

Thank you for your time.

[Employee's Name]

Real-world Net Promoter Score email template

Sending Net Promoter Score emails

This key performance indicator (KPI) is widely used to gauge customer satisfaction and loyalty by measuring how likely your clients are to recommend your business to others, typically on a 1-10 rating scale .

Your most keen promoters (those giving the highest ratings) can become customer advocates or potential brand ambassadors. This can be an invaluable asset for your business, as customer referrals are often the most powerful form of marketing.

An NPS survey is short and sweet, so keep your email template succinct, too. You’ll get a lot of helpful replies through surveys so you can make more data-driven decisions.

There are many appropriate places for storytelling, but NPS email templates are not one of them. A one-sentence intro to add some context (e.g., a recent purchase or onboarding), your question, an interactive scale to click through, and a genuine “thank you” will be enough.

Customer satisfaction email template: CSAT

Survicate’s product/service satisfaction email template.

Hello [Recipient's Name],

Thank you for your recent purchase from [Company Name]. We hope you're enjoying your new [product/service].

We would be grateful if you could take a moment to tell us how satisfied you are with your purchase now that you've been using it for [X days/weeks/months].

You can give us your feedback by clicking on the statement that most accurately reflects how you feel.

[Extremely Dissatisfied | Somewhat Dissatisfied |Neither Satisfied Nor Dissatisfied | Somewhat Satisfied | Extremely Satisfied]

Thank you for your time.

Kind regards,

[Employee's Name], [Position] at [Company Name]

Real-world product/service satisfaction email template

Sending Customer Satisfaction Score (CSAT) emails

This KPI can be used to quickly check how a client is getting on with a recent purchase through a one-click feedback button . Their CSAT score will either let you know they are happy or allow you to identify any potential issues early on.

You should aim to send a customer satisfaction product survey as soon as possible after a customer has made a purchase and received their item or used your service. This way, their impression will still be fresh in their mind.

This kind of customer feedback can be very useful when creating buyer personas, as it helps you get to know your clients better and tailor your future messaging and recommendations to their preferences.

Customer service email template

Survicate’s customer service email template.

[Recipient's Name],

Thank you for recently contacting the customer support team at [Company Name]. We hope we have been able to assist you with your [issue/customer complaint].

We would appreciate it if you could take a moment to let us know how satisfied you are with the customer service you have received so far.

Please rate your customer service experience using the following scale. Simply click on the button that best reflects the level of support you received.

[1 – Poor customer service]

[2 – Below average customer service]

[3 – Average customer service]

[4 – Good customer service]

[5 – Excellent customer service]

We are truly grateful for you taking the time to answer this survey and provide your feedback. It helps us to provide consistent service and ensure that all our new and existing customers receive the best support possible.

Best wishes,

The [Company Name] Customer Service Team

Real-world customer service email templates

Sending Customer Service Satisfaction (CSS) emails

You can use customer service survey emails to determine a CSS score, which assesses your customer's opinion of the experience when contacting your company's support team.

This metric is similar to the CSAT score. The difference is that it measures satisfaction with a customer service experience instead of a product or service.

Remember that you should send customer service emails as quickly as possible after a user has contacted support so that their opinion is still fresh in their memory. You can use a quick one-click rating button to encourage responses.

However, it can be more insightful to include a link to a survey where users can leave more detailed observations. This is particularly important in the case of a poor customer service experience you want to learn from.

Customer Effort Score email template

Survicate’s customer effort score email template.

Hi [Recipient's Name],

Thank you for your recent [purchase of/subscription to].

As you have now been using [product/service name] for [X days/weeks/months], we thought it would be a good time to find out how you are getting on with it.

If you have a moment, we would appreciate it if you could take a few minutes to complete our survey about whether or not you are getting the results you were expecting from our [product/service] and how easy it was for you to do so.

[Survey link]

How easy was it to find the information you were looking for?
How clear were the instructions and documentation?
How easy was it to follow through with your [purchase/subscription]?
How helpful was the customer service team in assisting you with the use of [product/service name] you contacted them?

Thanks for taking the time to help us improve our [product/service] for all our customers.

Customer Satisfaction Team at [Company Name]

Real-world Customer Effort Score email template

Sending Customer Effort Score (CES) emails

CES evaluates how much work was required for users to complete an action or find information. For example, completing an order, asking for a refund, getting in touch with customer support or something else.

It's best to send a CES survey email some time after the customer has made a purchase or subscribed to a service. Doing so will give them the opportunity to fully test it out before giving feedback.

Customer Health Score email template

Survicate’s customer health score email template.

Dear [Recipient's Name],

Thank you for [purchasing/subscribing to] our [product name/service name]. We hope that it has been a positive experience for you.

To make improvements that will benefit you and other customers, we’d like to ask you to participate in a survey.

The survey, which you can take by clicking here [link], will ask about your usage of [Product Name/Service Name]. It takes about [number] minutes to complete.

How often do you use [Product Name/Service Name] per [day/week/month]?
How long, on average, do you spend using it each time?
Does any other member of your [team/family] also make use of your [product/subscription]?
If so, how many people use it?
What features of [product name/service name] have you used?
Are there any features of [product name/service name] that you don't expect to use?

Your feedback is valuable to us. We truly appreciate your helping us improve our [products/services].

The [Company Name] customer success team

Real-world Customer Health Score email template

Sending Customer Health Score emails

Customer Health Score is a measure of customer engagement and retention. The goal for this type of customer satisfaction email is to gain insights into your customers’ behavior over time and determine whether they are going to stay with your business or churn.

There are various factors that contribute to determining a customer’s health score, and the measurement system will vary from company to company. That being said, one important aspect is their willingness to take part in surveys.

It’s best to send a customer health score email after a particular customer hasn’t shopped with you lately or if their subscription period is soon coming to an end. This will give you the opportunity to analyze their likelihood of churning before they do so.

What if you categorize customer’s health as ‘at risk’ because they appear to be on the verge of churning? The next step would be to send them a win-back email to get feedback, possibly including discounts or offers.. Speaking of which…

Customer churn rate/win-back email template

Survicate’s win-back email template.

I just wanted to take a moment to thank you for being our customer and to let you know how much we appreciate your business.

I can see that you haven’t used [Product/Service Name] for a while, so I was wondering if there is anything we can do to help make your experience with us better.

If so, please take a moment to fill out the simple form linked below to ask any questions you may have or to provide your feedback. We'll get back to you as soon as possible.

We would love to get your feedback so that you can offer the best possible experience to our customers.

Account manager at [Company Name]

Real-world win-back email template

Sending customer churn rate emails

Customer churn rate calculates how many users cancel their subscriptions or don’t renew it in a given period. To minimize customer churn , you should look to identify pain points through a customer satisfaction email, such as the win-back message above.

This has the dual purpose of gathering valuable feedback from a presumably dissatisfied customer, whilst also giving you the opportunity to repair the relationship.

If a customer has experienced an issue with your product, they may appreciate being given the opportunity to reply to an email or fill out a survey and provide feedback.

You can also prompt existing clients to make a repeat purchase with a renewal reminder email template.

Customer review email template

Survicate’s customer review email template.

We value feedback from our customers and would love to hear your thoughts about our [product/service].

Would you be willing to spend a few minutes sharing your experience with us?

Your honest opinion will help us better understand customer satisfaction levels and improve our user experience for both new and existing customers like yourself.

You can share your review by clicking below:

[Link to survey]

You can also decide if you’d like to grant us the permission to publish your review on our website.

If you have any questions or need assistance in completing the customer review, don’t hesitate to reach out. Our customer success team is always eager to help.

We appreciate your business and look forward to hearing from you soon.

Everyone at [Company Name]

Real-world customer review email template

grain customer satisfaction email asking for a review

Sending customer review emails

While not a metric per se, reviews are still a reliable measure of customer satisfaction and one that consumers actually pay a great amount of attention to.

They can showcase good customer experiences and build trust with consumers.

In fact, according to a recent survey , 79% of people trust customer reviews as much as either personal recommendations from friends and family, social media personalities, or professionally written articles by topic experts.

You can collect reviews through emails that request specific feedback about, for example, a recent purchase. Or, you could also ask the recipient to leave their rating and opinion on an external website, such as the App Store.

Customer satisfaction email templates are a key tool customer success teams have at their disposal to measure the happiness and loyalty of their clients.

Leveraging feedback surveys and customer satisfaction metrics helps you to develop actionable insights that inform decisions about product improvements, customer support strategies, marketing tactics and more.

Adding customer satisfaction email templates to your strategy is a great way to keep your clients happy with your services. In turn, this can lead to greater customer retention rates and long-term customer loyalty.

Ready to start collecting amazing customer feedback? Sign up for your free trial of Survicate today and get access to all Business plan features !

We’re also there

5 Best Survey Email Examples (+Tips and Templates)

Samavia Malik

Table of contents.

Creating surveys is one of the best ways to gain valuable insight into what your customers think about your business, product, or service.

By sending out surveys via email, you can reach a large number of people quickly and easily. And if you make use of the right templates, it's easy to create polished, professional survey emails that will capture the attention of your recipients.

But how to go about doing this?

To get you started, we’ve handpicked some of the best survey email examples and templates (copy + design). Use any of these as inspiration for creating effective survey emails efficiently.

First, let’s take a look at what a survey email is.

What Is a Survey Email?

A survey email is a type of email sent out to a group of people in order to gather information, feedback, or opinions on a specific topic. It’s used for market research, customer research, product development, and more.

It typically includes questions related to the topic being studied as well as instructions on how participants can submit their answers.

Helpful Tips to Increase Your Survey Email Response Rates

By following the below tips and tricks, you can increase both engagement and response rates when sending out surveys via email.

Useful tips to increase your survey email response rates.

Clean your email list and focus on active subscribers

Email lists naturally degrade over time, becoming outdated and inaccurate as contacts change jobs, switch email addresses, and whatnot. By cleaning your list regularly, you can ensure that the only recipients who actually receive the survey are those who are interested and likely to respond.

A further benefit of good list hygiene is the reduced number of spam complaints received from people on your list. Suppose they are no longer interested in hearing from you or don’t remember why they signed up for your emails in the first place. In that case, they’re more likely to report your emails as spam, affecting overall email deliverability .

Apart from reducing the number of uninterested recipients, email list cleaning also improves the quality of responses you get from those who remain on the mailing list.

When you remove inactive contacts from your survey distribution list and focus communication efforts towards those engaged respondents, you’ll be able to collect higher-quality answers that would otherwise be diluted with lower-quality data points.

This not only improves response rates but also helps build trust with customers by ensuring their opinion and feedback isn’t being drowned out by irrelevant noise or misleading information.

Keep your survey under 5 minutes long

Maintaining a survey length of under five minutes and mentioning this in your email is important for achieving better response rates. It is a known fact that respondents are more likely to complete shorter surveys rather than lengthy ones.

Because surveys that are too long can bore respondents, making them lose interest in participating or even drop out before finishing it.

So, having a shorter survey allows respondents to provide quick and accurate answers due to their limited attention span.

This helps researchers gather reliable data with fewer distractions for the respondent. Moreover, short surveys can capture the attention of busy people who may have little time on their hands yet still desire to participate in such polls or surveys.

Personalize the overall survey experience

By personalizing emails , customers are more likely to feel that their responses are valued and taken seriously by the organization, leading to higher response rates.

You can also remind them of previous experiences with your business so they will be more inclined to provide detailed responses due to the feeling of being remembered and appreciated.

For instance, you can ask them how they have benefited from using your products or services in the past. Then, these responses can be used to make product improvements that will benefit your business in the long run.

Another way of personalizing your survey emails is to use the recipient's name in the subject line instead of using generic terms such as "survey" or "questionnaire." This will make them feel like they're receiving something special and important and makes them more likely to open and read your email. You could also try adding dynamic content such as personalized images, videos or links based on their preferences or interests.

Don’t forget to thank your customers for taking part in surveys.

Try different subject lines

Different subject lines can have a significant effect on the response rate, as well as the quality of responses that are collected.

For example, one subject line may be more effective at reaching out to a specific demographic or target population than another.

Additionally, using multiple subject lines can provide insight into which wording and phrasing will have the highest engagement rates. This data can then be used to craft more targeted messages with higher conversion rates.

Having multiple subject lines also allows for testing how urgency affects response rates. Crafting a message with a sense of urgency (e.g., "Hurry! Complete this survey to receive your reward") may motivate recipients to respond in a timely manner and help reduce response fatigue, while other messages might be better suited for those who prefer taking their time (e.g., "Take our survey and get a free gift").

Testing various phrases and tones can help determine what kind of subject lines are best for particular surveys and population segments.

Related: 105 Email Subject Line Examples You Need To Copy This Minute

Embed your survey into the email

Embedding a survey in an email is beneficial from a marketing standpoint because it often leads to higher response rates from customers compared to standalone surveys sent out through other channels.

Plus, putting your surveys front and center in the email eliminates the additional steps needed for completion and makes responding easier for customers – resulting in more accurate responses and fewer drop-offs throughout the survey process.

Ensure the survey email looks good on multiple devices

Make sure your survey emails look good on multiple devices so that all recipients can view the content as intended.

By designing survey emails for mobile, tablet, and desktop devices, organizations can create a consistent user experience regardless of the device used.

In addition to providing a better user experience, optimizing survey emails for multiple devices is also important for maximizing response rates as people are busy, and the last thing you’d want is to lose their valuable opinion to a nonresponsive email or survey.

Create Survey Emails That Convert

Keep the overall look of your survey consistent with your branding

For several reasons, it is essential to keep the look and feel of survey emails consistent with your branding.

First, it reinforces and strengthens your company's brand identity. When customers see a familiar logo and color scheme, they are reminded of the values, mission, and services associated with your business or organization.

As a result, they become more likely to recognize the survey email as an official communication from a trusted source rather than dismiss it as spam.

This could lead to greater engagement with the survey content, increased customer satisfaction levels, and higher response rates.

Secondly, having survey emails that reflect your brand also demonstrates professionalism to customers, which can encourage them to take part in further surveys in the future.

Follow up with your subscribers to take the survey

You should definitely follow up with your subscribers after sending them survey emails. This way, you can let your customers know that their opinions matter and you’re keen to hear from them.

It is important to send multiple follow up emails in order to increase the likelihood of receiving survey responses. The number and frequency should be tailored to the specific survey in order to maximize response rate and minimize annoyance. Generally, we recommend sending 3-4 follow up emails over a period of 10-14 days.

The first follow up email should be sent approximately 2-3 days after the initial survey invitation has been sent out. This allows enough time for people to open and complete the survey without being too soon.

The second follow up email should then be sent around 7 days later, with any additional reminders sent at least 2-3 days apart from each other.

Each reminder email should highlight the importance of completing the survey, as well as thanking respondents for their consideration and participation. It can also be helpful to include incentives (such as discounts or giveaways) for surveys that have not yet been completed.

Additionally, adding an expiration date for when responses must be submitted by can create a sense of urgency that further encourages participation.

5 Amazing Survey Email Examples to Inspire Your Campaigns

A successful survey email is one that garners a solid response rate. To give you some idea of what great survey emails look like, here are some of the best survey email examples.

1. Headspace

This survey email example from Headspace knows how to keep its message to the point. The overall email design with fun graphics instantly gets to the information that this is a survey and taking it will help their users.

They’ve also mentioned how little time is needed to take the survey.

Here’s another awesome survey email example from Slack that begins with a warm and friendly greeting, asking its users to fill out a survey.

What’s great about this email is it tells subscribers that they’re in a select pool of people chosen to participate and politely asks them for their feedback. How flattering, right?

Plus, they told readers exactly how much time the survey would take and thanked them for their time.

You wouldn’t want your customers to go through a long email before starting the survey, and Roka gets that. It sends a short and sweet survey email with a two-sentence-long email copy , beautiful visuals, and one prominent CTA.

Plus, the brand offers an incentive in the form of a voucher to those who leave their feedback.

4. Squarespace

The purpose of this email from Squarespace is as simple as it gets—to know whether their subscribers are happy to recommend the brand to their network.

If they’re not likely to do so, then this data can be used as a learning opportunity to find out why.

5. Kate Spade

People love it when you’re polite in your survey emails–just like Kate Spade . This clearly indicates that you respect them and their time. Words like “quick” and “hurry” create a sense of urgency that usually works in your favor to catch the attention of your readers.

Plus, cute emojis also boost the overall message effectively.

Related: How to Express Urgency in an Email? Tips & Examples

5 Survey Email Templates (Copy + Design) You Need This Minute

Let’s check out some of the best survey email templates to help you get a better response rate. Additionally, feel free to copy the email copy samples given below for your next email campaigns.

1. Post-purchase survey email template

Dear [Name],

We'd like you to participate in a survey about your recent purchase experience with us. It will only take 5 minutes of your time, and it’s easy to complete online.

Your feedback is important for us to understand your needs and how we can improve our services in the future.

Your response is completely confidential, so don't hesitate to answer honestly. Plus, you'll be entered into a drawing for a chance to win one of three $50 gift cards !

Thank you for taking part! We look forward to hearing from you soon.

Sincerely,

[Customer Service Team]

2. Follow up survey email template

Hey, it's been a while since we last talked!

I'm just reaching out to see if you've had a chance to check out our new survey yet. It would mean a lot if you could take a few minutes to answer some questions.

Thanks in advance,

[Restaurant Name]

3. Quick user feedback survey email template

Thank you for subscribing to our newsletter.

We would like to hear from you to give you the best experience possible. Your opinion is extremely valuable to us, as it allows us to improve the products and services we offer.

Please fill out this short survey, and let us know if our team can help you find what you’re looking for.

[Your Name]

4. Review survey email template

Thank you for your continued loyalty and patronage over the years. As a way of expressing our appreciation, we would like to extend an invitation to take part in our survey.

This survey will help us better understand your thoughts and feelings about our products and services. Each participant will get 10% off their next purchase with us!

Thank you in advance for helping us make [your company] even better!

5. Event satisfaction survey email template

Thank you for attending [event], and we'd love to get your feedback on how it went! Your opinion is invaluable to us, and we take all of your responses into account when planning future events.

Please take out a few minutes to complete this short survey and get a chance to win a $50 gift card.

[Company] Team

Survey emails can serve as a great opportunity for you to get customer feedback and learn more about what they want. They can also be used to increase brand awareness and promote new products or services.

When creating survey emails, it is important to make sure the questions are clear and easy to understand and that the design is attractive and engaging. As with all marketing content, testing different versions of your survey email will help you find the one that works best for your audience.

We hope these survey email examples and templates were of help.

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How to write eye-catching survey emails

Best practice

1. Use a clear, attention-grabbing subject line

2. personalize the email, 3. explain the purpose of the survey, 4. less is more, 5. provide an incentive, 6. add a sense of urgency, 7. include a clear call to action, add a clear thank you note, 1. survey email template, 2. survey invitation email template, 3. survey email example, write a survey email that stands out with surveyplanet.

