Create a Survey
- Navigate to Customers > Surveys
- Click Create Survey button
- Fill out the information as described below.
- Save.
- To distribute the survey you just created, see steps below for sharing and including a survey in a campaign.
First is the General section, which will walk through the essential info required to get started on the survey.
- Survey name: The internal name to help keep track of each one, not shown to the customers. This is a required field in order to be created & saved.
- Internal Description: Used to give more details regarding this particular survey, also only seen internally but gives more context or notes on what it may be used for.
- Archived: Hide the survey entirely and do not contribute its stats in totals
- Start Date: When this survey will be available, before this date users will be shown a "Survey going live on x" screen
- End Date: When this survey stops taking responses and becomes unavailable, users will get a screen that they will no longer be able to take the survey.
This section allows the changing of text in certain sections at the start of Survey.
- Title: Displays at the top
- Body text: Displays in the middle, medium size
- Body Sub-text: Displays under the Body in a smaller size
- Button Sub-text: Displays under the Submit button
- Footer Text: Displays at the bottom of the section, ideal for privacy policies/consent reminders
Responses to questions are stored in the Persona profile. Personas can be segmented based on their answers within the Audience builder. See Using Surveys to Create Audiences.
- Surveys sent through campaigns will not require a phone number or email.
- Surveys not associated with campaigns will collect the respondent's phone number or email. This is done to link the survey to a customer profile.
You can optionally allow anonymous reponses.
If you allow anonymous responses, we will not store the survey on the Persona and you cannot use it to create Audiences.
You can either create a new question or select from existing.
- Label: The Question you are looking to be answered and is displayed to the customer
- Placeholder: Useful to show a suggestion to the customer what they can answer in a text box
- Enabled: Toggle on will include the question, off will hide it
- Required: Forces customer to provide an answer in order to allow completion
- Types:
Type | Description |
|---|---|
Text Input | Allows for strings to be typed, good for gathering opinions or feedback |
Select | Give a choice of answers, and let them pick one |
Multi Select | Allow many answers |
Number input | Numeric entry |
Radio | Force the user to pick one option between choices |
Text Area Input | Long form text answers |
Checkbox | A single checkbox to show. Can be used for a yes/no type of answer or to make them click for terms. |
- Arrows: Change the order of the questions within the survey
- Pencil: Edit the question
- Clipboard: Duplicate the question
- Trash can: Delete the question
Very similar to our Sign Up forms, Surveys can be customized to fit the look and feel closer to your desired branding:
- Header Content: Hide/show different elements near the top of the page
- Form Input Section: Change the entry appearance
- Submit Button: Alter the look and behavior of the button
- Thank You Popup: Change the outcome of what happens after the submission of the Survey
- Custom CSS: Allows further customization via targeting elements directly

