Creating a Microsurvey

To create your first Microsurvey, simply follow the steps below:

  1. Click on + New Microsurvey from the Microsurvey Dashboard.
  2. Enter a name for your microsurvey.
    enter-name
  3. Enter URL of page you want it to appear.
    pageurl
  4. Select how frequently you want the microsurvey to appear.
  5. Choose devices you want the microsurvey to appear on: desktop, tablet, mobile.
  6. By clicking on Advanced device settings you can select when you want the microsurvey to appear to your visitors.
  7. Target your microsurvey to a particular set of visitors
  8. By clicking on Activate Advance Settings for Targeting you can:
    • Behavior Settings
    • Technology settings
    • User settings
  9. Design your microsurvey: choose color and position by clicking on Customize Microsurvey Design.
    design
  10. Select/Add your questions and answer types.
    add-ques
  11. You can send Opt-In form information to any of your CRM software. Just choose “Opt-In Form” from Add Question and then click on “Add Integrations”.
  12. Choose any product for integration from dropdwon to send your data.
  13. For example select OntraPort and Enter your provided credentials. Tag list will appear after successful verification. Select tags and click on “Done” button to save it. After receiving response, opt-In response will be pushed into your selected CRM. Click again and selected multiple tags.
  14. Select if you want the microsurvey to be active or inactive, and consequently set date and time.
  15. Click on Create Microsurvey
    create-m


Here is a video of this article:
HOW TO CREATE A MICROSURVEY


 

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