Struggling with how to write a good survey email?

The person responsible for creating and distributing an online survey knows just how time-consuming and difficult it can be. Painstakingly creating questions and answers that ensure accuracy and remove bias, while also engaging the target audience enough to entice them to participate, is challenging.

Then, after all that work, the survey is sent out into the world—and very few people participate. We understand how frustrating this can be. As with most things, there are ways to accomplish the overall goal. The tips outlined below will help make your next survey a successful one.

To generate more feedback from a survey or improve on the research data it returns, continue reading to discover ways to design an engaging and effective survey email that will increase response rates.

It’s no secret that first impressions are important.

When introducing yourself to someone, it’s essential to use a clear, attention-grabbing subject line.

To make a survey email eye-catching, make sure its subject line clearly communicates the purpose of the survey and entices recipients to open the email.

Think of a subject line as the first sentence of a book—it needs to be engaging, yet not reveal too much. It should inspire the reader to want to know what’s going to happen next—by opening the email.

Everyone loves a personal touch.

Making it personal not only creates a better relationship with the reader, it can also be valuable by making an email stand out from the crowd. Use the recipient’s name in the greeting to make an email feel as personal as possible.

It’s also a good idea to use the first-person voice. This makes participants feel that you are speaking directly to them, which makes it more personal and approachable.

When the reason behind something is clear, it is more likey people will invest their time in it.

That is why one of the most important things in a survey email is clearly stating why you are conducting the survey. It is crucial to explain to potential respondents how the results of the survey will be used. This is a strong signal of trust that should be sent when introducing the questionnaire.

Explaining the purpose and laying out the positive impacts of the survey is more likely to convince people to invest their time and effort in the survey.

Nothing is more off-putting than an overly long email. The less is more principle is crucial. Keep the email short, sweet, and to the point.

If you need help writing a survey introduction email—and the ideal survey length as well—we got you! In this comprehensive blog post, we covered the topic of how long should your survey be . SurveyPlanet members can also use our pro feature survey length estimator and better understand the estimated amount of time participants will need to take a survey.

What is more eye-catching than a prize?

Offering an incentive for completing the survey—a discount or a chance to win a prize—is an old trick. It might feel tasteless but it almost always works. People are simply more motivated if a prize is part of the deal. If an incentive is provided, expect more commitment to complete your survey.

Time is short.

Let recipients know that the survey is time-sensitive. Letting them know their responses are needed as soon as possible will get more attention.

However, be careful with phrasing. You don’t want to increase anxiety and stress levels in potential respondents. That can actually have an adverse effect. Instead, clarity and reason are your best allies. Use a calm tone while focusing on the importance and benefits of completing the survey sooner rather than later.

Let’s get going.

We can not stress enough how including a call to action (CTA) is important, especially in the context of adding a sense of urgency. A clear and compelling CTA motivates the recipient to take a specific step.

With a clear CTA, the potential respondent will better understand the next steps to take, like clicking on the survey URL. Make it easy for recipients to complete the survey by including a link or button that links them directly to the survey.

Last but not least, don’t forget to thank the people who respond to your survey email. Show respect and make respondents feel even more valuable by adding a warm thank you note. Thank recipients for taking the time to complete the survey and let them know their input is valued.

Eye-catching survey email examples

Here are some examples that can be used as inspiration and guidance for your next survey email.

“Help us improve our products! [Your Company Name]”

Subject: Your Opinion Matters!

Dear [Name],

We hope this email finds you well.

We value your opinion and would appreciate you taking a few minutes to complete our survey. Your feedback will help us improve our products and services and ultimately better serve your needs.

You’ll also be entered into a drawing to win a [prize] by completing the survey.

Please follow this link to access the survey: [Link to Survey]

Thank you for your time and input. We genuinely appreciate it.

Best regards,

[Your Company Name]

“Share Your Experience with [Your Company Name]”

Subject: Your Input Needed!

Hello [Name],

We hope you’re having a great day! We’re reaching out to gather feedback on your recent experience with [Your Company Name]. Your input is valuable to us, and we’d like to hear your thoughts on how we can improve our products and services.

It will only take a few minutes of your time, and as a token of our appreciation, you’ll receive a [discount/coupon] for your next purchase.

Please follow this link to complete the survey: [Link to Survey]

Thank you for your time and support.

“Your Opinion Matters: [Your Company Name] Survey Invitation”

Subject: Tell Us What You Think!

We hope this email finds you well. At [Your Company Name], we’re always looking for ways to improve our customer experience. That’s why we’re contacting you today to ask for your help.

We’d like to invite you to take a short survey about your experience with us. Your feedback is essential and will help us understand how we can better serve you in the future.

As a token of our appreciation, you’ll be entered into a drawing to win a [prize] for completing the survey.

Please follow this link to take the survey: [Link to Survey]

Thank you in advance for your time and input. We appreciate your support.

Interacting with users through surveys is one of the best ways to gather actionable insights and data—and now you’re ready to get to work writing your survey. Following the tips in this guide provides a solid foundation of ideas and strategies. SurveyPlanet software can assist you even further.

Sign up to enjoy all of the benefits of a SurveyPlanet member. We offer over a hundred valuable features that will help you create the perfect survey. Read our blog to find further tips on writing an engaging survey , avoiding bad survey questions , or analyzing your gathered data .

With our pre-made survey templates and questions, you can create enjoyable surveys hassle-free. Experiment with our different design styles and use them in your emails. Keep track of what works and what doesn’t. With a bit of practice, you’ll soon have the survey results rolling in.

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Customer Feedback & Satisfaction Survey Email Templates

Exceptional customer service is paramount to the success of any organization. One vital aspect of providing top-notch service is understanding customer needs and expectations through their valuable feedback. As a customer service agent, crafting effective emails to gather customer feedback can be the key to unlocking insights that drive improvements in products, services, and overall customer experience. In this article, we present a collection of email examples that customer service agents can use to gather customer feedback. These templates range from brief and concise to more elaborate and detailed for different contexts and audiences. By leveraging these email examples, customer service agents can develop a strong foundation for engaging customers, soliciting feedback, and ultimately fostering long-lasting relationships built on trust and satisfaction.

Table of Contents

1 Share Your Experience
2 Your Opinion Matters
3 Help Us Improve
4 We Value Your Feedback
5 Your Voice Counts

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Leave boring, repetitive copying & pasting in the past. Share text and images wherever you can type--so you can focus on what matters most.

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Share Your Experience Copy Snippet Copied!

Subject: Share Your Experience with Us!

Hello [Customer Name],

We appreciate your recent purchase. Could you please spare a minute to rate your experience? Click here: [Survey Link]

Thanks, [Your Name] [Company Name]

Your Opinion Matters Copy Snippet Copied!

Subject: Your Opinion Matters – Tell Us What You Think!

Hi [Customer Name],

Thank you for choosing [Company Name]. Your satisfaction is our priority, and we’d love to know how we did. Take our quick survey: [Survey Link]

Best Regards, [Your Name] [Company Name]

Help Us Improve Copy Snippet Copied!

Subject: Help Us Improve – Share Your Feedback Today!

Dear [Customer Name],

Thank you for your recent purchase at [Company Name]. Your feedback is crucial for us to grow and improve.

Please take a few minutes to complete our customer satisfaction survey: [Survey Link]. Your insights will help us serve you better in the future.

Thank you for your time and support.

Warm Regards, [Your Name] [Company Name]

We Value Your Feedback Copy Snippet Copied!

Subject: We Value Your Feedback – Complete Our Customer Survey

Greetings [Customer Name],

We hope you’re enjoying your recent purchase from [Company Name]. As a valued customer, your opinion matters to us, and we’d like to learn more about your experience.

Please take a moment to complete our customer feedback survey by following this link: [Survey Link]. Your feedback will help us enhance our products and services to better meet your expectations.

As a token of our appreciation, upon completing the survey, you’ll be entered into a drawing for a chance to win a [Reward/Discount/Gift Card].

Thank you for your continued support.

Sincerely, [Your Name] [Company Name]

Your Voice Counts Copy Snippet Copied!

Subject: Your Voice Counts – Help Us Deliver Exceptional Service

I hope this email finds you well. As a customer service agent at [Company Name], I want to extend our gratitude for your recent business. Our goal is to provide exceptional service and products to customers like you.

To ensure we’re meeting your expectations, we would appreciate it if you could take a few minutes to provide feedback on your experience. By participating in our customer satisfaction survey, you play a crucial role in our ongoing improvement efforts: [Survey Link].

Your responses will be completely anonymous, and your insights will directly contribute to the development of better products and services for our customers.

As a thank you for your valuable time, upon completion of the survey, you’ll be entered into a drawing for a chance to win a [Reward/Discount/Gift Card].

We look forward to hearing your thoughts and implementing positive changes based on your feedback.

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We appreciate your feedback emails.

Discover ten unique email templates for customer service professionals to express gratitude and address concerns. Transform feedback into valuable insights and foster lasting loyalty.

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Sep 15, 2022

How to write a customer feedback email with sample email flow and templates

Check out these 5 feedback email samples and templates and read our guide on how to write customer feedback emails.

Saku Kahkonen

Growth Lead

Table of contents

One of the most valuable things you can do for your customers is show them you care about what they have to say. Customer feedback emails are designed to nurture connections and foster a deeper sense of appreciation with your customers.

You likely already know how important it is to consider your audience’s thoughts and feelings. After all, they’re the ones you make your products for!

But how do you get the information you need without coming off too strong? And how can you get customers to respond to feedback requests, like surveys and questionnaires?

The answer lies in crafting a personalized customer feedback email. In this guide you have everything you need to start.

This is where Flowrite comes in handy, as you can create personalized feedback emails super fast. For example, check out our thank you for feedback template in action:

How to write a customer feedback email

To kick things off, every customer feedback email needs 3 key elements:

An attention-grabbing subject line
An engaging but brief body
A strong call-to-action

Subject line gets your customers to open an email, but the body and CTA will be what makes them take the next steps.

How many companies have hit a roadblock trying to get their customers to do more than simply open their emails? And how many more struggle to even get their messages seen in the first place?

With Flowrite’s AI-powered technology, you can put these tips into practice and craft irresistible copy your customers will love.

Before we dive deeper, let’s go over some customer feedback email etiquette, shall we?

How to ask a customer for feedback by email

There is a right and wrong way (actually, many right and wrong ways) to ask for customer feedback. Here’s what you don’t want to do:

All of these subject lines feel like commands. They give recipients obligations when they should be providing options . To politely and effectively ask for customer feedback, you need to align your request with a benefit that motivates your audience to respond.

Benefits needn’t be over-the-top. It can actually be something as small as saving someone time. What matters is that you demonstrate, right off the bat, that you value your customers’ input, and you want to show your gratitude.

Here are some polite, non-salesy examples for requesting customer feedback:

Why are these effective? In example one, you offer a clear benefit through a small credit. Not only does this encourage a customer to buy again, but it also makes them more likely to open your email. Half the job is already done!

In example two, you provided a clear purpose and demonstrated that you value your customers’ time. They can make a difference in your company without compromising their own schedule to answer lengthy questionnaires.

Now, let’s move onto some of the finer points of customer feedback emails.

Customer feedback email format

1. customer feedback subject line.

Your subject line is the most critical part of your email. Why? Because if people don’t resonate with it, they’ll never bother to read the fantastic copy you’ve tucked inside your email.

Our previous examples covered why some subject lines are ineffective and provided two alternatives.

Whenever you write a subject line for a customer feedback email, ensure that you are clear about your purpose and provide some value. Worlds like “Help” and “Reminder” are less effective than you might think.

Instead, opt for terms like “Invite” or “Share”. These are less demanding of the recipient and immediately give them an option to engage.

People who feel like you value their choices are more likely to engage.

Also, personalization goes a long way. Using the recipient’s first and last names, when appropriate, can make a difference. Consider the contrast between these two subject lines:

Subject line 2 is personal, to-the-point, and focuses more on the consumer’s feedback than your desire for it.

2. Customer feedback email body

The email itself should be under 300 words. You’re there to make a simple request and extend the opportunity to provide feedback, nothing more. Start off with a friendly salutation, then follow up with your proposal.

If you’re offering an incentive, such as a discount, then make sure you include this early on. The goal isn’t to bribe your audience, however. You really want them to share their thoughts because it helps your company improve its service.

So, the email body should accomplish 5 things:

Let the customer know why you’re writing
Express why you want their feedback
Let them know how you’ll apply their feedback (aka how it benefits them)
Tell them how long it will take
Provide a clear CTA they can engage with on their own terms

3. Customer feedback email signature

Closing off your email should be short and sweet. Include a large CTA (preferably a clickable button) that they can interact with if they want to proceed. It should be undeniably clear where they need to go and what they need to do if they decide to share their thoughts.

It’s best to sign off before your CTA, leaving the button as the last thing the customer sees on the page.

Avoid placing any text after the CTA. This can serve as a distraction that discourages participation.

Customer feedback email examples and templates

Now that you know how to write a customer feedback email let’s look at some examples you can use for your own company.

We’ve crafted an example email sequence with 5 emails you can use for inspiration. From first reaching out to following up, this series illustrates how to navigate the entire customer feedback process, or just the step you need to take.

Beyond simply stating a request, we’ve included a thank you email to customer for feedback template and emails to send when you receive positive or negative responses.

5 Customer feedback email samples

1. sample email requesting feedback from customer, 2. reply to customer feedback email sample, 3. thank you email to customer for positive feedback, 4. sample email response to customer for negative feedback, 5. sharing customer feedback with employees email sample, 2 customer feedback email templates.

Now that we’ve looked at a customer feedback email flow, here are two customer feedback email templates you can use for your own brand. We’ve included one requesting feedback via email, and another requesting feedback via survey.

Let us know how these templates work for you! Please adjust the tone, style, and verbiage to suit your business’s tone.

1. Customer feedback request email template

2. customer feedback survey email template, final words.

The best way to request customer feedback through email is to be specific, direct, and polite.

You want to avoid coming off as demanding or placing any obligation on your audience. Instead, open a line of communication that encourages them to share what they feel — the good, the bad, and the ugly.

All of it helps your brand improve and become a better business. Using these free customer feedback email templates can help you easily craft compelling copy people relate to.

And as always, you can take your emails a step further by exploring Flowrite’s AI writing tool, that works like this:

Flowrite is hands-down the fastest email writing experience, that can help you scale your email outreach, while keeping the personal touch.

And the best part is that you can get started for free, so signup today!

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Survey Email Templates and Best Practices for Engagement

A survey email is an email that is addressed to a group of individuals with the intention of acquiring data or feedback about a certain topic or subject. The survey email is a type of email that is referred to as an online questionnaire. Typically, the email contains a link to a survey or questionnaire that must be completed online by the recipient, or that they are required to complete.

There is a template for the survey email, which is thought of as a pre-written format or framework for the creation of a survey email. The standard format for these emails contains a subject line, a greeting, an introduction, a call to action (a link to the survey), and a closing message. The survey's individual objectives and goals are taken into consideration when the template is modified, and some of these factors include the subject matter or product that is being surveyed, the audience that is being targeted, and the intended response rate. A template for a survey email must be simple for the sender to produce and send an email survey that looks professional and is useful in gathering the data or input that is requested from the recipients.

The primary components of an email survey are as follows; a subject line that is understandable and attention-grabbing, the objective and advantages of the survey, a link to the survey, a call to action, a confirmation of the deadline, extensive information, and a closing appreciation. First, the subject line of a survey email must concisely and accurately describe the message's intent. Second, an introduction that details the objectives of the survey and the advantages it offers must be included in the survey email. Third, an email containing a survey needs to include either a link to the survey itself or an embedded copy of the survey itself. Fourth step, a call to action must be included in the survey email in order to motivate participants to finish the survey. The fifth requirement for an effective survey email is a timely and clear reminder of the poll's closing date and time. Additionally, a survey email has to include information on how the data from the survey is utilized and whether or not any incentives are provided. Lastly, an email survey must end with a closure that expresses gratitude to the recipients for their effort and engagement in the survey.

There are a number of hurdles that make it difficult to complete the survey emails. First, the sender needs to compose a subject line that is understandable and captivating. It is crucial to have a clear and captivating subject line, as it is the first thing the receiver sees. The second challenge is locating the appropriate tone. It is important that survey emails be professional and courteous, without being overly formal. Finding the optimal level of encouragement for them to do so is essential in order to motivate users to finish the survey. Third, try to keep the email to a reasonable length. Survey emails need to be concise and go straight to the point in order to avoid overwhelming receivers with an excessive amount of information. The fourth point is to encourage participation. It is challenging to persuade respondents to take the time to finish the survey, particularly if they are busy or not primarily interested in the subject matter of the survey. Developing a call to action is the fifth step. It is necessary to include a call to action to increase the likelihood of recipients actually filling out the survey. It is essential that it be understandable, detailed, and straightforward so that recipients are able to easily proceed. The next step is to effectively manage expectations. It is essential to be forthright about the purpose of the survey as well as the way in which the data collected is utilized, so that respondents are aware of what to anticipate and are free to choose whether or not they wish to participate. Lastly, a void using spam filters at all costs. It is essential to make certain that the email is structured and worded in such a way that it does not trigger spam filters because survey emails have a high likelihood of being flagged as spam.

Emails inviting people to take part in a survey are a common method of recruiting people for scientific studies. The email typically explains why a recipient is being asked to fill out the survey, what they'll get out of it, and how to get started. There is more than one type of email that serves as a survey invitation. These include emails providing a reminder, providing an advance warning, and expressing gratitude. The recipients of the advance notification emails are given a heads up a few days or months from the date before the survey is performed in order to give them the opportunity to arrange time in their schedules to take the survey and to give them a head start. On the other hand, the reminding emails are the ones that are sent out to respondents who have not yet finished the survey. The purpose of these emails is to remind participants to finish the survey before the deadline. Lastly, after survey takers have finished, they receive thank-you emails for their efforts.

The ability of survey invitation emails to raise the response rate as well as the number of people who participate in surveys is the primary factor contributing to the significance of these emails. The person who created the survey is able to reach a larger audience and improve the likelihood of obtaining data that is more accurate and representative by sending out an email that contains material that is understandable, succinct, and captivating. Additionally, the invitation email gives the person responsible for the survey the ability to adjust the time of the survey, which is a factor that affects the response rate.

1. Discount Offering Survey Email Templates

A discount offering survey email template is a pre-written email letter that businesses use to urge clients to engage in a questionnaire in exchange for a discount or another type of incentive. Incentives, survey details, and access instructions are frequently included in such communications. These emails are sent out with the intention of rewarding customers to make a purchase or perform some other desired action, as well as encouraging them to submit feedback and engage in market research.

Below is an example of a subject line, body text. CTA, link example with the specific context for a discount offering survey email template.

Subject Line: Take our survey and get 10% off your next purchase.

