Once you create a survey, you can use them to gather feedback from your visitors and customers in campaigns.
This article details how to insert an existing survey to a campaign you've created. For information about how to create a segment from survey results, please refer to Create Segments Based on Custom Fields
There are many ways to use surveys to feed personalization. One example is to survey customers who visit your site to find out what industry they identify with. This approach is used on the Evergage.com home page. When you arrive for the first time on the page, you are asked a single question about which industry you represent so you can receive an experience tailored to that industry. Once you make a selection, you are added to a segment of people who also selected that option. Then Evergage changes the look of the homepage to appeal to those in your sector including copy changes, a testimonial from a technology company, technology customer logos, and a “What Does Evergage Do?” video for ABM and demand generation.
Before personalization from the survey response
After personalization from the survey response of "Technology"
If you haven’t already, log into the Evergage Platform
Add a new message
Configure the message Type as needed
Create a new segment for each survey response with the following parameters:
After you create your message, you need to configure it to use the survey content.
Click Insert Element
Select the survey from the Select Survey dropdown
Select Responsive to make the survey responsive in size or Fixed to make it fit inside the message container
To preview the survey, click Render Survey within the campaign message
If needed, click Edit Survey and make changes to the survey
Now you need to create a campaign to support the personalization you want to trigger for each survey respondent. In this example, there are campaigns for each industry that change the appearance of the page to provide information that will best resonate with visitors who identify as being part of that industry. In the example described above, the home page is different for each of the industries to appeal to those from each industry.
Now you need to add rules to the message as well as the follow-up personalization campaigns you create. For more information about adding rules, please see Add Rules for Campaigns, Experiences, and Messages.
Add a message level rule to show the survey message after a brief delay. Typically you want the time on page delay long enough so the visitor is not bombarded the moment he or she arrives on your site, but not so long that he or she has left the page you want to personalize using a survey. Setting this to between 3 and 10 seconds is a good start, but you may need to adjust this.
Depending on your strategy, you may create different experiences or entirely different campaigns to support follow-up personalization. You need to add a rule to connect that personalization campaign to each segment of visitors who should see it.