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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.

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

Create, Edit, or Clone a Survey

  1. Log into the Evergage Platform

  2. Select Surveys

  3. Create a new survey:

    1. Click +New Survey

    2. Enter a Survey Name

  4. Edit an existing survey:

    1. Select the survey folder

    2. Double click the survey or click 

  5. Clone a survey:
    1. Select the survey you want to clone
    2. Click 
    3. The cloned survey will appear in the Uncategorized folder so you can drag it to a new or existing folder


You cannot save a SmartSurvey until you have added at least one question to each page of the survey


Add Questions

  1. In the Toolbox, click the question type you want to add a new question to your survey directly below the previous question

  2. Alternatively, drag and drop the question in the location you want it 

  3. For more information on question types, please refer to Understand Survey Question Types

Enter Question/Answer Choices

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

Quick Edit

  1. Click a question or answer to edit the text
  2. Click  or click off the question or answer to close the editor
  3. Click to add another answer option

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

Question Editor

  1. Click  next to the question
  2. Edit the question name in the name field
  3. Edit answers on the Choices tab
  4. Enter each answer choice in the Text box (this will display to respondents)
  5. Toggle between Form Entry and Fast Entry to quickly copy and paste answers from another source
  6. Add an additional choice by clicking Add New
  7. If the question type allows for it, select Has other item to add an "Other" answer with the space to provide additional detail
  8. Manually arrange the choice order, by clicking and dragging and dropping the question into the preferred choice order 
  9. See Control Question Visibility for details about how to adjust options in the Visible If and Enable If sections

Style Questions/Answers

Once you have entered a question, you can begin to style the question and answer choices, including:


NOTE

If you would like your SmartSurvey to reflect the same styles as your website, you can apply styling through the Site-Wide CSS for your dataset or through the campaign message CSS. If you need assistance, please contact Evergage Support.

Change Answer Arrangement

You can display answers horizontally by adjusting the number of invisible columns containing the answers:

  1. Click next to the question

  2. Click Choices 

  3. Increase the number in Column count (1 - shows all answers in one column; 2 - shows all answers in 2 columns; matching the number of columns to the number of answers will display all answers horizontally)

  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. Under Select choices order, choose:

    1. None - the order will remain as entered
    2. Ascending - A to Z order
    3. Descending -  Z to A order
    4. 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 invisible, or you can apply visibility conditions to the question. Visibility conditions will always take priority over the Is visible? option.

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. Click Test Survey 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