Slide-out survey campaigns allow you to easily and subtly survey visitors via a small slide-out on your web page. Slide-out surveys are intuitive, with the ability to respond to a visitor's answers by showing or hiding further questions, information, or slide-out pages.
Create a Slide-out Campaign
On the Campaigns overview page choose 'New campaign'.
After clicking 'New campaign' you will be prompted to select a campaign type. To create a slide-out survey select 'Slide-out survey'. This will open the Slide-out survey creator.
Step 1: Form Pages
Initially, you will be prompted with a dialog to define the title of your campaign. You can also change the title by clicking on the 'New Slide-out Survey Campaign' title.
In the initial dialog, you'll also be able to change the language and apply templates. Default templates are templates that Usabilla provides. Whereas Custom templates are templates which are maintained by you as an Usabilla user.
After confirming your title you can start building your Slide-out Campaign. The building of the slide-out campaign consists out of 4 steps:
- Form pages
- Visitor targeting
In the first step, you will be asked to assign your new campaign to a feedback button. In this step, you can select one or multiple buttons to which the campaign will become associated. This means that the campaign will appear on any page that the chosen button(s) appears on (even if your button is invisible) unless visitor targeting states otherwise.
To select the feedback buttons for association simply tick the checkboxes for the corresponding feedback buttons and click on 'next' to continue to step 2.
Note: Your campaign will only show on a page if you have a button (& its relevant code) on that web page.
2. Form pages
In the form pages section, you will be able to set up the content of the slide-out survey. The form pages section consists out of multiple sub-sections which allow you to customize the survey to your liking.
The top panel shows how many pages you have active within your campaign, and it is here that you can add further pages. There are two types of pages: a form page and an ending page. You can read more on Page types, and how they work in Page Types.
Form Editor and Canvas
The Form Editor and canvas are the main objects of the Form pages section. It is here where you build your Slide-out campaign. On the left, you'll see the Form Editor which allows you to add form elements. To do so simply click on the preferred element within the Form Editor you would like to add. After clicking, the element will be added to your canvas on the right. Within the canvas, you can drag-and-drop the element to change the order of the element using the drag-handle on the right.
To edit the element simply click the element itself or mouseover the element and click on the cogwheels.
This will open the appropriate Edit Dialog for each element. You can delete elements by clicking the bin icon which also appears on mouseover.
The Edit Dialog will differ from element to element but generally allows you to change the name of the element's title, and any other text on that elements. For some, it is possible to edit the scale (eg. Rating) or orientation (eg. Radio Buttons).
At the end of the Edit Dialog, you can set visibility criteria for the element. You can for example, only show a text input when the user selects a specific answer from a previous question. More information on this can be found in How to Control Visibility.
In addition to the visibility criteria, you also have the option to make a survey even more responsive based on a visitor's inputs by adding rules for page jumps. By combining Visibility Options and Page Jumps you can create responsive surveys for your visitors.
Previewing your Campaign
You can preview your campaign by hitting the 'Open Preview' button. This provides you with a preview of how your campaign will appear to your visitors. With the preview you can test any visibility options, the page jumps, and ensure the campaign is placed in a convenient location. Depending on the elements you're using within your campaign you will need to change the size and position of your Slide-out campaign. To do so go to the Advanced Settings.
The Advanced Settings dialog can be opened by clicking on the 'Advanced' button left of the 'Open preview' button. Within the Advanced Settings dialog, you will be able to change several settings like theme and position. For the Position settings you can set the position (where the slide-out appears), the offset percentage (where the Slide-out will appear on the axis), and the width in pixels (how with the slide-out will be).
In the Advanced Settings dialog, you will also have the option to add one of your Custom Themes to your campaign. Read more about Theming here.
3. Visitor Targeting
In the third step of building your Slide-out campaign, you can set the visitor targeting. The visitor targeting allows you set which visitors of your website will see the Slide-out campaign. By default, the targeting will be set to show the campaign to all visitors of your page.
When you change the targeting to 'Show your survey to certain visitors.' you'll see all the options for the targeting.
You can find more information about Visitor Targeting in the targeting section. Once you have set your visitor targeting, click on 'Next' to continue with scheduling.
Scheduling allows you to change a variety of setting for activating, deactivating and resetting your campaign. You can read more about scheduling your campaigns here.
Once all options have been set to your liking, click 'Save' your campaign and begin surveying your visitors!