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Using the Inline Forms/ Surveys Element in email campaign

earn how to add Inline Forms/Surveys to GHL Customer Care emails, choose feedback types, and track responses

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  1. How to Use Form Elements
  2. How to Switch the Form Type
  3. Frequently Asked Questions
  4. Related Articles

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The Inline Forms/Surveys element lets you collect structured feedback directly inside an email. This article covers how to add forms to your emails and customize these forms to match your branding!

TABLE OF CONTENTS

What Are Forms/ Surveys Elements?

The Forms/ Surveys Element allows you to add pre-built or custom feedback forms (1-10 scoring, like/dislike, 5 stars, etc.). It helps collect and analyze responses via the Submissions tab under campaign statistics.

These elements can be used to:

  • Collect product feedback (1-10 scale).
  • Gather service reviews (5-star ratings).
  • Use Like/Dislike forms for simple feedback.
  • Export data for users with low ratings.

How to Use Form Elements

  1. Go to Marketing > Emails > Campaigns and open an existing or create a new campaign.
    Step 1 of 8: Go to Marketing > Emails > Campaigns and open an existing or create a… What this shows Step 1 of 8: Go to Marketing > Emails > Campaigns and open an existing or create a new campaign. What this shows Shows where to go for step 1 of 8 in the "How to Use Form Elements" section of "Using the Inline Forms/ Surveys Element in email campaign". This screenshot accompanies step 1 of 8 in the "How to Use Form Elements" section of "Using the Inline Forms/ Surveys Element in email campaign". At this point in the walkthrough you go to Marketing > Emails > Campaigns and open an existing or create a new campaign. The navigation path used here is Marketing > Emails > Campaigns. This part of the guide covers 8 fields, listed below. The next step is to add the Form Element. Step 1 of 8Path: Marketing > Emails > CampaignsImage 1 of 9 Where to goGo to Marketing > Emails > Campaigns and open an existing or create a new campaign.
    Fields in this part of the guide How to Use Form ElementsHow to Switch the Form TypeFrequently Asked QuestionsRelated ArticlesHow to use the Email Builder and its In-line EditorText Element in Email BuilderVideo Element in Email BuilderAnalytics for Forms and Surveys
    Buttons and menus referenced Marketing > Emails > CampaignsTABLE OF CONTENTSSubmissionsHow to Use Form ElementsForm ElementCampaign StatisticsHow to Switch the Form TypeChange Form TypeFrequently Asked QuestionsRelated Articles
    Next stepAdd the Form Element.
    All 8 steps in this procedure
    1. Go to Marketing > Emails > Campaigns and open an existing or create a new campaign. this image
    2. Add the Form Element.
    3. Choose the feedback type (NPS, ratings, etc.).
    4. Customize the form design, settings and name.
    5. Set a Success Page URL.
    6. Send your campaign and monitor responses via Campaign Statistics > Submissions.
    7. Export the list of respondents if needed.
    8. For pre-built forms, navigate directly to the submission page.
  2. Add the Form Element.
    Step 2 of 8: Add the Form Element What this shows Step 2 of 8: Add the Form Element. What this shows Shows what this covers for step 2 of 8 in the "How to Use Form Elements" section of "Using the Inline Forms/ Surveys Element in email campaign". This screenshot accompanies step 2 of 8 in the "How to Use Form Elements" section of "Using the Inline Forms/ Surveys Element in email campaign". At this point in the walkthrough you add the Form Element. For context, this section explains: The Inline Forms/Surveys element lets you collect structured feedback directly inside an email. This article covers how to add forms to your emails and customize these forms to match your branding! TABLE OF CONTENTS What Are Forms/ Surveys Elements? The Forms/ Surveys Element allows you to add…. The navigation path used here is Marketing > Emails > Campaigns. This part of the guide covers 8 fields, listed below. The next step is to choose the feedback type (NPS, ratings, etc.). Step 2 of 8Path: Marketing > Emails > CampaignsImage 2 of 9 What this coversAdd the Form Element.
    Fields in this part of the guide How to Use Form ElementsHow to Switch the Form TypeFrequently Asked QuestionsRelated ArticlesHow to use the Email Builder and its In-line EditorText Element in Email BuilderVideo Element in Email BuilderAnalytics for Forms and Surveys
    Buttons and menus referenced Form ElementTABLE OF CONTENTSSubmissionsHow to Use Form ElementsMarketing > Emails > CampaignsCampaign StatisticsHow to Switch the Form TypeChange Form TypeFrequently Asked QuestionsRelated Articles
    Next stepChoose the feedback type (NPS, ratings, etc.).
    All 8 steps in this procedure
    1. Go to Marketing > Emails > Campaigns and open an existing or create a new campaign.
    2. Add the Form Element. this image
    3. Choose the feedback type (NPS, ratings, etc.).
    4. Customize the form design, settings and name.
    5. Set a Success Page URL.
    6. Send your campaign and monitor responses via Campaign Statistics > Submissions.
    7. Export the list of respondents if needed.
    8. For pre-built forms, navigate directly to the submission page.
  3. Choose the feedback type (NPS, ratings, etc.).