"Dear valued customer,

We are interested in hearing from you and would be grateful if you could take a few minutes out of your day to fill out our survey. Your feedback will help us develop better goods and services that are tailored to better satisfy your requirements.

We would like to provide to you a discount of 10% off of your subsequent purchase as a token of our appreciation for your contribution. Simply access the survey by clicking on the link provided below, and then enter the code SURVEY10 when you are checking out to receive the discount.

(Link to the survey)

The questionnaire can be finished in fewer than five minutes, and all information provided will be treated as strictly confidential.

Your participation and assistance are much appreciated. We eagerly anticipate your response to this message.

Best regards,

(Your company name)"

Call to Action (CTA): Simply follow the link provided below to access the survey and get your discount off 10%.

Link: (Link to the survey)

The given example includes a clear and engaging subject line that emphasizes the incentive of the survey, a body text that discusses the objective of the survey as well as the rewards of responding, and a clear call to action that pushes the user to complete the survey. The recipient is able to participate in the poll and get a rebate by following the email's link to the survey page.

2. Catchy Subject Line Survey Email Template

A survey email template with a catchy subject line is a pre-written email message that is used by businesses to request clients participate in a survey. The subject line appears at the top of the inbox, therefore, it must be concise and catchy to capture the reader's interest. The purpose of writing a subject line that is engaging is to encourage the receiver to open the email, go through the content, and ultimately take the survey. A captivating subject line for a survey email template often includes a brief sentence that grabs the reader's attention and defines the aim of the survey in a nutshell. Expressions like "Your opinion matters," "Have your say," and "Make a difference" are used to encourage readers to take immediate action. Emojis help the email stand out among the other messages in the inbox. Make use of personalization tags to give the impression that the email was written specifically for the recipient. Make use of data in the form of numbers and statistics to illustrate why the survey is valuable.

Below is an example of a subject line, body text. CTA, link example with the specific context for a catchy subject line survey email template.

"Share your feedback on our brand new items for a chance to win $50!"
"We value your feedback; share your thoughts on our survey for a chance to win a $100 gift card!"
"It's about time! Take advantage of this limited-time offer: If you fill out our survey, you'll earn 20% off your next purchase!"

These templates are helpful for businesses since they save time and effort by providing a fully prepared email structure that changed according to the requirements. As a result, these templates are valuable for businesses. The attention-grabbing subject line has the potential to assist in increasing the open rate as well as the number of participants in the survey.

3. Short Survey Email Template

A short survey email template is a pre-written email that is sent out to a certain group of people with the purpose of eliciting comments or information from those individuals. A template for a short survey sent by email must make it simple for the sender to acquire information from a significant number of respondents in a timely and effective manner. A concise introduction, a list of survey questions, and directions on how to fill out and submit the survey are often included in the template. The sender of a brief survey wants to be able to make educated judgments based on the responses they receive; hence, the objective of the survey is to collect information on a certain subject in a limited amount of time and with the least amount of work possible.

Below is an example of a subject line, body text. CTA, link example, with the specific context for a short survey email template.

Hello [Recipient's Name],

We want to make sure this email finds you in good health. We are reaching out to you in an effort to collect some valuable feedback regarding our services. Your feedback will assist us in determining how we can improve our ability to meet your needs in the future. Your participation in the survey won't take more than a few minutes, and all of your responses will be kept strictly confidential.

In order to access the survey, please click on the following link:

[Insert survey link]

We are grateful to have you participate in this survey.

Thank you so much.

[Your Name]

CTA: Complete the Survey

Link: [Insert survey link]

It is important to be clear and descriptive in the subject line, body text, and CTA. The reason for that is in order to avoid overwhelming the recipient with either an excessive amount of information or an excessive number of calls to action when using the brief survey email template, which is used in the context of collecting feedback on the services provided by an organization. The recipient must have an easier time gaining access to the survey and completing it as a result of the inclusion of the link to the survey in both the body text and the call to action.

4. Gift Card Survey Email Template

An email template called a "gift card survey email template" is a pre-written message that is sent to clients in return for a gift card in order to collect their opinions or other information. A Gift Card Survey Email Template's main objective is to act as an incentive for clients to provide feedback or finish a survey by offering them a prize in exchange for their participation. The gift card survey email template is a kind of survey frequently utilized by companies in order to collect feedback on products or services, to gain a better understanding of client preferences and behavior, or to gauge the level of customer pleasure. A brief introduction, a list of survey questions, directions on how to fill and return the survey, and information about the gift card incentive are often included in the gift card survey email template. ThisThe gift card survey email template is a kind of survey that is advantageous for businesses because it gives an incentive for customers to reply and give useful input, which then be used to improve the products or services that the business offers.

Below is an example of a subject line, body text. CTA, link example with the specific context for a gift card survey email template.

Subject Line: Give us feedback on how we might enhance your gift card experience.

Dear valued customer,

We are committed to ensuring that our gift card program not only meets your requirements but also goes above and beyond what you anticipate. That is why we are writing to you in order to solicit your comments and suggestions. By participating in this little survey, you will be assisting us in gaining insight into how we might enhance the gift card selections that we provide.

Your participation in the survey won't take more than a few minutes of your time, and as a thank-you for your assistance, you'll be placed in a drawing for a chance to win a gift card worth fifty dollars.

CTA: Take the survey now

Link (www.ownwebsite.com/gift-card-survey

We are grateful to you for your assistance and for selecting our company to fulfill your requirements for gift cards.

Company Name

The offered example demonstrates how a gift card survey email template ought to be organized, and it does so in a way that is easy to grasp. It contains a concise subject line, body content that explains the goal of the survey and how it helps enhance the experience of using a gift card, a call-to-action (CTA) that motivates recipients to take the survey, and a link to the survey itself. Additionally, as a form of expression of gratitude toward the customer, they are entered into a drawing for the chance to win a gift card worth fifty dollars.

5. Giveaway Survey Email Template

A giveaway survey email template is an email that is sent to consumers with the intention of getting input about a company's product or service while offering the client the opportunity to win a prize. The email contains a link to a poll that recipients are able to click on to submit their input, and once they have finished the survey, they are redirected into a raffle for a prize that is being given away. The email must have an understandable subject line, a body text that describes the survey and the giveaway, a call-to-action (CTA) that encourages readers to participate in the survey, and a link to the survey itself. The reward that a recipient is able to win in the giveaway is anything from a product or service to a gift card or cash prize.

Below is an example of a subject line, body text. CTA, link example with the specific context for a giveaway survey email template.

Subject Line: Share your thoughts with us for a chance to win free service for an entire year!

We are always working to improve the quality of our services, and we need your assistance in doing so! It will only take just a few minutes to fill out our survey, and in exchange for your time, you will not only be invited into a raffle for a chance to win service for free for an entire year, but you will also be enabling us to determine how we can better serve you.

We appreciate your participation and the time you take to read this, and as a token of our gratitude, we will provide you with one year of complimentary service.

CTA: Take the survey and enter to win

Link: www.ourwebsite.com/giveaway-survey

Thank you for being a loyal customer and for taking the time to share your thoughts.

The sample demonstrates an intuitive grasp of the essential components of a survey email format for giving away prizes. The email has all the components necessary to encourage participants to take the survey and enter to win, including a clear subject line that emphasizes the reward for completing the survey, body text explaining the intent of the study and how it significantly improves the services and products, a call to action (CTA), and a link to the survey itself. The fact that the customer is being entered into a raffle for a prize like a year of free service serves as a gesture of thanks.

6. Research Survey Email Template

An email drafted using a research survey template is sent out to a targeted population in order to collect relevant information and statistics. The email contains a link to a survey, which the recipient can use to share their thoughts on a given topic. Research survey email templates are used to collect information that is used for making decisions, confirming hypotheses, or gaining a deeper understanding of a topic or market. The email must include a descriptive subject line, body content explaining the survey's objective and context, a call to action (CTA) that motivates respondents to complete the survey, and a link to the poll itself.

Below is an example of a subject line, body text. CTA, link example with the specific context for a research survey email template.

Subject Line: Please enlighten us on the state of the organic product industry.

We are undertaking research to have a deeper understanding of the market for organic products, and we would very much appreciate it if you could assist us. You can help us improve our products and services to better meet the needs of consumers like yourself by taking a few minutes to fill out our survey. The information you provide will be very helpful.

The survey is totally confidential, and your participation will only take a few moments of your time.

Link: www.ourwebsite.com/organic-product-survey

Your contribution and thoughtful comments are greatly appreciated.

Company name

The use of the example demonstrates a good comprehension of the required structural components of an email template for a research survey. It consists of a distinct subject line that provides a general idea about the topic of interest, a body text that clarifies the goal of the poll and how it means helping gather data and focus on improving the offerings, a call-to-action (CTA) that inspires recipients to participate in the survey, and a link to the survey itself. Additionally , it informs the receiver that they their identity are not going to be identified during the survey and that their participation only take a few minutes of their time.

7. Customer Feedback Survey Email Template

A customer feedback survey email template is an email that is sent to individuals with the intention of getting information about a company's product or service. The purpose of the survey is to gather input from customers. Customers have the opportunity to submit feedback and assess how satisfied they are with the overall experience by clicking on a link to a survey that is included in the email. The objective of a customer feedback survey email template is to collect useful insights and to gain a better understanding of the degree to which a company's product or service is satisfying the requirements and requirements of the target audience. A corporation is able to identify areas in which there is room for improvement and make adjustments as a result of the feedback it receives from its customers. The email must have a distinct subject line, body content that explains the objective of the survey and how it contributes to the improvement of the product or service, a call-to-action (CTA) that motivates recipients to participate in the survey, and a link to the questionnaire itself.

Here is an example of a subject line, body text, CTA, link example with the sepcific context for a customer feedback survey email template.

Subject Line: We appreciate hearing from you!

We appreciate your business and would like to hear your thoughts on our products and services. By taking a few minutes to complete our survey, you will be helping us understand how we can better serve you.

Your input is important to us and we want to ensure that we are meeting your needs and exceeding your expectations.

CTA: Give us your feedback

Link: www.ourwebsite.com/customer-feedback-survey

We are grateful that you have chosen us and that you have taken the time to provide such insightful comments.

The offered example demonstrates how a customer feedback survey email template ought to be organized, and it does so in a way that is easy to grasp. The email has all the components necessary to urge recipients to take the survey, including a clear subject line that emphasizes the importance of the customer's opinion, body text that explains the objective of the survey and how it improves the product or service, a call to action (CTA) that pushes recipients to complete the survey, and a reference to the survey itself. Additionally, it demonstrates that the organization places a high importance on the input of customers and wants to check that they are both satisfying customers' demands and going above and beyond their expectations.

8. Embedded Question Survey Email Template

An embedded question survey email template incorporates the survey question (or questions) inside the main body of the email itself rather than sending readers to a different page to fill out a survey. An embedded question survey email template's primary objective is to collect quick and easy feedback from recipients on a particular issue or question without requiring them to click on a separate link in order to do so. It is helpful for obtaining input on a specific issue in a short amount of time, such as determining the level of interest in a new product or service or determining the level of consumer satisfaction in general. The email requires a clear subject line, a body text which clarifies the survey's main purpose and contains the questionnaire survey with clear optins to select from, a call-to-action (CTA) that motivates participants to provide their constructive criticism, and a link to a page that provides more specific information or to follow-up on the questionnaire.

Here is an example of a subject line, body text, CTA, link example with the specific context for a embedded question survey email template.

Subject Line: What do you think about your most recent interaction with our company?

We sincerely hope that you are having a good experience using our products and services. We would be very interested in hearing your feedback regarding your most recent interaction with us. Were you happy with the product that you purchased?

() extremely satisfied () Satisfied () Neutral () Unsatisfied () Extremely Unsatisfied

Please click on this page if you would like to provide a thorough response: www.ourwebiste.com/feedback

The example demonstrates a good comprehension of the proper structural format for an embedded question survey email template by demonstrating such format. It contains a distinct subject line that emphasizes the goal of the survey, body text which illustrates the objective of the questionnaire and encompasses the survey pointed question in the body of the email with clear selections to choose from, a call-to-action (CTA) that entices recipients to provide their feedback, and a link to a site that provides additional specific information or to follow-up on the research study. The embedded question survey email template is helpful for obtaining feedback on a single issue in a short amount of time and is less time-consuming for recipients than a standard survey with several questions.

9. New Product Launch Survey Email Template

A new product launch survey email template is a pre-written email message that businesses use to collect feedback from consumers and potential customers about a product that was just recently introduced to the market. Insights regarding customer views, preferences, and reactions with the new product are gathered through the survey for the goal of improving the product, developing marketing strategies, and identifying new prospects.

Here is an example of a subject line, body text, CTA, link example with the specific context for a new product launch survey email template.

Subject Line: “Participating in this survey will help us enhance our new (name of product).”

“Dear valued customer,

We are thrilled to let you know about the debut of our brand-new (product name), and we would like to take this opportunity to express our gratitude for being such a valuable customer. We are dedicated to giving you the very best products and services, and we would value your opinion very highly regarding the new things that we have developed (product name).

By participating in our survey, you will have the chance to provide us with the candid feedback that you have regarding our newest offering. We will use the information you provide to refine our product so that it meets the needs of you and all of our other customers even more effectively.

The questionnaire may be finished in a short amount of time and does not need much effort. To show our gratitude, we will enter you into a drawing for the chance to win a prize (prize).

Thank you for your time and support.

CTA: “Take the survey now”

Link Example: “https:/survey.example.com/new-product-launch”

The template of an email to be used for conducting a survey regarding the introduction of a new product must make clear both the nature of the survey and its goals. However, it is essential to keep in mind that the precise specifics, such as the organization that is being surveyed and the product that is being surveyed, differs significantly. Some examples of these differences include the product name, the questionnaire link, and the prize. Additionally, it is essential to take into account the receivers of the email and adapt the content, both linguistically and emotionally, accordingly. It is usually a good idea to test it and collect feedback prior to delivering the template to a big number of individuals.

10. Comparison of Service Survey Email Template

A comparison survey email template is an email that contains a questionnaire that, rather than asking readers to rate their overall level of satisfaction with the company, asks them to evaluate and contrast various items or services. The goal of a comparison survey email template is to elicit constructive information about how a corporation's product or services measure up to those of its competitors, or to elicit feedback on various iterations of the same product. Alternatively, a comparison survey email template is used to elicit a variety of types of the same product. The email must have a distinct subject line, a body text that outlines the objective of the surveys and specifies the products or services being reviewed, a call-to-action (CTA) that urges recipients to take the survey, and a reference to the survey itself as well as the link to the survey.

Here is an example of a subject line, body text, CTA, link example with the specific context for a comparison survey email template.

Subject Line: Contribute to the enhancement of our products.

We are always working to improve our products and services, and your feedback is very important to us in this process. We would like to ask for your assistance in comparing the quality of our goods to that of those offered by our rival companies.

We would appreciate it if you could respond to our poll by clicking on the link provided below. Both of our products, A and B, are going to be evaluated side by side.

Link: www.ourwebsite.com/comparison-survey

Thank you for you time and valuable feedback.

The illustration demonstrates that the survey contrasts product A with product B from the same category and asks clients for opinion on which product they prefer more. The intention of the survey is to find out which of the two options the client prefers and what they believe to be the most significant distinction between the two options.

11. Trial Satisfaction Survey Email Template

A trial satisfaction survey email template is a pre-written email message that businesses use to collect data from consumers who have previously accomplished a trial of an item or service. These customers have often been given the opportunity to test out the product or service for free first. Insights about customer views, interests, and encounters with the trial are gathered through the survey for the goal of improving the product, developing marketing strategies, and identifying new prospects. The purpose of the survey is to determine whether or not the customer's expectations were satisfied by the trial and whether or not they are likely to remain using the products after the trial period has ended.

Here is an example of a subject line, body text, CTA, link example with the specific context for a trial satisfaction survey email template.

Subject Line: “Participate in our survey and tell us about your impression with our (name of the product or service) trial.”

We appreciate you taking the time to test out our (name of the product or service) trial. We are grateful for your interest as well as your support. We are interested in learning more about your experience as well as the ways in which you think we might enhance our (product or service name). Your comments and suggestions are very valuable to us.

You will have the opportunity to provide us with your sincere comments on our (product or service name) if you choose to participate in our survey. Your input will assist us in improving our (name of the product or service) so that it is even more beneficial to you and our other customers.

The questionnaire may be finished in a short amount of time and does not require much effort. To show our gratitude, we will enter you into a drawing for the chance to win a prize (prize).

We appreciate your help and time.

Link Example: “https://survey.example.com/trial-satisfaction”

The objective of these kinds of emails, as well as the information that they contain, are made crystal clear by the example of an email template for a trial satisfaction survey that has been provided. It contains the essential components such as the subject line, the body text, the call to action, and an example link. The goal of the survey is to collect information from customers regarding their experiences throughout the trial time as well as how well the trial lived up to the customers' expectations. It is essential to keep in mind that the particulars, such as the name of the product or services being evaluated, the website to the survey, and the prize, changes depending on the business and the product or service being surveyed. Additionally, it is essential to take into account the receivers of the email and adapt the content, both linguistically and emotionally, accordingly. Test and gather comments on the template before distributing it to a wide group.

12. Survey Email for Card Abandonment

An email known as a questionnaire email for card abandonment is an email that is sent to clients of an e-commerce business who have begun the checkout process but have not finished making their purchase. The objective of the survey email is to attempt to recoup the sale by gathering details from the consumer about why they did not complete their purchase and sending it to them through email.

Here is an example of a subject line, body text, CTA, link example with the specific context for a survey email for card abandonment template.

Example Subject Line: “We notice that you didn't finish shopping with us.

Example body text:

“Hi (customer name),

It has come to our attention that you have abandoned some of the items in your shopping cart on our website. It appears that you abandoned your shopping cart before completing your purchase. If you have a moment, we'd be grateful if you could answer a few questions to help us figure out what went wrong and how to make things better in the future.

Example CTA: “Take the survey now”

Example link: “https://www.example.com/survey”

The survey email example supplied for abandoned cards provides a high-level overview of the information that is included in such an email. The specifics of the survey email, such as the subject line, body text, CTA, and link, vary from the example given, based on the purpose and context of the survey. The tone and structure of the survey email must reflect the brand and its objectives. Additionally, the survey email must be tested and optimized to guarantee it is successful in its intended purposes.

13. Survey Email with Results

A survey email with results template is sent to clients or stakeholders once a survey has been completed. It is an email that contains the results of the survey. The goal of the survey email with results template is to disseminate the findings of the survey as well as any further steps that have been made as a direct result of the responses received to the survey.

Here is an example of a subject line, body text, CTA, link example with the specific context for a survey email with result template.

