With Survicate, you can easily launch surveys straight from your dashboard. Dive into our article, to learn:

  • If coding is required to launch a survey;

  • How to make a survey appear on your website;

  • Where you can schedule the exact date of your survey being started or paused.

Not ready with your survey yet? Check out our guides for previous steps:

Table of content

  1. Install Survicate Tracking code

  2. Start your survey

  3. Best practice

Step 1. Install Survicate Tracking code

The tracking code has to be installed only once. After completing this installation, you can manage your surveys straight from the dashboard. You have multiple options to choose from while installing your code:

  • If someone else is managing your website, you can send them an email with instructions. They will receive a link with the installation documentation in no time.

  • If you use Google Tag Manager you can use our one-click installation or find the Survicate plug-in inside GTM. Click the "Install Now" button and pick your GTM account, container and workspace.

  • You can also install the code via our Segment integration. Click the "Install now" button and log in to your Segment account. Pick the Workspace and Source you'd like to integrate, and click Allow.

  • If you are a WordPress user, you can use our plugin to install the code.🔌 Search for Survicate in Plugins, verify and activate the plugin. Then, head on to Survicate plugin settings, and paste your workspace key to the input field.

  • You can also install the Survicate tracking code manually on your website by pasting the provided code before the /body tag of your pages. Once you've pasted the code, don't forget to visit the page code that is installed at least once to verify the installation.

Step 2. Start your survey

Start your survey and gather customer insights right from your website or in-product, navigate to the Launch tab.

You can start it right away, or set a custom date to start your survey. If you select a custom date, we will start your survey on this day at 0:00 GMT.

If you are running research for a number of visitors only, you can set a response limit for your survey. We will automatically stop the survey when this response limit is reached.

If you don't want to have any limits, just disable the toggle.

📌 If the respondent opens the survey before it was disabled and answers it while the survey is disabled the response will still be collected and recorded.

Alternatively, you can stop your survey at a certain date as well. We will stop your survey on this day at 0:00 GMT.

📌 Whenever you make changes to your survey's setup, they take a couple of minutes to take effect.

Next Step:

Best practices

Target the survey on specific URLs or show it with a delay

Choose to show your survey after someone has scrolled a part of your webpage when they're about to exit, or only on some of your website's subpages. Visit our targeting basic guide to learn how to achieve this.

You can also target your visitors by creating custom visitor segments for more precise sampling: Targeting your visitors with custom filters.

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.

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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