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Getting started: how to launch my first survey
Getting started: how to launch my first survey
Anastasiia avatar
Written by Anastasiia
Updated this week

When setting up your first survey, it's crucial to tailor it to your specific requirements. By customizing your survey, you can make it visually appealing and engage your audience effectively. Furthermore, incorporating logic into your survey ensures that questions are displayed based on specific responses, maximizing efficiency.

Setting up your first survey

Once you create your account in Survicate, you will see the below screen where you can click on the Create new survey button :

Choose the method that works best for you:

  • If you create a survey from scratch, you can add all questions via Add new question or Add question from the library button.

  • If you decide to start from a template, please take a look at the next steps in our article about the templates library and AI templates library.

  • import questions you prepared before.

Now you need to decide how you'd like to distribute the survey. We offer four survey types:

You can learn more about our question type, action screens, and customization options in our article.

Style questions, introduction, and answer text

Styling your survey questions, introduction, and answer text can significantly impact your survey's overall appearance and user experience.

  • Add an introduction text to your question - a great way to provide context and background information to your survey questions. It can help respondents better understand the purpose of the survey and the specific question.

Don't forget to say "Thank you!"💌

Make sure always to express gratitude to your respondents after you have gathered responses or asked for feedback. Take a moment to thank customers for their feedback sincerely. Let them know that their opinions are valued and appreciated. A simple "Thank you for your feedback" can go a long way in showing your gratitude, but also can improve your survey response rate.

💡Make your thank you message personal by addressing customers by name and referring to their feedback. This personal touch shows you're actively listening and genuinely interested in their thoughts.

Set-up survey logic

Survey logic allows you to customize the survey experience based on a participant's previous answers. For example, you can use survey logic to show or hide specific questions based on a participant's previous responses. This helps to create a more personalized survey experience for participants, leading to higher response rates and better-quality data.

Design your survey

Survicate offers customization options to enhance the appearance of your surveys, engaging your audience and gathering valuable insights. To customize your survey to the next level, you can add a picture to your survey questions, design a background, color button, answer, etc.

  • Add images to surveys - you can do this in two ways: upload the picture from your device to a Welcome Message or add an image with an HTML tag to other question types.

Preview your survey

During the test, several factors are considered: survey design, question clarity and response options, logic configuration to each question if needed, and integration settings.

Survicate offers a preview mode that allows you to see your survey, as your customers will see it on desktop and mobile devices.

If you prefer to test the survey live, you have multiple options:

  • For email/link survey, go to the Share section to copy your survey link and test it live in your browser. You can also test the survey by adding the survey's HTML code to your test email, if you want to see how the survey will look like in the email.

  • In case of website survey, ensure that tracking code is installed correctly first. Then you can test the survey live on the page where the survey should appear as per your settings. You would need to match all the targeting and audience conditions set in your survey settings.

If you test your survey live, this response will be counted towards your subscription limit. You can later on delete the test responses from the Analyze tab, so they don't influence your survey results.

Launch your first survey

Launching your survey type is an easy process that will help you collect feedback from your target audience. With the proper planning and preparation, you can create a successful survey launch to help you achieve your desired results.

💻 Website survey

You must install the tracking code to set up a website, in-product survey or use the Feedback Button.

Putting the code on the website is very easy and totally safe.

There are a few options to install tracking code:

Test the survey on different browsers and devices to ensure it's working properly for all users.

📩 Email survey

If you need assistance sharing surveys through different platforms, our articles will help you: Gmail, Messaging platforms, and Social media platforms.

📱Mobile survey

Survicate Mobile SDK is supported for iOS, Android, React Native, Flutter, and Unity applications.

To run surveys inside the mobile app, install The Survicate SDK in the native app code. Please ask your developer to do it, providing them with this documentation:

💬 Intercom survey

You can create and share a survey directly via Intercom messenger so that the entire survey is completed within the chat. This lets you engage your customers and keep them inside your app during the survey process.

You don't need any code installation for this type of survey.

📞 If you have any questions or need further assistance - feel free to reach out to our team via chat or email: support@survicate.com

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