Using a form in an email to collect contact data

A form linked from an email is a quick way to collect extra information from contacts you already have, such as their birthday or their favorite store. You can also reward contacts for filling it in.

1. Create the form

Decide what you want to collect first. If it isn't an attribute yet, create a custom attribute for it, see Custom attributes: what they are, how to create one and where to use them. Then create a form with a field for each attribute, see How to create a form.

Only make a field required when you really need the answer. Every extra required field makes contacts more likely to give up.

2. Copy the form's link

1. Go to CRM → Forms and open the form.
2. Click Share form.
3. Under Share a link, copy the form's address.

3. Reward contacts for filling it in (optional)

1. On the form's page, click Automation.
2. Click Enable automation, then Open editor.
3. Add an action that gives points or sends a voucher, and activate the automation.

Every successful submission of the form now runs the automation for that contact.

4. Put the link in your email

In your campaign or automated email, add a button or a link that points to the address you copied. Say what contacts get for filling it in, if you set up a reward.

See the answers

The answers come in on the form's Submissions page, and they're saved on each contact's profile. See How to monitor the submissions of a form.