Get started with survey - Userpilot Knowledge Base (original) (raw)

Userpilot surveys allow you to collect valuable feedback at scale and at the right moment. Whether you aim to improve the user experience, measure satisfaction, gather feedback on new features, or segment your users, this tool provides a dynamic and flexible approach to collecting insights.

• Overview Tab
• Ordering & Throttling

The Survey Overview serves as your central hub for monitoring and analyzing survey performance. Once you access this dashboard, you’ll find:What Can You Do in the Overview Tab?

1. View & Manage Surveys Easily access and view all surveys in your workspace, with key details like title, trigger type, and status (Active, Draft, Archived).
2. Organize & Filter Surveys Filter by status, trigger type, target segment, or creator to quickly find relevant surveys.
3. Customize Your Data Reorder columns, show/hide data, and sort by different attributes to focus on key metrics.
4. Export Surveys Download report in CSV file to analyze and share survey data.

Creating a Survey

Ordering

To ensure a seamless user experience, you can order surveys.You can arrange the order of your Web App and Mobile App surveys separately by clicking on the tabs above the ordering and throttling table.

• Change the survey order: Rearrange surveys to set the priority order by drag and drop experience, or change the order number from the list.
• Priority by Creation Date: New surveys are placed at the bottom of the list by default.

Throttling

**Content Throttling **is a feature that lets you control how many surveys are shown to users based on your configuration. By setting specific limits or intervals, you can ensure users aren’t overwhelmed with too many interactions at once, creating a more thoughtful and user-friendly experience.

• Content
• Style
• Settings
• Localization

To create a new survey, follow these steps:

1. **Navigate to the Survey Page. **From the navbar, click User Feedback > Survey and then Create Survey.
2. Choose a template or create one from scratch. Templates include:
   1. Product: Gather product feedback, evaluate fit.
   2. Customer Experience: Measure CSAT, CES.
   3. Marketing: Collect insights from new users, track attribution.
   4. Sales: Qualify leads, understand customer choices.
3. **Select the platform, and then **pick either Web app or Mobile app based on where you want to gather user feedback.

Survey Questions

Userpilot offers multiple question types to fit your survey needs.
To stand adding questions, click + Add Question and choose from types to tailor the survey based on responses.

1. Open-ended questions: Open text and signle input - best for gathering detailed insights.
2. Close-ended questions: Likert scase, multiple choice - best for quick, structured feedback.
3. Text/URL prompt: Use for directing users to content or capturing simple inputs.

Survey logic

For every survey question, you will see a Logic option. Once you open it, you can customize the question flow based on the user’s response.
Survey logic lets you show or skip questions depending on how users answer, keeping the experience simple and helping you collect more accurate, meaningful feedback.

Thank you message

After you finish creating your survey questions, you can enable the Thank You message to acknowledge your users and thank them for taking the time to respond.

Styling Your Survey

Now it’s time to make your survey look aligned with your brand.

• General Settings: Adjust widget position and set primary/background colors.
• Font: Customize font family and text color.
• Box & Border: Select a border style (solid or shadow) and adjust width, intensity, and corner radius.
• Progress Bar: Choose bar or ball style and set progress color.
• Backdrop: Change the color and opacity of the backdrop.
• Close Button: Choose the close icon’s shape, color, size, and corner radius.

Survey Settings

Once your survey is ready, the next step is setting when and where it will appear.

Triggering Methods

Surveys can be triggered in the following ways:

1. Page-Specific Show the survey on a specific page.
2. Event Occurrence Trigger the survey based on user actions (available on Growth and Enterprise plans).
3. Manually Trigger via Userpilot content or via an element on your webapp. Shareable Permalink: Use a unique link for internal testing.

Targeting Options

Target surveys based on user or company data, as well as product usage:

1. Environment:
   • Choose the environment where you want the survey to appear. Select Staging to test it internally, or Production when you’re ready to publish it live for all users.
2. Domains:
   • Choose to display the survey on all domains or specific ones.
3. Pages:
   • Show the survey on any page or specify a specific URL path.
   • Use regex to match dynamic URLs (e.g., /*/dashboard/*).
4. Audience:
   • All Users: Default option, visible to every identified user.
   • Only me: This is a great option if you want to test the survey. Just keep in mind that it will appear for anyone who has the Userpilot Chrome extension installed
   • Saved Segment: Target a specific group of users based on saved criteria.
   • Custom Conditions: Define eligibility using user and company data, app events, and more.
     

Frequency & Behavior Settings

1. Sampling Rate: Define what percentage of eligible users will see the survey.
   • Set to 100% for all eligible users.
   • Set a lower percentage (e.g., 20%) for a sample of users.
2. User Behavior: Trigger the survey based on user actions, such as time spent on the page or number of page visits.
3. Frequency: Set how often the survey appears for a user:
   • Once Only: The survey will be shown once.
4. Time Based Recurrence: Choose whether to show the survey every time the user becomes eligible, or show it again after a set period (e.g., 2 months) until it’s unpublished, completed, or dismissed.
   You can also limit how many times a user can dismiss the survey before it stops appearing.

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Publishing and Scheduling Your Survey Once your survey is finalized, you can either publish it immediately or schedule it for a later date. 1. Publishing Your Survey Click the “Publish” button to make your survey live instantly. Once published, the survey will start appearing to users who meet the targeting conditions.
2. Scheduling Your Survey You can control how long your survey stays active using one of the following options:

• End Date: Set a specific date when the survey will automatically stop showing.
• Fixed Number of Responses: The survey will stop displaying once it reaches the set number of responses.
  3. Unpublishing a Survey
• You can manually unpublish a survey at any time if you no longer want it to be shown.
• If an end date or response limit is reached, the survey will automatically stop appearing.

Localization:

Userpilot allows you to translate survey content into multiple languages, ensuring a seamless experience for a global audience. You can configure localization settings under Account Settings > Localization Tab.Setting the Localization ParameterUserpilot determines the language based on:

• Custom User Property () – Must follow ISO 639-1 codes (e.g., en, fr).
• Default Browser Language – If no property is set, Userpilot detects the user’s browser language.

Localization Methods

• Automated – Instantly translate surveys using AI-powered translation, with the option to edit manually.
• Manual – Export survey content as a CSV/XLIFF file, translate it externally, and re-import it.

How to Apply Localization

1. Finalize your survey content in the base language.
2. Add target languages in the Localization tab.
3. Choose Auto-Translate or Export for manual translation.
4. Enable the “Live” toggle to activate translations.
5. Preview & Publish the changes.