    Step 3 of 8: Choose the feedback type (NPS, ratings, etc.) What this shows Step 3 of 8: Choose the feedback type (NPS, ratings, etc.). What this shows Shows what to fill in for step 3 of 8 in the "How to Use Form Elements" section of "Using the Inline Forms/ Surveys Element in email campaign". This screenshot accompanies step 3 of 8 in the "How to Use Form Elements" section of "Using the Inline Forms/ Surveys Element in email campaign". At this point in the walkthrough you choose the feedback type (NPS, ratings, etc.). The navigation path used here is Marketing > Emails > Campaigns. This part of the guide covers 8 fields, listed below. The next step is to customize the form design, settings and name. Step 3 of 8Path: Marketing > Emails > CampaignsImage 3 of 9 What to fill inChoose the feedback type (NPS, ratings, etc.).
    Fields in this part of the guide How to Use Form ElementsHow to Switch the Form TypeFrequently Asked QuestionsRelated ArticlesHow to use the Email Builder and its In-line EditorText Element in Email BuilderVideo Element in Email BuilderAnalytics for Forms and Surveys
    Buttons and menus referenced TABLE OF CONTENTSSubmissionsHow to Use Form ElementsMarketing > Emails > CampaignsForm ElementCampaign StatisticsHow to Switch the Form TypeChange Form TypeFrequently Asked QuestionsRelated Articles
    Next stepCustomize the form design, settings and name.
    All 8 steps in this procedure
    1. Go to Marketing > Emails > Campaigns and open an existing or create a new campaign.
    2. Add the Form Element.
    3. Choose the feedback type (NPS, ratings, etc.). this image
    4. Customize the form design, settings and name.
    5. Set a Success Page URL.
    6. Send your campaign and monitor responses via Campaign Statistics > Submissions.
    7. Export the list of respondents if needed.
    8. For pre-built forms, navigate directly to the submission page.
  4. Customize the form design, settings and name.
    Step 4 of 8: Customize the form design, settings and name What this shows Step 4 of 8: Customize the form design, settings and name. What this shows Shows what this covers for step 4 of 8 in the "How to Use Form Elements" section of "Using the Inline Forms/ Surveys Element in email campaign". This screenshot accompanies step 4 of 8 in the "How to Use Form Elements" section of "Using the Inline Forms/ Surveys Element in email campaign". At this point in the walkthrough you customize the form design, settings and name. The navigation path used here is Marketing > Emails > Campaigns. This part of the guide covers 8 fields, listed below. The next step is to set a Success Page URL. Step 4 of 8Path: Marketing > Emails > CampaignsImage 4 of 9 What this coversCustomize the form design, settings and name.
    Fields in this part of the guide How to Use Form ElementsHow to Switch the Form TypeFrequently Asked QuestionsRelated ArticlesHow to use the Email Builder and its In-line EditorText Element in Email BuilderVideo Element in Email BuilderAnalytics for Forms and Surveys
    Buttons and menus referenced TABLE OF CONTENTSSubmissionsHow to Use Form ElementsMarketing > Emails > CampaignsForm ElementCampaign StatisticsHow to Switch the Form TypeChange Form TypeFrequently Asked QuestionsRelated Articles
    Next stepSet a Success Page URL.
    All 8 steps in this procedure
    1. Go to Marketing > Emails > Campaigns and open an existing or create a new campaign.
    2. Add the Form Element.
    3. Choose the feedback type (NPS, ratings, etc.).
    4. Customize the form design, settings and name. this image
    5. Set a Success Page URL.
    6. Send your campaign and monitor responses via Campaign Statistics > Submissions.
    7. Export the list of respondents if needed.
    8. For pre-built forms, navigate directly to the submission page.
  5. Set a Success Page URL.
    Step 5 of 8: Set a Success Page URL What this shows Step 5 of 8: Set a Success Page URL. What this shows Shows what this covers for step 5 of 8 in the "How to Use Form Elements" section of "Using the Inline Forms/ Surveys Element in email campaign". This screenshot accompanies step 5 of 8 in the "How to Use Form Elements" section of "Using the Inline Forms/ Surveys Element in email campaign". At this point in the walkthrough you set a Success Page URL. For context, this section explains: The Inline Forms/Surveys element lets you collect structured feedback directly inside an email. This article covers how to add forms to your emails and customize these forms to match your branding! TABLE OF CONTENTS What Are Forms/ Surveys Elements? The Forms/ Surveys Element allows you to add…. The navigation path used here is Marketing > Emails > Campaigns. This part of the guide covers 8 fields, listed below. The next step is to send your campaign and monitor responses via Campaign Statistics > Submissions. Step 5 of 8Path: Marketing > Emails > CampaignsImage 5 of 9 What this coversSet a Success Page URL.
    Fields in this part of the guide How to Use Form ElementsHow to Switch the Form TypeFrequently Asked QuestionsRelated ArticlesHow to use the Email Builder and its In-line EditorText Element in Email BuilderVideo Element in Email BuilderAnalytics for Forms and Surveys
    Buttons and menus referenced TABLE OF CONTENTSSubmissionsHow to Use Form ElementsMarketing > Emails > CampaignsForm ElementCampaign StatisticsHow to Switch the Form TypeChange Form TypeFrequently Asked QuestionsRelated Articles
    Next stepSend your campaign and monitor responses via Campaign Statistics > Submissions.
    All 8 steps in this procedure
    1. Go to Marketing > Emails > Campaigns and open an existing or create a new campaign.
    2. Add the Form Element.
    3. Choose the feedback type (NPS, ratings, etc.).
    4. Customize the form design, settings and name.
    5. Set a Success Page URL. this image
    6. Send your campaign and monitor responses via Campaign Statistics > Submissions.
    7. Export the list of respondents if needed.
    8. For pre-built forms, navigate directly to the submission page.
  6. Send your campaign and monitor responses via Campaign Statistics > Submissions.
