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Create a survey for your website or product
Create a survey for your website or product

Learn how to launch a survey that's displayed as a pop-up anywhere on your website or in-product

Agnieszka avatar
Written by Agnieszka
Updated over 2 months ago

Website surveys are widgets that you can display on pages of your website or in-product. They can be quick questions, contact forms, CTA buttons, or in-depth questionnaires. You can launch these surveys on specific pages, after specific actions, or to a specified target group.

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.

This article will guide you through the first steps of creating your survey.

Done with your survey already? Learn how to install the tracking code!

Step 1. Create a new website survey

To create a new survey, click on + Create new survey.

Pick how you'd like to continue creating this survey. There are four options to choose from. You can either set up a survey of your own (start from scratch), select a survey from our templates library (start from template), create a survey with AI, or import questions you prepared before:

Pick Website or in-product survey from the menu and click Continue:

3. You can either set up a survey of your own (start from scratch) or select a survey from our templates library (start from template).

Take a look at our short video here to get inspired by popular website survey questions!

To guide you through creating a survey, we are going to create a survey from scratch.

4. Start by adding your first question by selecting one of the question types

5. You can change the copy of your question by clicking the copy bar. You can also include an introductory text by clicking Add introduction.

💡 You can easily duplicate or delete a question by clicking the three-dot icon:

💡 You can make a question mandatory under the Settings tab:

Looking for website survey ideas? Take a look at our video 📽️

Step 2. Set up Survey logic

1. Once you've added your questions, move on to setting up survey logic for a personalized survey experience. Before proceeding, you'll need to make sure you've added all the questions and head on to the question logic settings.

Dive into this guide to learn more about possible configurations.

💡You can insert a question directly to a point in the survey by clicking the yellow ➕ button in between the questions:

Step 3. Add a thank you page

1. You might want to have a personalized thank you screen. To add and customize it, select Thank you screen from the questions menu and type in your message.

2. Under the Settings tab, you can select a custom call to action to finalize your survey. You can use automatic page redirect, call to action button, or social buttons.

📌 Please note that the custom action feature is available on some of the paid plans. Please visit our Pricing page or reach out to us to learn more.

Now that your survey's questions are added and the theme is designed, you can preview how it will appear on desktop and on mobile devices:

Step 4. Decide on the format

In the Format tab, decide if your survey should appear as a pop-up at specific moment of the user's visit to your website, or if you'd rather use a Feedback Button that is constantly on the page, letting visitors leave feedback whenever they wish:

Next Steps:

Best practices

Make sure only a chosen group of visitors see your survey

Define your survey audience to ensure that only visitors with specific attributes, devices, or visit frequency can respond.

Integrate your survey with your website optimization tool:

  • Send survey responses to Google Analytics as events to create custom visitor segments

  • Associate survey responses with FullStory recordings and uncover the whys and wherefores of feedback you receive

  • Save survey responses as Segment events and further send them to other destinations, use Segment-based data for detailed analysis

  • Enable Slack integration to notify your team and act on feedback in real-time

Run multilingual surveys

Try our automatic translations feature to show your respondent's surveys adjusted to their browser language and increase the response rate.

Frequently asked questions

I have made some changes to my survey, but I don't see these changes appearing.

There might be up to 15-minute delays for your changes to update on the servers. If you still don't see these changes after 15 minutes, please reach us at support@survicate.com.

How can I see my survey again on my website after responding or closing the survey?

Website surveys can be taken only once by default. Therefore, if you've replied to the survey or closed your survey, you won't see it again. If you want to test your survey's experience on your website, you should do it in the incognito mode of your browser. After every test, make sure to close all incognito windows.

Take a look at our video to quickly learn how to create a Website or in-product survey:

📞 If you have any questions or need assistance - feel free to reach out to our team via chat or email: support@survicate.com.

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