Full Page Surveys allow you to survey visitors either via a screen overlay on your web page or with a full page survey via a custom URL. Less subtle than a slide out, they are more likely to invoke a reaction. Full Page surveys can be intuitive, with the ability to respond to a visitor's answers by showing or hiding further questions, information, or pages.
Create a Full Survey 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 Full Survey select 'Full Survey'. This will open the Full Survey creator.
Initially, you will be prompted to add a name to your campaign and optionally add a language or template.
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.
You can always change the name of your survey by clicking on the 'New Survey Campaign' title. After the first dialogue, you will start building your Full Survey.
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 (and its relevant code) on that web page.
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.
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.
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 element. 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 meets your needs and those of your users. This is also a great way to see how your campaign will look with a certain theme.
On this screen, you also have the option to add one of your Custom Themes to your campaign. Read more about Theming here.
In the visitor targeting section, you will be able to select the targeting criteria, but also the type of Full Survey you want to use. There are two types of Full Surveys:
- An in-page full survey which overlays your site content,
- or a full page survey with its own URL, reachable only through that URL.
These two Full Survey types have their own pros and cons:
- In-page Full Survey: Will prevent the user from being able to interact with the content, until the user dismisses the survey or completes it; Can be set to appear automatically.
- Manual Link Full Survey: Can only be reached by going to the Survey's URL; Doesn't interfere with any other content (other than opening a new tab, or replacing an URL entirely); Can have custom variables passed to it via the URL (Read more about these in Custom Variables).
If you opt for the in-page Full Survey, you can further manage which visitors will see your survey. Read more about Visitor Targeting in the targeting section.
If you opt-in for the Manual link instead option you'll won't have the option to set any targeting options. The reason for this is that the targeting in that case solely lies in the sharing of the link to the campaign. As soon as you've saved a Full Survey Campaign with a manual link you'll see the manual link show up after saving the campaign.
After you're done setting the User targeting you can move to the next step by clicking on Next again.
Step 3 - Scheduling
Finally, you have to set your campaign Scheduling. 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!