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First step with survey

Updated

Before creating a survey, 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

Limits

  • Date range -->  you can define a time period during which the landing page is visible and responses are accepted.
  • Only recognized contacts --> only responses from recognized contacts will be accepted.
  • Custom condition -->  users will only be able to complete the survey if they meet the conditions of the configured expression.
  • Maximum response limit -->  set a total maximum limit of responses.

For each of these points, if the contact does not meet the condition they are redirected to an automatically created courtesy page.

Responses

  • Accept only one response per recognized contact
  • Allow resuming a partial response -->  useful if the survey consists of multiple pages, so when the contact returns to the landing page later, they will find the already filled-in values and can complete the response.
  • Anonimize responses -->  responses will not be associated with the contact completing it, their IP address, or both. This option cannot be used together with the option to accept only one response per contact as with anonymous responses it wouldn't be possible to know if the contact has already completed it.
  • Delete views without completed response
  • Delete completed responses

Click the Save landing page button.

Design

We have created 2 templates:

  • survey --> clean graphics with header and logo, suitable for creating a survey
  • landing page --> editorial page with the possibility to include articles, maps, videos, and brief forms.

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.