Example Subject Line: “Thank you for providing your feedback! Our Survey Finds”

“Dear (customer/stakeholder),

We are grateful to you for taking part in our survey and taking the time to do so. After conducting the analysis, we would like to present the findings to you and discuss the steps that will be taken as a direct response to the comments and suggestions made by you.

(Here are the results of the survey and the plan of action)

We value your feedback and are committed to incorporating it into our plans to enhance the quality of the product or service we provide. In the event that you have any more feedback or questions, please do not hesitate to get in touch with us.

Example CTA: “View the survey results”

Example link: “https://www.example.com/surveyresults”

A broad understanding of the format as well as the function of such an email was supplied by the example that was provided for the template of a survey email with the results. It demonstrates an example of an opening sentence, body content, and a call to action (CTA) with a link that the recipients are able to click on to read the survey. Keep in mind that the sender of the email is required to modify it so that it is relevant to the particular survey and audience.

14. Complaint Survey Email Template

A complaint survey email template is a pre-written email that is used to gather feedback from consumers regarding their uncomfortable events with a business or organization. The feedback is used to improve the customer's future interactions with the company or organization. The email is being sent with the intention of obtaining information regarding what went wrong and gaining a better understanding of how the company is able to improve its products or services.

Here is an example of a subject line, body text, CTA, link example with the specific context for a complaint survey email template.

Example of Subject Line: “We sincerely apologize for the trouble this may have caused. Tell us about your experience”

Example of Body Text:

We are sincerely sorry to learn that your interaction with our organization resulted in a negative outcome. Your input is valuable to us, and we are interested in learning more about your experience. We are looking to improve the quality of our goods and services, therefore we have designed a survey to collect information about your ideas and feelings. Your feedback is valuable to us, and we will utilize it to make adjustments that will result in improved satisfaction for our clients.

Please click on the link provided below to participate in the survey.

We are grateful that you have taken the time to contribute to our continued growth.

Example of CTA: “Click here to take the survey”

Example of link: “http://your-survey-link”

The particular circumstances surrounding the survey are determined by the institution or business that is responsible for its administration. Either a consumer feedback survey is being conducted following an issue with a service or product, or a complaint survey is being conducted for a certain department inside an organization, and so on. It is crucial to bear in mind that an email complaint survey needs to be written in a way that is sympathetic to the poor experience that the client has had, and that it needs to indicate that the firm is addressing their concerns seriously and is devoted to finding a solution to the problem.

15. Event Satisfaction Survey Email Template

An event satisfaction survey email template is a pre-written email that is used to collect opinions from participants about their observations at an event. The comments are utilized to improve future events. The email is being sent with the intention of collecting information regarding what went well and what aspects of next events could use some improvement, as well as gauging general levels of satisfaction.

Here is an example of a subject line, body text, CTA, link example with the specific context for an event satisfaction survey email template.

Example of subject line: “We are appreciative of your presence at our event. Share your thoughts with us, please.”

Example of body text:

“Dear (Attendee),

We sincerely hope that you had a good time at our event and that you found it to be informative. Your comments and suggestions are very valuable to us as we work to enhance our events and make them even more enjoyable in the years to come. If you could spare a few minutes to answer the questions in our survey, we would greatly appreciate it. Your input will assist us in understanding what aspects of our performance were successful as well as areas in which we may make changes.

To access the survey, please click on the link that is provided below.

Once again, I appreciate your contribution to the discussion. We would be delighted to have you join us at the upcoming event.

best regards,

Example of link: “https://your-survey-link”

The particular circumstances surrounding the event survey are determined by the organization or business that is responsible for carrying it out. It is either a concert, a trade fair, or a conference, among other possible events. It is essential to keep in mind that the survey needs to be distributed soon after the event, so that attendees are able to provide feedback on their experience while it is still fresh in their minds. It is essential that it be crafted to be as easy and uncomplicated to use as is humanly possible.

16. Meeting Arrangement Survey Email Template

An email template for a meeting arrangement survey is a pre-written email that is used to acquire data from registrants regarding their interests for a meeting, such as the schedule, timing, and the location of the meeting. The gathering of such information and planning the meeting's schedule in accordance with it must be made as simple as possible thanks to the provision of such a template.

Here is an example of a subject line, body text, CTA, link example with the specific context for a meeting arrangement survey email template.

Example subject line: “Please take our survey to assist us in setting up our next gathering.”

Dear (Name),

We are in the process of planning the next meeting for our team and would value your participation and opinion very much. In order to better understand your preferences for the meeting's date, time, and place, we have devised a brief questionnaire.

Kindly take the time to respond to the questionnaire by clicking on the link provided below. Your feedback will assist us in arranging a meeting time that is convenient for everyone.

(Survey link)

We appreciate your time and ideas!

Example link: https://survey.example.com/meeting-arrangement-survey

The sample that was presented serves as a broad idea of what the template for the meeting setup survey looked like. It has a subject line, body text, a call to action (CTA), and a link. The purpose of such a document is to provide an example of the kind of information that must be contained in an email of such a nature as well as an outline of how the email must be structured. However, the particulars, such as the link to the survey and the questions that are asked, change depending on the requirements of the meeting planner and the event that is being organized.

What are the Most Important Elements of Survey Emails?

Listed below are the most important elements of survey emails/

A subject line that is both understandable and captivating : It's the first thing the recipient sees, so it ought to grab their attention and be useful to them.
An introduction that clearly explains the objective of the survey as well as how the recipient's responses is being used: The goal of the poll needs to be made apparent in the introduction of the email.
A direct call-to-action (CTA): The email must contain a distinct and straightforward call-to-action, such as a button or link, in order to urge recipients to participate in the survey.
Include either a link to the survey or an embedded form in the email: The email must contain either a link to the survey or an embedded form.
Time limit: There must be a deadline for responding to the survey, it must be made explicitly apparent in the initial email.
"Thank you" note: Sending a personalized thank-you message to each respondent who takes the time to fill out the survey is a great way to express gratitude and make them feel like their opinions matter.
Compliance with the General Data Protection Regulation (GDPR) and other rules: Check to see that both the survey and the email adhere to all of the pertinent laws and regulations, particularly those pertaining to the protection of personal data.

How to Write Best Survey Email Subject Lines?

Listed below are the step-by-step guide on how to write best survey email subject lines .

Maintain simplicity and get right to the point. The maximum allowed length for the subject line is fifty characters.
Use terms that imply action. Increases the likelihood that the email is opened when it contains words such as "help," "participate," and "better."
Be specific. It is to the receivers' benefit to be informed about the nature of the survey.
A sense of urgency must be created. Make it clear to the recipient that their participation is highly valued and that there is only a short window of opportunity for them to complete the survey.
Test alternative subject lines. Experiment with a variety of versions to determine which one yields the highest response rate.
Make sure to include the recipient's name in the subject line, and format it so that it looks like a discussion.
Avoid utilizing phrases that are considered spam triggers, such as "free," "win," or "removal," as doing so results in the email being flagged as spam.

What are the Examples of Survey Email Subject Lines?

Listed below are some examples of survey email subject lines.

"Please participate in our survey to help us enhance the quality of our service to you. It is a useful illustration in the context of enhancing the quality of service provided to customers.
"We value your comments; please fill out this customer satisfaction survey." It is excellent to follow the given example in the perspective of getting feedback from guests and consumers about the product.
"Your feedback is important to us; please participate in our employee satisfaction survey." It is a good example to use in the context of gathering some feedback from employees in order to enhance the way the firm treats their staff.
"Participate in our poll to make a difference in the community." It serves as a fantastic example of soliciting input from the community in order to get information on how certain aspects might be enhanced.
"Completing this survey will only take you five minutes of your time, but the results will have a significant influence." It's an excellent model for the ideal subject line because it motivates the reader to take action.

How to Write Best Body Text for Survey Emails?

Listed below are the step-by-step guide on how to write the best body text for survey emails.

Use straightforward language and steer clear of jargon to demonstrate clarity and concision. Directly address the question at hand and provide an explanation of the reason for conducting the survey in the very first sentence.
Give recipients some background information, including why their responses are important and how the results of the survey are used.
Put a personal spin on it. Always refer to the receiver as "you" and "your" throughout an email by using their first name.
Be honest. Make clear the amount of time commitment that is required to finish the survey, as well as the length of time it takes to finish the survey.
Demonstrate gratitude by extending personal thanks to the recipients for their participation in the survey as well as their time. Consider providing respondents with an incentive in exchange for their participation in the survey, such as a coupon code for a discount or the opportunity to win a prize.
Include a 'call to action. Put a button or link to the survey in a visible place at the conclusion of the email to encourage them to participate.
Be mobile-friendly. Ensure that the email containing the survey is suited for mobile devices, as a significant number of recipients are likely to read the survey and complete it on their smartphones.
Provide a deadline. Make sure to provide a cut-off time for the survey in the invitation, so that recipients are aware they must respond as soon as possible.
Create a visually beautiful presentation by breaking up the text using photos, colors, and titles. It makes the presentation more visually appealing.
Test the email. It is a good idea to run a test with a select few recipients to make sure everything is working properly and that the message is easily understood before sending an email out to everyone on your list.

What are the Examples of Survey Email Body Text Messages?

Listed below are some examples of survey email body text messages.

First Example:

"Hello [Name],

Your opinion is valuable to us, and we would be grateful if you could spend a few minutes answering some questions about your overall happiness as a customer. Thanks to your feedback, we will be able to enhance the quality of our offerings and deliver an even more satisfying overall experience in the future.

Simply clicking the link below will take you to the questionnaire, which should only take around five minutes of your time to do.

We appreciate your help and time. [Here's a link to the poll]

With warmest regards,

[Your name]"

Second Example:

"Dear [Name],

We are always looking for ways to enhance our goods and would appreciate it if you shared your feedback with us. By providing your responses to our product feedback survey, you will be assisting us in gaining a better understanding of how to serve both you and our other customers more effectively.

The questionnaire may be finished within ten minutes, is very uncomplicated, and requires no special skills or knowledge. Everyone who participates in the survey and answers all of the questions will be placed into a drawing for a chance to win a gift card worth fifty dollars.

Please follow the link provided below in order to participate in the survey.

[Here's a link to the poll]

Thank you in advance for your helpful feedback!

Third Example:

"Hi [Name],

An employee satisfaction survey is now being carried out by our company in order to gather insight into how our working environment and culture can be improved. Your participation in this survey is really valuable, and it will assist us in developing a better working environment for all of our employees.

The survey may be completed in no more than 15 minutes, and your responses will be kept confidential. Your feedback will be handled in strict confidence and will be put to use solely for organizational needs.

We are grateful to you for contributing to the improvement of our organization as a place of employment.

Keep in mind that the body of your email must be personable, straightforward, and succinct; it must set the stage, express gratitude for the time, and direct readers to the survey link or button.

How to Design the Best CTA for Survey Invitation Emails?

Listed below is a step-by-step guide on how to design the best CTA for survey invitation emails.

Use language that urges the receiver to take action, such as "Take the survey immediately" or "Start the survey." Using language that encourages the recipient to take action increases the likelihood that they will.
Make it prominent. The call to action (CTA) should have a prominent placement in the email, preferably in the top half of the email, and should be the most visible feature in the email.
Use colors that contrast with one another. Use colors that are different from the baseline of the email, such as a colorful button or link to draw greater attention to the call to action (CTA).
Make it obvious what the recipient will be doing when they click the CTA. For example, the sender says something like "Start the survey" or "Take the survey now." It ensures that there is no confusion.
Make it large. The call to action must be made sufficiently large so that it may be easily noticed and clicked on, especially on devices with smaller screens, such as mobile devices.
Employ a directional arrow. Employ a directional arrow or other visual signals to focus the attention of the receiver to the CTA.
Utilize hover effects. Utilize hover effects to make the CTA stand out even more when the recipient hovers over it. This can be accomplished by using hover effects.
Test the email. Try out a few alternative versions of the call to action (CTA) to see which one receives the most clicks, and then make any necessary revisions.
Repeat the Call to Action. Repeat the call to action so that the recipient has a second opportunity to participate in the survey in case they missed it the first time tt the very end of the email.
Monitor the email. Track the number of clicks that are made on the CTA as well as the conversion rate in order to monitor the performance of the CTA and make any necessary adjustments.

It is essential to keep in mind that the call to action (CTA) must be recognizable, action-oriented, and concise. Senders must make use of contrasting colors and a large size. Additionally, the CTA must be repeated at the end of the email, and the conversion rate and number of clicks must be tracked

What are the Examples for CTA in Survey Emails?

Listed below are the examples for CTA in survey emails.

"Please respond to this questionnaire right away."
“It's time to get this survey rolling!”
"Please provide your comments and share what's on your mind."
"Fill out the survey"
"Participate in the survey"
"Make sure that your opinion is heard."
"If you really want to make a difference, fill out this survey."
"Have your say; we're interested in what you have to say."

It is essential to keep in mind that the call to action (CTA) must be conspicuous, action-oriented, and precise. Additionally, it must make use of vibrant colors, a bigger size, and a recurrence of the CTA at the conclusion of the email, along with a monitoring of clicks and conversion rate. These examples include a variety of sentences that are both captivating and oriented toward action, with the goal of encouraging the receiver to participate in the survey.

How to Leverage Hypertexts in Survey Invitation Emails?

Listed below are the step-by-step guide on how to leverage hypertexts in survey invitation emails.

Utilize text that is understandable and explanatory for the hypertext, such as "Take the survey." By doing so, the recipient is able to understand exactly what action follows on clicking the hypertext link.
Make use of a color that contrasts with the background. Make use of a color that contrasts with the background of the email by using a bright button or link, for example. It helps the hypertext to pop out from the background of the email.
Put it in a prominent location. The hypertext must be placed in a prominent location in the email; ideally, it must be at the upper half of the email, and it must be the most visible aspect of the email.
Utilize hover effects. Make the hypertext pop out even further when the receiver hovers over it by utilizing hover effects.
Employ a directional arrow or other visual aids. Employ a directional arrow or other visual aids to draw the attention of the receiver to the hypertext.
Employ a Design That Is Consistent. Employ a design that is consistent for the hypertext across the entire email so that it is simple to recognize.
Conduct an experiment. Conduct an experiment using various variants of the hypertext to determine which one receives the most clicks, and then make improvements as required.
Replicate the hypertext: Repeat the hypertext so that the recipient has a second opportunity to participate in the survey if they were unable to do so the first time at the end of the email.
Monitor the hypertext. Track the number of clicks that are made on the hypertext as well as the conversion rate in order to monitor the effectiveness of the hypertext and make any necessary adjustments.
Make it mobile-friendly. Considering that many receivers are likely to view and complete the questionnaire on their cellphones, the sender must make sure that the hypertext of your poll is designed for mobile devices.

It is essential to keep in mind that the hypertext must be understandable, noticeable, and constant. It must be accomplished by utilizing contrasting colors, optical illusion, and visual signals, as well as by repeating the hypertext at the conclusion of the email and monitoring the number of clicks as well as the conversion rate.

What are the Example Anchor Texts and Surveys in Survey Emails?

Anchor text is the term used to describe the text that can be clicked on within a hyperlink. This text, when clicked, takes the user to a different website or destination on the internet. The phrase that the receiver of the survey email clicks on to access the survey is an example of anchor text in the scope of the survey email.

Listed below are the example anchor text and surveys in survey emails.

"Please fill out this questionnaire now"
"Please finish the survey."
"Get the survey going"
"Please provide your comments"
"Take part in the survey" "Give us your feedback"
"Be Heard, Fill Out This Survey"
"It's your turn to speak; share your thoughts with us."

Note that the anchor text must be distinct, action-oriented, and constant through the use of different colors, optical illusion, and visual signals, as well as by the repeating of the hypertext at the end of the email and the monitoring of clicks and target audience.

Listed below are the various types of surveys.

Surveys on the contentment of the clientele
Feedback on the product being surveyed
Surveys to gauge the contentment of workers
Surveys for purposes of market research
Surveys of the demographic makeup
surveys based on the Net Promoter Score (NPS).
Surveys of consumers' awareness of brands
User experience research on websites
Opinion research

The sort of survey used is determined by the objectives of the research as well as the information sought from the intended respondents.

How to Write Best Engaging Survey Email Invitations?

Listed below are the step-by-step guide on how to write best engaging email invitations.

Use a customized subject line. Adding the recipient's name or some other piece of information that piques their interest makes the email more likely to be opened.
Make the recipient feel as though they are receiving a personal message rather than a generic form letter by adopting a warm, conversational tone and writing the email as though it were a personal communication.
Give some background information. Give the receiver of the email some background information about the survey, such as why the questionnaire is being done and how the user's responses are used.
Be clear and succinct in the language, and utilize words that are easy to grasp and plain.
Make use of imagery and visuals Make use of images and graphics in order to make the email more visually appealing and to break up large blocks of text.
Make use of a direct call to action. Make sure to include a call-to-action (CTA) in the email that makes it crystal obvious to the receiver. For example, include something like "Take the survey now" or "Complete the survey."
Make it simple for people to take part. Give the recipient an easy way to access the survey and make sure they complete it by including a link to it in the email.
Set a time limit. Make use of a deadline to instill a sense of imminence in the recipient and motivate them to finish the survey as soon as they possible after receiving it.
Say thank you: Include a note saying "thank you" at the conclusion of the email to convey the appreciation for the recipient's assistance.
Test and Optimize. Senders must first test the email invites for the survey using a variety of subject lines, visuals, and wording, and then optimize the findings in order to enhance your open and completion rates.

It is essential to keep in mind that the email invites to participate in the survey should be individualized, clear, short, easy to comprehend, and include a thank you letter, a deadline, and a clear call to action. Additionally, it must be visually appealing and simple to participate, and the email ought to be tested and adjusted so that it produces better outcomes.

What are the Best Practices for Survey Email Writing?

Listed below are the best practices for survey email writing.

Don't drag out the survey email; instead, get right to the point: The shorter the email, the higher the likelihood that the recipient will read it and respond appropriately.
It is important to be clear about the purpose : Provide an open and honest explanation of the aim of the survey as well as the intended use of the responses.
Employ a branding strategy that is constant: Employ a branding strategy and formatting that is consistent throughout the email in order to make it appear professional and trustworthy.
Make use of a call-to-action that is unmistakable and focused on taking action : Employ a call-to-action that is direct and action-oriented, such as "Take the survey now" or "Complete the survey.”
Provide a deadline: Give the receiver a specific date by which the survey needs to be completed to instill a feeling of urgency in them and motivate them to do so as soon as they can.
Make use of a customized subject line : Make use of a personalized subject line that includes the name of the receiver or any other pertinent information to enhance the likelihood that the email will be opened.
Concise language: Make sure to use language that is straightforward and easy to understand, as well as language that is simple to read and skim quickly.
Test and improve : Run multiple iterations of the survey email to determine which one works the best, and then utilize the data gleaned from those tests to improve the performance of any subsequent emails.
Make it available to everyone : Make sure that everyone who receives the email and the survey will be able to access it, including those who have disabilities.
Follow-up : Contact those who did not answer the survey in order to remind them of the poll and encourage them to take part after a week or two has passed.

