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  3. How to create WebEngage Survey

How to create WebEngage Survey

WebEngage Survey could be setup in either of 3 layouts:

  • On-site classic layout
  • Off-site classic layout
  • On-site Modal layout

To create a WebEngage survey:

  1. Add survey title.
  2. Add page(s), question(s) and  customize thank you message(s).
  3. For onsite surveys, add filters (targeting rules) to show a survey only to a specific audience – e.g. “only to people coming from Google search”. (This step is not applicable for Off-site survey)
  4. Set the appearance of the survey
  5. Activate and go live – get survey reports in email and in-depth analytics in your dashboard.

Below is the step-wise details –

  1. To design a new WebEngage survey, click on the button “Survey” on the left side of the screen and then click on the tab Create Survey“. This would take you to the Survey creation page. Survey_Create2
  2. You would next have to click on the required layout from among the 3 options: Onsite classic, Offsite classic and Modal.
  3. For an “Offsite Classic” survey, system provides you a direct URL of the survey. You may choose to embed this URL in your website within an iframe or share the same with your survey respondents via email etc.
  4. An “Onsite Classic” survey appears within your website based on the targeting rules specified.
  5. At the onset, in the first setup while setting up a WebEngage survey, specify the title and language of the survey. The title is meant for you and is not shown as part of the survey. The language is used to show the static messages, like “Next”, “Submit”, within survey in the selected language. SurveyCreateBasic

  6. In the second step, you design the entire survey – add welcome note, add questionnaire pages, add questions, specify conditional branching (if any), add thank you message(s).
  7. Depending upon the selected layout, you may be able to add multiple questionnaire pages. For “Onsite Classic” layout survey, questions appear one by one and so system doesn’t show the option for adding questionnaire pages. For “Offsite Classic” layout survey, questions appear page wise. 
  8. There are 8 different types of questions supported. These are – Choice of options (Radio / Checkboxes), Dropdown menu, Matrix of choices (multiple choice for multiple rows), Net Promoted Score (NPS Rating 0 to 10), Text box (multiple input fields), Comment box (multi-line text area), File Upload and Date type questions. SurveyAddQuestion
  9. One can also create logical branching that allows you to make your questionnaire interactive and contextual, based on responses by an end user. For more information, please read how conditional branching works in a surveySurveyCreateBranch
  10. A preview tab is available for you to see how the survey form could be shown to the customers.
  11. After completing the questionnaire you would have to save it and continue to the targeting rules section.
  12. In the section on targeting rules, you would set parameters for triggering the survey to visitors at certain predefined conditions. For more detailed information on setting up the targeting page please check this link – How to setup WebEngage widget targeting
  13. After the parameters have been set in the targeting rules, you would have to save the settings and move to the appearance page to set layout attributes and themes for your survey. This section lets you choose between predefined themes to set background and button colors for your widget. There is also capability to create custom themes. SurveyCreateTheme
  14. After setting the themes for the widget you would have to save it and go on to the advanced settings page to add more parameters if needed and activate the survey widget.SurveyCreateAdvanced


To know more about setting up a WebEngage Account please go through the link given below:

How to setup a WebEngage account

How to setup WebEngage widget targeting page

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