Link to forms, surveys, and landing pages

You can link to Flexmail forms, surveys, and landing pages from any message. Linking via your email rather than sharing a public URL has an important advantage: when a contact who received your email fills in the form or survey, their response is automatically linked to their existing contact record, and personalisation in the form works too.

Prerequisites

• The form, survey, or landing page you want to link to already exists in your Flexmail account.

Why link rather than share a public URL

When you share a form or survey via a direct public URL, responses come in anonymously - there's no connection to a specific contact in your Flexmail account. When you link via email, Flexmail automatically connects the response to the contact who clicked the link.

This means:

• Form responses are added directly to the contact's profile.
• Survey responses are linked to a specific contact for reporting.
• Personalisation fields in the form are pre-filled with the contact's existing data.

Link types

• Form  a Flexmail data collection form.
• Survey  a Flexmail survey
• Landing page  a Flexmail landing page.

Email builder

1. Click a text, heading, list, image, or button element on the canvas.
2. Add or edit a link using the toolbar or settings panel.
3. In the link type selector, choose Form, Survey, or Landing page.
4. Select the specific item from the list.

Wizard template

Article CTA (button)

1. Add a link name.
2. Next to the link field, choose your link type using the icons: L for landing page, F for form, S for survey.
3. Select the specific item from the list.
4. Click Save.

Article editor

1. In an article, highlight the text or image you want to link.
2. Click the link icon in the toolbar.
3. Select the item in the Landing page, Forms or Survey dropdown.
4. Click Insert and save.

HTML editor

1. In an article, highlight the text or image you want to link.
2. Click the link icon in the toolbar.
3. Select the item in the Landing page, Forms or Survey dropdown.
4. Click Insert and save.

Common mistakes to avoid

• Pasting a form or survey URL as a plain external link. This breaks the contact-response connection. Always use the Form or Survey link type, never paste the URL directly.
• Not checking the campaign overview page (step 3) for form links. The overview page lists all forms, surveys, and landing pages linked in your message. If something is missing from that list, the link wasn't set up correctly.

Next steps

• See "Get started with forms" for instructions on creating ad Flexmail forms.
• See "Create a survey" for instructions on creating Flexmail surveys.