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pixsurveys
 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.


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titleThis Article Explains

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

Info

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



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titleSections in this Article

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Info

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


Create, Edit, or

Edit

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

Select
    1. Double click the survey

  • Click Image Removed under Actions to edit

  • Create a new survey:

    1. Click +New Survey

    2. Enter a Survey Name

    3. Click Save

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    Add Questions

  • Select the Survey Designer tab

  • At the left, click to select a survey type from the Toolbox. For more information on the Toolbox options
      1. or click Image Added

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



    Image Added


    Note

    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

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    Enter Question/Answer Choices

    There are two

    different

    ways to enter the question and answer choices for

    the

    most survey question types.

    Method 1

  • Click Image Removed
  • Enter the question and each answer choice and

    Quick Edit

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

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

    Method 2

    Question Editor

    1. Click  at the right on the gray header bar for the question
    2. Edit the question name on in the General tab Question field
    3. Edit the choices on the Choices tabanswers in the Answers section
    4. Enter each question answer choice in the Text box Label field (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 

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    1. See Control Question Visibility for details about how to adjust options in the Visible If and Enable If sections

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    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 , including:

    elsewhere within . 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 Image Removed

    2. Click the Choices tab

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

    4. Click OK

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    Reorder


    Note
    titleNOTE

    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.


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    ChangeArrangement
    ChangeArrangement
    Change Answer Arrangement

    For radiogroup and checkbox question types you can display answers horizontally by adjusting the number of invisible columns containing the answers:

    1. Click Image Addednext to the question

    2. 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)

    3. Click OK

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    Reorder
    Reorder
    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 questionSelect choices order on the General tab

    2. Under Select answer 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

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    ControlVisibility
    ControlVisibility
    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 visibleinvisible, 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  next to the question you want change visibility for
    2. Deselect Is visible?
    3. Click Click OK
    4. Select the Test Survey to  tab to confirm that the question is no longer visible
    5. Click OK

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    Make a Question Visible

    Image Added

    Add Question Visibility Conditions

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

    3. Click Select question and choose 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 the Test Survey tab to  tab to confirm the survey is configured correctly  

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    OtherOptions
    OtherOptions
    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. Image Added - show/hide question
    4.  - select to clone a question
    5.  - save a question as a template so you can select it from the Toolbox for reuse in the same survey


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