A ready-to-use conversational survey
Brief an email designer properly: the type of email, audience, main action, copy, brand files, sending platform and deadline. Series and brand files get follow-ups.
Free to customize. No code needed.
The real thing. Go ahead, try it.
Use this templateEmail design brief
What's inside
What a respondent is asked, in order.
Let's plan your email. A few questions now saves a round of revisions later.
Who should we send the designs to?
Which company or brand is this for?
What kind of email is it?
Is this a single email or something you'll reuse?
How many emails are in the series?
Who will receive it, and what do they already know about you?
What is the one thing a reader should do after opening it?
Where should the main button link to?
Who is writing the words?
Do you have brand guidelines, such as a logo, colours and fonts?
Upload your logo and brand guidelines.
Which email platform will you send it from?
Which of these does it need to handle?
Share a couple of emails you've enjoyed receiving, and what you liked about them.
When does it need to go out?
Ends with
Thanks, we have what we need to start
Where each answer leads. Every route here is editable once the form is yours.
Contact info
Short text
Single select
Single select
Number
Long text
Long text
Website
Single select
Yes / No
File upload
Short text
Multi select
Long text
Date
A little guidance
Make the most of your next ask.
Write the main action at the top of your design file and check every draft against it; if the button isn't the obvious next step, the layout needs work. Plan time for copy when the client asked you to write or edit it. Build and test in the platform they named, and use the must-haves list as your checklist before you send the proof.
The type of email, who receives it, the one action it should drive, where the button links, who writes the copy, brand files, the sending platform and the send date.
The audience and the main action. Layout, imagery and length follow from those, and without them the design turns into guesswork.
Each platform handles layout and editing a little differently. Knowing it up front means the design is built and tested where it will actually be sent.
Yes. Use this template copies the questionnaire into your account, where you can edit every question and branch, then share it as a link or embed it on your site.
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