Settings

To create a new survey, you go to “Data sources” and either scroll down to the survey module and select “Manage surveys”…

…or go to “UX-Surveys” and then select “Survey list” in the sidebar menu.

To create a new survey, click on the “Create survey” button.

You will now get a few choices. First, do you want a general survey, targeted survey, or feedback?

If you are unsure of the differences, a general survey is meant to be placed on the entire website, but you can exclude pages if you want. General surveys are great for getting a general understanding of who your visitors are, what they want to do, and what their user experience was like. The general survey is triggered by time spent on the website.

Targeted surveys are meant to be used on selected pages, or to only ask questions to a specific visitor category. These surveys can either be similar to a general survey in that it gives you a broader understanding of a certain page or visitor category, or it can be a much shorter survey, to help you understand why visitors struggle to find certain information, or how you can improve a problematic section of your website. The targeted survey can be triggered by time spend on website, by clicking on a button, or it can be embedded on your website.

Feedback surveys are the shortest survey, and should generally not be more than 2 or 3 questions long. This short survey can be used for asking what the visitors thought of a specific page, if they found what they were looking for, or if they need help, for example. You choose where you want the feedback on your website. The feedback survey is triggered by clicking on a button.

The settings are similar for the different kinds of surveys, but there are differences. You can read about the settings for all three, or you can choose the survey type you want to use: general survey, targeted survey, or feedback survey.

Let’s start with the settings for a general survey.