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Decoding Interactive Emails in SFMC with a Customer Feedback Use Case

Decoding Interactive Emails in SFMC with a Customer Feedback Use Case

Interactive email is a functionality within Salesforce Marketing Cloud that helps marketers to collect the feedback from the customer in the email instead of a landing page. Interactive email form was released recently in the Salesforce Marketing Cloud March 2020 release – a feature helps marketers to create a frictionless experience for the customer and aids them to provide the relevant information faster.

In this article, we will cover the step by step process of creating a survey to collect the feedback with the help of Interactive email form feature in Salesforce Marketing Cloud.

Use case: To create a survey within Salesforce Marketing Cloud with the help of Interactive email form feature.

The high-level steps involved to create an Interactive email use case are as follows :

Data extension creation  

Data extensions are used to store the data submitted by the customer in the Interactive forms. There are two ways of storing customer feedback within Salesforce Marketing Cloud. 

1. Create a new Data extension

2. Use an existing Data extension

We will discuss both the options.

Create a new Data extension

Creating a new data extension is a more conventional way of using the Interactive email feature. It is mapped directly from the Interactive email form content block in the Content builder. The data extension is stored in the Interactive email folder in the Data extension directory.

Use an existing Data extension

You can also map the existing Data extension to the Interactive email form, however, there should be a couple of considerations. 

  1. Primary key consideration – Primary key should be considered as vital to map the data coming from the Interactive form. 
  2. Required column – Columns which are required in the data extension should be made as required survey questions in the Interactive form.  

For this article, we will create a new data extension while creating an Interactive form.

Create an Interactive form

For our use, Create an Interactive form with the following questions:

1. How was your purchase experience with us

Ans: Great, Ok, Not Good

2. Would you recommend our website to your friends, colleagues?

Ans: Yes, Maybe, No

3. How often do you make an apparel purchase?

Ans: Once a month, Once in six months, Depends

4. Would you like us to recommend new designs to you?

Ans Yes, No

To create an Interactive form, follow the steps as below: 

Cloudpages Email form

Cloudpages Interactive Email form is used for the following purposes:

So, Cloupages is imperative for the success of our use case. Please follow the steps below to create a cloudpage.

Wrap up

We have covered all the steps required to create an Interactive form for the customer feedback use. These steps will be helpful to the marketers to create Interactive email forms for any other use case since the steps remain the same. 

Interactive forms are really helpful to marketers as they are quick & easy to configure and can be done without any customization. For the customer, Interactive email form will help in saving time to fill the feedback as well as provide a seamless experience in the feedback process.

For a more detailed understanding of the steps required to create an Interactive Email Form, please refer to the Trailhead modules.

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