Simple Survey In-App Message
Use the new Simple Survey In-App Message template to collect user attributes, insights, and preferences that power your campaign strategy.
For example, ask users how they’d like to use your app, learn more about their personal preferences, or even ask about their satisfaction with a particular feature.
Creating a Survey
When creating an in-app message, select Simple Survey for your Message Type.
This survey template is supported for both mobile apps and web browsers. Remember to check that your SDKs are on the minimum versions required for this feature.
Step 1: Add Your Survey Question
To get started building your survey, add your question to the survey Header field. If desired, you can add an optional Body message that will appear below your survey question.
These fields can include both Liquid and emojis, so get fancy!
Step 2: Choose Between Single or Multiple-choice
Use the Single vs. Multiple Choice option to control whether a user can select only one choice or multiple choices. You can add up to 12 choices in a survey.
Your Helper text will automatically update when you switch between Single-choice selection and Multiple-choice selection to let users know how many choices they can select.
Step 3: Collect Custom Attributes
Select Log attributes upon submission to collect attributes based on the user’s submission. You can use this option to create new segments and retargeting campaigns. For example, in a satisfaction survey, you could send a follow-up email to all users who were not happy.
To add a custom attribute to each choice, select a custom attribute name from the dropdown menu (or create a new one), and then enter the value to set when this choice is submitted. You can create a new custom attribute in your Settings Page.
For example, in a notification preferences survey, you might make each choice a boolean (true/false) attribute to allow users to select which topics they’re interested in. If a user checks the “Promotions” choice, that will update their user profile with the custom attribute
Promotions Topic set to
true. If they leave the choice unchecked, that same attribute will remain unchanged.
You can then create a segment for users with
Promotions Topic = true to make sure that only users interested in your promotions will receive the relevant campaigns.
When custom attribute collection is enabled, choices that share the same custom attribute name will be combined into an array.
Step 4: Choose Submission Behavior
Once a user submits their response, you can optionally show a confirmation page, or simply close the message.
A confirmation page is a great place to thank users for their time or provide additional information. You can customize the Call To Action on this page to guide users to another page of your app or website.
Edit your button text and on-click behavior in the Submit Button section at the bottom of the Survey tab:
If you elect to add a confirmation page, switch to the Confirmation Page tab to customize your message:
If you want to guide users to another page of your app or website, change the button’s On-click behavior.
Step 5: Stylize Your Message (Optional)
You can customize the font color and accent color of the message using the Color Theme picker.
Once your campaign has launched, you can analyze results in real-time to see the breakdown of each selected choice. If you’ve enabled custom attribute collection, you’ll also be able to create new segments or follow-up campaigns for users who have submitted the survey.
Deleted survey choices will still appear in analytics but will not be shown as a choice to new users.
For definitions of survey metrics, refer to the Report Metrics Glossary and filter by “In-App Message”.
Check out Reporting & Analytics for a breakdown of your campaign metrics.
Selected choices will automatically flow through to Currents, under the In-App Message Click Events
button_id field. Each choice will be sent with its universally unique identifier (UUID).
Goal: Measure customer satisfaction and send win-back campaigns to users who left low scores.
Here we’re using single-choice selection, with choices ranging from “Very Dissatisfied” to “Very Satisfied”. Each choice has the custom attribute
customer_satisfaction set to a number from 1 to 5, with 1 being the least satisfied and 5 being the most satisfied.
After you’ve launched your survey, you can then target your win-back campaigns to users who reported being “Very Dissatisfied” or “Dissatisfied”, which are users with
customer_satisfaction set to 1 or 2.
Identify Customer Goals
Goal: Identify top reasons why users visit your app.
Here we’re using single-choice selection, with each choice being a common reason a user might be visiting your app. Each choice has the custom attribute
product_goal set to the use case topic.
For example, if the user selects “Upgrading my account”, that will set
product_goal = upgrade on the user’s profile.
Improve Conversion Rates
Goal: Understand why customers aren’t upgrading or purchasing.
Here we’re using single-choice selection, with each choice being a common reason why a user might not upgrade to a premium account. Each choice has the custom attribute
upgrade_reason set to the user’s selection.
For example, if the user selects “Too Expensive”, that will set
upgrade_reason = expensive on the user’s profile. You can target these users for promotional campaigns like discounts or free trials.
Goal: Understand which features customers enjoy using.
Here we’re using multiple-choice selection with each choice being an app feature. Each choice has the custom attribute
favorite_features set to the user’s selection. Because this use case involves multiple choice, once the user has completed the survey, their profile will be updated with the
favorite_features attribute set to an array of all selected options.