Survey Library

A survey template defines all the content within a survey (the questions, branching structure, and appearance). A survey template on it's own does not get sent to anyone until you publish a survey based on the template. A survey template is reusable, and you can publish multiple surveys based on the same template.

All existing templates appear in your Survey Library. To create a new template, click Add New Template.

All of the configuration options in the survey template creation wizard are described below under the relevant section.

1 - Name the survey template

Enter a name for the template. Note that the name you enter here is used only for organizing the template in your survey library.

2 - Choose a survey category

Choose a category for the survey. The category is used:

• When viewing the list of surveys templates in your survey library and when viewing the list of published surveys. You can filter the lists based on the Category column.
• When manually sending an On-Demand survey to a device. The list of available surveys is organized by survey category.

Note that it is currently not possible to add custom survey categories.

3 - Appearance

In this section, you can customize the apperance of the survey window that is displayed to your survey responders. As you make changes, the Preview updates to show the appearance of the survey.

Survey title

Optionally (not optional!), you can add a survey title that appears at the top of each survey question. Note that you can include an image in the survey title, but the image does not appear in the preview.

Survey background

You can add a custom Background image for the survey window. For example, can add a background with your company branding and colors. For the best results when adding a background image, use an image that is 600 x 600 pixels (or larger while maintaining a square aspect ratio), or upload a vector image (.svg) so that it will scale better.

You can also customize the Background color (and transparency) of the text box where the survey questions appear.

Font

In the Font family dropdown, select which font to use for the survey text:

• If you select System Font, then the survey uses the default system font for each device that receives the survey.
• If you select Custom Font, then the survey uses the font that you specify in the User Sentiment Settings page. If a device does not have the custom font installed, then it will default to the system font.

Use the Font Color picker to choose a color and transparency for the font.

Set the location of the survey question box

You can customize the location of question box within the survey window by either:

• Clicking and dragging the question box in the preview window.
• Using the Offset X and Offset Y options.

4 - Welcome Screen

If you include a welcome screen, then the welcome screen is displayed with the text that you enter before the survey questions.

If you choose not to include a welcome screen, then the survey immediately starts on question 1.

5 - Create survey questions

In this section, create all of your survey questions.

You can create a branching structure for the survey using the Go to options for each potential survey answer. For example, you can ask the question "Were you satisfied with your support from our help desk?". If the survey responder answers no, you can direct them to another question to explain how you could improve. (single select and nps allow you to set the destination per the response).

If you set the Go to destination to End Statement, then the survey goes to the End Screen configured in step 6. If you choose not to include an End Screen, then the survey will immediately close.

You can decide whether a question is required to completed using the Required toggle:

• If Required is enabled, then the survey responder can't skip the question.
• If Required is disabled, then the survey responder is able to skip the question. When you mark a question as not required, then an additional Go to option appears after a dotted line. In this field, set the destination for responders who choose to skip the question.
  

You can choose from the following question types:

Net Promoter Score

In this question type, the responder can answer the question with a rank from 1-5.

You can provide a Low Score Label and a High Score label so that the responder understands how to rank their answer. The low score label appears above Score 1 (for example, "Not very likely"). The high score label appears above score 5 (for example, "Very likely").

If you enable the option Global Net Promoter Score, then the score will contribute to the overall net promoter score for that particular survey. This is relevant if you have a survey with multiple net promoter score questions, and you want to average the scores of individual questions into a total score.

Single Selection

The responder can answer the question by selecting only one of the preconfigured answers.

Multiple Selection

The responder can answer the question by selecting one or more of the preconfigured answers.

Free Text

The responder can answer the question by entering free text.

6 - End Screen

If you include an end screen, then it is displayed when the responder has finished answering the questions.

If you choose not to include an end screen, then the survey window automatically closes when the responder answers their final question.