It is essential to keep in mind that the survey emails must be brief, clear, and consistent. They must have a precise and action-oriented CTA, a deadline, a tailored subject line, clear and succinct wording, and they must be tested, polished, visible, and followed up on.

Is it Possible to Offer the Survey inside of Email?

Yes, it is possible to conduct a survey by email; however, the feasibility of doing so is contingent on the nature of the survey as well as the email client that is being utilized. Including a survey in an email is challenging due to restrictions placed on the sorts of material that is included by email programs like Gmail and Outlook.

Using an online survey platform, such as Google Forms or SurveyMonkey, to generate a survey and then including a link to that survey within an email is one method for incorporating a survey into an electronic communication such as an email. It gives recipients the opportunity to complete the survey on the website of the survey instrument by clicking on the link provided.

Alternatively, senders are able to design a straightforward survey form within the email by utilizing HTML and CSS. Then, make use of a script to analyze the data and send it to a database when it has been collected. It is possible to complete and send the survey immediately within the email; but, doing so requires a higher level of technological expertise, and certain email programs do not completely support the feature.

It is essential to remember that sending an email that contains a poll or survey may increase the likelihood that the recipient's email client or server may label the message as spam. It is because many email clients and servers have filters that block scripts and forms.

Is it useful to Send Reminder Emails for Surveys?

Yes, sending out reminders for surveys is an excellent way to increase the number of people who respond to them. Emails with reminder links are sent to respondents who have not yet finished the survey. The purpose of these emails is to bring their attention back to the survey and encourage them to finish it. Sending out reminder emails for surveys can have a few advantageous side effects. These include having a higher response rate, having better data, having better timing, being able to customize, and having a lower cost.

First , sending reminder emails to those who have indicated interest in taking part in the survey helps to raise the overall response rate. Second, sending out reminder emails helps to guarantee that the sample of replies is as representative as possible. It is because sometimes individuals forget about the survey or were unable to finish it the first time they received it.

Thirdly, if the sender sends reminder emails at the appropriate time, they are able to contact persons who were preoccupied or unable to participate in the survey when it was initially given. Fourth, a sender has the ability to personalize emails so that they are directed toward particular groups of people or to emphasize particular components of the survey in order to boost interaction.

Lastly, sending out email reminders takes very little time and effort, making it a cost-effective strategy for raising response rate. However, it is essential to keep in mind that emailing recipients an excessive number of reminder emails becomes bothersome for them, which results in the recipients reporting the emails as spam or canceling their subscription to the emails. It is suggested to send an email notification one week after the original email, and a second after two weeks if necessary. Additionally, it is recommended to try different times and frequencies in order to determine the ideal time and frequency for sending the reminders.

Should I use Survey Email HTML Templates?

Yes, the use of HTML templates for survey emails is recommended for a number of reasons. These aspects include being consistent, being efficient, being flexible, being testable, and being accessible. First , the use of a template promotes uniformity in the layout and branding of the survey emails, which gives the impression that the sender is credible and experienced in their field.

Second, using templates to create several survey emails helps save time because the fundamental design and structure of the emails is already determined by the template. Third, many of the templates allow for personalization, which distinguishes the email from other messages sent by the company while preserving the overall look and feel of the communication.

Fourth, some email service providers offer a tool known as A/B testing, which enables its customers to test out various iterations of a template to see which one is the most successful. Lastly, while sending emails to a broad audience, it is crucial to keep in mind that many designs are designed to be accessible to people who have disabilities. However, the sender must make sure that the template is responsive. It means that it must change to the size of the user's monitor and devices so that it is simple to see and easy to engage with.

It is important to keep in mind that the use of a template does not mean that the sender is excused from paying attention to the content, subject line, and call-to-action of the email. All of these aspects are essential for maintaining the recipient's interest in the communication.

What are the Mistakes for Survey Requesting Emails?

Listed below are the mistakes for survey requesting emails.

Lack of clarity regarding the goal of the survey : It is possible that they do not take the time to finish the survey if the recipient of the survey is unsure as to why they are receiving it or how their responses will be utilized.
Being excessively lengthy and specific : A lengthy and thorough survey email is intimidating to the recipient, which causes them to decide against participating in the survey.
Inadequately communicating the desired course of action to the receiver : It is possible that they do not take any action if the recipient is confused about the email and what exactly they need to do.
Not offering a deadline : The person receiving the survey is not obliged to feel any feeling of urgency to finish it if there is no deadline provided.
Not presenting an opt-out option : Not providing an opt-out option gives the impression that the sender is being pushy and causes recipients to feel uneasy.
Failure to contact non-responders : Failure to contact non-responders results in the loss of important feedback.
Lack of accessibility of the survey : It is likely that a sizable section of the population will not respond to the survey if the survey is not made accessible to people with disabilities.
Not testing the survey email : Failing to test the survey email produces a confused or badly designed email with a low rate of responses.
Not testing the subject line or the customization : Not testing the subject line or the customization leads to a lower open and click and poor interaction.
The failure to provide a means to contact : It is possible for the recipient to feel as though their input is not valued if the sender does not provide a mechanism for them to contact back.

How to Align Survey Emails with GDPR Standards?

Listed below are the step-by-step guide on how to align survey emails with GDPR standards.

Individuals' permission must be obtained before they are emailed survey links. It implies that individuals must voluntarily opt-in to get the emails and must be able to readily opt-out at any time. Additionally, they must be able to choose whether or not they want to receive your emails at all.
Make sure that the sender identifies oneself as the sender of the survey emails in a way that is both clear and correct.
Make sure they have a way to get in touch with, if they have any issues or concerns by giving them a working email address and/or phone number.
Clearly describe the goal of the survey as well as how the data that was collected is going to be used.
Restrict the collecting of personally identifying information to only what is required to fulfill the goal of the survey.
Keep track of the information that has been gathered, make sure it is handled properly, and then delete it when it is no longer required.
Maintain a record of persons' consent, and be prepared to offer verification of it if it ever is required.
Make it possible for individuals to exercise their right to access, correct, or erase the personal data that they have stored about themselves.
Verify that any third-party service providers that are going to be a part of the survey process are in compliance with the GDPR.
Sender should conduct regular audits of the survey process to ensure that it complies with GDPR

How to Merge Emails for Surveys?

The term "email merge" refers to the act of integrating a list of target user accounts with a pre-written email template in order to generate individualized communications for each individual recipient. A mail merge function that is integrated into a spreadsheet or an email marketing platform is often utilized to accomplish the task.

Email merge is frequently used for sending survey emails since it enables the sender to tailor the emails for each recipient, which in turn raises the likelihood of a positive engagement from the receiver. Using a mail merge feature, a sender uses a list of recipients' email addresses and a pre-written survey email template to generate emails with unique content for each recipient.

The process of merging emails for surveys requires the usage of an email marketing platform or a spreadsheet program that includes an email merge function. The process of mail merge for survey distribution is very easy and just requires a few steps. Using a spreadsheet application or a customer relationship management tool, one must first compile a list of email addresses to which the survey is sent.

The second step is to construct a template for the survey email using a word processing application or an email marketing service. Third, within the spreadsheet or CRM application, one must add merge fields (known as placeholders) for the user's email address and their name.

The fourth step, sender must combine the email template with the list of email accounts and merge fields by making use of the mail merge function. The sender must preview the combined emails to check that the poll is formatted correctly and that the subject's name and email address have been entered correctly. Lastly , deliver the merged emails to the individuals on the list.

What are the Other Email Types for Survey Invitation?

There are a number of additional formats available for sending invitations to participate in surveys through email. Emails that are personalized, transactional emails, automated emails, targeted emails, and short messaging services are some examples of these (SMS). First , personalized emails are addressed to a particular person and are frequently employed in the process of developing a relationship with that person. It is possible to send individuals invitations to take part in a survey through the use of personalized emails, which can boost the likelihood of a positive engagement.

Second, transactional emails are emails that are sent automatically and are prompted by a specific activity, such as purchasing something or joining up for a service. Transactional emails triggered by both positive and negative events. Customers who have recently completed a desired activity, such completing a payment or signing for a service, are contacted via transactional emails to take part in a survey.

Third, automated emails are emails that have already been prepared and are delivered to individuals in response to a specified trigger, such as signing up for a service or leaving items in a shopping cart without purchasing them. Sending out invitations to take part in a survey via emails that are sent out automatically is one technique to increase the likelihood of getting responses from a substantial number of people.

Fourth, targeted emails are emailed to a particular group of people depending on the actions or qualities they have displayed in the past. Individuals are invited to take part in a survey through the use of targeted emails, which enhances the likelihood that they are going to provide positive interaction.

Lastly, a short messaging service (SMS) is a text message delivered to a mobile phone; SMS is used to invite persons to participate in a survey; SMS is a direct and rapid way to reach people; nevertheless, SMS is more expensive than email. It is essential to remember that in order to send any email types or SMS, the sender must first ensure that they are in compliance with GDPR and any other regulations that pertain to the exchange of information via email, as was previously addressed. It's a good idea to test the poll with a small number of people before sending it to the complete list to make sure it works and the questions are clear.

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How to Write The Perfect Customer Feedback Survey Email Invite Template

Getting high response rates for your customer feedback survey starts with asking the respondent to fill in your survey by creating an effective customer satisfaction survey email template.

Your email needs to make people want to start the survey but it doesn’t have to be long and complex.

In fact it should be short and to the point.

Remember the only goal of the invite is to persuade the respondent to provide their feedback on your organisation .

In this post I’ll show you how to write a survey email template for your NPS, customer satisfaction or customer feedback survey that can generate response rates of 20%, 30% or more.

Sign-off Personalisation

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I’ve put together a template of the perfect survey invite which you can just copy, paste and edit: Download it here

1. A Great Subject Line

The first thing your invitee will see is the email subject line so make it a good one.

Here is a checklist of things to consider when writing the your subject line:

Don’t Over Complicate it and Be Sincere
Avoid Spammy Words and Capitals
Make it About the Customer
Be Specific not Vague, Deceptive or “Creative”
Subject Line Length: 4-7 Words
The Email “From” Address Should Be A Person
You Probably Should Not Use Emojis 😥

For more details check out this blog post: Email Subject Lines that Maximise Customer Feedback Survey Responses

2. Email Invite Personalisation

Remember your respondent gets lots of emails each day and some simple personalisation can set you apart.

Name Personalisation

This is very simple to do but make sure that it’s in line with your business’s brand identity or brand voice.

“Dear Mr. Smith,” “Hi John,” “Hey John,” “Yo Jonny”

Never use “Dear Valued Client” – no one that ever received a message with that introduction ever felt valued – in fact the often feel exactly the reverse!

Content Personalisation

If your respondent may have had more than one interaction with you it can be a good idea to add a comment or reference to the interaction. This increased specificity will improve response rates and the relevance of feedback.

We’re keen to hear what you thought of [product name].

Your invite should always be signed off by an appropriate person in the organisation. Never send it from an anonymous “Customer Care Centre” or similar goup.

The simple act of putting a real person’s name at the bottom of the email will lift response rates by 50% .

If you are able take the next step and personalise the invite to be from a person the invitee knows or knows of, e.g. their account manager or regional General Manager.

3. Tell Them Why They are Receiving the Invite

Give the respondent some context for the survey invite; tell them who is being asked to respond and/or why they have been selected.

With email phishing attacks constantly on the rise you need to reassure your survey respondent. It also answers a common concern of email recipients: why am I getting this request?

Here are a couple of example templates – you’ll need to align it with your actual reason:

“You are receiving this invite because you recently shopped at our site.” or “We are inviting you because you are a valuable client.”

4. Don’t Tell Them How Great You Are

Some companies add a line near the start of an survey email that goes something like this:

We are the market leader and provide a great service. So we can do even better…

Resist the urge to do the same. It doesn’t increase the chance the invitee will respond it just adds words to the email and biases the start of the responses you will receive.

Try to keep your introduction as neutral as possible.

5. Explain the Purpose of the Survey

Okay, these days most (all?) people will have seen a customer feedback or Net Promoter Score survey so you don’t need to go into lots of detail but you do need to put the purpose in their terms.

Remember: they care much less about how you will benefit from the time they are investing in the survey and much more about how they will benefit.

So, ensure you put the purpose and value of the survey in the respondent’s terms.

For instance:

So we can provide you an even better experience we are collecting feedback on how we performed in our last engagement. OR We actively use feedback to constantly improve our delivery and provide you with the best possible service.

6. Give a Realistic Estimate of the Time it Will Take

Shorter is always better in customer feedback survey terms but regardless of how long the survey is you should give a specific and accurate estimate of the time it will likely take.

Be specific: say “10 minutes” not “a short time”. Specific times are more believable than vague times.

Resist the urge to deliberately under-state this time. Respondents still answering questions after 20 minutes, when told it will take 10 minutes, will be unhappy with your brand and provide more negative scores in the survey.

“Based on past experience this survey will take 5 minutes.” OR “Typically it takes 3 minute to complete.”

7. Give Them a Place to Ask Questions

Put some simple contact details in your email invite. A very small number of people will use them ask questions.

Many more will be reassured that they could have contacted you if they wanted to. This lends credibility to the invite and increases response rates.

This can be as simple as:

If you have any questions please contact John Smith at [email protected]

8. Show Them the Survey Link

Make sure you include a clear link to the survey and call to action.

Some organisations use an image for the survey link but many email clients hide images by default. If the image is blocked it will be hard for respondents to see.

Take this invite I received recently:

If you are going to use this approach make sure you provide a simple text link as well as the image.

Also, make sure that the link has a good amount of clear space around it so it doesn’t get lost in the message: maybe even underline and bold the link to make it stand out.

Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et dolore magna aliquyam erat, sed diam voluptua. At vero eos et accusam et justo duo dolores et ea rebum. Click here to start the survey. Stet clita kasd gubergren, no sea takimata sanctus est Lorem ipsum dolor sit amet. Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et dolore magna aliquyam erat, sed diam voluptua.

9. Mention the Incentive, or Not

With a well written invite, engaged audience and a properly designed customer feedback survey you should not need to include an incentive to achieve effective response rates .

However, you may want to include one anyway.

Incentives, such as discounts or free products, can be useful for lifting response rates for customer feedback surveys. But they should tailored to the individual customer to be even more effective.

Effective types of incentives include competitions, charitable donations or social recognition.

Here is a full breakdown of the best customer feedback survey incentives: The Best Customer Feedback Survey Incentives

10. Create a Sense or Urgency, if Appropriate

If your survey has a closing date, mention it in the invite to provide a sense not just of urgency but also to give respondent an understanding of your time line.

Surveys are a “job to be done” by your respondent. If you give them a date by which the job needs to be done it can improve response rates.

11. Embed The First Question to Boost Response Rates

As an extension of showing them the survey link, you can boost response rates from your invite by 50% if you embed the first survey question in the email itself.

We always use this in our NPS survey email templates and other customer feedback style surveys.

You should not use images for this question to avoid the issues noted earlier in this section. Instead use HTML colour codes.

12. Thank Them

The respondent is doing you a favour by providing their feedback, so you should thank them for their effort. It can be a simple but sincere thank you.

Thank you for providing your feedback. We appreciate the time you have taken and will actively use it to improve our services to you.

13. Include a Signature Block

If you have followed our best practices on survey email subject lines this survey email invite will be coming from a real person so include a real person’s signature block.

If it is going to a large number of respondents you may like to remove some elements such as the cell/mobile phone number. Other than that it should be similar or the same as your standard email signature.

This will also ensure that it is “on brand” with your organisation.

14. Comply with Local Email Sending Legislation

Email sending legislation varies around the world and you should abide by your local requirements.

That being said, in general*, as this is a customer feedback survey you will have an existing commercial relationship with the respondent and this negates many of the anti-SPAM restrictions that marketing emails come up against.

However, it is still good practice to comply with any marketing email requirements your country enforces as email recipients have come to expect these elements in commercial email.

Postal Address

You should include clear text explaining where you are located and a valid postal address.

It is also good practice to include an unsubscribe mechanism to allow respondents to remove themselves from the invite list.

15. Send a Reminder

Once you’ve written a great survey invite go ahead and create a reminder to send 3-5 days after the primary invite.

Sending a reminder will generally lift response rates by 50% so it’s an easy way to drive additional responses for very little extra effort.

It should follow the same rules as suggested already – don’t make it identical but it can be very similar.

Oh – and don’t send more than one or, maximum, two reminders. Any more that that will annoy respondents and their responses will be more negative.

Survey & feedback email templates

Searching for a properly created survey and feedback newsletter templates? Choose any of ours, modify it according to your brand, and go getting to know your customer’s preferences.

Survey & feedback email template "Rate your last bakery order" for baking industry mobile view

Popular categories

It is useful and helpful to know what your customers like and dislike about your business. And asking for a survey or a feedback is the best and the easiest way to do it.

If you want to find out whether the customers are satisfied with the service you provided or products they bought from you, suggest that they answer a very brief survey. As the fewer steps your clients need to take and the fewer answers they need to give, the more chances they will respond to your email, and will share their opinion with you.

Consequently, the best idea is to insert the survey-questionnaire into your Survey and Feedback email templates .

Survey email templates

There are at least two ways to do it:

Way 1. Inserting links

I am not speaking about the links to SurveyMonkey or Google Forms. I am speaking about one-question surveys you can easily create in any Survey and Feedback email template without any external tool. All you have to do is simply place as many images as you need under a question and add a unique link to each separate image.

Your ESP will provide a report regarding which of the links was clicked.

Way 2. Embedding questionnaires

By using this method, you may ask your customers as many questions as you please. Just make sure you notify them regarding the approximate time this may take.

Stripo enables you to embed questionnaires into Survey and Feedback HTML email templates . Prior to sending out an email newsletter, you will have to create a survey with Google Forms or SurveyMonkey.

In order to embed your survey, drag-and-drop HTML block into your template, then open an email code by clicking HTML block, and finally insert the code. This is it. Done!

Note: the first way is a web-safe one; as currently some email clients are not able to transfer such interactive elements as embedded surveys.

Use our free Survey and Feedback newsletter templates to know what your customers think about your company and products. Make these emails easy to navigate.

Detailed information including tips and tricks on Survey and Feedback email design you may find in our article .

The Ultimate Customer Feedback Email Template + Samples

If you’re reading this, there’s probably already a good chance that you understand the importance of gathering feedback from your customers . But understanding the importance of feedback doesn’t mean you magically know how to actually collect that feedback .

If you want to:

Actually get responses from your customers
Make sure those responses are helpful and accurate

Then there are some customer feedback best practices you need to follow.

But beyond that, you’ll also need a rock solid message to gather that feedback. And while you could always write something from scratch, I’m guessing you’d prefer to work from a customer feedback email template.

