Survey Settings

These are global settings that enable you to manage the visual style of all your Surveys and prioritize the order of their appearance on your website. Let's walk you through each one:

Survey Themes

Your dashboard comes preloaded with several themes that you can apply to the Layouts available in your dashboard. Using this section, you can choose to customize existing themes and add new themes as per your brand guidelines.

Here's how you can go about it:

Step 1: Click on Survey Settings placed on the top left and select Survey Themes.

Step 2: Select a Layout for which you'd like to customize/create a new theme.

Step 3: Select a theme from the second dropdown to customize/ Click Create New on the dropdown add more.

Step 4: Add a name that helps you identify the theme while creating Surveys.

Step 6: Customize the background and font color/ add a custom HTML/CSS code and click Save.

White Label

White-labeling enables you to enforce your brand identity on each Survey by displaying your logo on the form.

As shown above:

Step 1: Click on Survey Settings placed on the top left of your Inbox and select White Label.

Step 2: Upload your logo (it'll be displayed on the feedback form).

• Please ensure that the logo is 71px by 25px (w:h) and is in a .jpg / .jpeg / .png format.

Prioritize Active Surveys

When you're running multiple Surveys for a similar set of users, you can choose to prioritize the order of their appearance on your website as per their importance, relevance or show them successively as per their context. Here's how you can go about it:

As shown above:

Step 1: Click on Survey Settings placed on the top left of Survey List and select Prioritize Active Surveys.

• In doing so, a pop-up will appear on your screen, including names of all your active campaigns.

Step 2: Drag Campaign Names to the top (highest priority), middle (medium priority), or bottom (lowest priority) to prioritize them accordingly. In cases where a user is eligible to be engaged through all the Surveys:

• Priority 1 (first survey campaign moved to the top) will be shown first to the users.

  • If multiple campaigns have been moved to the top, either one will be shown first (depending on their targeting rules and the user's actions).
  • The remaining High Priority Surveys will be shown only once the user has finished engaging with the previous survey, i.e., they dismiss it or submit it.

• Priority 2 (campaign moved to the middle) will be shown after the user has finished interacting with Priority 1 Surveys(s).

• The same logic is applied to the consecutive Surveys.

Step 3: Click Save to implement your settings!

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