Email Surveys


While we are big believers of in-product surveys, there are many scenarios where email surveys provide a great alternative.

For example, email surveys let you reach users that are currently not connected to your application. Popular use cases include post-purchase satisfaction surveys, abandoned card surveys or subscription cancellation surveys.

On the following pages we’ll cover everything you need to know to send out your first Refiner email surveys.

Illustration of a Refiner email survey on a mobile device

How Email Surveys work

The most important thing first: Refiner does not send emails on your behalf.

Instead, you’ll be using your current email marketing solution (Mailchimp,, Drip, Hubspot, …) to send your email surveys.

Refiner provides a HTML code snippet for your survey which you can embed in your emails.

Your users receives an email coming from you – using your branding and email address – with an embedded email survey as shown in the example above.

The code snippet will render the first question of your survey in your emails. A click on the embedded survey sends respondents to a survey page where they can complete the survey.

Unlike using a simple link pointing to a survey, clicking on an embedded email survey will automatically prefill the first question on the survey page and also identify your users. You are collecting data right from the first click and you’ll know which user responded.

Advantages of using your own ESP

There are a number of reasons why using your own Email Service Provider (ESP) makes much more sense than letting Refiner send emails for you.

First of all, you most likely already have and email marketing solution (e.g. Mailchimp, Hubspot,, Drip, …) in place. Adding yet another solution to send out emails is just adding unnecessary overhead.

Secondly, providing a reliable email sending service is hard. There are great solutions on the market and we have an utmost respect for their work. Let’s not reinvent the wheel.

Third, when sending emails through your existing emailing solution, you can leverage all the assets (templates, visuals, …) and contact data you already have on record. You basically continue doing what you already do, but with the super power of embedding a survey to your emails.

And finally, the method we provide works with literally any email marketing provider that allows you to insert a piece of HTML code.

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