Survey offers the possibility to collect information from a group of Profiles. Survey is ideally used for NPS or similar types measuring. It can be active for a certain period of time, or be "periodic" and reset for every recurring period.

Surveys are created in Forms & Pages tool and send from there or shared with a link in an email and Marketing Automation flow. It can't be distributed separately as a standalone link.

This in-app Survey checklist will guide you through the set up, while working in the tool!

1. Go to Forms and Pages tool and click Create. Choose Survey from the dropdown.

2. Enter Survey name and choose the section your working in. Click Next.

3. Select template.

Avoid starting from scratch by choosing the Basic NPS Survey Template.

Here you'll find the NPS element already in place in the design. The submit button is also in place. Adjust to your liking.

The Survey editor functions similar to the Form editor, with Collect elements on the right. The Structure panel on the left, reflect the Rows and Column of the Canvas.

1. Drag and drop Collect elements into the Canvas.

2. Write the survey question on the top of the collect element.

Email input field is mandatory and must be added to the survey. The recipient's email address will be auto-filled and not possible to edit.

Question input field need no mapping. The value entered in the field by the recipient is the value that will be stored on the Profile.

Question NPS is a rating scale from 0 to 10.
Type your question and edit texts if you prefer.

3. Mapping

The questions with multiple options, like checkboxes, radio and dropdown, need to have their options defined and mapped.

Type in all options in the Canvas. In the Mapping settings o the right, enter the value that should be stored as the recipient's response.

Add as many option you need with the Add option plus, in the Mapping section to the right.

4. Add a submit button to the survey.

Adjust button text inline, and adjust styling to the right.

5. Style question element

Adjust style, alignment and margins on the right.

6. Toggle on Required field in the bottom right corner, if the survey question should be mandatory to respond.

To complete your survey, go to Settings, in the bottom bar.

Here, you can adjust survey name and page title. The page title will appear in the browser title bar when opening the survey link.

Configure language settings to enhance accessibility. Select the language the content is written in, so that screen readers know how to read the text. This setting does not in any way effect your content.

Adjust width, borders, body and background color of the survey.

Set validation messages for when visitor has missed filling out a required field or entered the wrong format.

In the bottom bar, you also find options to preview your survey and save it as a template.

When ready, click Next.

On the Survey Action page you decide what to display after someone submitted the survey. You can display a message, redirect with a url or chose to let visitor proceed to a form or page you created.

Select option in the dropdown and enter message or url. Click next.

In the Time period page you decide how to use your survey; period or non-periodic.

Selecting yes, your survey will be set to have recurring periods. The survey saves all responses for every period. Visitor can submit survey once every period without overwriting responses from earlier periods. Periodic survey is useful for recurring screenings of the same group, like NPS.

Set number of days for survey period. For example, 7 days means the Survey will reset every 7 days, and same visitor can submit new responses, without overwriting responses from previous week.

Select total period for your survey; how long should the survey be active. Use date fields or calendar to set total period.

Click Next.

Selecting no on the Time period step, the survey is active for as long as you decide. If visitor submit more than once, responses overwrites previous responses.

Set time period for your survey to be active in the date fields or in the calendar.

Click Next.

The survey can only be distributed with a link in an email, and not published on external source.

In the sending step in the Survey Tool you set up the Survey Invitation

1. When you reach the step make sure to click in the Survey email box.

Please note that if you click Next right away, you will skip the sending step entirely. If that happens. You can still create an email separately and send it from there.

2. Choose the template you like. Easily get started by choosing the pre-made one. This already includes a link to the survey your building.

3. Adjust the design to your liking.

4. Chose who to send to.

Select the group of profiles you want to send the survey to. Select the Subscription and add any segmentation you wish. Similar to regular email sending.

Remember to add the Subject for the email

5. Now decide if you need more sendings. If so, click on the Survey Email box. If not, click next.

6. You also have the option to circle back to your current email to edit or delete.

7. That's it. Decide if you are ready to send the Survey or save it as a draft.

When activated, the survey is found on the Forms & Pages start page, under the Activated & Paused tab.

An active survey can be shared in an email sending. Go to Email tool and add the survey link to the email.

To send out your Survey automatically based on a trigger of your choosing - head over to Marketing Automation and create a flow.

1. In the canvas decide what trigger the Listen node should listen for. Then add a Email node.

2. Create the email and add a link or a button that you want the recipients to click on to answer the Survey. Like in below example, click the button and choose the link icon in the inline editor.

3. Choose Survey in the dropdown

4. Now you can choose any of your active surveys to add to the button or link.

5. Finish your flow. And activate when ready.

When survey has been distributed and submitted, you can monitor the results in the survey report. Select survey and go to Report in the bottom bar.

The report presents a Reponses overview with the individual responses.

The net promoter score question is presented with a graph.

The survey interactions can be viewed individually in Profile view.

All interactions the Profile has done with the survey is listed here. Double-click on a Survey question Answered to see details for each question respond.

In Segment builder, you can build segments based on Profiles' survey responses and interactions. For example, target Profiles who submitted a certain response, Profiles who gave a low NPS rating or those did not yet submit survey.

Let's have a look at a couple of use cases.

Let's say you want to send target communication based on Profiles' preferences between tea and coffee. One of your survey questions has the Profiles selecting tea or coffee.

In the left column, under Event, you find the Survey interactions.

3. Place the Survey Question Answered Event into the Canvas.

4. Under the What tab, select:

Event data = answer

Match type = Equals to

Value = Coffee

5. Click OK.

6. Click Save Segment.

7. create another segment capturing Profiles who submitted Tea as their favorite beverage.
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8. Click OK and Save Segment.

Segments can be applied to email content in the editor, or to Subscriptions when selecting recipients.

In this example, we segment email content: one row targeting coffee drinkers, and another row targeting tea drinkers.

Row Settings for content targeting coffee drinkers:
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Include Profiles who match the segment Beverage: Coffee.

Only Profiles who have submitted "coffee" as their beverage preference will be displayed to the content.

Row Settings for content targeting tea drinkers:
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Include Profiles who match the segment Beverage: Tea.

Only Profiles who have submitted "tea" as their beverage preference will be displayed to the content.

When carrying out NPS surveys, you might want to follow up with different messages depending on Profiles' responses or inactivity. In this example, we create a segment capturing Profiles who submitted NPS rating 10.

3. Under the What tab, select:

Event data = answer

Match type = Equals to

Value = 10

4. Click OK.

5. Click Save Segment.

In the send to step of email wizard, chose to include or exclude Profiles in the sending. In this example, the email will be sent only to Profiles who submitted 10 in the NPS survey question.