To help with that, I’m going to use this post to go step-by-step through what makes for a successful customer feedback email. And I’ll also include plenty of customer feedback email samples so that you can see how real businesses are doing things.

6 Ingredients For The Perfect Customer Feedback Email Template

Ok – I’m going to dig into each piece in more detail below.

But at a high level, here’s what you need to do if you want to send successful customer feedback emails:

Use an attention-grabbing email subject
Start with a personalized salutation so they know this isn’t spam
Tell them why they’re getting the feedback request
Share how you’re going to use the results to benefit them
Give them an idea how long the process will take ( for something structured like a survey )
End with a thank you and a CTA

1. Make Your Email Subject Awesome

Before you can even think about getting your customer to leave feedback, you need to get them to actually open the email . Everything that comes after this section is moot if you can’t get that.

Let’s start with what you shouldn’t do. If you’re sending out a feedback request, you might be tempted to use words like:

Reminder ( this is a regular entrant for follow-up feedback emails)

But according to data from MailChimp , those words can actually decrease your open rate.

So what types of words can you use instead? That same data from MailChimp showed that these words worked better:

MailChimp also found that, while using name personalization in general is a benefit, using both a recipient’s first and last name has the best effect.

And finally – people are busy, so if you can slip in a time estimate (or better yet, a specific number) that’s going to give people the confidence that they’re not in for a massive undertaking.

Here Are Some Good (And Bad) Examples Of Feedback Email Subjects

To see how well brands follow these guidelines, I took a look back through some recent feedback emails that I’ve received:

The green arrows indicate emails I actually opened and participated in, while the red arrow indicates a fairly poor example that should be banished from email inboxes forever ( I did not open the HostGator email ).

Build a knowledge base and help your customers help themselves.

2. Start Things Off With A Salutation

Ok, you got people to open your email with a great subject. Now what?

While you’ll see brands do it both ways, I always think that starting your email with a personalized salutation is a nice way to show that you’re not shot-gunning these feedback emails off at random.

You don’t have to go crazy – a simple “Hello” or “Hi” will do just fine:

3. Let Them Know Why They’re Getting The Email

Like a salutation, this one is about 50/50 on all the various customer feedback survey emails I’ve seen – so it’s definitely not an unbreakable rule .

But I always think that a short reminder why you’re asking someone for feedback helps frame the context of your request.

It doesn’t need to be long – just a quick sentence is good enough. For example, Nest manages to do it in a mere four words:

4. Tell Them How Their Answers Will Help

People like to feel important and like they’re getting some benefit out of the deal. So if your customers feel like the only result of them taking a survey is that you might be able to generate more revenue, they’re probably not going to be all that interested in helping out.

That’s why it helps to tell them exactly how their answers are going to improve their experience.

To be honest, most brands just throw in something about “we’ll use this information to create a better experience for you.” And while that is better than nothing, it’s not as good as it could be .

Instead, I think this example from Unsplash does a great job:

Here’s why I like it so much:

It’s specific – Unsplash wants to prioritize what to build ( rather than something generic like “offer a better experience ).
It gives the survey-taker a sense of ownership – by providing feedback, the survey-taker has a better chance of being able to have their favorite feature developed.

Here’s another good example from Shopify that follows similar principles:

Like Unsplash, someone who takes that Shopify survey is going to feel like they’re benefiting themself by improving the chances of getting features they want.

5. Let Them Know How Long The Process Will Take

If you’re sitting down to your computer, which of these two potential tasks sounds the most appealing?

Complete this survey of indeterminate length
Complete this short, 3-minute survey

Unless you’re a masochist – it’s the second one, right?

That’s why one thing that you’ll almost universally see in customer feedback emails is a statement regarding how long the survey will take. You already saw it in several of the examples above, but in case you forgot, here it is again in an email from Airbnb:

airbnb tells you how long the survey will take

6. Thank Them And Send Them To The Survey

Almost finished! Now that you’ve done all the hard work of setting up your survey, all that’s left to do is:

Thank them in advance – even the simple act of saying “thank you” makes people feel more favorably towards you .
Provide a CTA to send them to the survey – make it painfully clear how your customers can access the survey with a strong CTA.

In case you missed it above, Airbnb does both well in its email:

Wrapping Things Up

And there you have it! A customer feedback email template that will help you vacuum up valuable data from your customers.

Remember, here’s all there is to it:

Nail the subject line
Open with a salutation
Tell people why you’re asking them for feedback
Let them know how you’ll use the feedback (and how it benefits them)
Make sure they know how long it will take
Thank them and send them to your CTA

And if you’d like to learn more about specific types of surveys you can send, you might also enjoy our article on Net Promoter Score .

With the exception of my inbox, all emails found at Really Good Emails

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Hi Colin, What about giveaways as a reward for completing the survey, like in the Shopify example? Do they increase response stats? Or do they feel too much like a bribe? Personally, I’m all for being bribed, if there is even a small chance I’d win something cool.

Great article, by the way. Very helpful! Thanks, Regina

Maya Kislykh

How to embed a survey into an email [guide+templates].

Start by creating a survey using involve.me's AI survey tool . Test it out for free by pasting your company's website URL. The tool will analyze the website's branding and generate a survey with your company's branding. Simply describe your survey requirements, and involve.me will suggest question types and designs tailored to your specifications.

Create a survey right away:

Create your survey with AI

Just paste your URL & click generate

After writing a short prompt, you can also specify whether you'd like to see a single question on the page or more. At the end, you will get a few design choice options to choose from. Create a free involve.me account to be able to edit copy, question type, and use involve.me's advanced features such as email verifier or conditional logic .

Whether you want to gather feedback from customers , employees , or leads, involve.me offers a range of customizable survey templates as well:

Create Online Surveys

Net Promoter Score Survey for CPG & DTC Template

Customer Satisfaction Template

User Qualification Survey for Software Template

Market Research Survey for Finance Template

Rate Your Tour Experience Survey Template

Once you've generated your online survey, log into involve.me's editor to customize surveys and align them with your brand identity. With involve.me's drag-and-drop editor, you can easily adjust the color palette, question formats, and add or remove answer options as needed. Take a look at its editor's interface below:

With involve.me's editor it's possible to create an entire survey from scratch as well.

Consider using these content elements to create a professionally-looking survey:

Contact form to collect email address, name, phone number, etc.

Net Promoter Score ® (0-10 rating questions) and star rating scales to gather accurate feedback that can be measured.

Single/Multiple Image Choice to offer users a selection of images to pick from.

Dropdown to save space on the survey page.

Coupon code to provide at the end of the survey as a thank you for completion.

When editing your survey, consider if you'd like to send automated email follow-ups once responders complete the survey. This feature is native to involve.me, eliminating the need to connect third-party tools.

To design emails that will be sent after the survey completion, navigate to "Configure" ---> "Email Notifications" ---> "Send custom email to participants." Upon selecting this option, you'll be directed to a built-in email composer where you can craft the email subject, body, specify the timing for sending the email to participants, and even attach files if needed.

Pro Tip : Incorporate the survey taker's name into the automated email using answer piping. Simply click on the "+" symbol to access answer piping functionality.

Is your custom survey ready? Click the "Publish" button. Then, head over to the "Share&Embed" section to obtain a project survey link that you can distribute to participants via email, social media, and other channels. Alternatively, you can embed the survey directly into your website. Here's an example of the embedded survey :

Once your interactive survey is ready, it's time to share it with your audience via email. There are few ways to do it, let's explore all of them:

1) Send an Email with a Survey Link

Copy the survey link provided by involve.me and include it in your Outlook/Gmail. Encourage recipients to participate by adding a compelling call-to-action prompting them to engage with the survey. For example:

Your feedback is invaluable to us and will help us understand how we can serve you better. It will only take a few minutes of your time, but the insights you provide will make a difference.

To access the survey, simply click on the link below:

[Survey Link]

2) Start a Survey from an Email

Simply recreate the survey question in your email and ensure that each answer or image links back to your involve.me project. You can also use involve.me's hidden fields feature to capture data from email responses.

The simpler option would be to link the entire image to the survey. Once someone clicks on the "Start survey" button within the image, they will be directed to the survey URL.

Once the respondent selects their answer in the email, the survey smoothly carries on, and all the information is stored in the Analytics section of your involve.me project.

Pro Tip : This embed option will appear even more professional if you specify the number of survey pages and estimate how long it will take for participants to complete the survey.

3) Use the Involve.me's Editor

Send out the email survey invitation message by navigating to "Share&Embed" ---> "Invite by email" ---> "Compose email." From there, you can edit the email invitation, send test emails, add a different header image, and customize the email message to suit your needs.

If you'd like to send out regular email surveys, import your contacts.

How? Choose the "Important and tag contacts..." option, and it will prompt a modal to import your contacts. You can import contacts either through "File upload" or "Copy & paste". After importing your contacts, you can further categorize them by assigning tags.

Pro Tip : You can also connect your involve.me's surveys with your favorite email marketing tool as well as CRM.

As responses start rolling in, use involve.me's advanced analytics features to gain valuable insights. Monitor survey completion rate, track participant locations, and identify trends in feedback using involve.me's comprehensive reporting tools.

If you have more than ten survey responses, you can get a PDF with a summary .

Click on "AI Insights" in the editor to uncover actionable data. At the end, you can receive a report that includes key insights and recommendations. Here's an example of a report you can generate at involve.me in two clicks:

The AI reports are particularly valuable for continuous feedback collection , especially when your team receives a substantial amount of valuable feedback each month and lacks the time to review open-ended responses.

Pro Tip : Not happy with your survey response rate? Check partial submissions to identify at which question survey takers close the survey without completing it.

conversion funnel analytics

While popular email services may not natively support embedded surveys, a Google Forms alternative - involve.me - provides a solution for integrating surveys into your email campaigns. With its user-friendly interface, involve.me empowers you to create and distribute surveys via email.

From lead generation forms to customer satisfaction surveys , there's a template for every occasion. Explore involve.me's template library to discover new ways to engage your target audience and build a customer feedback loop with a survey software tool.

Employee Evaluation Form Template

Event Feedback Survey Template

NPS Survey for Manufacturing Template

Coffeehouse Rating Template

Discounted Purchase Template

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Quick guide to creating a registration form

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How to Use Conditional Logic in Surveys

Design branded surveys with conditional logic!

Examples of Outstanding "Contact Us" Forms

Some creative and effective contact form examples

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The Best Email Survey Tool to Boost Your Feedback Game

Are you looking for a simple and effective way to gather feedback from your customers, employees, or target audience? If so, have you considered the power of an email survey tool?

Feedback is more important than ever for businesses, organizations, and individuals. However, given the many options available, finding the right tool to collect feedback can be overwhelming. That’s where email survey tools come in.

They offer a convenient and cost-effective solution for gathering valuable insights from your audience. So, if you’re ready to boost your feedback game and drive positive change, let’s explore the potential of email survey tools together.

What is an Email survey?

An email survey collects feedback or data from individuals by sending them survey questions via email. This type of survey allows organizations, businesses, researchers, or individuals to gather information, opinions, or insights from a targeted audience through email communication.

Email surveys typically consist of a series of questions designed to gather specific information or feedback on a particular topic or set of topics. Depending on the objectives of the survey, these questions can be multiple-choice, open-ended, rating scales, or a combination of different formats.

What is an Email Survey Tool?

An email survey tool is a software platform or application specifically designed to create, distribute, manage, and analyze online surveys via email. These tools provide a comprehensive solution for organizations, businesses, researchers, or individuals to conduct surveys efficiently and effectively through email communication.

Online survey tools streamline the entire survey process, from creation to distribution to analysis, enabling users to gather valuable feedback, insights, and data from their target audience via email communication.

Importance of Email Survey Tool for Your Business

The importance of an email survey tool for your business cannot be overstated, as it plays a crucial role in gathering valuable feedback and insights from your customers or target audience. Exploring an email survey tool can be highly beneficial for several reasons:

Efficient Feedback Collection

An email survey tool streamlines the process of gathering feedback from your customers or employees. Instead of relying on manual methods, such as phone calls or paper surveys, an email survey tool allows you to reach a large audience quickly and efficiently.

Cost-Effectiveness

Conducting surveys via email is often more cost-effective than traditional methods. There are minimal expenses associated with sending emails compared to printing paper surveys or conducting phone interviews. This cost-effectiveness allows you to allocate your resources more efficiently.

Convenience for Respondents

Email surveys offer convenience for respondents, as they can participate at a time that suits them best. This flexibility increases the likelihood of receiving responses and ensures a higher engagement level than other customer satisfaction survey methods.

Real-Time Insights

Email survey tools provide you with real-time insights into customer or employee sentiment. As responses come in, you can analyze the data immediately and make informed decisions based on up-to-date information.

Customization Options

Many email survey tools offer customization options that allow you to tailor surveys to your specific needs. You can design branded surveys, personalize email content, and choose from various question types to gather the most relevant feedback.

Automation Features

Email survey tools often have automation features that save you time and effort. You can automate the process of sending surveys, scheduling follow-up reminders, and analyzing survey data, freeing up your resources for other tasks.

Key Features of Email Survey Tool

Email survey tools offer a range of features designed to streamline the survey creation, distribution, and analysis process. Here are some key features of email survey tools:

Survey Creation: Intuitive interfaces for designing surveys with various question types, such as multiple-choice, open-ended, rating scales, and more.
Email Distribution: Can send survey invitations and reminders directly via email to targeted recipients or mailing lists.
Customization Options: Ability to customize survey templates, email invitations, and branding to align with the organization’s or individual’s identity and objectives.
Automation: Features for automating survey distribution, follow-ups, and reminders based on predetermined schedules or triggers.
Data Collection: Secure mechanisms for collecting and storing survey responses in a centralized database or dashboard for analysis.
Analytics and Reporting: Tools for analyzing survey data, generating visual reports, and extracting insights to inform decision-making.
Integration: Compatibility with other software systems or platforms, such as customer relationship management (CRM) systems, marketing automation tools, or analytics platforms, for seamless data integration and workflow management.
Survey Tracking and Monitoring: These are functions for tracking survey progress, monitoring response rates, and identifying areas for improvement in survey performance.

How to Use Email Survey Tools for Your Business?

Using email survey tools for your business can be a game-changer in understanding your customers, improving your products or services, and driving growth. Here’s a step-by-step guide on how to effectively use email survey tools for your business:

Define Your Objectives

Start by clearly defining the objectives of your survey. What do you hope to achieve? Whether gathering customer feedback, measuring employee satisfaction, or conducting market research, having clear objectives will guide the survey creation process.

Choose the Right Tool

Research and choose an email survey tool that aligns with your business needs and budget. Look for features such as customizable survey templates, email integration, analytics, and reporting capabilities. Popular options include SurveyMonkey, Typeform, Google Forms, Zoho Survey, and QuestionPro.

Design Your Survey

Create a well-designed survey that is easy to understand and navigate. Keep it concise and focused on your objectives. Use a mix of question types, including multiple-choice, rating scales, and open-ended questions, to gather diverse insights. Customize the survey with your branding elements for a professional look.

Segment Your Audience

Segment your email list based on relevant criteria such as demographics, purchase history, or engagement level. This allows you to tailor your surveys to specific audience segments, increasing response rates and the relevance of feedback collected.

Craft Compelling Email Invitations

Write clear and engaging email invitations to encourage recipients to participate in your survey. Clearly state the purpose of the survey, explain why their feedback is valuable, and provide an incentive if applicable. Personalize the email with the recipient’s name and ensure it is mobile-friendly.

Monitor and Analyze Responses

Monitor the responses as they come in and track key metrics such as response rate, completion rate, and satisfaction scores. Most email survey tools offer real-time analytics and reporting features to help you visualize and analyze the data effectively.

Take Action

Once you have collected enough responses, analyze the data to identify trends, patterns, and areas for improvement. Use the insights gained from the survey to make informed decisions, refine your products or services, and enhance the overall customer experience.

Follow up with survey participants to thank them for their feedback and communicate any actions taken as a result of the survey. This helps foster a sense of appreciation and engagement with your audience, encouraging future participation in surveys.

By following these steps, you can effectively use email survey tools to gather valuable feedback and drive continuous improvement in your business.

Best 5 Email Survey Tools You Can Explore

When it comes to gathering valuable insights through surveys, choosing the right email survey tool can make all the difference. Here are five of the best email survey tools you can explore:

1. QuestionPro

QuestionPro is a free survey maker and versatile platform offering robust email survey capabilities. With its array of analytical tools and extensive question types, users can create tailored surveys to gather precise feedback. The platform’s seamless integration with various applications enhances usability, making it a popular choice among businesses of all sizes.

Key Features:

300+ Free email survey questionnaires
Smart survey logic and branching
FTP schedulers
Intuitive dashboard & reports
The enterprise-grade email survey platform
Single Sign-On (SSO)
Mobile data collection
Free survey tool
Pricing starts at $99 per month

2. SurveyMonkey

SurveyMonkey is a well-established name in the survey software domain, renowned for its user-friendly interface and comprehensive features. Its email survey functionality allows for effortless survey creation and distribution, coupled with advanced reporting options to analyze responses effectively. With SurveyMonkey, businesses can gain valuable insights to drive informed decision-making.

Top Features

Anonymous feedback collection
customizable HTML email templates
Embeds 3 closed-ended question types – multiple choice, star rating, net promoter score
Custom variables to customize email content
100+ apps integration
Capture partial and complete responses
Pricing starts at $25 per month, with additional tiers available for larger organizations and more advanced features.

3. GetFeedback

GetFeedback stands out for its intuitive survey builder and interactive survey design capabilities. Ideal for capturing real-time feedback, this platform offers seamless integration with customer experience management tools and other feedback channels. With its emphasis on engaging surveys and robust reporting features, GetFeedback is a popular choice among businesses that prioritize customer satisfaction.

Intuitive survey builder
Real-time reporting and analytics
Mobile-responsive surveys
Automated survey distribution
Customizable survey branding
Advanced survey logic and branching.
Pricing is available upon request.

4. Zonka Feedback

Zonka Feedback offers a comprehensive suite of features for creating surveys. Its omnichannel approach enables businesses to collect feedback from multiple touchpoints, including engaging email surveys. Zonka Feedback empowers businesses to gather actionable insights and enhance customer experiences with pre-built survey templates, IP address blocking, and seamless integrations.

Extensive library of 100+ feedback templates and forms.
Customizable email fields.
Bulk contact uploads via CSV.
A diverse selection of 10 closed-ended question types.
Reminders for non-respondents and survey throttling.
Flexible scheduling options.
Detailed email log tracking.
The Professional plan starts at $99 per month.

5. Survicate

Survicate excels in providing a user-friendly survey builder tool for creating embedded and link email surveys. With its focus on mobile-friendly designs and diverse question types, Survicate enables businesses to capture both partial and complete responses effectively. Integration with popular email providers further enhances its usability, making it a top choice for businesses seeking versatile email survey software.

