For an overview of how Surveys work, first read this article.
When configuring your Survey, you will face the following steps:
- Select type
- Configure steps
- Select audience
- Set Recurrence
Select Survey type
Start building your Survey from the Chameleon Builder, by selecting the star icon. Then click New Survey.
At that point, you can select the type of Survey you'd like to build. Survey 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 "Survey step" and you can configure it using the configuration panels.
Click through your Survey'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 Survey and in which pages it will show.
- Rules (clapperboard icon) - allows you to adjust animation and triggers
Note: Upon configuring your Survey, you should always Preview it from the Chameleon Builder, to view how it will look and behave for your end-users.
After configuring this Survey 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 Survey step, and collect qualitative feedback. The styling and position of the Comments and Thank You steps will match that of the Survey step.
Once you have included the Comments step in a Survey, you can customize the content of this for each different answer of the Survey step. For example, you may want to ask different questions depending on whether a user answered the Survey step positively or negatively.
You can customize the following items:
- Question copy
- Placeholder copy
- Button copy
- 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 Survey 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 Survey/Comments step.
Note: You can redirect users to a different page based on their button response within the Survey 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 Survey shows in the Target Audience section in the Builder sidebar.
Note: You can use the Actions panel to define in which pages the Survey should show to set-up any triggers -- icon click, element hover, etc.
You can define a Survey to repeat periodically in this section of the Builder. The Survey will then repeat for users, as long as they appear inside your application after that period, and continue to match the Survey rules and targeting conditions.
When using Recurrence and creating a Target Audience based on a user's Survey 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 Survey, you can activate it. To first test out the Survey live, you can target just yourself and close the Builder to preview it live.
Once the Survey 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 Surveys' 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.
- Understand what Surveys are about
- Learn how to use Custom CSS to style your Surveys
- Explore the different Survey types
- Discover what insights you can get from analyzing Surveys