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How to create a survey with Wisepops

Updated over a week ago

Surveys are powerful tools for gathering valuable customer feedback. They can be used for a variety of purposes, such as evaluating customer satisfaction, gathering product feedback, conducting market research, and more. With Wisepops, creating custom surveys to gather direct insights from your website visitors has never been easier. This guide will walk you through the process of creating an effective survey using Wisepops.

Step-by-step instructions

Step 1: Create a Survey Campaign

Log into your Wisepops account and click on "New Campaign" to start the campaign creation process. Y

ou have the option to use the campaign assistant for a more guided experience, or you can start from scratch and add the survey block directly into your campaign layout:

If you opt for the campaign assistant:

  • Select "Collect Feedback" as your campaign goal.

  • Choose the type of survey you want to run. Options include exit surveys, Net Promoter Score (NPS) surveys, suggestion boxes, and more.

  • Select a layout from Wisepops' range of customizable templates that aligns with your brand and survey objective.

Step 2: Customize Your Survey

Use the Design-Builder to customize your survey to match your brand's colors and overall design aesthetic

Step 3: Add Copy and Questions

Add your own copy and questions to the survey. Wisepops offers several input types like phone, email, text, long text, checkbox, dropdown, and radio buttons.

Looking to set up a multistep survey? Explore our guide on building multistep campaigns using Wisepops.

Step 4: Add a thank you or confirmation step

Once you're satisfied with the design, edit the confirmation message in the Last step tab

Step 5: Set Display Rules

In the Display Rules section, adjust who sees your survey popup, where and when it shows, and how often it appears to target the right audience.

Step 6: Save and Publish

After making all the necessary adjustments, save and publish your campaign.

Step 7: Visualize Your Survey Results

To visualize your survey answers, select "Survey answers" in the left menu in the Analytics dropdown.

Select your filters:

  • Select the campaigns whose survey results you want to visualize

  • Time range

  • Device / Country filters

This will select all the surveys found in the selected campaigns, and the answers that were provided during the selected time range and selected devices / countries.

Charts:

You will now visualize charts summarizing the answers to each question. Questions with single answer choices are represented as pie charts and questions with multiple answer choices are represented as bar charts.

Only single select and multiple select questions are charted. To access other survey answers (free form text, emails, etc.), use the export feature described in Step 9.

Advanced tip for handling multiple languages: Survey analytics are aggregated according to the question ID and answer values across all selected campaigns, rather than according to their labels.

This means that you can for example create different language campaign versions of a survey, with different labels but using the same ID and values across the campaigns. Then visualize answers across languages in the analytics.

Step 8: Exporting Your Survey Results

To export the results of a specific campaign, select "Download answers" from the dropdown menu next to your campaign on your dashboard.

By following these steps, you can create a custom survey that gathers valuable feedback from your website visitors.

For advanced survey use cases, like embedding an existing survey from a 3rd party tool (Typeform, Surveymonkey, etc.), please refer to our dedicated documentation.

Best Practices for Creating Surveys

  • Keep it short and simple: Maximize your response rate by keeping your surveys brief and focused. Prioritize the most essential information and avoid asking too many questions.

  • Use clear and concise language: Avoid jargon or technical terms that might confuse respondents. Clear and concise questions enhance your survey's effectiveness.

  • Offer incentives: Boost response rates and motivate users to complete your survey by offering incentives like discounts or free gifts.

  • Test and optimize: Continually test and optimize your survey for your audience. Experiment with different survey lengths, designs, and incentives to maximize your survey's effectiveness

FAQ

Is it possible to embed my survey on specific pages ?

Yes please check our dedicated tutorial on how to leverage our Embeds feature

If you have any questions, please get in touch.

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