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First step with survey

Updated

Before creating a survey (or a form), we recommend you take a moment to try to answer these questions:

  1. What is the specific reason you are creating a survey?
  2. Have you considered a reward for the participants?
  3. How many and what kind of information do you plan to collect?
  4. Will the collected data need to populate your database?
  5. What actions will you take once the survey is completed?

Surveys are part of the Journey Lab assets, so to create one, follow this path:

Journey Lab >> [Name of the journey] >> Create >> Landing page

Name the survey >> move to the tabs below for setup:

Settings

Customize the public URL

The public URL is the address used to access the landing page on the web. magnews generates it automatically, but you can customize it in the URL tab to make it more readable and recognizable.

To add a link to the landing page in a communication, do not copy the public URL. Use the guided path in the link fields and select the landing page and the page to open. magnews automatically adds the correct placeholder, allowing it to recognize the contact and track statistics.

You can also quickly access the URL settings from the link in the Pages card on the landing page home page. From there, you can choose the web domain and customize the path.

The default web domain is the one configured in the journey settings, in the Web > Base section. You can also select a different domain from the available options.

The path is the final part of the public URL:

  • Use / to simulate a hierarchical navigation structure, for example section/landingpage

  • Leave the field blank to set the landing page’s first page as the web domain’s home page

  • In addition to alphanumeric characters, you can use _ (underscore), / (slash), . (period), - (hyphen), and ~ (tilde)

As you customize the URL, magnews shows a preview of the final public URL.

If you change the path of an active landing page, the public URL used previously will no longer be valid. This may affect, for example, a URL that has already been indexed by search engines or used in other contexts.

Access

In this section, you can define when and for whom the landing page is available:

  • Availability period: define the start date, when the landing page becomes visible, and the end date, after which it is no longer accessible. Once the period ends, anyone who opens a link to the landing page can no longer view it

  • Only recognized contacts: accept responses only from recognized contacts

  • Limit responses per contact: choose whether to accept one response per contact or allow a new submission at regular intervals. If you choose the periodic option, specify the interval in days: for example, 30 days allows the contact to complete the survey once a month, while 365 days allows one submission per year

  • Customized condition: allow submissions only from contacts who meet the conditions defined in the expression

  • Maximum number of responses: define the maximum total number of responses you can collect

When a contact does not meet one of the access conditions, they are redirected to a courtesy page. You can use the courtesy page created automatically by magnews or specify an external courtesy page.

Responses

In this tab, you can define how to manage responses and the data collected:

  • Allow contacts to resume a partial response: if the survey consists of multiple pages, contacts who return to the landing page find the values they already entered and can complete their response

  • Anonymize responses: do not associate responses with the contact who submits them, their IP address, or both. You cannot use this option together with Limit responses per contact because magnews cannot verify whether the contact has already completed the survey when responses are anonymous

  • Delete views without a completed response: delete views associated with incomplete responses

  • Delete completed responses: delete responses after the survey is completed

Click the Save landing page button.

Design

Magnews provides two main templates:

  • Survey: you can use the clean layout with header and logo, or choose one of the preconfigured models with preset questions to customize (read the dedicated article on survey templates)

  • Landing page: an editorial page where you can add articles, maps, videos, and short forms

Alternatively, you can start by copying the structure from previous landing pages.

In this article, we will use the Survey template because we want to create a survey.

If you have set up the brand kit, you will already have the logo and footer, otherwise, we recommend you set it up >>

The editor for creating landing pages is the same as the one for communications, so if you need help, read the article on how to use the template >>

By choosing this template, the page will already be pre-set with a Form object that will contain all questions and buttons.

Multi-page survey

If you want to create a multi-page survey for management, click the top menu (above the header section); here you will find the first page, the thank you page, and any courtesy pages (e.g., if only recognized contacts are allowed to complete the questionnaire).

  • To add a page --> click on Pages management
  • Click the Add page button
  • Click the Save button

Questions

Now it’s time to build your landing page and add the questions you need. Go to the dedicated page to discover all the available question types.

Customize the questions

The editing area for each individual question has many options divided by Tab

  • General
    • Customize the name
    • Link to a database field --> to save the survey response to the database
    • Response format / Response options
    • Mandatory
    • Layout: for single and multiple-choice questions, you can define if you want them arranged vertically or horizontally
  • Styles
    • Presence of subtitle
    • Option to hide the question and show a descriptive text or display the entire field
  • Validation
    • For choice questions, it is possible to randomize the order of the questions
    • You can decide where to display the error message
  • Visibility
    • You can show or hide a question based on a contact field or a response to a previous question
  • Code (PRO)
    • You can customize the NAME of the field
    • The STYLE
    • The id
    • The placeholder
  • Report
     
    • You can decide whether to show the result of this question in the report
    • You can customize the display order of each question in the report

Submit button and post-submission actions

Now that you’ve created your questionnaire, it’s time to see what happens after submission: this is where post-submission actions come into play

By clicking the Submit button, in the Actions Tab, we have inserted 2 default actions:

  • Complete response --> to define that the contact has completed the questionnaire
  • Go to the page --> you can choose to go to a thank you page, stay on the same page, or go to a specific page.

By clicking the Add action button, you can:

  • Check an entered value 
    For example, to complete the questionnaire, the contact must indicate "I Accept" to the question "Privacy Policy"; this action requires the use of the placeholder (found in the Code TAB of each question).
  • Convert a goal 
    If you have set conversion goals, you can specify that filling out this survey increases a goal (visible in the platform dashboard).
  • Start an automated flow 
    For example, if you are creating a signup form, you can "let the contact" directly enter the welcome journey.

These are just some of the actions available after submission: to explore them all, go to the dedicated page.

Filter contacts based on completion status

After publishing the landing page or survey, you can use the contact list to identify contacts who:

  • Completed the survey

  • Started but did not complete it

  • Have not filled out the landing page or survey yet

These filters help you create targeted actions. For example, you can send a follow-up communication to contacts who completed a survey, remind contacts who have not filled it out yet, or encourage contacts who left a partial response to finish it.

The filters are available when responses can be associated with contacts. They cannot be used for anonymous responses.