    Step 6 of 8: Send your campaign and monitor responses via Campaign Statistics >… What this shows Step 6 of 8: Send your campaign and monitor responses via Campaign Statistics > Submissions. What this shows Shows what this covers for step 6 of 8 in the "How to Use Form Elements" section of "Using the Inline Forms/ Surveys Element in email campaign". This screenshot accompanies step 6 of 8 in the "How to Use Form Elements" section of "Using the Inline Forms/ Surveys Element in email campaign". At this point in the walkthrough you send your campaign and monitor responses via Campaign Statistics > Submissions. The navigation path used here is Campaign Statistics > Submissions. This part of the guide covers 8 fields, listed below. The next step is to export the list of respondents if needed. Step 6 of 8Path: Campaign Statistics > SubmissionsImage 6 of 9 What this coversSend your campaign and monitor responses via Campaign Statistics > Submissions.
    Fields in this part of the guide How to Use Form ElementsHow to Switch the Form TypeFrequently Asked QuestionsRelated ArticlesHow to use the Email Builder and its In-line EditorText Element in Email BuilderVideo Element in Email BuilderAnalytics for Forms and Surveys
    Buttons and menus referenced Campaign StatisticsSubmissionsTABLE OF CONTENTSHow to Use Form ElementsMarketing > Emails > CampaignsForm ElementHow to Switch the Form TypeChange Form TypeFrequently Asked QuestionsRelated Articles
    Next stepExport the list of respondents if needed.
    All 8 steps in this procedure
    1. Go to Marketing > Emails > Campaigns and open an existing or create a new campaign.
    2. Add the Form Element.
    3. Choose the feedback type (NPS, ratings, etc.).
    4. Customize the form design, settings and name.
    5. Set a Success Page URL.
    6. Send your campaign and monitor responses via Campaign Statistics > Submissions. this image
    7. Export the list of respondents if needed.
    8. For pre-built forms, navigate directly to the submission page.
  7. Export the list of respondents if needed.
    Step 7 of 8: Export the list of respondents if needed What this shows Step 7 of 8: Export the list of respondents if needed. What this shows Shows what this covers for step 7 of 8 in the "How to Use Form Elements" section of "Using the Inline Forms/ Surveys Element in email campaign". This screenshot accompanies step 7 of 8 in the "How to Use Form Elements" section of "Using the Inline Forms/ Surveys Element in email campaign". At this point in the walkthrough you export the list of respondents if needed. The navigation path used here is Marketing > Emails > Campaigns. This part of the guide covers 8 fields, listed below. The next step is to for pre-built forms, navigate directly to the submission page. Step 7 of 8Path: Marketing > Emails > CampaignsImage 7 of 9 What this coversExport the list of respondents if needed.
    Fields in this part of the guide How to Use Form ElementsHow to Switch the Form TypeFrequently Asked QuestionsRelated ArticlesHow to use the Email Builder and its In-line EditorText Element in Email BuilderVideo Element in Email BuilderAnalytics for Forms and Surveys
    Buttons and menus referenced TABLE OF CONTENTSSubmissionsHow to Use Form ElementsMarketing > Emails > CampaignsForm ElementCampaign StatisticsHow to Switch the Form TypeChange Form TypeFrequently Asked QuestionsRelated Articles
    Next stepFor pre-built forms, navigate directly to the submission page.
    All 8 steps in this procedure
    1. Go to Marketing > Emails > Campaigns and open an existing or create a new campaign.
    2. Add the Form Element.
    3. Choose the feedback type (NPS, ratings, etc.).
    4. Customize the form design, settings and name.
    5. Set a Success Page URL.
    6. Send your campaign and monitor responses via Campaign Statistics > Submissions.
    7. Export the list of respondents if needed. this image
    8. For pre-built forms, navigate directly to the submission page.
  8. For pre-built forms, navigate directly to the submission page.
    Step 8 of 8: For pre-built forms, navigate directly to the submission page What this shows Step 8 of 8: For pre-built forms, navigate directly to the submission page. What this shows Shows what this covers for step 8 of 8 in the "How to Use Form Elements" section of "Using the Inline Forms/ Surveys Element in email campaign". This screenshot accompanies step 8 of 8 in the "How to Use Form Elements" section of "Using the Inline Forms/ Surveys Element in email campaign". At this point in the walkthrough you for pre-built forms, navigate directly to the submission page. The navigation path used here is Marketing > Emails > Campaigns. This part of the guide covers 8 fields, listed below. Step 8 of 8Path: Marketing > Emails > CampaignsImage 8 of 9 What this coversFor pre-built forms, navigate directly to the submission page.
    Fields in this part of the guide How to Use Form ElementsHow to Switch the Form TypeFrequently Asked QuestionsRelated ArticlesHow to use the Email Builder and its In-line EditorText Element in Email BuilderVideo Element in Email BuilderAnalytics for Forms and Surveys
    Buttons and menus referenced TABLE OF CONTENTSSubmissionsHow to Use Form ElementsMarketing > Emails > CampaignsForm ElementCampaign StatisticsHow to Switch the Form TypeChange Form TypeFrequently Asked QuestionsRelated Articles
    All 8 steps in this procedure
    1. Go to Marketing > Emails > Campaigns and open an existing or create a new campaign.
    2. Add the Form Element.
    3. Choose the feedback type (NPS, ratings, etc.).
    4. Customize the form design, settings and name.
    5. Set a Success Page URL.
    6. Send your campaign and monitor responses via Campaign Statistics > Submissions.
    7. Export the list of respondents if needed.
    8. For pre-built forms, navigate directly to the submission page. this image

