In Exponea, you can easily create surveys that can be sent to customers using unique links.

Watch this short introductory video about this feature:

Creating a new survey

Go to CampaignsSurveys and click on + Create new. You will see the form editor, which will be empty.

In the "Form" section, you can add and edit the questions. The "Translation" tab allows you to enter your custom texts and headers that will be displayed after the survey has been submitted. You can also customize the design of your survey in CSS and JS tabs.

Designing the survey

The "Form" tab is your canvas to design the survey. You can add a new question by clicking on the desired type on the left side or dragging it to the position you want.

There are five question types:

Single choiceOnly one answer can be chosen, presenting the customer with radio buttons for each choice. When adding questions, using the "Add other" option will allow the customer to input custom value if they select it.
Multiple choicesSeveral answers can be chosen, presenting the customer with checkboxes for each choice. When adding questions, using the "Add other" option will allow the customer to input custom value if they select it.
Rating starsThe rating can be chosen out of 3, 5 or 10 stars, allowing the customer to assign a numeric score to your question.
Text fieldAllows for an open answer.
MatrixA matrix of different questions that share the same answers using radio buttons. Questions are in rows and answers in columns as you can see in the first screenshot at the beginning of this article.

You can reorder, copy, delete, or mark the questions as mandatory using the buttons on the right side.

Sending the survey

In order to send a survey, you need to attach it to your campaign (email, SMS...).

Surveys in Exponea do not have a single static link as you might be used to with other providers. Instead, you can use a personalized link for every customer. This ensures that every answer is identified with a customer in your database in Exponea.
You can access your personalised link by clicking on the personalization button when creating a new email, weblayer, etc. Choose "Surveys" and then select the name of your survey to generate the unique link, as shown in the GIF below. You can also write the link directly: Just use the syntax <a href="{{ surveys['Name of the survey'] }}">Text to show</a>.

You can decide whether every unique customer can only fill the survey once or multiple times. If you prefer the latter then tick the recurrent box.

The survey is hosted on Exponea with URL further specified by project and other aspects.

Evaluation and getting the results

Once a customer submits their response, an event survey is tracked for each of their answers. You can then segment customers based on their responses.

Results are also shown in the "Evaluate" tab where you will be able to see summary charts for each question. You can read more about the survey attributes in the System events article.

Survey events

Each submission of a survey is tracked automatically with several survey events - one event per each answered question. Tracked events are:

survey_nameName of the survey as defined by the owner
question_indexIndex of the question in the survey (starts with 0)
questionThe wording of the question
sub_question_indexIndex of the subquestion (is set only for matrix-type questions)
answerAnswer as submitted by the user
survey_idUnique ID of the survey

For example, your survey will ask customers whether they have a car. Once a customer has submitted the survey and has confirmed they have a car, you can create a process to automatically update the customer's properties to say "owns a car = YES". This can then subsequently be used for segmentation and campaign creation.

Cloning Surveys

You can clone Survey into other projects and accounts. Read more about it Cloneable data mapping.

Updated about a month ago


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