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| ARCHIVED | Survey is no longer active.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 and optional description for internal reference.
- Add one or more questions using the question builder (see Survey Questions).
- Configure targeting rules to control which users see the survey.
- Preview the survey, then set the status to PUBLISHED when ready.
Display Options
Surveys support two display modes:
- Modal -- Renders the survey as a centered overlay dialog. Best for focused multi-question surveys where you want the user's full attention.
- Embedded -- Renders the survey inline within your application UI. Best for quick, low-friction feedback prompts that do not interrupt the user's workflow.
Trigger Types
Configure when the survey appears by choosing a trigger type:
| Trigger | Fires when | Key config |
|---|---|---|
| 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), url |
| time_on_page | The user has spent a set duration on the page. | delay (ms), url |
| side_button | The user clicks a persistent launcher button on the side of the viewport. | buttonColor, buttonPosition |
| url_match | The current URL matches a pattern. | pattern, matchType |
| manual | Programmatically via DAP('showContent', surveyId). | — |
Combine trigger types with audience targeting to ensure surveys reach the right users at the right moment.
Survey Settings
Configure additional behavior for each survey:
- Appearance -- Customize colors, fonts, and layout to match your brand.
- Completion Message -- Define a thank-you message or redirect URL shown after the user submits a response.
- Partial Responses -- Choose whether to save responses from users who abandon the survey before completing all questions.
- Anonymous Mode -- Allow users to submit responses without identifying information attached.
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. You can export response data as CSV for external analysis.