Creating Surveys
Surveys let you collect in-app feedback from users at key moments in their experience. Use surveys to measure satisfaction, gather feature requests, or validate product decisions without requiring users to leave your application.
Survey Statuses
Every survey moves through a defined lifecycle:
| Status | Description |
|---|---|
| DRAFT | Survey is being configured. Not visible to end users. |
| PUBLISHED | Survey is live and actively collecting responses. |
| ARCHIVED | Survey is no longer active. Historical responses remain accessible. |
Creating a Survey
- Navigate to Content > Surveys in the dashboard.
- Click Create New Survey.
- Enter a name for internal reference and select the site.
- Add one or more questions using the question builder (see Survey Questions).
- Set the Display Frequency to control how often each user sees the survey.
- Configure the display trigger under the Trigger tab.
- Configure audience targeting under the Targeting tab.
- Configure scheduling under the Scheduling tab.
- Click Save to create the survey in
DRAFTstatus, or Publish to make it live.
Display Frequency
Control how often the survey is shown to each user:
| Option | Behavior |
|---|---|
| Every time | Shown each time the trigger fires. |
| Once per session | Shown at most once per browser session. |
| Once ever | Shown only once ever per user. Will not re-appear after submission. |
Trigger Types
Configure when the survey appears under the Trigger tab:
| Trigger | Fires when | Key config |
|---|---|---|
| URL match | The current URL matches a pattern. | pattern, matchType |
| Exit intent | The user's cursor moves toward the browser chrome, indicating intent to leave. | — |
| Scroll depth | The user scrolls past a specified percentage of the page. | percentage (0–100) |
| Time on page | The user has been on the page for a set duration. | delay (milliseconds) |
| Side button | The user clicks a persistent launcher button on the side of the viewport. | buttonColor, buttonPosition |
| Manual (API only) | Programmatically via DAP('showContent', surveyId). | — |
Scheduling
Configure when the survey is active using the Scheduling tab:
| Field | Description |
|---|---|
| Publish At | Set a future date and time for the survey to activate automatically. Leave empty to publish immediately. |
| Expires At | Set a date and time after which the survey is automatically deactivated. Leave empty for no expiry. |
Times are interpreted in your local timezone.
Response Collection
Published surveys begin collecting responses immediately based on your targeting and trigger rules. View aggregated results and individual responses from the survey detail page in the dashboard.