How to set up multiple question surveys

Note: Account Owners, Admins and Creators can create surveys.  

  1. Navigate to Communicate from the left navigation.
  2. Select Surveys if it’s not already displayed; this should automatically populate when clicking on the Communicate section.
  3. Click on the purple New Survey button.
  4. Select the type of Survey you want to create
    1. Multiple choice: Learn from your customer preferences from your list of choices; additional open-ended feedback is optional
    2. Like or Dislike: Use the power of simplify for straightforward feedback (Note, Like or Dislike surveys only allow one-question surveys at this time.)
    3. Rating: Gauge visitor satisfaction with a star-rating system
    4. Open-ended: Gain more detailed feedback from your visitors
  5. Select how many questions you would like to ask your visitors. For multi-question Surveys, select Several Questions.
  6. Create a name for your Survey.

Step 1: Invite

This step is not required.

 Use this section to let your visitors know what to expect or to add an incentive for taking the Survey. If you include multiple questions, letting visitors know at the beginning can increase the completion rate.

This is what an Invite window would look like if you decide to include this step. It will be the first pop-up your website visitors will see. 

To add an Invite:

  1. Select Yes, under Include Invite Step.
  2. Type your text in the grey box labeled Invite Question.
  3. To add secondary text under your questions, click the Include Subtitle toggle under the first text box. 
    1. Type your secondary text in the new grey text box under the Include Subtitle toggle.
  4. If you want to edit the text in the options buttons, click the Edit Labels toggle at the bottom of the page. 
    1. Type your text in the gray boxes under the Accept Button Label and Dismiss Button Label.
  5. Once this section is completed, click the purple Next Step button at the top right corner. 

Step 2: Add questions

  1. Add a question. A preview of the question will appear to the right.
  2. Toggle the button next to Include Subtitle to add any additional information relevant to the question (optional).
  3. Depending on your survey type, you’ll be able to:
    1. Multiple choice: Add choices. Click the toggle next to Allow multiple answers to be selected to let visitors pick more than two choices.
    2. Open-ended: Click the toggle next to Edit Placeholder to adjust the prompt visitors will be shown. By default, this is set to “Enter response here…”
  4. To add the next question, click the purple + Add Another button at the bottom of the page. 
  5. Repeat steps 1 and 2 to create your second question, filling in the question field with the question and options of your choice. 
  6. To add more questions, repeat steps 1 and 2 until your desired number of questions is created. 
    1. We recommend asking at most four questions.
  7. To change the order of your questions, drag and drop them into your desired position by holding down the rectangular icon, and dragging the cards into position. 
  8. After creating your survey questions, select the Next button at the bottom of the page or the purple Next Step button at the top right. 

Step 3: Create a thank you message

After your visitors complete your Survey, they will receive a thank you message. You also have the opportunity to ask them for additional feedback or send them a link. 

  1. Type your new message into the gray text box to customize the thank you message. 
  2. To create an opportunity for your visitors to include extra feedback, click the Allow Additional Feedback toggle. 
    1. Type your desired prompt into the textbox. This text will disappear when your visitor starts typing in their feedback. 
  3. To instead add a button with a link, click the Add Button/Link toggle. 
    1. To create the button label, in the text box labeled Button Label, type in your text. 
    2. Add the link you want your button to go to in the box labeled Button Link.
    3. We recommend clicking the Test Link button to ensure your link is correct.

Step 4: Triggers Customize when the Survey is shown to visitors 

  1. For basic triggers, use Simple. This is the default for Triggers. 
    1. Location on the website (select one):
      1. Any page: The Survey will be shown on whatever page the visitors lands on, whether it’s the homepage or a product page. 
      2. Specific URL: This can be set for one specific URL (Exact) or part of a URL (contains). 
    2. Devices (select one): Show to all devices or select one device (Desktop, Tablet or Mobile)
    3. Delay (select one): 
      1. No delay: Shows the moment someone visits your website
      2. Time: Triggers between 3 seconds and 5 minutes, started once a visitor lands on your website
      3. Scroll: Displays the Survey after the visitor scrolls between 10% and 100% down the page
      4. Event: Shows to visitors once they trigger any Event. Click here to learn more about Events.
  2. To further narrow your survey audience, click on Advanced.
    1. Add AND or OR conditions.
      1. AND: A visitor completes both/all rules. For example, the Survey would only show to someone who landed on both your homepage AND came from Facebook. 
      2. OR: A visitor completes any of the set rules. For example, the Survey would show to anyone who landed on your homepage or came from Facebook, regardless of whether they occurred together. 
    2. Select from an expanded set of rules
      1. Event: This will show a list of your site’s Events. Click on the drop-down to see a full list of Events. Key Events will be highlighted in color. 
      2. First Visit: Display survey to visitors whose first visit was in the 1 - 90 days
      3. Last Visit: Display survey to visitors whose last visit was in the 1 - 90 days
      4. Scroll Delay: Display the Survey to visitors after they scroll between 10% and 100% down the page
      5. Segment: Display survey to a specific segment of visitors. Click here to learn more about segments. 
      6. Source: Display survey to visitors that are from or not from a specific source. Click on the drop-down to see your visitors’ sources. 
      7. Time Delay: Display survey between 3 seconds and 5 minutes after the visitor lands on your website
      8. Current Page: Display survey on a specific page based on the URL (exact) or part of a URL (contains) 
      9. Visit Number: Display survey to visitors who have visited your website a certain number of times. 
      10. Visited Page: Display survey to those who have visited a specific page based on URL (exact) or part of a URL (contains)
  3. When ready, click the purple Next Step button.

Step 5: Delivery

  1. Click how long you want the Survey to be active. Options include:
    1. Ongoing: Shows to visitors until you pause it
    2. 1 week: Shows to visitors for seven days before automatically ending
    3. 2 weeks: Shows to visitors for 14 days before automatically ending
    4. 1 month: Shows to visitors for 30 days before automatically ending
  2. When ready, click the purple Next Step button

Step 6: Review

  1. Check over your Survey. The Survey triggers and delivery settings will be shown in text on the left. A preview of what visitors will see will be shown on the right. 
    1. You can click through your questions by clicking Next in the preview. 
  2. To edit any part of the Survey or the Survey settings:
    1. Click on any of the underlined triggers or display settings from the review.
    2. Select any of the steps at the top of the page
    3. Click the gray Prev Step button. 
  3. If it looks good: 
    1. Click Save to save it to your Surveys table; it will remain paused and inactive until you make it live.
    2. Click Launch to make it live on your site.