Website surveys are widgets that you can display on pages on your website or web app. They can be quick questions, contact forms, CTA buttons, or in-depth questionnaires.

To create a survey for your website or web application, choose the Website or web app widget and give a survey name.

On top of the survey editor, you will be able to see the steps you should follow to complete and launch your survey. Each tab has its additional settings on the very left-hand side of the screen.

In this article, we will briefly walk you through each of these tabs and it's purpose.

Table of Contents:

  1. Create

  2. Target

  3. Connect

  4. Launch

Create

Under the create tab you will be able to add and edit your survey questions. Here you can Design your survey's theme and change its Settings. On the right side, you are also able to preview your survey.

1. Start by adding your first question, you can select from one of our question types, scroll down to see more. For this demonstration, we will be adding an NPS question.

2. You can change the copy of your question by clicking the copy bar, you can also include an introductory text by clicking "add introduction"

3. Once you've added your question, you'll be able to set up survey logic and setup question settings under relevant bars. For each question, the settings bar will be different.

We want to be able to ask different questions for our promoters, passives, and detractors. In order to set up conditional logic, you will need to have these questions ready in your survey.

We especially want to have an open space for our respondents to write down their thoughts, so we are going to use a Text answer question as a follow-up. So, let's go ahead and add these questions.

4. Now, let's go ahead and create two more questions like this to be able to set up our survey logic.

💡 Tip: You can easily duplicate the question to make changes on it:

💡 Tip: If you'd like to make sure your respondents will provide further feedback, you can make this question mandatory under the settings tab:

5. When you are ready with your question, now we can set up our survey logic.

Head on to the first question (or the question you'd like to set survey logic), and move to the Logic tab. Here, select the relevant questions you'd like to show your respondents based on their response.

6. To finalize our survey, we'd like to have a thank you screen, so select "Thank you screen" from the questions tab.

💡Tip: Under settings tab of thank you screen, 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.

📌 Note: All changes are automatically saved, therefore you don't need to save your questions individually.

Design:

  1. To modify your survey theme, move to the Design section of your survey from the left menu:

2. Here you can choose from our pre-created themes, or create your own theme by clicking New Theme. You can use your created themes on your other surveys as well!

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 some of the paid plans, you will be able to edit your custom CSS from the Theme settings, enable the custom CSS toggle in the theme settings, and paste in your CSS code. Then update your theme. Your changes should be visible on the right side the moment you update your theme.

Preview your survey:

On the right side of the page, you can preview your survey as if you were a respondent. 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.

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

Settings:

To set up your survey settings, head on to the Settings section of your survey.

You will see a list of settings you can modify about your survey, check out the features below:

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

2️⃣ 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.

3️⃣ Start Minimized: It's also possible to define how your survey will start, by checking the tick box you can start your survey on the minimize setting, and it will open only when the visitor clicks on it.

4️⃣ Close button: If you would like your visitors to be able to close the survey, you can enable (or disable) the close button.

5️⃣ Minimize Button: Let your visitors minimize the survey instead of closing it.

6️⃣ Survey 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.

7️⃣ Survey position: You can position your survey on different locations of the page, upper left or right, bottom, or lower left or right.

8️⃣ 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.

If you are running a survey on a different language, you might want to change the text of your survey buttons and messages. You can do this under the Messages tab:

Target

Target tab lets you set up the conditions in which you will show your survey. Under this tab, you will be able to define the Triggers, your survey Audience, and the survey Frequency.

Triggers:

Under the trigger section, you can define Where and When you'd like to show your survey. You can show your survey only on certain pages, or only on specific moments, like when someone is about to exit the page.

Audience:

In the Audience tab, you can create user segments based on various parameters like the number of visits, visit source, language, attributes, and many more.

To set up your custom an audience, click "new audience" and add the filters you'd like to filter your users:

You can have multiple segments and multiple options within these segments at the same time. You can save your segments to use them on other surveys. If you have more than one segment enabled, we trigger the survey to all enabled segments.

You can additionally target your surveys only to a percentage of your traffic.

Frequency:

Under the frequency tab, you can pick how often you'd like to show your survey.

You can set it up based on your users' different interactions with your survey, whether they haven't responded to the survey or they have responded or closed.

If your visitor has responded to the survey, you can either choose to never show the survey again, or set up a recurring survey condition to let your visitor be able to retake the same survey at specific frequencies; instantly, daily, monthly, weekly, or quarterly.

Connect

Under the Connect tab, you will be able to integrate your survey answers with your day-to-day tools. You can push your survey answers to multiple tools, and keep track of customer data to every software of your choice.

Move on to the Connect tab of your survey and search the software you'd like to connect with. If your software is not on the list, you can leave us an integration request!

For the purpose of this demonstration, we'll be connecting our survey to Intercom. Feel free to check our integrations category to find specific documentation for each of the software we connect with.

1. To connect your survey to Intercom, find and pick Intercom from the list of integrations.

2. If it's your first time enabling the integration, click the Connect button to set up the authorization.

3. In the pop-up window, press the Authorize access button to confirm the connection. If you don't see the pop-up window, you may need to allow pop-ups in your browser - please look for the settings in your browser URL bar, or use instructions for Chrome, Firefox, Opera, Edge, or Safari.

4. Now you are ready to define which answers you'd like to send to your software. Under the Settings tab, you will be able to see all the features we offer for the particular integration. For Intercom, for example, you can send responses to user or company profiles as tags and/or attributes, start a conversation up a text response, and create new users or companies.

5. Click on the feature you'd like to use. We have chosen to update attributes upon a specific answer. Under questions, you can choose which question's responses you'd like to pass to Intercom.

6. Select an attribute you want to integrate with from the list or create a new one.

📌Note: By default, Survicate is sending the content of an answer as the attribute value, but you can change the label to make it shorter or to fit your data structure - click edit mapping to modify these values:

7. Once you have your integration set up, you can test it without leaving Survicate - click Try it out button and we will create a test user and send question answers in the format you selected.

8. You can connect more questions to your integration by clicking ➕Connect another question and apply steps 5-7.

💡Tip: Some integration actions require specific questions. If your survey is not suitable for an action, you will be able to see them in the tooltip next to this feature.

9. Once you are ready with the integrations set up, go ahead and move on to the launch tab to start your survey!

Launch

To start your survey and gather customer insights right from your website or web-app, navigate to the Launch tab.

As the first step, you will have to install Survicate tracking code. If you already have the code installed, move on to starting your survey.

You have multiple options to choose while installing your code:

  • If someone else is managing your website, you can send them an email with instructions.

  • If you use Google Tag Manager you can use our one-click installation available in your account or find Survicate plug-in inside GTM.

  • You can also install the code via Segment integration

  • WordPress users - you can use our plugin 🔌

  • You can also install Survicate tracking code manually on your website by pasting the provided code before the /body tag of your pages.

Start your survey

When you are ready to launch your survey, you can start it right away, or set a custom date to start your survey. If you select a custom date, we'll 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.

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

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