In Create tab you can prepare the layout for your survey by adding your questions, changing its theme, and setting up survey settings. In this article, we will walk you through altering your survey look by:

  • changing the theme colors to ensure it's completely in line with your company's branding;

  • adjusting your survey settings such as positioning your survey on different parts of the page, setup overlay options, or customizing survey messages copy.

This article shows how to customize the widget survey design. If you want to learn first how to create the survey or install the tracking code, please navigate to the previous section.

Table of Contents:

  1. Create your survey theme

  2. Adjust survey settings

  3. Preview your survey

  4. Best practices

Create your survey theme

It's very easy to adjust your survey's look to your website just by playing with the selector tools in the Design tab. There you'll find our standard themes for your survey.

1. To create your own theme, click on the New theme button.

2. On the left side, you will see the colour selectors for your theme as well as give your theme a name. Name your theme and adjust the colours to your brand

3. Once you are ready with your template, click Update Theme to save your settings.

💡 If the theme you are using is currently used in any other surveys, you will see a notification that this theme is being used on other surveys. In this case please remember that any changes you make to this template will apply to all surveys running on that particular template.

If you don't wish to update all the surveys but only your particular survey, then you can easily duplicate your theme and make changes to this theme instead.

4. Edit your custom CSS from the Theme Settings. Enable the custom CSS toggle in the theme settings, and paste in your CSS code from the Add button. Then update your theme. Your changes should be visible on the right side when you update your theme.

❗️This feature is available on paid plans. If you're interested in testing this feature, let us know on chat or to sales@survicate.com.

Adjust your survey settings

Once you have finished with the theme set up, click on Settings in the left sidebar for further installation. There you'll see the Survey experience and Messages tabs.

The survey experience section allows you to set up your survey look and behaviour. Here you can adjust how you would like the survey to appear on the screen, its details, and its position. You can also disable and enable the Close and Minimize buttons by checking their toggles.

  1. Progress Bar: Progress bar lets your respondent see at which point on the survey they are on, and inform them about the length of your survey. It's located at the very top of your survey.

  2. Remove Branding: In some of the paid plans, you have an option to remove the Powered by Survicate footer from your survey. You can see a list of our pricing and features here.

  3. Start Minimized on desktop: It's possible to define how your survey will start on the desktop. You can decide to start your survey minimized and extend it only when a visitor clicks on the widget.

  4. Start Minimized on mobile: Define how your survey will start on mobile devices, by checking the tick box you can start your survey on the minimized setting, and extend it only when a visitor clicks on the widget.

  5. Close button: You can enable or disable the close button, to prevent the survey from being closed.

  6. Minimize Button: Let your visitors minimize the survey instead of closing it.

  7. Buttons position: By default, website survey controls are set to appear at the bottom. This position is proved to improve the response rate on your widgets. However, if you wish to change it you can see modify this setting.

  8. Layout: You can position your survey in different locations on the page, upper left or right, bottom, or lower left or right.

  9. Background overlay: If you would like to add a website fade out, you can set this in the drop-down menu to dark overlay or light overlay.

  10. Default language: analytical function created to examine what default language is desired by our users.

The messages tab allows you to change the text of your survey buttons or customize the text on a minimized survey invitation to add a catchy message. This is especially useful if you are running a survey in a different language

Preview your survey

On the right side of the page, you can preview your survey as if you were a respondent before launching it on your website. Every change to your survey appears here in real-time, and you will be able to test the look&feel of your survey as you go on creating it.

💡Click the icons top right corner to see how your survey looks on desktop or mobile devices:

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.

Set up your website survey's Triggers

From your Survicate Panel, you can choose not only on which device you want to display the survey but also who and how often will see it and decide on what URLs and when they should appear.

Run multilingual surveys

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

📞 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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