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:
Step 1. Install Survicate Tracking code
The tracking code has to be installed only once on each website where you wish to show surveys. 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
/bodytag 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.
There are also two ways to install Survicate with NPM packages:
Web package which allows you to run a web survey directly in your code. Learn more on our page for developers.
Available on some of our pricing plans.
Web surveys wrapper that facilitates the installation of Survicate tracking code directly in your codebase. Find the overview here.
Step 2. Start your survey
Start your survey and gather customer insights right from your website or in-product by navigating 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 00:00 GMT.
If you are running research for a specific 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.
When the periodical Limit of responses within a period is reached, the survey will change its status to Paused with an indication on when it will be reactivated.
Limits of responses within a period are counted on a calendar basis - calendar day, week, month, year. Those limits are counted according to the GMT timezone - for instance, if your survey has a limit of 10 responses per day, it means that it can collect 10 responses from 00:00:00 GMT until 23:59:59 GMT each day.
You can also limit responses per clock hour.
❗️If you would like to reactivate it earlier, you need to increase the Limit of responses within a period and enable the survey after that. If you don't enable a survey, it will not be activated automatically when the Limit of responses within a period is increased, you need to enable it on your own.
If you don't want any limits, just toggle it off.
Alternatively, you can stop your survey at a certain date as well. We will stop your survey on this day at 23:59:59 GMT.
📌 If the respondent opens the survey before it was automatically disabled and answers it while the survey is disabled, the response will still be collected and recorded.
📌 Whenever you make changes to your survey's setup, they take a couple of minutes to take effect.
📌 Survey scheduling is available on some of our plans.
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.