Survey Creation Guide_Text

Survey Creation Guide_Text

Overview

SUCCESS

When creating Popup banners in Experience, there are primarily two creation patterns:

Image-only banners

Banners combining images, text, buttons, and other elements In the case of 2, you can also add forms in addition to the above elements.

※You can add one form per popup or fixed bar.

The form feature is primarily used for conducting user surveys and is useful for direct feedback and information collection from users.

This article explains how to create surveys using the form feature.

Types of Popup Banners Creatable in Experience

When creating Popup banners in Experience, there are primarily two creation patterns.

1. Simple Type

Banners composed of images only

2. Complex Type

Can be created by combining the following elements:

Images

Text

Buttons

Forms (Optional)

For the steps to create a popup banner, please refer to the following articles:

How to Create a New Web Customer Experience

Editing Creatives

Setting Display/Stop Timing

This article explains specific procedures and practical tips for creating surveys using the form feature.

About the Form Feature

Basic Specifications

One form can be placed per popup or fixed bar

Ideal for surveys and user information collection

Main Uses

Conducting user surveys

Collecting customer feedback

Market research and needs analysis

Creation Method

Creating an Original Form

Create a new web customer experience For specific creation steps, please watch from 1 minute 5 seconds onwards in the following video

Add a form

Form types are prepared in advance. Please select the appropriate one according to your usage scenario and add it to the banner.

Edit the form

Add items

If the existing items in the form are insufficient, click the "Add Item" button. You can add necessary content from the following items displayed on the right side.

Basic items

  Customization items

Click the "+" (Plus) icon next to the item you want to add, and the item will be added to the form.

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Style editing

You can customize the following items for each element such as item name, input field, and button.

Style

  Font

  Text color

c. Specify Quick Action

You can set the behavior after the form button is clicked.

d. Delete form

You can delete the entire form.

If you accidentally delete it, you can undo it by clicking the "Back" button in the top right corner of the screen.

Edit items

Item settings

The following settings are possible for each item:

Item name

  Input hint

  Select required/optional

If you check "Collect as user attribute", the input content will be saved as user attribute data. The collected data can be used for the following purposes:

Narrow down campaign target users

  Create user analysis reports

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Style editing

For each item in the form, you can customize the following design elements:

Character font

  Item name

  Text color

  Display style (Layout)

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Edit button

Style editing: You can edit color, character font, etc.

Specify Quick Action

Similar to the form's quick action, you can set the behavior after the button is clicked.

Create Using Template

Ptengine's admin screen has a "Gallery" tab where we have prepared various templates.

Usage steps:

Select the "Surveys and Reviews" category

Hover your mouse over the template you want to use

Click "Create" to create the form

The created form can be edited in the same way as described above.