Overview

As a business, you will need Surveys to get meaningful feedback and actionable insights from your users. In this article, we will explain how to create such questionnaires.

Creating the Survey

The first thing you should do is log in to your UserGuiding Account.

Once you've arrived in the Panel, navigate to the Feedback section and click on the Surveys tab.

There, you will find the Create a Survey button. Clicking on that will open a screen with a selection of templates.

Let's go through each of them!

Gather Feature Feedback

We suggest using the Thumps Up/Down or Written Feedback modals for this template.⭐️ You can select the "Required to answer" option to ensure the users cannot move on to the next question without answering this one.

Measure Onboarding Satisfaction

The Star Rating modal is a great selection for measuring an experience on a scale.

Collect Support Tickets

Having a two-step Survey to collect and filter support tickets is a good way to keep everything organized. You can let the users pick the ticket category using a Multiple-choice modal and follow it with a Written Feedback modal to gain insight into their inquiry.

Measure NPS

For this Survey, the best option is to use the NPS Rating modal, which should ideally be followed by a Written Feedback question to determine why the user voted for the score they submitted. This modal replaces the Promoter Surveys.

Deflect Churning Users

Using the Multiple Choice modal to give the users a couple of general options to choose from and adding a follow-up question asking for further feedback is a surefire way to gain insight into the churning users' behaviors.

Collect Feature Requests

Using the Written Feedback modal with a multi-line input field would give your users enough space to leave their thoughts in detail.

Create From Scratch

As the name suggests, here you can pick and choose your questions without any suggestions from us.

Configuration

To specify which page the survey appears before your end-users, define a target page URL and set a rule. Remember, you can designate multiple targets for your survey. You can find detailed information about Page Targeting here.

You can show your survey to all your users or define a specific user segment via Custom Segmentation.

Proceed by setting the Trigger settings. Decide whether you want to ask for in-the-moment feedback or collect it sometime after your end-users' experience with your service.

Then, choose the percentage of users that will be sampled.

Lastly, designate the container where you would like to place the survey.

If you are satisfied with the result, make the survey visible to your end-users, visit the top of the page, and change its status to Active.

Survey Editor

Content

If you choose any template or create your Survey from scratch, you can click here to add questions:

Scale Descriptions

This is a customizable addition for star rating, number rating, and NPS rating type questions. It will allow you to describe your Survey's lowest and highest score mean.

'Other' Option

The 'Other' option for surveys allows you to receive tailored responses in multiple

selection questions.

Style

The Style tab offers several customization options. You can change the background color, style and font of the modal.

You can also decide the shape and position of the modal. You may want to include a progression bar, apply a background shadow, and manage interaction with the rest of the page here.

You can adjust the button texts and set a finishing message for your Survey.

You can assign a fixed width value for each step of your survey.

When everything is ready, Save and Publish the changes you've made and start collecting your customers' feedback, as it is the key to understanding your company's future success.