To create a survey, go to the Post-purchase campaigns page within the Marketing section. click Create campaign and select Survey. When creating a survey you will be guided through the following three step process:
Step 1: Survey details
Step 2: Survey builder
Step 3: Targeting
Step 1: Survey details
During this step, you will setup the basic details of your offer.
Giving your survey a name
You will need to name your survey. This is used to identify the survey in the portal. This information is not displayed to customers.
Setting a timeframe
This is the period when your survey will be presented to customers. You can choose to set an indefinite timeframe or set a date range.
Advanced timeframe settings
If you would like your survey to only show on certain days of the week, or at certain times of the day, you can do this in the Advanced settings.
Step 2: Survey builder
| Note: Only ONE survey question will be displayed to customers after each order. |
There are five survey types you can build:
Single response: A multiple choice question that requires ONE answer.
Multi-select: A multiple choice question that allows multiple answers.
Number rating: Respondents provide a rating on a scale from 1 to 10.
Star rating: Respondents provide a rating on a 5-point scale represented with stars.
Emoji rating: A 5-point smiley face scale, representing satisfaction from positive to negative.
| Note: The customer will see the survey question immediate after they place their order, so don't ask them questions specifically about how their order was. |
Step 3: Targeting
You can apply a range of filters to determine which customers get to see your survey. The filtering options are based on the customers order history including the products they order or the number of orders they make. These filters are useful if you want to receive responses from only return customers, or new customers only.
Campaign setup examples
The videos below provide a walkthrough of how to setup various surveys.