How to create and configure Surveys

An explanation of how to create and configure the Survey Engagement

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How to configure a survey engagement

To create your first engagement, navigate to the “Engagement library” page of the “Manage” section. Click on the Engagements tab and the Add new engagement button, and select from the dropdown which item you want to create.

To configure a Survey engagement choose Survey from the Add new engagement item drop-down. Here you can add a heading, description, survey image, initial button text, and in-progress button text. You will see a preview of this engagement on the right-hand side of the screen.



Following this, you can start to construct the survey, adding the intro step, the questions, configure the results handling, processing the results, completed step and published locations. These are all important steps to keep the user engaged and to produce valuable data.

Clicking on the Intro step tab you are able to enable a survey introduction, this can help explain the process, and tell the user how to approach the questions or why the survey should be completed. If enabled, you can add the Survey title, include a video, introduction text, and the start survey button.


The Survey questions tab is where you can build out your survey to include either multiple choice questions, ranking questions, open-ended questions, scale questions, or a spacer page. You also have the option here to enable Close action to discard current survey progress. If disabled this means that if a user taps close, their progress will be retained and they can re-enter the survey process at the current point. If enabled, tapping the icon will discard all answers provided and the user will have to start the process afresh again.


To add your question/s click the Add new question button. Note: when creating these questions, many require your answers to be related to a Tag. This is to enable the serving of content to users based on their answers. As an example, adding the multiple-choice question will direct you to the screen where you can configure the questions. Here you can amend the heading, supporting text, the number of answers, and button text, as well as enable the All answers must be used and Available answers depend on the response to the previous question toggles. 



Once the question has been configured, select the Direct answers tab and add the various answer options with their associate tag. Here you can also enable scoring of answers if a calculation will be performed once the survey is complete.



Once your questions are added you’ll see the list of them under survey questions. Here you can edit, delete or change the order of questions by selecting the ellipsis.


By selecting the Results handling tab you can decide how to apply tags to the user. These are applied after they have completed the survey.


The Processing and results tab is applicable if you are using the ‘Calculate results and apply tags’ option on the results handling page, you can include a processing page that will be displayed while the system is computing the results. Here you can configure the Show processing results page toggle, linking to a minimum calculation time and processing page text. As well as a Results page, where you can configure the Show results page toggle, linking to a title, greeting, results video, video heading, video details, main body text, and your tag configuration. You can display the survey results using either a Column chart or a Radar chart which has labels for end users to make comparisons quickly and clearly.


To configure the Radar chart, go to Engagements Library > Survey Engagement (if you do not already have a survey configured, please configure one). Go to the Processing and results tab and scroll down to Chart type and select Radar chart from the drop-down. You will then have the option to configure Scale lines and the Radar chart area colour.


Once saved the end-user will be able to see this type of chart displaying their survey results (example below).


The Completed state tab refers to the state of the survey card that appears after the survey has been completed. It also gives users access to the survey results page if enabled under Processing and results. Here you can configure the display of this card, whether you would like it to be permanent, temporary or not to be displayed at all.


Once your engagement (any type) has been completed you can view them on the Engagement  library> Engagement screen.