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 You can use Surveys to design, test, and deploy questions to your visitors to gather explicit feedback. The data collected from surveys can then be used to create user segments, enhance personalization experiences, A/B test to validate business impact, and analyze feedback results.

This Article Explains

This article details how to design, test, and deploy questions to your visitors to gather explicit feedback.

This is an enhanced Evergage feature. Please contact your Customer Success representative for more information.

Sections in this Article

Create or Edit a Survey

  1. Log into the Evergage Platform

  2. Select Surveys

  3. Edit an existing survey:

    1. Select the survey folder

    2. Select the survey

    3. Click under Actions to edit

  4. Create a new survey:

    1. Click +New Survey

    2. Enter a Survey Name

    3. Click Save


Add Questions

  1. Select the Survey Designer tab

  2. At the left, click to select a survey type from the Toolbox. For more information on the Toolbox options, please refer to Understand Survey Types

Enter Question/Answer Choices

There are two different ways to enter the question and answer choices for the survey.

Method 1

  1. Click 
  2. Enter the question and each answer choice and

  3. Click to add another choice

  4. Click  to manually move the order of the answer choices

Method 2

  1. Click 
  2. Edit the question name on the General tab
  3. Edit the choices on the Choices tab
  4. Enter each question choice in the Text box
  5. Add an additional choice by clicking Add New
  6. Manually arrange the choice order, by clicking and dragging and dropping the question into the preferred choice order 

Style Questions/Answers

Once you have entered a question, you can begin to style the question and answer choices. You can change how the choices are arranged on the page, change the order of the answer choices, change the visibility of the question, require the survey participant to answer the question, delete the question, copy, or clone, the question, and save the question to be used again elsewhere within the same survey. By default, all answers are listed vertically.

Change Question Arrangement

To change the arrangement, for example align the questions horizontally, on the page:

  1. Click the 

  2. Click the Choices tab

  3. Enter the number of available answer options in Column count

  4. Click OK

Reorder Answer Choices

To re-order the answer choices in either ascending, descending, or random order:

  1. On the Survey Designer tab, click  next to the question

  2. Select choices order on the General tab

    1. Ascending - A to Z order
    2. Descending -  Z to A order
    3. Random - Randomized order
  3. Click OK



Control Question Visibility

By default, all survey questions are visible to your visitors and customers that qualify for the survey campaign. You can make the question in visible, or you can apply visibility conditions to the question.

Make a Question Invisible/Visible

  1. On the Survey Designer tab, click  
  2. Deselect Is visible?
  3. Click Test Survey to confirm that the question is no longer visible
  4. Click OK

Add Question Visibility Conditions

  1. On the Survey Designer tab, click next to the question
  2. Click the Visible If tab

  3. Select the question
  4. Select the conditions and value
  5. Click ADD
  6. Repeat the process until all desired conditions have been captured
  7. Click OK
  8. Select the Test Survey tab to confirm the survey is configured correctly  

Other Question Options

The following options are available on the Survey Designer tab next to each question.

  1.  - select to require question completion. Once selected, you can turn this option off by clicking the blank space where this option was
  2.  - select to delete a question
  3.  - select to clone a question
  4.  - save a question as a template so you can select it from the Toolbox for reuse in the same survey