Build a Survey

The survey build experience contains many of the same features at the guide builder, and uses a subset of the available form factors (modal, popover, pin) and properties.

Survey blocks

Surveys offer four unique block types, each suitable for capturing a different kind of user feedback.

Rating

The Rating block enables users provide structured feedback using a scale you define. Surveys provide the following rating types:

Rating type Description
Stars A three or five point scale that displays star icons to the user.
Rating labels Enter text labels that appear on the low and high ends of the scale.
Emoji A two, three, or five point scale that displays emojis that you choose for each value.
NPS A 0 - 10 point Net Promoter Score.

Click the gear icon in the rating block to access more settings.

Setting Description
Required Enable to require the user to enter a rating.
Numbers A five or ten point scale that displays numbers to the user.
Stars / Numbers / Emoji Select the number of options available in the rating. Not applicable to NPS.

Conditional logic

Unlike guides, surveys often require dynamic responses based on user input. Conditional logic supports these use cases.

On each step of a survey, you can add one or more conditions that consider the entered rating, and enable you to trigger an action if the rating meets the condition.

Use conditional logic to:

  • Trigger actions based on responses: Change what happens next depending on how a user answers.
  • Branch survey paths: Users who give a low rating might get a follow-up question asking why.
  • Personalized experiences: Show different questions or steps based on previous responses.

For example, if you have a question with a five point scale, you can use the following logic:

  • If rating < 4 then Show step to ask what went wrong
  • If rating > 3 then Show step with a 'thank you' message

This logic asks a followup question to users who gave a 1-3, and shows a thank you message to users who gave a 4 or 5.

Long answer

The Long answer block provides users space to provide unstructured feedback.

Click the gear icon in the Long answer block to access more settings.

Setting Description
Required Enable to require the user to enter a rating.
ARIA label Provide a label to help screen readers understand the input's purpose.

Short answer

The Short answer block provides users space to provide unstructured feedback.

Click the gear icon in the Short answer block to access more settings.

Setting Description
Required Enable to require the user to enter a rating.
ARIA label Provide a label to help screen readers understand the input's purpose.
Pre-fill key Populate the input with a user property that you specify, using the ingested name of the property, for example device_type. If the user property isn't found for a specific user, nothing populates in the field.

List

Lists provide a multiple choice input, enabling users to choose a response from a list that you define.

Click the gear icon in the List block to access more settings.

Setting Description
Required Enable to require the user to enter a rating.
ARIA label Provide a label to help screen readers understand the input's purpose.
Multiple choice Enables users to select more than one option. Changes the block's form elements from radio buttons to checkboxes.
Randomize order
Randomizes the order in which items appear in the list each time it displays to a user.
"Other" option
Provides users the option to select Other as a result, and optionally supply a written answer.

Setup and target your survey

Setup and targeting of surveys works the same as for guides. Follow those instructions for your survey.

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January 30th, 2025

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