Mobile-Friendly Survey Design.
Conditional Logic.
Versatile Question Types.
Unlimited Follow-Up Questions.
Custom Domain Hosting.
Seamless Email Provider Integration.
Notification Setup.
Effortless Data Export.
Shareable Surveys.
Business plans start at $99/month.

Choose QuestionPro as Your Right Email Survey Tool

Collecting and analyzing feedback is key to staying ahead of the curve. With QuestionPro, you have a powerful email survey tool at your fingertips, designed to streamline the entire survey process and deliver actionable insights.

Access to 300+ Free Survey Questionnaires

With QuestionPro, you gain access to an extensive library of over 300 sample survey templates meticulously crafted by industry experts. These templates cover a wide range of industries and topics, allowing you to kickstart your survey creation process with ease. By leveraging these templates, you can save valuable time and ensure your surveys are tailored to meet the unique needs of your audience.

Smart Survey Logic and Branching

Ensure maximum respondent engagement and accuracy with QuestionPro’s smart survey logic and branching features. Their intuitive drag-and-drop interface makes it easy for you to create surveys that guide respondents through a personalized journey.

It encourages them to provide detailed and meaningful feedback. With features like survey branching, skip logic, text piping, survey looping, and randomization, you can create surveys that adapt to each respondent’s unique experience.

FTP Schedulers for Automated Survey Distribution

Say goodbye to manual survey distribution with QuestionPro’s FTP schedulers. QuestionPro’s automated scheduling feature allows you to import your respondent database and schedule surveys to be sent out at regular intervals.

This not only saves you time and effort but also ensures consistent data collection over time. Plus, with FTP sync, you can receive periodic reports for all surveys uploaded to your FTP server, keeping you informed every step of the way.

Intuitive Dashboard & Reports for Actionable Insights

Gain valuable insights from your survey data with QuestionPro’s intuitive dashboard and reporting features. Their powerful analytics tools allow you to segment your survey data, perform cross-tabulation, conduct conjoint analysis, and more, all from one easy-to-use platform.

Visualize your data with customizable graphs and charts, and easily share your findings with team members using popular formats like Excel, SPSS, Dropbox, and Google Drive.

Enterprise-Grade Platform with Single Sign-On (SSO)

Trust in QuestionPro’s enterprise-grade servers to deliver reliable survey performance every time. With over 80 ready-made drag-and-drop question types and support for over 108 languages, you can create surveys that cater to a global audience.

Plus, with single sign-on (SSO) functionality, managing user accounts and accessing real-time survey data has never been easier. Simply use your existing credentials to log in from anywhere in the world. It ensures seamless collaboration and data access across your organization.

Mobile Data Collection for On-the-Go Insights

Stay connected to your surveys wherever you go with QuestionPro’s mobile app. Available for both Android and iOS devices, QuestionPro’s online surveys and offline surveys allows you to collect online and offline data, track responses in real-time, and dive into analytics whenever and wherever you need.

Whether you’re in the office or on the move, QuestionPro puts the power of survey data in the palm of your hand.

24/7 Global Support for Peace of Mind

Rest assured knowing that help is always just a click or a call away with QuestionPro’s 24/7 global support.

Whether you have questions about survey creation, data analysis, or anything in between, our dedicated support team is here to assist you every step of the way. Reach out to us via online chat, email, or phone, and we’ll provide you with the answers and information you need to succeed.

An email survey tool is a valuable asset for anyone looking to gather feedback from their audience. Whether you’re a business owner, event organizer, or project manager, using an online survey tool can help you boost your feedback game and drive positive change.

When it comes to choosing the right email survey tool, QuestionPro stands out as the clear choice. With its extensive features, user-friendly interface, and dedicated support, QuestionPro empowers you to unlock the full potential of your surveys and drive meaningful business outcomes.

So why wait? Start using QuestionPro’s email survey tool today and unlock the power of feedback!

LEARN MORE FREE TRIAL

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Miscellaneous

5+1 email survey tools that are essential to know

In the modern world of digital marketing, it’s very tricky to find new customers and convince them for a potential buy. According to Invesp’s research , acquiring a new customer is five times more expensive than acquiring an existing one.

Of course, in certain times you can’t only rely on existing customers. It depends on your business progress, your current strategy, or the actual product that you sell (selling high-end cars, may lead to less customer retention rates, for obvious reasons).

Although, we can still say that most businesses need to convince existing customers for new and new purchases in order to avoid striving to their death. And it’s not just about the increased number of purchases that comes after them: convincing existing customers has some other advantages!

Existing customers spend more than first-time customers
The likelihood of selling to an existing customer is significantly bigger than selling to a first-time customer
After three purchases on average, a company can maintain brand loyalty to one of its customers

These numbers are way too significant to neglect them at any cost. It would help if you stimulated them to buy from your website over and over again. But, what is your best way to do that? One contender is the email survey tool.

In this article, we will introduce to you this well-known tool, understand its strength, and recommend to you 6 of the best tools available on the internet in 2024!

What is an email survey?

First, we need to define the meaning of an email survey.

Email survey is a quantitative data collection method sent through emails for a group of existing buyers, or customers that the sender company has data of. This method allows companies to gather feedback, preferences, or opinions from their customer base in a structured and measurable format.

Types of email surveys

There are numerous types of email surveys, in this phase, we will meet with 5 of them!

1. Customer Satisfaction Surveys

This form is used by companies to get answers to these questions:

How satisfied are my existing customers with my product/service?
How satisfied are my existing customers with the brand itself?
How satisfied are my existing customers with the customer service?

This usually has two elements: the customer who gets this survey can click on a 1 to 5 scale, and then based on the given number, the customer can also explain the decision in a text format. So a customer satisfaction survey not only ensures quantitative data for the company, but carry some qualitative data as well.

2. Net Promoter Score Survey (NPS)

This survey is good for discovering how many percent of your existing customers (or those who purchased from your brand not so long ago) recommend you to their friends, colleagues, relatives, to whole communities, and unknown groups of people!

These usually contain a 1-10 scale, where 9-10 means the customer is satisfied with the designated element, and will promote you later on. A 7-8 give point means that the customer is satisfied but less enthusiastic, and 0 to 6 means that the customer is unhappy, and will have a negative word of mouth about your brand. That’s actually the Net Promoter Score!

3. Customer Effort Score

A customer effort score shows your customers feelings about your customer service. It operates with one single question: how easy was it to resolve your issues? Then the customer can choose from a 1 to 7 scale.

The less their given number is, the longer they struggled with their issues on your site. Visitors don’t want to spend more time on a site, just for working out different approaches to solve issues. It will lead you to a bad user experience, so if you experience a low customer effort score, you need to act as soon as possible!

4. Product Feedback Survey

When a company delivers a product feedback survey to their existing customers, they are curious about their satisfaction with the available product.

A product feedback survey usually contains two email surveys, both in different time frames. One is when the product is not in the market yet, but the company is curious about what the existing customers think of the product concept. Also, if they have some new ideas, the company can still add them to the product.

And one, after they release the product, ask the customers whether it has exceeded their expectations, or not. Here, they can share their opinions, and comments so the company can discover hidden problems, and fix those issues at the next available time.

5. Employee Engagement Survey

This survey is a little bit different than the previous ones, as it rather discovers the employees’ opinions of the company.

Here, employees can share their thoughts, comments, and honest opinions about the company itself. If a business wants to hold its best colleagues inside the company for so long, it is unavoidable to tailor the work atmosphere to their needs.

It can be both anonymous, or named, qualitative, or quantitative, but one thing is sure: you need to be empathic with them, and rather than blaming them, search for solutions, and try to enhance their engagement, and commitment with the company.

What is an email survey good for?

People tend to ask about the potential need of email surveys. “Why don’t you rather make in-site surveys? It would reach more users, and you can conclude from more data!” – Some of them say.

This opinion displays when we look at what some top notch website analytics tools offer: Lucky Orange, Mouseflow, and Crazyegg also have on-site survey tools, but none of them have email survey functions.

Well, the situation is you can reach different people with on-site surveys, and with email surveys.

With on-site surveys you can only reach those visitors who are currently browsing your website, also they can be both first-time buyers and existing customers. Of course, this type of survey also has some advantages: you can connect surveys with different website activities, and only that group of visitors get the actual survey, who made the trigger action before.

In this case, you can also more easily create analytics from the given data, as your website analytics program can certainly track website activity, but it’s way harder to track user clicks, scrolls, or record individual sessions in terms of an external source – which is an email, in this case – .

Advantages of surveying

On the other hand, email surveys have other advantages, just like:

With email surveys, you can reach a broader audience, not just those who are currently active
You can convince those buyers who didn’t frequently visit your site in the past
Thus, a potential purchase may lead you to better profits (it costs more to convince a new buyer than an existing one)
You can get answers to crucial questions, like why they stopped using your site, or what led them to this choice
Out of other external platforms, emails have one of the best open, and response rates, according to research.
With email surveys, you can make in-depth targeting, which is unimaginable in terms of website surveys. If you have data from your previous customers, you may know their main language, previously used service, or bought product, used web browser, or device type. But actually, the amount of possible characteristics can be almost infinite; it all depends on the actual industry that your company is in, and the amount of data you want to record from each visit.

The crucial thing is: you know this data, because they once bought something from you, and your CRM software stores some of their data. Email surveys can be tailored based on your previously gathered information, but on-site surveys never have this advantage.

Best 5+1 available email survey tools

In this part of the article, we will demonstrate to you 5+1 great email survey options available on the internet. With these options, you can’t just only convince your existing customers for possible repurchases, but you can ask their opinions about various topics, and with the help of this you can get the maximum out of your website!

1. Capturly

Capturly’s survey tool is the first recommended pick for you to try. Capturly Analytics, a data analytics company established in 2016, sold heatmap analytics, and session recording services. However, as the company got bigger and bigger, Capturly started to look for features, and they finally introduced the email survey function in 2023.

Most prominent features

Capturly’s biggest strength is the connection between their functions. None of the other email survey services have a session recording feature, and Capturly takes advantage of that opportunity. You can watch each individual’s single session who started to fill out the given survey and analyze where they clicked on, where they scrolled down, or what goals they completed.
With Capturly’s tool, you can create a net promoter score type survey, also the tool makes charts from the given data, differentiating dissatisfied, neutral, and satisfied visitors with different colors.
Automatic triggering function with satisfaction surveys – Capturly’s tool enables you to program a predefined trigger (an automatic satisfaction survey) that gets active after the visitor accomplishes an activity (clicks, completed goals, ended shopping procedure). This is great when you want to ask your visitors about how they felt about your site, but you don’t want to waste your time manually delivering these surveys.

Capturly’s email survey is still in the beta phase, so we test its success day by day and edit with extra functions from time to time. That’s why Capturly’s email survey is available with Capturly’s free plan, which contains all of the currently available functions.

However, if you want to take advantage of the combination of email surveys, and the session replay function, and you have a high-traffic site, you may need to switch to one of Capturly’s paid plans.

That’s because in the free plan, Capturly can only record 1000 sessions/month, the remaining will not be recorded inside the tool. But you don’t have to worry, Capturly’s plans are one of the cheapest in the market: starting with a $29/month Light plan, a $79 Pro plan, and lastly an enterprise plan for a privately discussed price. On top of that, you can choose from many different amounts of possible recorded sessions, making your choice more easy.

2. SurveySparrow

SurveySparrow is one of the market leaders in email surveys, currently partnering with Toyota, Volvo, and UEFA. The company was launched in 2017, and its software is used in 149 countries.

Offering many types of email service including NPS surveys, chat surveys, conversational forms, and 360 feedback surveys.
Their email survey can be programmed in advance to a future date when the tool automatically sends the survey to the chosen group of people. You can even define frequency, and the tool will constantly resend the surveys at the designated frequency.
Importing option to insert your current existing buyers from CSV, Excel, or from CRM systems, like Salesforce, HubSpot, or Intercom.
Reminder option – you can send a reminder to those potential customers, who started to fill out the survey but ended the process without delivering it.

SurveySparrow sells their surveys for individuals and teams, therefore the prices are different based on that factor. Their basic plans for individuals cost $39, while the starter package cost $59. On the other hand, teams can have access to their business package for $149, and their professional package for $399. They also offer an enterprise plan but with an undefined price.

Even if email survey functions are represented in each of their plans, you still need to take care of what to choose. There’s a maximum response each package can guarantee to the buyers, starting with only 200 respondents in their cheapest individual package.

HubSpot was introduced in 2006, to make buyers’ shopping procedure easier, and with less frustration. They deleted the aggressive pop-up ads, instead, they shared helpful information with the buyers. Later on, they introduced a seamless platform to create a frictionless customer experience that buyers expected and expect till today.

Wide range of email survey templates to choose from.
Prebuilt net promoter score, customer effort score, and customer satisfaction types of email surveys.
Insightful analysis from the given data.
CRM and email surveys in one place (Hubspot has a CRM system, so the data of your customers are accessible easily for email surveys).

The thing is: HubSpot has so many great features, but you can’t just pick some of them, and leave out the rest! If there’s one that you like, you need to buy the other features in the same package. That’s why these packages become so expensive for small businesses.

They sell three different types of packages, for different purposes. Surveys are in the service hub, which is one of their cheapest offers. Still, it’s too much for many businesses: the professional Service hub costs $90 for a month, while the Enterprise deal costs $130 for a month.

4. Survicate

Survicate advertises its product as the best alternative to SurveySparrow. This Poland-based company was surprisingly founded way back in 2013, but it only reached 1000 customers in 2021.

Their email survey is also integrated with CRM systems, just like HubSpot, Zoho, or Freshsales. However, they have so much more integration than any other email survey in this list. Like, as project management apps (Trello), or team communication platforms (Slack).
Automated recurring surveys to ensure continuous feedback.
Many templates to tailor the graphic to your customers’ needs, a question library function to choose premade questions if you get stuck.
The option to create a branded survey.
Advanced filtering option – if you know what you are looking for, advanced filtering helps you to find it more easily.
Implemented survey logic.

Alongside Survicate’s email survey, they also offer link, website feedback, in-product, and mobile-in app surveys, and you can’t just only subscribe to one of their functions, if you want one, you need to subscribe for all of them.

However, there is a free version of Survicate’s tool, but it is very limited. Here, you can only get back 25 responses in a month. Also, in the free package, integration is not available. So, you need to pick one of their paid plans. Well, it doesn’t belong to the cheapest email surveys. Their Business plan is $99 for a month, while their Scale plan is $299.

5. Typeform

Typeform is a completely new contestant in the market of email and online surveys. Their new way, which puts the survey’s look in the first place, resulted in many happy buyers to the company in a short time frame.

As we mentioned, their biggest strength is the look of the forms and surveys.
Refreshing new ideas, just as the possibility of introducing one question at a time, or conditional logic, to ask different questions from visitors who answered differently earlier.
Wide range of customizable email survey questions.
Integrated with many CRM systems.

Although Typeforms’ email survey function appears in all of their packages, you still need to think out a basic factor. Since even their basic plan is just €25 for a month, you can only gather 100 responses/month, which is almost nothing. To get at least 1000, you need to subscribe to their second plan, called: “Plus”, for €55. Their Business plan offers you 10 thousand individual responses, but it costs you €89. On top of that, they also have an Enterprise plan for an undefined price.

+1. Google Forms

Google Forms, established in 2008 by Google, is a survey tool that got several updates during its presence. While the whole tool is simple and free, that’s where the negative parts come up. Although a small business may use this simple software to create, send, and analyze surveys, it misses crucial functions.

First of all, Google Forms can’t create an email survey. Of course, you can insert a link to your potential respondents’ emails and hope that they will navigate themselves to an external site. However, most of the time they just don’t fill out your survey. On average, email surveys have a response rate of 30%. That would be significantly lower if you ask these respondents to click on a link, which navigates to a Google survey, and that’s what you need to fill out. Here, it’s too much work to do. You lose a portion of them at each step, and if there are more steps, the drop-off rate gets bigger.

Google Forms was just a negative example, if you want effective email surveys, delivered by most of the potential respondents, you need to avoid using Google Forms at any cost!

In this article, we explored the world of email surveys, one of the best ways to ask existing buyers about their shopping experience, negative/positive thoughts, or their willingness to recommend something in connection with your website. We not only learned the real meaning of email surveys, but we also distinguished the 5 different forms of them and the possible ways of use.

After that, we recommended to you 5+1 email survey tools which are the current best in the market! Capturly, our data analytics tool is also grabbing its place on the list, because of its great integration of the session recording software, automatic triggering function, and bargain price.

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Customer Onboarding Process: Steps, Best Practices & Templates

12 min read

The customer onboarding process is essential for product success. From initial sign-up to renewals and upgrades, it guides customers to ensure they have a seamless experience and can easily achieve their goals.

The article will teach you how to design an onboarding strategy for your SaaS . We also share onboarding best practices and how Userpilot can help you implement them.

Customer onboarding helps new users understand and engage with a SaaS product effectively.
It lets them realize product value and drives product adoption. This accelerates the traditional sales process because it helps convert new users into paying customers.
Beyond initial adoption , onboarding continues to engage users by introducing advanced features, enhancing customer loyalty , and driving account expansion .
Research your customers to understand their needs and professional contexts to create an effective customer onboarding process. Map their unique user journeys , set clear goals, and design relevant onboarding materials to achieve them. Measure success and iterate .
Customer onboarding best practices :
Create a frictionless sign-up process to allow users quick and easy access to your product.
Use a welcome email to reiterate the product’s benefits and kickstart the onboarding process.
Tailor the onboarding experience to individual user needs to increase relevance and reduce time to value .
Employ onboarding checklists to guide users to activation step-by-step.
Offer round-the-clock access to support materials via a resource center . To help users resolve issues independently.
Run A/B tests to find the best-performing onboarding flows .
Develop educational content, like webinars or courses, to help users discover new use cases and features. This increases product value and customer satisfaction.
Set up referral programs to encourage existing users to promote the product and strengthen their loyalty .
Systematically gather user feedback to gain insights into their onboarding experience and identify areas for improvement .
Use analytics to evaluate the effectiveness of your onboarding process and make data-driven decisions to optimize user engagement and retention.
To improve efficiency and ensure consistency, use onboarding templates. Like a customer profile template or an in-app survey template .
With Userpilot you can create onboarding flows, collect customer feedback, and measure success with analytics. Book the demo to learn more!

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What is customer onboarding?

The customer onboarding process refers to a sequence of experiences that guide new users through the initial stages of using a SaaS product and keep them engaged through the customer journey.

It aims to help them experience product value and ensure they can use it effectively to achieve their goals.

Why is customer onboarding important?

A robust customer onboarding process helps users realize the product value and activates them.

This is essential for the overall product success . If users can’t see the product value and don’t know how to use it, there’s no way they can adopt it as a long-term solution.

