Running website surveys - comprehensive guide
This article will guide you through effectively creating website surveys (sometimes referred to as widgets). We'll cover the entire process of setting up a survey. You'll learn how to create one, add it to your website and target it. You'll also find out how to analyze responses.
You can benefit from using Survicate website surveys in a multitude of ways:
- Capture feedback from visitors in real time to ask spot-on questions
- Collect contact information and increase conversion rate
- Trigger a survey based on specific events such as exit intent or cart abandonment
- Receive invaluable insights about your landing pages, post-purchase experience or cancellation reasons
Getting a survey to appear on your website
- Access your tracking code page under the Settings > Tracking Code
- At this point, there a couple of options to choose from:
- You can send the instructions to your website developer
- Use our Wordpress or Google Tag Manager plugins or Segment integration
- Try the manual installation by pasting the code into your website
Identify your logged-in users
With ID tracking, you can pass the ID of your respondents to Survicate. This will let you track your respondents' identity and view their details in respondents’ profiles as well as your exported reports. Additionally, you can use this information to display a survey to those of your users who are logged in.
To do this, you'll need to add an extra code right before the regular Survicate tracking code. You can find it at the bottom of the tracking code page:
Creating a website survey
Now that you've ensured widget surveys would be displayed correctly on your website, let's create a sample website form.
- When you log in to your account, you'll see the panel where you can view all surveys you’ve created - both active and inactive. To create a new survey click on Add New Survey +.
- Now you get to decide whether you'd like to create a survey of your own or choose from some ready-to-use surveys.
- To guide you through creating a survey, we are going to create a survey from scratch. To create a website survey, choose Website or web app widget and give a name.
Add your questions and apply logic
You'll now get to build up your survey. We'll be creating a basic survey that consists of three steps.
- First question - single choice question
- Follow-up question - text answer question
- Finishing Action - thank you message
We'll then apply survey skip logic to customize the survey depending on what the response to the previous question was. You can add as many steps to your survey as you need. However, please bear in mind that the longer your survey is the less likely people are to complete it. See our report on survey completion rate.
- Start with adding a single choice question:
- Then add a follow-up question by clicking Add next step. Let's make it an open-ended question (text answer).
- To finalize the survey, you can set an action based on what you want your respondents to do next. You can add social call-to-actions, route them to another page, or simply add a thank you message as shown below:
- It’s time to apply survey skip logic (logic jump) to our survey. You'll get to route respondents to the different next steps based on what the response to the previous question was. In this example, only those of the respondents who answered "It needs improvement" will get a follow-up question. Let’s change the next step accordingly:
Design and preview your survey
In the Design tab, you'll customize the design of your surveys so it is in line with your company's branding. You'll be able to tweak your survey by changing survey colors or adding your company logo. You can also customize the copy of survey buttons and the different survey messages. There's also a custom CSS feature available on some of the paid plans.
You can also test-complete the survey as if you were a respondent:
Survey settings and targeting
You might have an idea of what sort of survey you'd like to display on your website by now. Who knows, you might have even created it!
It is extremely important that you display your survey to the right people. Why show a survey to someone who's unlikely to take it, or to visitors who are not relevant? The better you segment your visitors the higher your response rate can be. It's worth targeting each survey at only those of your visitors who are likely to contribute meaningfully.
In order to access the targeting & segmenting options, go to your Settings tab.
- Where should the survey appear - Manage the URLs the survey should be displayed on
- When should the survey appear - Decide at which point of the visitor journey your survey should show up. For instance, you can use exit intent surveys to find out why visitors are bouncing or not converting
- How often should the survey be displayed? - Pick the frequency with which you'd like to show a survey
- Who should see your survey - Create user segments based on various parameters like number of visits, language, custom attributes etc.
- If you are more of an email person, you can also enable daily/weekly/monthly survey reports and/or email notifications (sent after every response in real time). You can get these sent out to any email addresses you like:
- You can also send responses to Feedback Hub. It's a stand-alone Survicate product which helps you organize and analyze feedback received from different sources (more information here). Here’s how to enable it:
Just click on Feedback Hub in the upper left corner of your panel:
Integrate your survey
Survicate seamlessly connects with some of the most popular website optimization tools.
Combining quantitative data (what users did) with qualitative data (what users said) will lead to insightful discoveries.
Below are some of the available integrations along with a brief description.
Send survey responses to Google Analytics as events to create custom segments of visitors
Associate survey responses with Full Story recordings and uncover the whys and wherefores of feedback you receive
Save survey responses as Segment events and further send them to other Segment destinations, use Segment-based data for detailed analysis
Send survey responses to any Slack channel of your choice so you can act on feedback in real time
Launch your survey
Once you're done, you can start your survey directly from the main page:
Or from the edit section:
You can also schedule your survey to go live on a certain date or stop after you've collected a given number of responses. Navigate to the Launch tab to make use of these two options.
Analyzing your results
Once your survey has gone live and you've collected responses, you can view them in the Analysis. Access results by simply clicking on the survey in the main dashboard.
Under the Survey Results, you can see a general overview of all your responses.
Narrow down the results by applying various filters. Just click on Show Filters and decide how you'd like to filter the results:
In the Survey Respondents tab, you can analyze responses one by one by clicking on the response. Discover the ins and outs of each response given:
🚀 Armed with this knowledge, how about you try and set up your first website widget survey? You'll be amazed at how useful your survey insights can be!
💬 If you need our assistance, please reach out to us at email@example.com or strike up a chat conversation 👉.