Surveys — Build a Survey, Ask the Right Visitors, Share the Answers

A Surveys campaign asks a few questions — a poll, an exit survey, a post-purchase check-in — and keeps every answer: in your submissions, on the visitor’s profile, and in the campaign’s report. This page is how a survey is built. Asking only some visitors, where the answers go, the survey’s own page and emails, and the report each have a page of their own — see Everything else about surveys.

Watch the 2:28 walkthrough: building a five-question customer survey, what a visitor sees, the Survey dashboard, and publishing the results under the home page hero.

The campaign

New campaign → Surveys. The steps: Content, Target, Sharing, QA, Automation and Performance. Sharing gives the survey a web address of its own, a QR code and emails — see A survey’s own page, QR code and survey emails.

The Survey action

In Content, Add action → Feedback & surveys → Survey, and pick a design: Quick Poll, Customer Survey, Exit Survey, Post-Purchase Survey or Exit Survey — What Held You Back? For B2B and Services. Each comes with sample questions; change any of them. The action has four steps:

1. Questions, look and feel — the questions, the layout and the thank-you screen.
2. Placement, Trigger & Frequency — where, when and how often it shows.
3. Where the answers go — email, Slack, Zapier, a CRM or a webhook, and alerts. See Where survey answers go.
4. Thank-you email — off by default. See The thank-you email.

Building the questions

The Questions panel of step 1 holds the whole survey — up to 20 questions, one card each. + Add a question opens a menu of the six kinds; the kind of a card can be changed from the list at its top.

On each card:

• The question, and A line under it, optional.
• Choices (one choice, several choices) — up to 12, added with + Add a choice, reordered with ↑ ↓, removed with ×. At least two are needed, and no two can say the same thing.
• Words at the two ends (rating, scale) — shown under the first and the last number, e.g. Not likely and Very likely.
• Required — a visitor cannot go on without answering it. A question skipped by its condition is never required.
• ↑ ↓ move the question, ⧉ copies it (the copy’s answers are counted apart), × removes it. Answers already given to a removed question stay in your submissions and on the visitors’ profiles.
• + Ask only when…, + End the survey here when… and Insert dynamic value — a survey that changes with the answers and the visitor. See Survey logic.

Written answers are for you: they are never shown on your site.

Save answer to: target by the answers

Every question except a long answer has Save answer to — where its answer is kept on the visitor’s profile, so a campaign can target by it with a targeting rule.

• A long answer is never saved to the profile: Kept in your submissions only.
• A rating or a 0–10 answer is saved as a number; several choices as one text, joined with “; ”.
• An answer that does not fit the attribute you picked — words into a field of numbers, a choice its fixed list lacks — is warned about under the question. Two questions saving to one attribute are marked in red: one answer would replace the other.
• The same question asked in two surveys shares one new field.
• A 0–10 question does not fill the NPS score and NPS group fields — only a Feedback NPS question does.

A new field is created when the survey is saved, and retitled from the question each time it is saved again. On the Visitor Attributes page it reads Filled by survey “<survey name>”, or Filled by 2 surveys.

Answer key

The fold at the foot of each card, Answer key, is the answer’s name in every submission, the CSV export, the rules and the new field (survey_ and the key). It is made from the question and follows its words while you edit. Open the fold to set it yourself: lower-case letters, digits and _, at most 40. Once the survey has answers it is fixed (“Fixed – this survey has answers under it.”), because its answers, totals and profile values are filed under it. The key is also how an answer is put into an email — see Where survey answers go.

Layout and the thank-you screen

Set in the design’s own controls: click the element in the preview, or pick it from the sidebar.

• Layout — One question at a time, with Show the Progress Bar, Progress Text (“{n} of {total}”) and Go On When a Choice Is Tapped; or All on one card, which suits one or two questions.
• After Sending — Thank-You Heading, Thank-You Text, and Then: Keep the thank-you on screen or Close after a few seconds. An early end can have a thank-you line of its own — see Survey logic.
• Show Maybe Later Link (it reads No thanks unless you change it) — a visitor who clicks it is not asked again. The link disappears once the survey is sent.
• Text Direction — left to right, or right to left.

Placement, Trigger & Frequency

Where the survey shows — an Inline element in a placeholder of your page, or a Floating popup — when (on page load, after a delay, on scroll, on exit intent…) and how often (see Frequency caps).

A survey has a third choice: Only on its own page and in emails. It is then never shown on your site — only on its own page, through that page’s link, QR code and text message, and from your emails. Frequency caps do not apply on the survey’s own page. See A survey’s own page, QR code and survey emails.

Survey Results: share them on your site

Add action → Feedback & surveys → Survey Results publishes the results as Poll Results (bars and percentages) or a Stat Highlight (“82% of customers chose…”). Choose the survey and which of its questions are public.

• Totals only. Written answers are never shown.
• Only the survey’s own choices are counted — anything else a browser sends is left out.
• Nothing is shown below the Minimum Answers — 20 by default.

The Surveys report

Campaign → Performance → Surveys: respondents, the response rate, NPS, the path from shown to finished, where visitors stop, where the survey was answered, results per question and by segment, and an AI summary of the written answers. See Survey reports and the AI summary.

Everything else about surveys

Related

• Feedback & NPS — one question, and the NPS
• The thank-you email
• Reviews, Feedback & Survey Reports — how the numbers are counted
• Targeting rules — target a campaign by a saved answer
• Troubleshooting