Recently within my job I suggested to get easy feedback from our clients via small polls/surveys in emails where they just have to click their answer.
Based on the clients feedback you can then route clients differently in your campaigns or initiate your sales to take action.
The concept is the following;
clickable answer 1
clickable answer 2
clickable answer n
Or visual example:
As one person can only have one value per poll the key to the solution is to generate a unique key/string that is unique to the person AND the poll (eg: PollNumber+Contact_ID ), to use this as Key Field towards the CDO.
Below the detailed information how to make this yourself.
First we need a CDO to capture the poll results and enabling us in the future to act differently depending on received replies.
Email Address (email)
Unique (text) => ‘contact id’_’poll id’ used to use as unique key
Poll id (text) => unique id per poll (could also be numeric according to your preference)
Option (text) => selected choice of the client
Timestamp (date/time) => date of received choice
You can set the Unique Code Field (100 Character Limit) to the “Unique” field, or just do so in the form processing steps below.
Form: Poll (html name: poll)
I’ve used “Verify” as field name, to mask the real purpose of the field “Unique”.
1: update CDO with form field instructions
very important not to forget to select the “Key Field”
2: Update CDO from form data
we’ll apply a timestamp to the “Timestamp” field
3: Redirect to page
Redirect to any external or landing page of your choice with a short ‘thank you for your feedback/vote’
Last: how to implement this in an email….
We’re using a blind form submit containing all required arguments.
Make sure you define a unique id per poll, to make sure you don’t overwrite poll results.
This is the format to use for every poll result link:
http://sXXXX.t.eloqua.com/e/f2.aspx?elqFormName=Poll&elqSiteID=<your_site_id>&emailAddress=<field_merge>&option=<name_of_unique option_#>&pollid=<poll id>&verify=<field merge contact id>_<poll id>
Or even more practically:
For now I would extract the CDO data and play around with pivots by Poll_id and Option to get the counts. Didn’t try out the reporting on CDO data yet.
Extra: If you wish to use the poll response to change dynamic content you might want to include the unique poll id in the option field also, as you can only select one condition.
If you wish to use the poll response as a condition in a canvas you’ll need to create a shared filter for this by poll_id + option OR you can use the method as above and then work with the “Compare Custom Object Fields”
Hope this was of any help! If you have any questions or ideas to improve, please share below.