Survey Overview

We introduced a new Survey feature to help you collect contextual feedback at scale, at exactly the right time, to understand your users, improve CX and drive more revenue. 

Common use case

• Improve and evaluate user experience
• Measure customer satisfaction with CSAT surveys
• Gather user info to profile your users and segment them
• Evaluate Product Market Fit
• Collect Feature feedback

Overview

The dashboard for the survey feature provides a comprehensive overview of the surveys you have created. It serves as a centralized hub where you can monitor and analyze the feedback from your users regarding your product or specific features you've launched.

At a glance, the dashboard displays key metrics such as the number of live surveys you have, as well as the number of users who have seen and completed those surveys. This gives you a quick snapshot of the engagement and participation rates.

Additionally, the dashboard includes a numerical chart that presents the trend of survey views and completions over a selected period of time. This chart provides valuable insights into the effectiveness and reach of your surveys, allowing you to track their performance and identify any patterns.

Furthermore, the bottom section of the dashboard showcases a list of all the surveys you have created. From here, you have convenient options such as duplicating, unpublishing, and editing each survey. This flexibility empowers you to make adjustments and iterate on your surveys based on the insights gathered.

Moreover, by clicking on the three dots next to a specific survey, you can easily navigate to the analytics section. This enables you to delve deeper into the data and gain a more detailed understanding of the responses, sentiments, and trends associated with that particular survey.

Ordering

Within the ordering tab, you have the ability to prioritize your surveys by arranging them in sequential order. This allows you to determine the survey that will be displayed first when multiple surveys are competing to appear in your app simultaneously. Here are a few important points to keep in mind:

1. Rearranging Surveys: You can easily rearrange the surveys by either dragging and dropping them into the desired order or by modifying the assigned numbers. The number "1" refers to the survey that will trigger first.
2. User-Action Surveys: Surveys that require a specific user action, such as a custom event, will still be displayed once that action occurs, even if it happens later. However, if other surveys are also available to start on the same page, those will be shown first.
3. Priority Based on Creation Date: Newly created surveys will be added to the end of the list and given a lower priority compared to older surveys. This ensures that older surveys are given preference in the ordering.
4. Archived Surveys: Once a survey is marked as "Archived," it will no longer appear within the ordering list. This allows you to remove any surveys that are no longer relevant or in use.

5. Manual or Link Trigger: Surveys that are set to be triggered manually or via a specific link will also be removed from the ordering list. This ensures that they are not included in the sequential order since they require explicit actions to be triggered.

   

By utilizing these ordering capabilities, you can effectively manage the display sequence of your surveys and ensure a smooth and targeted user experience.

Categories

Keeping your work clean, easily accessible, and coordinated with the team is considerably easier when you link your Surveys to certain categories.

Simply navigate to the Categories tab to create new categories and add a survey to each one.

To add you can a survey to a specific category by clicking on the plus icon when you hover over the category name.

Please reach out to support@userpilot.co if you have any questions or concerns