How to Switch the Form Type

Users can seamlessly switch between form types during editing.

To change the form type, click on the form element. Use the Change Form Type dropdown to select a different form type. If you return to the original type in the same session, your previous settings will be restored.

How to Switch the Form Type (image 9 of 9) What this shows The Inline Forms/Surveys element lets you collect structured feedback directly inside an email. What this shows Illustrates the "How to Switch the Form Type" section of "Using the Inline Forms/ Surveys Element in email campaign". This screenshot appears in the "How to Switch the Form Type" section of "Using the Inline Forms/ Surveys Element in email campaign". For context, this section explains: The Inline Forms/Surveys element lets you collect structured feedback directly inside an email. This article covers how to add forms to your emails and customize these forms to match your branding! TABLE OF CONTENTS What Are Forms/ Surveys Elements? The Forms/ Surveys Element allows you to add…. This part of the guide covers 8 fields, listed below. Image 9 of 9
Fields in this part of the guide How to Use Form ElementsHow to Switch the Form TypeFrequently Asked QuestionsRelated ArticlesHow to use the Email Builder and its In-line EditorText Element in Email BuilderVideo Element in Email BuilderAnalytics for Forms and Surveys
Buttons and menus referenced TABLE OF CONTENTSSubmissionsHow to Use Form ElementsMarketing > Emails > CampaignsForm ElementCampaign StatisticsHow to Switch the Form TypeChange Form TypeFrequently Asked QuestionsRelated Articles
All 5 steps in this procedure
  1. What Are Forms/ Surveys Elements?
  2. How to Use Form Elements
  3. How to Switch the Form Type
  4. Frequently Asked Questions
  5. Related Articles

Frequently Asked Questions

Q:Do I need a custom success URL for form responses to be tracked in email campaigns?

No. Form submissions including ratings, Like/Dislike, and scoring are tracked as soon as a contact clicks on the element inside the email. A custom success URL is completely optional. It’s only used to control where the user is redirected after clicking (for example, to a thank-you page or external link).

Even if you don’t set a redirect, the submission will still appear in your campaign statistics under the Submissions tab. To identify each form’s response clearly, be sure to give your form a unique title during setup.

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