Onboarding is particularly important for product-led companies . Such companies depend on onboarding to convert users on free trials or freemium plans into paying customers.

Want to know the real kicker?

Onboarding isn’t limited to the early stages of the user journey . Companies use secondary and tertiary onboarding to:

Help users discover advanced features.
Keep customers engaged and drive account expansion .
Foster customer loyalty, retention , and advocacy.
Reduce the workload of the customer success team .

How to create a customer onboarding strategy for new customers?

Now that you know the importance of customer onboarding, it’s time to build your onboarding strategy. Here’s our 6-step guide.

Understand Your Customers

To design a successful customer onboarding process, research your customers to understand their goals , problems, and the context in which they operate.

Use the insights from market research , surveys and interviews, and conversations of your customer-facing teams to create user personas representing main user types. Include details about:

Role in the company (size, type, etc.).
Key stakeholders they collaborate with.
Jobs-to-be-done .
Challenges/pain points.
How your product can benefit them.

Here’s a user persona example:

Map the User Journey

Because of different objectives, each user persona engages with the product differently. So map their unique user journeys next.

Here’s how:

Break the journey down into stages (e.g. Acquisition , Activation, Adoption, Retention, Expansion, and Advocacy ).
For each stage, identify the key objective, like a major event or a milestone you want them to achieve.
List the key touchpoints and corresponding needs, feelings, and barriers.

You can discover these by conducting path analysis and collecting user feedback.

Tools like Canva or Miro offer free user journey templates, like the one below.

Set Clear Goals

With the user journeys mapped, set goals for each of the stages. These are product goals , not to be confused with user goals listed above.

For example, “increase new user activation by 33% by the end of Q2.”

To set this one, I used the well-known SMART goal-setting framework . The goal is:

Specific (increase new user activation).
Measurable (by 33%).
Time-bound (by the end of Q2).

Want to add a slight twist to the framework? Make your goals CSMART. Put a C in front, to remind you to keep your goals challenging too.

Design Onboarding Materials

Having set the goals and identified user needs, design onboarding materials.

Like onboarding checklists , interactive walkthroughs, video tutorials , how-to guides, or resource center modules.

We look at best practices for designing these further down.

Gather Feedback

Customer feedback helps you understand customer expectations and identify opportunities to improve your onboarding process.

Again, we tackle the best practices for feedback collection in a moment.

Measure Success

In addition to feedback, lean into product analytics to measure the effectiveness of your customer onboarding processes.

You can do it by tracking the key metrics at each stage of the user journey. To do so, create a custom dashboard with all the metrics in one place, so you can easily stay on top of them.

It doesn’t stop there.

To improve your user onboarding, analyze user engagement with particular onboarding flows and track their progress along the user journey .

Iterate and Improve

Use the insights from customer feedback and product analytics to implement changes to the onboarding process.

First, you can always improve your onboarding flows, even if they’re already kick-ass.

More importantly, it allows you to stay on top of the changing user needs and shifts in behavior patterns.

Customer onboarding best practices to drive customer success

Let’s now get down to the nitty-gritty of customer onboarding. Here are 10 best practices for managing customer onboarding and designing onboarding resources.

Remove friction from the sign-up process

How well you manage friction during the sign-up process affects product success massively.

On the one hand, you want users to get inside the product as quickly as possible. So that they can start experiencing the product without delay.

To achieve this, enable single sign-on (SSO) so that they can sign up using their existing email or social media account and don’t ask for email confirmation just yet.

However, not all friction is bad. You can add it to prequalify your leads and discourage customers who aren’t a good fit. You can do it by adding extra questions to the sign-up process. For example, ask about the company size so that you can sieve out small businesses.

Pro tip: Use social proof to drive sign-ups. By adding testimonials and listing your well-known customers, you show potential customers that they’re choosing the right product.

Send a welcome email

When customers sign up, send them a welcome email automatically.

In the email, reiterate the product benefits and add more testimonials to reassure them it was a good decision to sign up.

Use the email to jump-start the onboarding process. Share useful resources, like video tutorials covering the core product features.

And add a CTA encouraging users to start using the tool.

Pro tip: make the email easy to read, include high-quality relevant visuals, and optimize it for mobile devices.

Create personalized interactions for new users

Personalized customer onboarding experiences reduce time to value . They showcase the core features for a specific use case without distracting users with irrelevant information.

Here’s how to do it:

Use path analysis and user journey maps to identify the happy paths for each persona.
Design onboarding flows guiding users along the paths.
Use welcome surveys to segment users based on their needs.

Welcome surveys are often the first step in the customer onboarding process

Trigger relevant flows.

Pro tip: To avoid overwhelming users, disclose information and features progressively .

Guide users with a customer onboarding checklist

SkedSocial managed to triple their free-to-paid conversions after implementing onboarding checklists .

What makes them so effective?

First, they show users clearly what they need to do in a structured way.

Moreover, they hinge on a strong psychological principle called the Zeigarnik effect. Basically, people find it difficult to forget about tasks they haven’t finished, like those on the checklist .

And the closer they are to the end, the stronger the urge to carry on and finish. That’s why many checklists include progress bars that show users how far from the end they are.

Pro tip: Combine checklists with other gamification elements, like celebration animations, to reward users for reaching a milestone.

Use a resource center to provide after-hours support

Resource centers enable users to solve their problems without contacting customer support .

Their main advantage?

They are available 24/7 . So users can access help any time they need. This is essential in the early stages of the onboarding process when excessive friction and technical barriers can put off new users.

And this is also how most users prefer to solve their problems, at least simple ones.

Pro tip: In your resource center modules, provide resources in different formats, like videos or diagrams. To make them more inclusive for users with different learning preferences .

Resource center for self-service support

A/B test different onboarding flows to see which one results in higher customer engagement

There are different variables to consider when designing onboarding flows. Like the microcopy , number of steps, choice of in-app patterns , or their design.

Their impact is difficult to assess until you launch the flow for real users. And even then it’s hard to attribute conversions to specific design aspects.

You can limit the guesswork by A/B-testing the flows. That’s when you enable one flow to one half of the test sample – and the other to the other half. And track their performance to choose the better one.

Pro tip: Use A/B tests when you’ve already narrowed the choice to the last few options. Otherwise, the testing takes too long. At earlier stages, multivariate tests are more suitable.

Increase customer lifetime value with continuous education

Ongoing customer education enables them to discover new use cases for the product, improve their efficiency, and learn how to use more advanced functionality to realize the full product potential.

This increases their satisfaction .

And helps you increase customer lifetime value : Showcasing the benefits of premium functionality or complementary products makes existing customers more open to upsell and cross-sell efforts.

Pro tip: Promote your online courses, webinars , and ebooks beyond your existing user base. They are excellent lead magnets. They attract potential customers looking for solutions to specific problems and promote your product.

Increase customer loyalty with referral programs

Referral programs help you acquire new customers . Most marketers agree that WOM is one of the most effective ways to attract customers. Because they trust recommendations from their peers more than any marketing messaging .

And they reinforce customer loyalty .

People have a strong desire to stay consistent with their initial actions. Dropping a product after recommending it to others would make it appear inconsistent. Even if they had a vested interest in recommending it, like the extra credit, storage, or discounts you’re offering.

Regularly collect feedback and improve based on insights

As mentioned, feedback helps you gauge how useful users find the onboarding program and identify ways to improve.

To collect it, use in-app surveys launched at a specific stage of the process, for example, 2 days after the user starts it. You can also trigger them contextually to assess a particular aspect of the onboarding experience, just when the user engages with it.

Pro tip: Follow up closed-ended questions with open-ended ones to gather qualitative insights. For example, after asking, “How was your onboarding, on a scale of 1-5?”, ask, “How could we improve it for you?”

Measure the success of your onboarding experience

User feedback doesn’t always give you a complete picture of how well your onboarding works. Many users don’t know what makes a good onboarding experience, don’t take the time to reflect on it, or don’t know how to explain it. Or ignore the surveys.

Product analytics fill this gap by providing you with objective user behavior data.

How can you leverage the insights?

Track user engagement with the onboarding flows . If the completion rates are low, investigate the root causes by conducting interviews, sending targeted surveys, or analyzing session recordings.
Measure the impact of onboarding experiences on key metrics. Conduct cohort analysis to assess the effectiveness of newly implemented flows on user activation, adoption, and retention. Visualize the data in graphs to track trends to see if there are any correlations .
Look for friction and drop-off points in the onboarding process. Use funnel analytics to analyze conversions at key touchpoints and path analytics to map out all user actions leading to conversions or drop-offs.

Key templates for a seamless customer onboarding process

The user journey map template I showed you above is one of the templates that could be handy when designing the onboarding process. Let’s have a look at 3 more.

Customer profile template

A customer profile includes information about a real or ideal customer.

This includes:

Demographic data (age, gender, marital status, education, income).
Psychographic data (interests, personality, values, views, lifestyle preferences).
Product usage data (frequency, session duration, features used).
Sentiment data (how satisfied they are with the product).
Technographics data (operating system, device type, browser).
Transactional data (purchase history, subscription plan, payment methods).

Customer profile data helps you segment your customers and personalize their onboarding experiences. They also inform your marketing efforts and enable targeted marketing campaigns that better resonate with your audience.

In-app survey templates

In-app survey templates reduce the time needed to create and launch onboarding surveys.

Instead of building a survey from scratch every time you want to collect feedback , you can pick an existing one and customize it to the specific goals.

In addition to saving time, templates ensure that your surveys are consistent. This is essential to track performance over time.

Customer onboarding templates

Customer onboarding templates provide step-by-step guidance on how to design experiences for different stages of the user journey.

Check out Userpilot customer onboarding process checklist

For example, you could have templates for creating a sign-up process, welcoming new users , building checklists, or new feature announcements . And one high-level template that encompasses the whole onboarding process, like the one below.

Just like the survey templates, they improve efficiency and consistency. They also reduce the risk of errors. By following the template, you’re less likely to miss anything.

Best customer onboarding platform to personalize user experience and reduce time to value

Userpilot is a product onboarding platform catering to medium and large B2B SaaS companies. It helps them create onboarding experiences for customers (not employees) to drive web app adoption (we don’t support mobile apps).

What features does Userpilot support?

You can onboard users with:

In-app patterns and flows ( modals , slideouts, tooltips , hotspots, banners , driven actions).
Onboarding checklists.
Interactive walkthroughs .
There’s also a resource center functionality for self-service support.

Thanks to the AI writing assistant , crafting quality microcopy for your in-app messages is a breeze.

Userpilot also enables you to collect customer feedback with in-app surveys . Creating them takes hardly any time. Pick a template library, customize it in the visual editor, and tweak the question.

You can even automatically translate them into other languages.

Where Userpilot stands out from competitors is the analytics.

It enables you to track your onboarding metrics from custom dashboards , monitor the performance of your onboarding experiences, and analyze user progress along the customer journey .

Customer onboarding reduces the time they need to learn how to use the product and adopt it as a go-to solution to their problems. It also increases user engagement, drives user retention, and fosters loyalty.

For best results, use insights from customer feedback and product analytics to tailor the onboarding experiences to unique user needs.

If you’d like to learn how Userpilot can help you enhance your customer onboarding process, book the demo!

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10 Survey Email Examples I Love (for Your Inspiration)
Structure one as a follow-up to your original survey email and another as a "last chance" to respond. Even if your survey doesn't need to be completed by a certain date — for example, if you collect customer feedback on an ongoing basis — it doesn't hurt to remind customers to share their thoughts. Survey Email Template. Hi [First ...
18 Survey Email Templates & Examples You Can Steal
Mailchimp helps many small business owners to send customer surveys via email easily. You can use a survey email template or embed customer surveys within email using the drag-and-drop email builder like the one within Sender. Here's an email sent by GetLumpa using MailChimp: Subject: Help Us & Fill Our survey.
How to Write a Survey Request Email With 17 Samples From Experts
Customer satisfaction survey email sample. The customer feedback survey email has pretty much the same spirit as the employee survey email. So, these are shot email surveys directed at clients to understand their satisfaction levels with your company's products or services. This feedback is critical for continuous improvement and maintaining ...
3 effective customer satisfaction survey email templates
Example 1. For some, a straightforward, to-the-point survey invitation email is the best way to gather feedback. After all, your customers value their time and don't want to waste it reading an email that meanders to its objective. And remember, a personalized greeting is always a good way to start an email to a customer.
Engaging Survey Email Templates (Copy & Paste)
Survey email template 1 - offering an incentive. Hi [name], We'd really like to hear your feedback about [topic of the survey]. It will really help us improve [pain point] so that we can provide a better customer experience for all of our clients.
8 best customer satisfaction survey email examples
Learn how to write a customer satisfaction survey email that your guests will want to open. See real-life examples from different industries and tips for writing effective surveys. Find out what makes these emails stand out from the rest and how to get more feedback from your customers.
12 Survey Email Templates, Examples & Tips to Boost Feedback
Let's dive into 12 survey email templates and examples that can help you maximize response rates across various scenarios: 1. Customer Satisfaction Survey. This template is crucial for understanding how customers feel after making a purchase. It invites them to reflect on their entire shopping journey, from browsing to buying and beyond.
Survey Email Templates and Examples For More Responses
Learn how to use email surveys to collect customer feedback and improve your marketing strategy. Find out the benefits, key elements, and examples of email survey templates you can use for any occasion. Download free email templates and get a link to your survey from EmbedForms.
10 Email survey templates to ensure customer feedback
Email survey templates for guaranteed feedback. Creating a powerful survey email becomes effortless once you grasp the essential elements to emphasize. To assist you further, here are ten email survey templates. These templates can be customized for various purposes, whether for an email marketing questionnaire or general customer surveys. 1.
11 Best Survey Email Examples & Templates
View survey emails and strategies. 1 Organize a giveaway. 2 Add a personal touch. 3 Keep it brief. 4 Use the subject line to describe the email. 5 Explain why constructive feedback is helpful. 6 Use minimal copy. 7 Make it simple to change the survey settings. 8 Use an interesting email template.
7 Amazing Customer Satisfaction Email Templates You Can ...
Customer satisfaction email template: CSAT 4. Customer service email template 5. Customer Effort Score email template 6. Customer Health Score email template 7. Customer churn rate/win-back email template 8. Customer review email template 9. Conclusion.
5 Best Survey Email Examples (+Tips and Templates)
This could lead to greater engagement with the survey content, increased customer satisfaction levels, and higher response rates. ... 5 Survey Email Templates (Copy + Design) You Need This Minute. Let's check out some of the best survey email templates to help you get a better response rate. Additionally, feel free to copy the email copy ...
Write an eye-catching survey email: examples and tips
Use the recipient's name in the greeting to make an email feel as personal as possible. It's also a good idea to use the first-person voice. This makes participants feel that you are speaking directly to them, which makes it more personal and approachable. 3. Explain the purpose of the survey.
Top 5 Survey Email Examples: Explained
Short and simple. Gives an idea of how long will it take. Straight to the point. Gives a reason for why the customer should fill-up the survey. This is how it looks when you send an invitation email. You can also schedule it for a later date using survey software. 2. Customer feedback survey email example.
20 Survey Email Examples & Templates
20 Survey Email Examples & Templates To Get Customer Insights. Written by: Chris Donald. Published on: 30-05-2023. Chris is Managing Partner at InboxArmy and has more than 25 years of experience in email marketing. Understanding your customer's requirements and expectations ensures a smooth-sailing business.
Customer satisfaction surveys: Questions, Tips, & Templates
Explore more customer satisfaction survey questions. 4. Binary questions. Binary scale questions rely on a limit of two answers per question, hence the name "binary.". You can present these questions as a simple yes or no or allow customers to answer with graphics like a thumbs up/thumbs down or happy/sad face.
Top Customer Feedback & Satisfaction Survey Email Templates
Customer Feedback & Satisfaction Survey Email Templates Updated: September 06, 2023 . Exceptional customer service is paramount to the success of any organization. One vital aspect of providing top-notch service is understanding customer needs and expectations through their valuable feedback.
Customer feedback email
2 Customer feedback email templates. Now that we've looked at a customer feedback email flow, here are two customer feedback email templates you can use for your own brand. We've included one requesting feedback via email, and another requesting feedback via survey. Let us know how these templates work for you!
Survey Email Templates and Best Practices for Engagement
Customer Feedback Survey Email Template. A customer feedback survey email template is an email that is sent to individuals with the intention of getting information about a company's product or service. The purpose of the survey is to gather input from customers. Customers have the opportunity to submit feedback and assess how satisfied they ...
The Perfect Customer Satisfaction Survey Email Invite Template
11. Embed The First Question to Boost Response Rates. As an extension of showing them the survey link, you can boost response rates from your invite by 50% if you embed the first survey question in the email itself. We always use this in our NPS survey email templates and other customer feedback style surveys.
50 Survey & feedback Email Templates
Stripo enables you to embed questionnaires into Survey and Feedback HTML email templates. Prior to sending out an email newsletter, you will have to create a survey with Google Forms or SurveyMonkey. In order to embed your survey, drag-and-drop HTML block into your template, then open an email code by clicking HTML block, and finally insert the ...
The Ultimate Customer Feedback Email Template + Samples
Tell them why they're getting the feedback request. Share how you're going to use the results to benefit them. Give them an idea how long the process will take ( for something structured like a survey) End with a thank you and a CTA. 1. Make Your Email Subject Awesome. Before you can even think about getting your customer to leave feedback ...
How To Embed a Survey into an Email [Guide+Templates]
5. Explore More Survey Form Templates. While popular email services may not natively support embedded surveys, a Google Forms alternative - involve.me - provides a solution for integrating surveys into your email campaigns. With its user-friendly interface, involve.me empowers you to create and distribute surveys via email.
The Best Email Survey Tool to Boost Your Feedback Game
Customization Options: Ability to customize survey templates, email invitations, and branding to align with the organization's or individual's identity and objectives. ... Offline Surveys Customer Satisfaction Surveys; Employee Survey Software Employee survey software & tool to create, send and analyze employee surveys. Get real-time ...
5+1 email survey tools that are essential to know
Wide range of email survey templates to choose from. Prebuilt net promoter score, customer effort score, and customer satisfaction types of email surveys. Insightful analysis from the given data. CRM and email surveys in one place (Hubspot has a CRM system, so the data of your customers are accessible easily for email surveys). Price
Customer Success Templates—Powerful Forms & Surveys To Improve Customer
Customer Needs Survey Template Understand what your customers are looking for and how to meet their needs. Help Desk Feedback Survey Template ... Customer Contact Form Template Great customer support? Start with asking better questions. Customer Profile Form Template
Customer Onboarding Process: Steps, Best Practices & Templates
Customer profile data helps you segment your customers and personalize their onboarding experiences. They also inform your marketing efforts and enable targeted marketing campaigns that better resonate with your audience. In-app survey templates. In-app survey templates reduce the time needed to create and launch onboarding surveys.