Smart Surveys / FAQ

Create a Smart Survey

NEW SURVEY

When you click on the New Survey button, you’ll see a New Survey dialog. On the dialog you’ll see the following options.

  • Name for your New Survey

  • How you want to save survey answers

    • You can save it as a Merge Tag

    • You can save it as a Group

    • You can save it as a Tag

  • A toggle to collect additional data

Survey Design

DESIGNING YOUR SURVEY

There are two editors, one for the Survey and one for the Survey Results your customers see when they’ve answered the Survey.

The Survey Editor consists of 4 main areas.

AREA 1: TOP BAR

The Top Nav bar consists of:

  • Arrow = Takes you back to the Files Page

  • Survey Name

  • Save Button = Saves Survey

  • Embed Button = Brings up Embed Dialog for the Survey and Survey Results

  • Gear Icon = Survey Settings

The Top Tool bar consists of:

  • Add: Text (icon) = Adds Text Block onto the Canvas

  • Add: Image (icon) = Adds Image Block onto the Canvas

  • Add: Clickable Area (icon) = Adds Clickable Area onto the Canvas

  • Canvas Zoom (dropdown) = Zooms In / Out Canvas

  • Survey Tab nav = goes to Survey Editor

  • Results Tab nav = goes to Survey Results Editor

AREA 2: CANVAS

The Canvas area is like most design tools you may have used in the paste. When you add a Text Block, Image Block, or Clickable Area Block, it appears on the Canvas. You can select it to resize a Block or to move a Block.

AREA 3: LAYERS

The Layers area shows you all of the Blocks you’ve added onto your canvas. When you hover over a layer, you’ll see additional options like Locking the Layer (so you can’t select it) and a two sided arrow pointing up & down on the right which you can click, hold, and move to re-order the Z-Order of the Block.

AREA 4: PROPERTIES

The Properties area shows you the options you have on a selected Block. When nothing is selected, the Properties area will show you the properties for the Canvas.

AREA 4: PROPERTIES — TEXT BLOCK

The Text Properties has the most options. They are (from top to bottom)

  • X = X location of the Text Block

  • Y = Y location of the Text Block

  • Rotate = Degree to rotate Text Block

  • W = Width of Text Block

  • H = Height of Text Block

  • Font Family = Dropdown list of Fonts for the Text Block

  • Font Size = Size of the Copy in your Text Block

  • Line Height = Line Height of the Copy in your Text Block

  • Text Color = Color of the Copy in your Text Block

  • Text Align = Align the Copy in your Text Block

  • Font Style = Style the Copy in your Text Block

  • Text Stroke = The Stroke width of the Copy in your Text Block

  • Text Stroke Color = The Stroke color of the Copy in your Text Block

  • Primary Copy = Text Area for the Copy in your Text Block

    • Primary copy supports Merge Tags. For example, you can have “Hello *|FNAME|*” and it will replace the Merge Tag with the First Name of your contact.

  • Fallback Copy = Text Area for the Copy in your Text Block

    • Fallback copy is what is shown your contact if they do not have any data in the Merge Tag. For example, if you had “Hello There!” as the fallback copy and your contact did not have a First Name in the *|FNAME|* Merge Tag, they would see “Hello There!”

AREA 4: PROPERTIES — IMAGE BLOCK

The Image Properties have two states. One state when the Image Block is empty and one when an image is added to the Image Block. Regardless of the state these properties are consistent.

  • X = X location of the Image Block

  • Y = Y location of the Image Block

  • Rotate = Degree to rotate the Image Block

  • W = Width of the Image Block

  • H = Height of the Image Block

When the Image Block is empty, you’ll see an option to “Drag & Drop Image”

  • You can either drag & drop an image onto this area to add an image or you can click on it to bring up the file finder to select an image file

When the Image Block has an image, you’ll see a preview of the image, the name of the image, and the size of the image.

  • You can click on the “Replace” link to bring up the file finder to select an image file to replace the existing image.

  • You can click on the “Remove” link to remove the image in the Image Block, making it empty again.

AREA 4: PROPERTIES — CLICKABLE AREA

When you add a Clickable Area, you can define the following properties.

  • X = X location of the Clickable Area

  • Y = Y location of the Clickable Area

  • Rotate = Degree to rotate the Clickable Area

  • Destination URL

    • You can enter the URL of the webpage you’d like your customers to go to when they click on the Clickable Area

    • You can leave it blank, at which only the Survey Results will be shown

When you first created the Survey, the New Survey asked what format you wanted to save your Survey Results, this is where that comes into play.

