On this page we guide you through the steps needed to generate an HTML embed code for your survey.
Locate the Embed Code
In the survey editor, navigate to the tab “Embed Code”. If you don’t see the “Embed Code” tab, please make sure that the survey type is set to “Email Survey”.
Set a color theme
You can choose the color scheme of your embedded survey. When changing colors, you’ll see an updated survey preview on the right side of the screen.
Please note that the color selection only applies to the embed code you are using in your email. You also might want to adjust the colors of the survey page in the “Landing Page” tab.
NPS and CSAT questions allow you to use a multicolor scale. If this option is enabled, the colors of the multicolor scale are used when generating the embed code.
If you are using our multilingual surveys feature, you’ll see the option to choose the language for the embed code. Choosing a language will translate labels and also determine the language used on the survey landing page.
Choose Email Service Provider
As a next step, choose your Email Service Provider (ESP) and copy the HTML code to your clipboard.
Once you select your provider, Refiner will suggest tags that will identify respondents with their emails address. You can replace the suggested identifiers with provider specific tags, for example if you want to use a User ID to identify your users instead.
If the solution you are using is not listed, don’t worry. You can still select “Other” which generates a generic embed code without any Identify Tags.
The generated HTML code is now ready to use in your email template. If you know your way around in HTML, you might want to check out how to customize the embed code event further.
Finally, paste the HTML code to a template in your email sending solution. The process of using HTML code snippets in an email differs for each provider.
Import additional user traits
Depending on the capabilities of your provider, you might be able to import user traits that are available in your email solution to Refiner. To do so, you can add additional parameters to the “Identify Tags”. Here is an example how this could look like:
You can add user traits by adding parameters starting with “contact_” and attach data to the response with parameters starting with “response_”. The syntax is the same as for Survey Pages and you can find more information here.
What data you can import to Refiner depends on your email provider. You can check their documentation to figure out which data fields are available.