Beefree blog

5 Strategies and Templates to Convert Survey Emails

Beefree team
Beefree team
May 25, 2023
5 Strategies and Templates to Convert Survey Emails
5 Strategies and Templates to Convert Survey Emails

You’ve invested precious time and effort into crafting an email to send out a new survey, and you’re eager to see what insights the survey uncovers. You finally click “send,” and then…crickets, day after day. Why isn’t your survey email getting conversions? Hint: it’s not just because people are busy. We’re diving into the top strategies and templates to use to convert survey emails.

Why send survey invitation emails?

Sending a survey email to your customers or subscribers is a method of getting valuable information that can inform how you run your business. With an email survey, you can:

  • Easily gather a large quantity of responses with a cost-effective method
  • Get honest answers (most surveys are anonymous, so your customers feel free to truly express their thoughts)
  • Reach your customers on a channel where they’re connected and engaged

Survey invitation emails are also a smart choice because they’re cost-effective and don’t require much time on your end. We can’t think of a reason why you shouldn’t send one! When you’re ready to launch your campaign, check out these tips to learn the survey invitation email best practices:

#1. Make your survey email subject lines engaging

A huge chunk of subscribers—about 35%—decide whether or not to open your email based on the subject line alone. Salesforce reports that after the sender name, the subject line has the biggest impact on whether an email is opened or not. So the first step to getting readers to open your survey invitation emails is to put some thought, planning and testing into your subject line.Here are some examples of survey invitation email subject lines in our inbox. Based on what you see, are there any survey invitation emails you would open?

Inbox - survey invitation emails

When it comes to survey invitation email subject lines, a good rule of thumb is to keep your subject line short. Most mobile devices only display the first six or seven words of a subject line, so using a short subject line is critical to get your message across.

Most of the subject lines from the invitation emails we received are transparent, making it pretty clear that a survey is enclosed. Those offering an incentive, like Klean Kanteen and Anthropologie, present that information in the subject line, too—a smart move for encouraging opens. Many of these messages also include “you” or “your” in the subject line, making it evident that the message is all about engagement.One subject line that stands out is in the form of a question, from the city recommendation guide InsideHook NY. “Are you happy with your job?” reads the subject line, followed by snappy preheader text (“Prove it.”) that’s perfectly on-brand.Main takeaway: When crafting your subject line, think about keeping it concise, differentiating yourself from other invitations and intriguing your audience.

#2. Be concise In your survey emails 

When you stick to a single message in your survey email—one that’s reiterated over and over in the subject line, images, content, and call-to-action—it’s more likely to sink in.Effective survey invitation emails will answer these questions right away:

  • What: What is the email really about? What is the objective? Be clear about the survey’s purpose and why you’re doing it.
  • Why: Why should readers participate? Are you offering an incentive, like a coupon? How will the survey results be valuable to you? Let readers know.
  • How: How should readers engage, and how long will it take?(Is it less than 5 minutes?). Make sure the next steps are clear. 
  • Where: Where should readers click? Use one strong, compelling call-to-action button. It should be obvious to readers where to click to participate.
  • When: When is the due date? Create urgency by providing a deadline. Consider doing a drip email campaign with two or three messages to remind subscribers to complete your survey.

In this invitation from 23andMe, a genomics and biotechnology company, the letter-style message gets straight to the point. This survey email example answers all of the important questions: What the message is about (genetics research), why the survey is important (to help improve research efforts), how readers should engage (by answering as many or as few questions as they’d like), how long it will take (a few seconds), and where to click (an obvious “Submit Your Answer” CTA button). The email also gets the ball rolling by asking the first survey question in the email itself.

23andMe survey invitation emails

In another survey invitation email from InsideHook, the company repeats the subject line in the message’s first line.

Subject line: Are you happy with your job? 

Inside Hook survey invitation emails

Again, InsideHook tells readers what the email is about (a survey about work life), why participation is important (to contribute to a new story called “Men at Work”), how readers should engage (hit the hot-linked language or CTA), how long it will take (no more than five minutes) and where to click (“Take the Survey” button).

Main takeaway: Communicate clearly, letting readers know what you’re offering, why they should participate, and how they should respond. Don’t waste your readers’ time.

