Welcome to WebEngage's guide to collective crucial user data via contextual surveys!
While behavioral data is a great indicator of how your users interact with your site, their immediate needs, and preference, it can't be a spokesperson for what they think or feel. Surveys enable you to bridge this gap by collecting actual user responses to pressing questions like:
Do they like the new features/content you've added to your platform?
Which products/services are they likely to purchase and why?
What do they love the most about your brand?
How likely are they to recommend your brand to their friends and family? - and much more!
Your dashboard enables you to create on-site (and off-site) surveys with great ease. You can leverage ready-to-use templates to have surveys up-and-running for all desktop and mobile users within minutes. You can also build intuitive question sequences based on a user's answer to the previous question.
So, Let's get you started!
Step 1: Enable Surveys under Data Platform > Integrations > Channels > On-site in your dashboard. (No additional configurations needed)
Step 2: Create your Survey Questionnaire and customize its appearance as per your brand guidelines.
- Want more than what the dashboard offers? Team up with your tech team to implement additional customizations via our Web SDK.
Step 3: Prioritize the order of appearance for multiple surveys on your website.
Step 4: Analyze Survey Responses to gain structured insights.
Step 5: Modify the Questionnaire to optimize its performance.
And, if you're new to the world of marketing automation or find yourself lost in a world of technical jargon - head over to Key Concepts of User Engagement for quick answers!
Prerequisites for Creating Highly Targeted Surveys
With WebEngage, you can deliver contextual brand experiences by leveraging real-time data related to your user's preferences and behavior. These data points are referred to as User Attributes and Events, respectively, and make it possible for you to deliver tailored experiences at scale.
Thus, the first step is to get all these User Attributes and Events flowing into your WebEngage account from your website. Here's how you can go about it:
Pre-requisite 1: Integrate your website with your WebEngage account
- Start here for Magento integration
Pre-requisite 2: Define and pass the Custom User Attributes and Custom Events you'd like to track for all the users that interact with your website
Then, leverage this data to build contextual surveys!
Updated about 2 years ago
Let's show you how to create, analyze and manage surveys for your website.