Surveys allow you to gather customer feedback, opinions, and other information that can help you better understand customer preferences and improve future marketing initiatives. You can create surveys, manage survey questions, preview the customer experience, and review submitted responses from a single location.
Managing Surveys
The Surveys page displays all surveys created in your account, alongside their response count, status, creation date, and last updated date.
This feature is accessible from the navigation panel, under Marketing > Acquisition > Surveys.
The index page lists every survey form created for the account, along with the following details for each form:
- Name: Depicts the survey’s title.
- Responses: Number of individuals who participated in the survey.
- Status: Indicates whether a survey is active or not.
- Created At: Date and time the survey was created.
- Updated At: Date and time the survey was last modified.
Next, the Actions menu (ellipsis icon) for each survey offers several management options. You can use these options to:
- Preview Survey: Showcases the survey exactly as it appears to respondents.
- Survey Questions: Lets you modify (add, edit, reorder, or remove) survey questions.
- Reports: Review survey responses and response statistics.
- Edit Survey: Lets you configure the survey settings.
- Delete All Responses: Permanently removes all responses while keeping the survey.
- Delete Survey Permanently: Permanently removes both the survey, its responses, and its underlying records.
- Create a Duplicate Survey: Creates a copy of an existing survey for future use.
Creating Surveys and Analyzing Survey Responses
Create a survey to collect valuable information from your customers about your store, brand perception, product offerings, customer feedback, and more. You can analyze this data to identify opportunities for future improvements, if necessary.
1. On the Surveys index page, click on the New Survey button.
2. Configure the survey by providing the required information and click Create:
- Survey Name specifies the name displayed for the survey.
- Close Date determines the last date on which responses are accepted.
- Close Time specifies the time at which the survey closes.
- Close Quota limits the maximum number of responses that can be collected.
- Survey Button Text defines the label displayed on the submission button.
- Select Survey Header lets you upload or choose an image displayed at the top of the survey.
3. Now, to create a list of questionnaires, click on the ellipsis icon in the Actions menu for that survey and choose Survey Questions from the dropdown list.
4. The survey editor lets you build your form by adding various question types. Available question types include:
- Free Text: Allows respondents to provide open-ended responses.
- Multiple Choice: Allows respondents to select a single answer from a list of options.
- Multiple Selection: Allows respondents to select multiple answers from a list of options.
- Drop Down: Displays a list of options in a dropdown menu for selection.
- Name: Collects the respondent's first and last name.
- Email Address: Collects the respondent's email address.
- Phone Number: Collects the respondent's phone number.
- Address: Collects the respondent's postal address.
- Date/Time: Collects a date and time value.
- Number: Collects numeric values.
- Matrix Option: Presents questions in a matrix format for grouped responses.
5. As you add or modify questions, your changes are saved automatically. When you have finished configuring the survey, close the editor and use Preview Survey from the Actions menu (ellipsis icon) to verify it before sharing it with respondents.
The preview looks as follows:
6. Once responses are submitted, you can review individual answers, monitor participation, and analyze the collected data via the Reports section under the Actions menu (ellipsis icon).
The survey reporting feature enables you to:
- View all submitted responses for each survey.
- Review answers on a question-by-question basis.
- Monitor the total number of responses and skipped questions.
- Analyze response distributions for supported question types using visual charts.
- View individual responses for open-ended questions.
- Identify trends in survey participation to evaluate customer engagement.