#3. Deliver a compelling call-to-action for survey emails

Once a reader has opened your survey invitation email and read the message, it’s the moment of truth: Will the reader become a survey participant?

The call-to-action you include in the email can make or break what happens next. There’s a good chance your reader will skip right over your body copy and read your CTA first, so make it easy for readers to click or tap by using a bulletproof CTA button. Buttons stand out and provide visual interest.

Allow ample white space around your button so it’s easy to tap on mobile, and choose a bright contrasting color for the button that’s easy to spot. Also, make the CTA language clear and compelling—three to four words should do it. The Muse, a career and job site, created an excellent CTA button in this survey invitation email example. The CTA states exactly what the action is and how long it will take, and also provides a little urgency with the word “now.”

Subject line: We need your help

The Muse survey invitation emails

Subject line: We need your help

When creating CTAs for survey emails, avoid overused and generic language (“Click here,” “Register,” “Learn more,” and “Sign up”). Instead, use personal pronouns (“my” and “your”) to set a friendly tone and make the CTA engaging and approachable.Main takeaway: Good CTAs are unique and customized to reflect the brand’s tone. Read more about how to optimize your CTA button with our Top Tips for Best Call-to-Action Button Design post.

#4. Do a one-question micro-survey

It takes a lot to get the attention of busy, on-the-go subscribers whose inboxes are flooded and who are reading emails while distracted and multitasking. It’s a tough crowd out there! Inviting readers to take a survey is a big ask. One way to make your survey as easy, simple, and quick as possible is to ask just one question right in the body of the email. This micro-survey tactic might just be the thing that gets readers to respond at higher rates.Instapage, a tool for creating landing pages, did just that. Here’s a survey email example of how they executed it.Subject line: A world premiere: The one second survey

Instapage survey invitation emails

Readers can select one of five choices right there in the email itself, and then the survey is over. There’s no need to click a CTA button or go to a landing page, and no need to spend even five minutes of their time.The Brooklyn Public Library takes the same approach in the email below, where subscribers choose an answer within the email.Subject line: Your answer needed: What’s your favorite genre?

Brooklyn Public Library survey invitation emails

Main takeaway: If getting a higher quantity of respondents is important to you, consider asking readers to answer the highest-value question by including it directly in your email.

#5. Avoid spam filters

All too often, survey emails end up in the recipient’s spam or junk folder, which is the last place you want yours to be! You can head straight for the inbox by avoiding spam trigger words in the subject line and not using all caps. You’ll also want to make sure your email doesn’t contain too many images or too many links.Other important tips to keep your survey emails out of the spam folder: Include a link to unsubscribe (which should be in all of your emails) and test your email deliverability with a few major providers before sending the message for good.

Survey email templates to get started today

Not sure where to start when crafting your survey invitation email? You don’t need to start from scratch. Check out these helpful templates you can use and adjust accordingly, each with a particular purpose in mind.

1. Survey email template with a giveaway

One of the best ways to encourage people to take your survey is to give them a concrete reason to do it…like the chance to win something exciting in a giveaway. You can use a template like this to entice people to participate:Subject: Feeling lucky? Get a chance to win !Body:We’d love to hear your opinion! We want it so badly, in fact, that we’re giving away a !Just click the button below and complete our simple survey. It will only take a few minutes of your time, and when you have completed it, you’ll be entered for a chance to win . Plus, you’ll be giving us valuable insight to allow us to serve you better. It’s a win all around!Example:Giveaway Survey Email Template

2. Survey email template with a gift card

Some people are more enticed by the chance to win a large prize while others are more enticed by the guarantee of a smaller token of appreciation like a gift card. Every audience is different, and it’s worth trying out both approaches to see which one your audience responds to best. To try out a gift card offer, try this survey template.Subject: You could have a gift card in 5 minutes!Body:We want to know what you think, and we’re offering much more than a penny for your thoughts!Complete our simple customer feedback survey to receive a [$] gift card to  for you to use on your next purchase. Simply click the link below and complete our 5-minute survey to allow us to better serve you in the future. When you’ve completed the survey, you’ll receive a gift card you can use the next time you’re in the mood for (product name here)Thank you for helping us provide a better shopping experience!

