For an overview of how Microsurveys work, first read this article.
When configuring your Microsurvey, you will face the following steps:
Select Microsurvey type
Start building your Microsurvey from the Chameleon Builder, by selecting the star icon. Then click New Microsurvey.
At that point, you can select the type of Microsurvey you'd like to build. Microsurvey types have fixed response components (e.g. 'NPS' has buttons for 0-10, while 'Input' has only a free-form text option etc.). Read more about the different types here.
After selecting the type, you will see the "Microsurvey step" and you can configure it using the configuration panels.
Click through your Microsurvey's different components -- text, buttons, etc -- to see the configuration options available. You also have three configuration panels:
Add content (plus icon) - allows you to add and edit different components
Location & Position (pin icon) - allows you to adjust the placement of the Microsurvey and in which pages it will show.
Rules (clapperboard icon) - allows you to adjust animation and triggers
Note: Upon configuring your Microsurvey, you should always Preview it from the Chameleon Builder, to view how it will look and behave for your end-users.
After configuring this Microsurvey step, you can add a free-form text input -- the Comments step -- and a Thank You step. You can do this directly from the top bar or from the Builder's sidebar.
Within the Comments step, you can ask a specific question based on how a user responded in the Microsurvey step, and collect qualitative feedback. The styling and position of the Comments and Thank You steps will match that of the Microsurvey step.
Once you have included the Comments step in a Microsurvey, you can customize the content of this for each different answer of the Microsurvey step. For example, you may want to ask different questions depending on whether a user answered the Microsurvey step positively or negatively.
You can customize the following items:
Button action (what happens when a user clicks this)
To do this, select the relevant tab in the Chameleon Builder corresponding to the answer in the Microsurvey step for which you want to customize the Comments step. You can then select any of the individual step components (by clicking on them directly) to further configure this.
When added, the Thank You step will appear for users for 3 seconds (and automatically disappear) after they complete the previous Microsurvey/Comments step.
Note: You can redirect users to a different page based on their button response within the Microsurvey step. Click the button to set up this redirect. In this case, you can decide not to include the Comments and Thank You steps.
Select Target Audience
You can set for who the Microsurvey shows in the Target Audience section in the Builder sidebar.
Note: You can use the Actions panel to define in which pages the Microsurvey should show to set-up any triggers -- icon click, element hover, etc.
You can define a Microsurvey to repeat periodically in this section of the Builder. The Microsurvey will then repeat for users, as long as they appear inside your application after that period, and continue to match the Microsurvey rules and targeting conditions.
When using Recurrence and creating a Target Audience based on a user's Microsurvey response, then the most recent response will be used. However, all responses will be available within the Chameleon dashboard to view or download.
Once you've finished configuring your Microsurvey, you can activate it. To first test out the Microsurvey live, you can target just yourself and close the Builder to preview it live.
Once the Microsurvey is live, you can edit it further, but you must always Apply edits before these changes are pushed live to users.
Getting the data
All your Microsurveys' data will be available in your Chameleon Dashboard. You can download the data as a CSV and also connect your analytics tool to have the data automatically sent there.