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Your first day with Survicate: How to make the most of your account
Your first day with Survicate: How to make the most of your account

Learn how to make the most of Survicate

Agnieszka avatar
Written by Agnieszka
Updated over a week ago

Survicate surveys can help you gather customer feedback, collect data for market research, and understand user experiences on your website.

In this article, we'll look at how to get started with Survicate surveys and provide some examples you can use to get your own surveys up and running.ย 

If you've just joined your company's account and you're not sure how to use Survicate, this guide is for you. ๐Ÿš€

๐Ÿ‘ฉโ€๐ŸŽจ Create a survey

With Survicate, you can collect feedback via various channels with 4 different survey types:

To create your first survey, choose from one of the 4 available options. 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 have already prepared on your device.

๐Ÿ“š Save your questions for the future

If you'd like to use the same questions in multiple surveys, use the Question Library.

With the Question Library, you can choose questions for your survey from over 800 ready-to-use suggestions. You can also save your questions with answer choices that you or your teammates can quickly add to other surveys on your account without needing to write them again.

1. To save a question to your Library, click on the three dots and then Save to Library.

Now, you should get this message:

2. To find your team's saved questions, click on Add question from library.

3. Go to Saved questions, where you can manage and use your own questions.

๐Ÿ’ซ All done! You can read more about the Question Library here.

๐Ÿ›Ž๏ธ Get notified about new survey responses

Would you like to know right away when your survey gets a new response? Here you'll learn about the options available in the Connect tab.

In every survey you run, you'll find a wide selection of possible actions that can be triggered when you collect a new response.

In the Connect tab of a survey, you can choose to:

๐Ÿค Integrate your survey with your CRM

Enabling any of the integrations in the survey's Connect tab is non-mandatory, but we highly recommend taking advantage of this option. This will allow you to easily track new responses and update respondent profiles in your CRM (for instance, in HubSpot, Salesforce, Active Campaign, and Drip).

Integrations can help you automate processes and workflows. For example, you can create triggers based on survey responses to automate support tickets, task assignments, and personalized follow-up actions. This will save time, improve efficiency, and ensure you respond quickly to customer feedback.

The tools compatible with your survey will depend on the survey type. However, the most popular tools tend to work with most surveys.

In the Integrations tab, you can find all available tools to connect to:

๐Ÿ‘ฉ๐Ÿผโ€๐Ÿ’ป Create various paths for respondents with Logic

1. You can create a survey from scratch and add your own questions, create a survey with AI, or use our templates.

2. In the survey's questions, you can go to the Logic tab and set up the follow-up questions that each respondent should see based on their answer.

Survey logic allows you to design an individual survey experience by adding a customized question flow and segmenting users based on their feedback, as well as increase the response rate by personalizing and shortening your survey.

The Logic feature can be useful if you'd like to create an NPSยฎ survey and apply survey logic to show different follow-up questions to promoters and different ones to detractors or passives to ensure only happy respondents will see a link to your review page, such as G2.

๐Ÿ’ก If you'd like to learn more about survey logic, check out this guide.

๐ŸฅผRandomize answer options to avoid respondent bias

In your Single and Multiple Answer Selection, Dropdown list, and Matrix questions, you can decide to randomize answers, which means the answer choices will be shown in a different order every time the survey is displayed to users.

This feature can be helpful if you don't want to influence respondents by the order of answer choices.

You can also decide to randomize all answers except the last one. It's useful in case your last answer choice is 'Other' or 'Not applicable'.

๐Ÿš€ Set your survey live

Are you ready to send out your survey? Depending on the survey type, you can do this by:

๐Ÿ”„ Run recurring surveys

Would you like to show the survey periodically to the same respondents?

1. In Mobile and Website or in-product surveys, head over to the Target > Frequencyย tab and set your preferred Frequency:

Here's a step-by-step guide describing the possibilities.

2. In Email or Shareable link surveys, the distribution is on your side. However, if you'd like to send the survey more than once to the same respondent, we recommend enabling Allow this survey to be taken multiple times from the same browser:

The Refresh the survey after completion feature is not necessary, it's up to you to enable it. This option shows the first question again shortly after someone filled in the survey.

๐Ÿ—“๏ธ Schedule your surveys

You can schedule your Website or Mobile surveys to automatically start and end, including after theyโ€™ve collected a pre-determined number of responses.

1. Go to the Launch tab and look for the Survey start section. Simply click on the ๐Ÿ—“๏ธ icon and pick a date when you'd like the survey to be launched.

2. Let your teammates check when a survey is about to start simply by hovering over the Scheduled status in the main dashboard:

3. If you go back to the Launch section of your Website or in-product or mobile survey, you can choose:

  • a specific date when the survey should be disabled;

  • to disable it after it's collected a given number of responses.

๐Ÿš€ Learn even more about survey scheduling here.

๐ŸŒŽ Run multilingual surveys to increase your response rate

If your website or mobile application caters to an international user base, create a multilingual survey that displays in the user's language.

With multilingual surveys, you can translate your survey manually or automatically with Google Translate and customize the experience for your respondents, increasing the response rate in the process.

1. Go to the Create tab of your survey and click on Translations:

2. A pop-up window will appear where you can select the languages you want your survey to be translated to. You can select more than one, and if you're not sure which ones you need, you can select just one and add more later.

Then, pick Google translation or Manual translation.

3. The feature is available for Website or in-product and Mobile surveys, but you can also create multilingual surveys to send as a link or via email.

Learn more about the Translations feature in this article.

๐Ÿ“ž If you have any questions, feel free to reach out to our team via chat or email:

Net Promoter, NPS, and the NPS - related emoticons are registered U.S. trademarks, and Net Promoter Score and Net Promoter System are service marks, of Bain & Company, Inc., Satmetrix Systems, Inc. and Fred Reichheld.

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