3. Customer feedback email survey for a product

While it’s great to collect feedback on general customer experiences, you might want to know what customers think of specific products, especially new products. This is a great way to not only improve your product but collect marketable quotes and testimonials. Use this template to inspire your next product survey email.Subject: We’re dying to know what you thought of (product name)!Body:We saw that you ordered (product name here), and we’d love to hear what you think! We’re on a mission to bring our customers the best products we can offer, and you can help us make (product) better.To give us your thoughts on this product, click the link below and complete our product feedback survey. It’ll only take five minutes of your time, but you’ll be doing a solid for us and our future customers (including yourself).Thank you in advance for sharing your feedback!Example: Survey Email for Product FeedbackEach of these survey email templates has a different intent and use, but they’re all designed to engage your customers and encourage them to provide their feedback. Feel free to use them as they are or to customize them to suit your brand and your message.

Building great survey invitation emails

Designing survey invitation emails is no easy feat! Optimize your return on investment by getting readers to participate. If you need a little help getting started, check out our kit of survey email templates by designer Matteo Della Chiesa. The set includes five emails to take you from start to finish:

  • Short invite
  • Emoji invite
  • Questionnaire invite
  • Thank you
  • Questionnaire results
Use this template in Beefree!

Editor’s Note: This post was updated on May 2023 to ensure accuracy and comprehensiveness. 

Related posts

Using Beefree with Marketo Engage 101

Learn how integrating Beefree with Marketo Engage can help you build high-converting, on-brand email campaigns— faster.
Luca Penati
Apr 4, 2025

What Are Email Security Gateways? A Guide to Secure Communications

Are your newsletters being marked as spam? Discover all you need to know about email security gateways and how to create emails that pass all the checks.
Beefree team
Mar 12, 2025

Getting Started with Beefree: A Guide to Streamlined Email and Landing Page Creation

Whether you're designing a newsletter, promoting an event, or driving a marketing campaign, ensuring that your emails and landing pages are visually appealing, engaging, and efficient to produce is no small task. That’s where Beefree comes in.
Beefree team
Feb 26, 2025

Using Beefree with Marketo Engage 101

Learn how integrating Beefree with Marketo Engage can help you build high-converting, on-brand email campaigns— faster.
Luca Penati
Luca Penati
4 Apr
2025

Marketo Engage is a powerful tool for marketing automation, but when it comes to email design flexibility, many users find its built-in editor limiting. Creating visually compelling, mobile-responsive emails often requires custom coding or workarounds, slowing down workflow and making it harder to execute high-quality campaigns efficiently.

That is where Beefree comes in. By integrating Beefree’s no-code, drag-and-drop email design platform with Marketo Engage’s advanced automation capabilities, teams can build professional, responsive emails without coding headaches and push them directly to Marketo in just a few clicks.

This article explores:

  • The challenges of designing emails directly in Marketo
  • How Beefree solves these pain points
  • A step-by-step guide to integrating Beefree with Marketo Engage
  • Common FAQs and troubleshooting tips

The challenges of designing emails directly in Marketo

Marketo’s built-in email editor is useful for basic templates but presents several limitations for marketers and designers.

  • Limited design flexibility – Customizing layouts, fonts, or interactive elements can be difficult without custom HTML or Marketo’s proprietary syntax.
  • Technical barriers – Advanced customizations often require HTML knowledge or an understanding of Marketo’s email template language, which may not be ideal for non-technical teams.
  • Time-consuming manual processes – Without a centralized style kit, teams may struggle to stay on-brand and often have to manually recreate headers, footers, and other reusable content blocks for each email, adding extra steps and slowing down production.

Due to these challenges, many marketing teams turn to external email builders like Beefree, FeedOtter, or Knak to improve design efficiency and automation.

(source)

Why Beefree is the best email builder for Marketo Engage

While other external email builders like Knak and FeedOtter also integrate with Marketo, Beefree offers distinct advantages.

  • No-code drag-and-drop builder – Enables teams to design professional emails without writing any code.
  • Advanced design features – Provides more customization options beyond what Marketo’s built-in editor allows.
  • Mobile-responsive templates – Ensures emails adjust automatically for both desktop and mobile devices.
  • One-click export to Marketo – Simplifies the process of moving email designs directly into Marketo Engage.
  • Ability to update existing templates – Allows quick updates without requiring manual re-imports of HTML files.
  • Team collaboration – Enables teams to work together in real time, with built-in guardrails and approval controls to ensure error-free emails before exporting.

