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How to Create Dead-Simple, One-Click Email Surveys

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When it comes time to survey your email subscribers, most marketers look to Google Forms or SurveyMonkey. These are useful tools but both have one major disadvantage: they require the user to leave the email, then take the survey.

Wouldn’t it be nicer if they could take simple surveys right in the email, regardless of their mail platform? After all, removing friction from the conversion process is one of the pillars of CRO.

Well, there is a way. We discovered a tool called ClickInsights on ProductHunt recently that makes surveys easier than ever. Although it hasn’t officially launched, we got early access and thought we’d show you how it works.

Editor’s note: Do you get the Product Hunt newsletter? Sign up, it’s pure gold.

How to Get Meaningful Data from Surveys


When it comes to surveys, simple is key. If you create too many steps or ask for too much of your users’ time, they are going to ignore you (and who could blame them?).

Step #1 for creating a successful survey is defining exactly what you hope to get out of it. So instead of asking someone, “Will you answer 10 questions about your experience with our company?”, consider asking, “Are you likely to recommend this product to a friend?”.

The difference is that you will get more feedback and more specific data. You can also follow up individually with people who said “no”.

Creating Surveys with ClickInsights

One of the best parts of ClickInsights is that there are no distractions. The interface is clean and simple. To get started, just click “Create a Survey”.

Screenshot 2014-08-28 14.04.57.png

You get one question, so make it a good one. (You could, however, easily create multiple questions and include them in the same email. The only problem with this is that when the user clicks a link, they leave their mail client.) All questions are multiple choice and you can choose whether or not you will allow people to comment after clicking.

Screenshot 2014-08-28 14.09.40.png

There is an option to integrate the data with your email service provider. (Vero will be a launch partner!)

Screenshot 2014-08-28 14.12.47.png

The last option is creating the “Thank You” message.

Screenshot 2014-08-28 14.14.18.png

After that, just create the form and paste the HTML code into your email. Users will be able to click the appropriate answer and ClickInsights will collect the data.

Screenshot 2014-08-28 14.16.50.png

Vero users can even create and track events based on the survey answers. This will allow you to send follow-up emails automatically. You can even embed the surveys into blog posts, which I’ve done here:

Would you recommend our blog to a friend?



And that’s it! Pretty awesome, right? You request access to the beta here. (Thanks Tony Hill for the early access!)

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