Making a survey that fits your business interest and branding is crucial in giving your customers a tailored and satisfying experience that promotes revenue growth. The “Settings” section inside your Survey builder will help you achieve that personalization.

To access it, switch to the Settings section using the top bar.

On Submit #

Here, you will set what happens when your survey is submitted. You can pick between:

• Redirect to URL: If you choose the Open URL option, the visitor will be redirected to the designated web page of your choice. A Thank You page is recommended as it provides positive reinforcement for the visitor.
• Message: You can opt for the Message option, which allows you to display a custom message created by you upon submission.
• Order Confirmation: If you’re using the survey to sell products or collect payments, you can select this option to display a small order confirmation once payment is completed.

Message #

When using the Message option, you can write and format your message with inline styles: bold, italics, font sizes, colors, emojis, and more, all directly inside the editor. You can customize your layout for Desktop and Mobile independently with the icon at the top right corner. Additionally, you can customize background, font weight, padding, margin, and text box corner radius in the Message Styling section.

Preview #

The preview section helps you see how your message looks against your actual background image, updated instantly as you edit.

Disqualify Immediately #

When building your survey, you have the option to “Disqualify Immediately” when a visitor chooses a specific answer. This is very valuable when qualifying leads. You can choose what happens to that visitor when they are immediately disqualified. You have two options:

• Open URL: The visitor will be sent to the URL of your choice.
• Message: Your visitor will see a message after being disqualified, and remain on the same page. You will need to add a message in the input section for this to take effect.

Disqualify After Submit #

You also have the option to “Disqualify After Submit” when a visitor chooses a specific answer. This will allow the visitor to finish the entire survey, but be disqualified at the end. You can choose what happens to that visitor. You have two options:

• Open URL: The visitor will be sent to the URL of your choice.
• Message: Your visitor will see a message after being disqualified, and remain on the same page. You will need to add a message in the input section for this to take effect.

Facebook Pixel #

Input #

Track form submissions and use your Facebook Pixel for analytics and advertising. Ignore this field if you plan to use this survey inside a funnel.

Events #

Specify Facebook Pixel event settings for tracking and attribution.

• On Page View: Choose what events will fire when a visitor lands on the page in which your survey is embedded.
• On Form Submission: Choose what events will fire when a visitor submits your survey.

Survey Settings #

These settings define general survey behavior:

• Create Contact on Partial Submission: Enabling this option will create a contact with the information collected, even if the customer didn’t finish filling out the survey.
• Auto Navigation: Disabling auto-navigation will make it hidden, so the visitor must select “Next” to see the next survey slide and question.
• Scroll to Top: By using this toggle option, you can choose to scroll to the top of the survey.
• Sticky Contact: Sticky contact will autofill your visitor’s contact information that was previously entered so they do not need to enter it twice.
• Use GDPR-Compliant Font: This will replace your fonts with one that complies with the General Data Protection Regulation (GDPR).
• Enable Timezone: By keeping the toggle on, you can get the timezone information of the individual submitting the survey.

Those are the basics of how your Options work inside the Survey builder. Now, you can tailor the survey details to your needs, ensuring they are functional, branded, and satisfactory for you and your customers!

Frequently Asked Questions #

How do I open the survey settings? #

Switch to the Settings section using the top bar inside the Survey builder.

What can happen when a survey is submitted? #

You can redirect the visitor to a URL (a Thank You page is recommended), display a custom message, or show an order confirmation when the survey collects payments.

What is the difference between Disqualify Immediately and Disqualify After Submit? #

Disqualify Immediately stops the visitor as soon as they choose a disqualifying answer, while Disqualify After Submit lets them finish the survey before being disqualified at the end. Both can redirect to a URL or show a message.

How do I capture leads who don’t finish the survey? #

Enable Create Contact on Partial Submission so a contact is created with the information collected even if the survey isn’t completed.

What does Sticky Contact do? #

Sticky Contact autofills a visitor’s previously entered contact information so they don’t need to enter it twice.

How do I track survey submissions with Facebook? #

Add your Facebook Pixel in the Input field, then set which events fire On Page View and On Form Submission. Skip this if the survey is used inside a funnel.