  • Save survey answers as Merge Tag

    • Label = shows you the Label of the Merge Tag

    • Merge Tag = shows you the Merge Tag

    • Value = the text value that will be added to the Merge Tag of the Profile of your customer that clicked on the Clickable Area

  • Save survey answers as Group

    • Category = shows you the Group Category name

    • Group = the Group that will be added to the Group Category of the Profile of your customer that clicks on the Clickable Area

  • Save survey answers as Tag

    • Tag = the Tag that will be added to the Profile of your customer that clicks on the Clickable Area

Survey Results Design

DESIGNING YOUR SURVEY RESULTS

The Survey Results editor has a very similar layout to that of the Survey Editor. There are a few differences.

TOP BAR DIFFERENCES

The Survey Results top bar has a few minor differences. On the Top Tool bar, we have the following differences.

  • NO clickable Area = you can not add clickable areas on Results

  • Add Survey Results = adds a chart showing the Survey Results

  • Toggle Keep Results Same

    • ON = Shows the same Survey Results regardless of which clickable area your customers clicked

    • OFF = Shows a unique Survey Results based on which clickable area your customers clicked

NEW: RESULTS CANVASES

This new area shows the Results Canvases you can design. When the “Keep Results Same” toggle is ON, you will only see one Canvas labeled “Fallback.” When the toggle is OFF, you will see the “Fallback” Canvas and a Canvas for each clickable area.

You can click on the Canvas on the right to switch between the Results Canvases so you can customize each if you choose.

SURVEY RESULTS PROPERTIES

When a Survey Results Chart is added to the canvas and is selected, you’ll see the properties for that Chart.

  • X = X location of the Survey Results Chart

  • Y = Y location of the Survey Results Chart

  • Rotate = Degree to rotate the Survey Results Chart

  • W = Width of the Survey Results Chart

  • H = Height of the Survey Results Chart

  • Radius = Radius of the Survey Results Chart

  • Chart Dropdown = List of Charts for your Survey Results

  • Survey Options = Shows all of the clickable areas

    • You can change the color

    • You can reorder how the clickable areas will be displayed on the Survey Results Chart

FAQ: Smart Surveys

CAN THE SURVEY BE CUSTOMIZED IN TERMS OF DESIGN AND THE QUESTIONS ASKED?

  • Yes! Our Smart Survey editor is simple but powerful. You can add any image you like to express your brand and your voice. Once you’ve gotten the survey as you like it, you simple add the Clickable Areas over the answers of the Survey.

CAN SURVEY RESPONSES BE AUTOMATICALLY SEGMENTED INTO DIFFERENT MAILCHIMP GROUPS OR TAGS BASED ON THEIR ANSWERS?

  • Yes! If your segmentation isn’t complex and is based on Groups and Tag. When your customers click on a Survey Answer, they will be added to a Group or a Tag will be added to their Profile in your Mailchimp Account.

CAN A SPECIFIC FOLLOW-UP EMAIL BE SENT AUTOMATICALLY TO CUSTOMERS BASED ON THEIR ANSWERS?

  • Yes! But this is done in Mailchimp through their Journeys. Smart Surveys can help in this process. The clickable areas (on top of the Survey Answers) can be associated with Merge Tags, Groups, or Tags. When your customers click on the clickable area data is added to their Profile. You can create a Mailchimp Journey using this data.

  • For Example:

    • You can have the the tag “PURSE” added when customers click on a survey answer.

    • In Mailchimp, you can setup a Journey that is triggered when a Profile has the “PURSE” Tag added.

WHAT IS THE USER EXPERIENCE FOR MY CUSTOMERS THAT GET THE SMART SURVEY?

  • Super smooth. Email design is very technologically limited in what it supports. We’ve followed all of the technical requirements so that the Survey displays correctly on all email clients.

  • Your customers will see the Smart Survey as an embedded image in their email. They can click (or tap if they are viewing your email campaign on their smartphones) on the survey answer directly in the email. They will NOT be taken off the email to some other webpage to take the survey.

  • When your customers click on an area that does not have a Clickable Area, nothing will happen. When they click on a Clickable Area, they will either be taken to a webpage (specified by you) or open a new tab with the Survey Results image (if you did not specify a destination webpage).

BESIDES EMBEDDING THE SMART SURVEY IN MY MAILCHIMP EMAIL CAMPAIGNS, CAN IT BE DISTRIBUTED THROUGH OTHER CHANNELS?

  • No! Because Smart Forms is all about collecting and associating survey answers to the correct Profile in your Mailchimp account, it only works when it is embedded into your Mailchimp Email Campaign.

DO YOU PLAN TO SUPPORT OTHER EMAIL SERVICE PROVIDERS LIKE HUBSPOT OR CONSTANT CONTACT?

  • Not at this time. If we get a lot of feedback from our users that they would like us to support other ESPs, we can look into their API to see what is possible and not possible. So if you’d like to see us support additional ESPs, please let us know!

HOW MANY SMART SURVEYS CAN I CREATE?

  • As many as you want.

  • You can create multiple Smart Surveys for your various Mailchimp Accounts and/or Mailchimp Audiences.