Collect Feedback From Your Most Engaged Readers On Autopilot
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Collect Feedback From Your Most Engaged Readers On Autopilot

Ready to collect feedback from your most engaged readers on autopilot?

Duplicate this Notion page using the Duplicate button on the top right corner.
Then, follow the 4 steps below to “install” our automation template, get your automation up and running, and start gathering feedback and content ideas on autopilot!
And if you have any questions or need help as you go through the checklist, feel free to send either of us (Mike or Daniel) a Twitter DM or contact us directly [email protected] - we’ll be happy to help!

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This checklist may contain affiliate links and we may earn a small commission if you sign up for some of these featured products at no cost to you. We only share products we use ourselves and genuinely believe in. Thank you for supporting us!
 

Step 1: Duplicate our Tally form template


Click on the Use this template button on the top right corner to duplicate the template to your own Tally account

Once you’re done duplicating the Tally form template, move on to the next step!

Step 2: Personalize your Tally form


As we mentioned in our email, this form contains 2 questions. And depending on the “rating link” your reader clicks on, they will be asked just one or both questions (and the ask will have a slightly different language).
Luckily, you don’t have to worry about setting up the form conditional logic because we already baked in the form template!
We do encourage you, however, to review and tweak the language we used for the copy so it sounds like you and it fits the specific constraints of your newsletter.
Make sure to also change the title of the form!
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If you’re new to Tally, here’s a great compilation of FREE resources on how it works, how to customize and upgrade your forms, etc.

Once you’re done editing and personalizing your new newsletter feedback form, move on to the next step!

Step 3: Connect your Tally form to a database/spreadsheet


Once you’re done personalizing your form, click on the Publish button at the top
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Click on Integrations
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Connect your form to your preferred database or spreadsheet tool.
(Before completing this step, you will need to create a table in Notion, Airtable, or Google Sheets that has a field or column for each of the questions in the form: email, rating, campaign, improvement ideas, and topic ideas.)

Once you’re done connecting your form to your database/spreadsheet, move on to the next step!


As mentioned in our email, we want to give our readers 3 rating options:
  • 5 stars
  • 3 stars
  • 1 star
And we need a slightly different link for each of these options. So let’s create them.
Go back to Tally and click on Share
Copy the regular “share link” of your form
Open a new browser tab and paste the link there (don’t hit enter!)
At the end of the link add the following snippet:
If you use ConvertKit
?rating=x&email={{subscriber.email_address}}
If you use MailChimp
?rating=x&email=*|EMAIL|*
If you use ActiveCampaign
?rating=x&email=%EMAIL%
If you use any other email marketing tool
?rating=x
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At this time, you can only use hidden fields to “grab” your form responders’ email addresses with ConvertKit, MailChimp, or ActiveCampaign
After appending the snippet, copy the full link, and paste it 3 times in any note-taking app (if you downloaded this checklist, you can use this document!)
Your link should look something like this: https://tally.so/r/n9qodG?rating=x&email={{subscriber.email_address}}
Replace the “x” after “rating=” with “5”, “3”, and “1” (one different number in each link). Your links should look something like this:
https://tally.so/r/n9qodG?rating=5&email={{subscriber.email_address}} https://tally.so/r/n9qodG?rating=3&email={{subscriber.email_address}} https://tally.so/r/n9qodG?rating=1&email={{subscriber.email_address}}
Create a quick blurb prompting your readers to rate your newsletter + 1 snippet for each “rating link” using text and emojis. Here’s the format we use:
Did you find this edition of the Busy to Leveraged Letters helpful? Click one of the links below to let us know! 💸💸💸💸💸 - Super helpful - thanks! 💸💸💸 - It was OK! 💸 - Not really!
Add the correct “rating link” to each snippet:
Did you find this edition of the Busy to Leveraged Letters helpful? Click one of the links below to let us know! 💸💸💸💸💸 - Super helpful - thanks! 💸💸💸 - It was OK! 💸 - Not really!
Finally, paste the whole blurb with all the hyperlinked “rating options” and send yourself a test email using your email marketing tool.
Once you receive the email, click on each link, and complete the form the 3 times to make sure it’s all working nicely!
Then go back to Tally, click on Submissions, and you should be able to see your 3 test submissions
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If you’ve completed all the previous steps successfully, then your links are ready to go. Just add them to your newsletter template (most email marketing tools let you create email templates so you don’t have to manually add any “staple” parts of your newsletter format every time you create a new email).

And that’s it - you’re all set to start collecting feedback & content ideas on autopilot!