By integrating Beefree with Marketo, marketing teams eliminate design frustrations and manual email imports, allowing them to focus on high-performing email campaigns.

Learn more about Beefree's integration with Marketo Enagage [https://support.beefree.io/hc/en-us/articles/24837761625618-Export-Emails-to-Marketo]

(source)

How to update existing email templates in Marketo

Instead of manually editing HTML, Beefree allows users to edit emails in Beefree and update existing ones in Marketo Engage with one click.

  1. Open the email design in Beefree.
  2. Make changes and click “Export.”
  3. Select “Update Existing” to overwrite the previous version in Marketo Engage.

This feature ensures that emails and templates remain up to date without requiring complex HTML edits or duplicates.

(source)

Frequently asked questions on using Beefree with Marketo Engage

Can I use Beefree with other ESPs besides Marketo Engage?

Yes! You can connect Beefree to any ESP, MAP, or CRM including Mailchimp, HubSpot, Salesforce Marketing Cloud, and others. To learn more about how to integrate Beefree to your sending platform watch the video below: 

For a full list of our native integrations visit [https://beefree.io/integrations].

Are there any limitations when exporting Beefree emails to Marketo?

Yes, there are a few important limitations to be aware of:

  • Charset emojis are not supported in Marketo. Including emojis in your email content may result in an error. To prevent this, Beefree automatically replaces unsupported emojis with a placeholder. For more details, refer to the [Marketo documentation on emoji support].

Preheader text is not a native field in Marketo. However, Beefree includes it by embedding the preheader directly in the email's HTML code during export.

Additional resources and links

Why you should use Beefree with Marketo Engage

By integrating Beefree with Marketo Engage, marketing teams gain a faster, more flexible way to build high-converting, on-brand email campaigns—while leveraging Marketo’s powerful automation and analytics to track performance and optimize results.

  • Design responsive, professional emails with ease.
  • Maintain brand consistency across every message.
  • Collaborate efficiently and gain insights to improve campaign performance.

Ready to elevate your Marketo email marketing? Try Beefree today and streamline your entire email creation process.

Start your 15-day free Business trial today!

(source)

What Are Email Security Gateways? A Guide to Secure Communications

Are your newsletters being marked as spam? Discover all you need to know about email security gateways and how to create emails that pass all the checks.
Beefree team
Beefree team
12 Mar
2025

Email is king when it comes to talking directly to your customers. Sure, we might send texts or share voice notes, but we all still check our emails. It’s how we keep in touch with work and the businesses we connect with. 

As an email marketer, this puts you in prime position to get your business’s brand right into the hands of your customers. The problem, however, is that you must first get past the metaphorical guard dog known as the secure email gateway (SEG). 

SEGs use sophisticated methods to identify and block spam and phishing emails from ever entering a person’s inbox. While your email newsletters should go through, that doesn’t necessarily mean they will. That’s why businesses need to know what a secure email gateway is and how it works. Know this key info, and you’ll be able to improve the chances of your emails reaching their destination. 

What are email security gateways? 

Protecting yourself from cyber threats is the basis of all cybersecurity risk assessment services. One of the biggest gaps in any security armor is phishing emails. If they get through and someone clicks a link they shouldn’t have, it’s almost impossible to stop the damage. 

The victim could be anyone. The link could lead to a ransomware virus that holds your data captive or be the start of a data breach. It could even lead to a traditional scam that has you input your credit card details so a thief can steal them. 

For all these reasons and more, email providers consistently invest in security features to help protect their customers. One such feature is an email security gateway. 

A secure email gateway uses AI and machine learning to screen incoming emails, identify spam, and stop it from entering. If there’s any doubt, the system quarantines the email in your spam box for review. 

Why are secure email gateways important?

While we are getting better at filtering out spam emails, an estimated 45.6% of emails sent in 2023 were still spam. This poses a massive security risk for consumers, businesses, and governments alike. 

According to IBM, businesses are hit the hardest, with the global average cost of each successful phishing attack increasing to $4.88M USD. The attacks don’t just hit businesses, either, with attacks targeting individuals and even charities.

