Complete Guide: How to Create an Embedded Survey

Creating engaging surveys is crucial for gathering valuable insights from your customers. Design surveys that integrate with your company's website and provide a smooth user experience.

Whether you're an experienced marketer or new to survey creation, this article will guide you through the process of creating and embedding a survey into your company's website. We'll cover everything step-by-step, including using pre-designed templates, the editor, and the AI-powered survey maker tool.

What is an Embedded Survey? [Example]

An embedded survey is a survey integrated directly into a web page or digital platform, allowing users to complete it without leaving the site. Instead of directing respondents to an external survey link, an embedded survey appears directly within the context of the webpage.

Here's an example of the embedded survey we created for this article:

After reading this article, you'll have the skills to create a similar survey for your company's website, regardless of which CMS your company is using.

Generate a Survey

First thing is to create an online survey that serves your goal. To do that, use one of the survey maker tools. These platforms provide pre-designed survey templates and easy-to-use editors to help you create a visually appealing and user-friendly survey without any coding knowledge.

Consider creating a new survey on the spot by using our AI survey generator:

How It Works:

Describe the survey you need in the box, for example a customer satisfaction survey or post-event feedback, then enter your company's URL on the next screen. You don't have to specify all your survey questions. The system generates them instantly based on your prompt. Add your preferred tone (professional, friendly, or quirky) to the prompt, and the tool adjusts accordingly.

At the end you will get the feedback survey that is aligned with your company's website: brand's colors, fonts, and logo. Click to customize it, then register for an account or log in if you already have one to get the embed code.

There's also a template library where you can find the entire survey ready to be used right away. Check the templates below:

Get the Embed Code

Once you've finalized your survey, whether you've opted for one of our pre-designed templates or created a custom survey using our AI tool, simply click "Publish" to obtain the embed code.

Before publishing the funnel, you'll encounter the funnel settings where you can conveniently adjust the survey link URL or the funnel name.
You can also opt to send a follow-up email to survey participants after they complete the survey. To set this up, turn on "Send a single follow-up email to participants" in the funnel settings (not on every plan). This feature allows for a personalized touch in engaging with survey respondents.

Another handy business feature is the option for personal data control, which you'll also find in the Funnel Settings. Here, you can block submissions from disposable or personal email addresses and prevent duplicate entries (not on every plan). To check that people own the address, turn on OTP email verification in the Contact Form element. This blocks junk submissions and keeps your lead data clean.

Once you've selected the appropriate settings, simply click the "Publish" button once again. On the "Share your funnel" screen, you'll find the survey URL, ready to be shared via social media platforms or through a QR code.

Moreover, there are additional options to share the survey via email (by sending a survey invitation) or embed it into various pages such as a blog post, landing page, or homepage.

Below, you'll find various embedding options including Standard, Full-Page, and Popup.
Click on any of these options to preview how the survey appears once embedded. Should you choose to create a popup survey, you can customize the settings to determine when the popup should appear and its size. This flexibility allows you to tailor the survey experience precisely to your preferences.

Follow these guidelines:

1. Copy the unique embed code.

2. Log in to your website's backend. This could be a content management system (CMS) like WordPress, Wix, Squarespace, or even direct access to the HTML/CSS files if you're using a custom-built website.

3. Once you're in the HTML editor, find the place in the code where you want the survey to appear. Paste the embed code you copied from the survey platform here.

4. After pasting the embed code, save your changes and publish the page. If you're using a CMS, there will be an option to save and publish your changes. If you're working with HTML/CSS files, save the changes and upload them to your web server.

5. Test all aspects of the survey to make sure it works smoothly on your website.

How to Embed a Survey in an Email

Email clients like Gmail and Outlook block the scripts an embed code needs, so a survey can't run inside an email the way it runs on a web page. Use one of these three ways instead:

1. Send the survey link. Paste the survey URL into your email with a short invitation that says why you ask and how long it takes, plus a clear button.

2. Start the survey from the email. Recreate the first question in your email platform and link each answer to your survey URL with its own parameter, for example ?rating=5. Hidden fields save the answer, and the survey continues in involve.me. This option is not on every plan.

3. Use Invite by email. On the Share & Embed page, send a customized invitation to your contacts straight from involve.me (not on every plan). Invite only contacts who agreed to receive emails from you.

Edit the Survey

Once you register a free involve.me account, you will get access to the editor. Here, you can create and edit all kinds of interactive funnels like quizzes, surveys or forms from scratch.

To edit your survey, drag and drop content elements from the content elements panel. Customize design aspects like background images, button colors, shapes, and fonts to match your preferences. To ensure the best survey experience for your customers, you might also want to change the question types used in the survey.

Take a look at these content elements available at involve.me:

1. Rating and NPS Score® to measure customer satisfaction score.

2. File Upload to collect all kinds of files from customers.

3. Contact Form to gather customer details like a phone number, email address, zip code, etc.

4. Coupon Code to give each customer a unique code for discounts or promotions.

5. Multiple Choice to provide options for respondents to choose from.

6. Dropdown Menu for a more organized selection process.

Don't use the same type of question on all your pages. Varying the question formats not only keeps the survey engaging but also caters to different preferences among respondents. Consider incorporating multiple-choice questions, open-ended queries, and rating scales.

Survey Integrations

Integrating your surveys with various tools like Notion, CRMs, Airtable, and others can streamline data management and enhance customer engagement.

1. Notion Integration: Easily transfer survey responses, customer details, and valuable feedback directly into your Notion workspace for centralized organization and analysis.

2. CRM Integration: involve.me keeps every contact with its survey answers attached and automatically sends follow-up email sequences based on those answers. For businesses already using an external CRM, native integrations sync survey responses to Salesforce or HubSpot to enrich profiles and personalize communication.

3. Airtable Integration: Store survey data in customizable databases on Airtable, create contact lists.

4. Other Integrations: For businesses already using an external tool, use involve.me's 50+ native integrations with Google Sheets, Slack, and more, or Zapier, to sync contacts and build email lists you will later use to nurture leads with email sequences.

Analyze Survey Responses

Analyzing survey responses with involve.me is pretty straightforward. You can either download the results and dig for actionable user insights manually or automate the process with AI features:

1. AI-Powered Insights: involve.me's AI analyzes responses, generating a comprehensive PDF report with key insights. This can save plenty of time and provide accurate feedback for decision-making.

2. Partial Response Visibility: View incomplete survey sessions to understand where respondents drop off (not on every plan).

Final Words

Creating embedded surveys will help you engage with your audience, gather insights, and enhance your brand's online presence. By following the steps outlined in this guide, you can embed a survey into any website, making it easier for visitors to provide feedback and interact with your brand.

Whether you're creating an email survey template to reach your subscribers, implementing a customer service feedback form to improve satisfaction, or designing stunning websites with embedded surveys to captivate your audience, the process remains straightforward and accessible.

Choose the right type of survey that aligns with your objectives to collect responses accurately.