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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. 

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

🌎 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.

📚 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.

💫 All done! You can read more about the Question Library here.

👩🏼‍💻 Add Logic and a CTA button

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

2. Add one or more Thank you screens to your survey. They can include a redirect link to a review page, a call-to-action button for those interested in getting more information, links to your social media accounts, or simply just a thank you message.

Discover how to set it up here.

3. 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 and Thank you screen features can be useful if you'd like to create an NPS® 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.

💡 If you'd like to learn more about survey logic, check out this guide.

🥼Randomize 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'.

🛎️ 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. Enabling any of the integrations in the survey's Connect tab is non-mandatory, but we highly recommend taking advantage of this option.

You can choose to:

  • send survey responses to your CRM, such as HubSpot, Mailchimp, Klaviyo, Salesforce, and many more;

  • receive a Slack message or an Email notification with the response details after every new survey submission, or choose custom notifications;

  • automatically see new responses in your Google Sheets;

  • or create your own connection with Webhooks.

🔄 Run recurring surveys

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

1. In Mobile surveys, head over to the Target tab and set your preferred Frequency:

2. Similarly, in Website or in-product surveys, you'll find this setting under Target > Frequency:

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

3. 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.

🗓️ Schedule your surveys

You can schedule your Website or Mobile surveys to automatically start and end, including after they’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 🗓️ 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.

🚀 Learn even more about survey scheduling here.

🏪 Choose the right time to show your Website survey

If you have an online store or a SaaS product, you can show various surveys at different stages of the customer's journey through the website.

1. Create a new survey and choose Website or in-product surveys from the menu. You can either create your own survey by starting from scratch or select a template.

2. Head over to the Target > Triggers tab. Under When would you like to show the survey? pick a relevant option:

You can ask for feedback:

  • When the page loads

    This is the best option of asking for feedback when a user has just entered your website and gauging their first impression.

  • When a user has been on the page for a specific period

    In most cases, it's a good idea to make your surveys less obtrusive by letting the visitor get familiar with the page first and then displaying the survey.

  • On exit intent

    This option allows you to display a survey when a visitor is about to leave the page, moving the cursor toward the address bar, or when they're about to close the tab. Use an exit-intent survey to ask customers leaving the checkout page why they didn't complete the purchase or subscribe.
    💡Survicate exit-intent surveys only work on web browsers used on desktop and laptop devices. They won't appear on mobile devices. Read more about exit-intent surveys here.

  • When a user has scrolled down the page

    This is the best way to check if your website was clear to the users and provided the information they were looking for. You can also use it to inquire about a specific feature or even a blog post they just have read.

⏰ You can learn more about adjusting when to show the Website or in-product survey here.

💡 Would you like to know the best time to send an Email survey? Get the timing right with this guide.

📞 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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