Just as phishing and spam emails have become more sophisticated, so have the tools designed to protect against them. All providers, including big names like Gmail, use SEGs to secure communications and other features, such as Gmail’s unsubscribe feature

What do SEGs flag as spam? 

SEGs continually update their parameters. This means that what they check for is constantly in flux. What SEGs look for today, for example, could include: 

  • Strange or suspicious subject lines
  • Highly urgent capitalization or excessive exclamation points
  • Strange URLs
  • Poor grammar and/or spelling
  • Generic greetings that don’t address the recipient 
  • Suspicious email addresses
  • The volume of emails sent at once
  • Attachment types 
  • Image-heavy content 

SEGs are far more advanced than just ticking boxes, but that doesn’t mean your emails can’t get blocked or sent to spam. After all, you might put together a great email campaign, but if your email is too image-heavy, it might get quarantined or sent to spam. 

The good news is that once you know what the SEGs look for, you can work to design better emails. Beefree can help you get started, with a range of templates for responsive email designs.

How to create newsletters with secure email gateways in mind 

The good news is that you can implement and send out most, if not all, of your newsletter ideas without issue. So long as the emails are well-made and are sent at a reasonable frequency, you’ll be golden. 

Start by first improving your security methods

In general, you should always look at ramping up the security measures in your business. You can use one of the top types of risk assessment matrix to understand your business's threats and how to resolve them. Then, since you already have that information, you can use it to create better newsletters and emails. 

Make sure the personalization feature works

One of the biggest red flags for an SEG is a generic greeting. Adding Dear Sir/Madam at the start isn’t going to fly in today’s world. Even if your email gets through, it’s unlikely the recipient will open it. 

That’s why you need personalization. Linking your email marketing tools to your customer relationship management system means you can offer easy personalization, like addressing your customers by name, or even offering personalized recommendations based on their order history. 

Avoid image-only emails 

Image-only emails are tempting for an email marketer. They’re striking, they look good, and you can fine-tune what they look like in Photoshop or another image editor. 

They can also be a red flag for SEGs.

Thankfully, the solution is simple: enrich your emails. The best part about this approach is that it also improves the accessibility. Improving email accessibility will help ensure that all your customers can engage with your emails on their terms. Those emails will also load faster, look great on all devices, and be more engaging. 

Align your emails with the landing pages 

SEGs look out for suspicious links. A link might be suspicious if there’s a misspelling or if the link doesn’t sound like the content in the email. So, how do you ensure that SEGs don’t see any of your links as suspicious? 

You make them predictable. 

An easy way to do this is to create a landing page from an email. On top of aligning the landing page with the content of the newsletter, you’ll want to: 

  • Make a custom URL for every link that matches the content of the page 
  • Ensure there’s no misspelling
  • Don’t use urgent language around your link

Use 2FA to boost security

Do you need 2FA to get past SEGs? No, but it’s a great way to help protect you and your customers. 

You can protect sensitive data by adding user identity verification. For example, a customer may get an order confirmation email but wants to cancel or change the delivery details. Including a two-factor authentication step ensures only the customer can request changes. 

Building in extra security features puts your customers at ease. It also protects your endpoints and, in turn, your business. So, no, you don’t need 2FA to get past SEGs, but it’s worth looking into for you and your customers’ protection. 

Avoid urgency 

Urgency can be a flag for SEGs. So: 

  • DON’T WRITE IN ALL CAPS
  • Minimize the use of exclamation points

Think of the copy in your newsletter as a chance to win over your audience, not scare them into clicking the link. Doing this will improve your relationship with your customers since they’ve come to you on their terms. It’s also essential to get emails past the SEG.

Key takeaways 

Secure email gateways are a primary defense against spam and phishing attacks, but they can pose a problem for email marketers. By working to understand the security risks associated with email scams, you can then understand what your email needs to make it into inboxes. 

From there, you’ll want to make your emails more personable, accessible, and secure. Once you’ve found that sweet spot, your newsletters will be more likely to get past the secure email gateway and into your audience’s inboxes. 

Stay informed on all email trends

From the latest creative design strategies that inspire your next campaign to industry best practices and tech advancements, our newsletter is the go-to for all things creation.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
By clicking Subscribe you're agreeing with our Privacy Policy
Beelo here 👋 Got questions?
1