Interaction Studio (formerly Evergage) is now known as Marketing Cloud Personalization. The new name reflects our mission and vision for innovation in Salesforce Marketing Cloud. We wish we could snap our fingers to update the name everywhere, but you can expect to see the previous name in various places until we replace it.
You can use Surveys to design, test, and deploy questions to your website visitors to gather explicit feedback. Surveys are deployed in web campaigns, so you have access to the all of the rich targeting rules and testing capabilities in Interaction Studio. 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 details how to design, test, and deploy surveys to your visitors to gather explicit feedback.
Surveys are available to all premium edition customers. If your account was provisioned prior to 4/7/2021, you will need to request a gears refresh for your account from support in order for the Survey gear to show up in your gears list and for the feature functionality to be fully enabled. If you are unsure if a Gears refresh has occurred, please reach out to your account admin who will be able to view the gears list on your account. If a refresh occurred, they will see the Survey Gear in the list as enabled.
You cannot save a survey until you have added at least one question to each page of the survey.
In the Toolbox, click the question type you want to add as a new question to your survey. Your question will be added directly below the previous question
Drag and drop a question to a new page or location
For more information on question types, please refer to Understand Survey Question Types
Surveys can list multiple questions on a single page. For longer surveys, you may want to use multiple pages to avoid overwhelming the respondent with questions. Pages also have the same conditional visibility controls as individual questions.
The options in this section control survey titling and pagination.
The options in this section control survey navigation and behavior.
The options in this section control how questions are rendered and formatted.
There are two ways to enter the question and answer choices for most survey question types.
Many question types allow you to quickly edit in the main survey editor. If you're having trouble quick editing, please use the "question editor" method below.
Click to add another answer option
Click to manually move the order of the answer options
When using the Fast Entry option to add answers, the inputs for Value and Label are pipe delimited. However, if you do not have separate entries for Value and Label, entering a single string for an answer will automatically fill in entries for both.
Once you have entered a question, you can begin to style the question and answer choices, including:
If you would like your survey to reflect the same styles as your website, you can apply styling through the Site-Wide CSS for your dataset or through the template CSS.
For radiogroup and checkbox question types you can display answers horizontally by adjusting the number of invisible columns containing the answers:
Click next to the question
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)
To re-order the answer choices in either ascending, descending, or random order:
On the Survey Designer tab, click next to the question
Under Select answer order, choose:
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.
Click the Visible If drop down
Select the Test Survey tab to confirm the survey is configured correctly
The following options are available on the Survey Designer tab next to each question.
Survey responses can be used in segmentation to build segments of users who provided specific answers to each question. Creating and saving a survey automatically creates a survey attribute in the same dataset. Responses to survey questions are stored on the User Profile under the Survey Responses tab, which will only be available in profiles where the user has answered a survey question.
The full list of survey attributes are available on the attributes screen, on the Survey Attributes tab. These attributes can only be edited by editing survey questions in the survey editor, not on the attributes screen, only by editing the questions in the survey editor. However, you can find the individual Survey and Question IDs on the Attributes > Survey Attributes screen.
Interaction Studio Surveys allows 10 Survey Attributes per dataset. A survey attribute is automatically created every time a survey question is added to a survey.
Surveys can be added to a web campaign template by your developer using the documentation available on developer.evergage.com. Once added, a developer can style the survey using the same techniques used for other campaign development.
For Interaction Studio (formerly Evergage Classic) customers, please reference this article on how to use Surveys in a campaign.