Adding a Survey to a Campaign
Learn how to add a survey to a campaign.
Prerequisites
Before you start:
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Have a user with:
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Permissions to use the Engagement Studio.
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Group Supervisor or Manager.
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Have a user logged in to Engagement Studio.
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Open Engagement Studio while following this how to guide.
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Have a survey created.
Related videos:
Steps
1. Open the onsite campaign
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Click on icon
in th left side menu of Engagement Studio. -
Select Campaigns from the left side menu to open the Engagement page.
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Select a campaign. For example,
User feedback campaign.
2. Add a the survey as an active element
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Click tab Active elements.
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Add an active element of type
Inline survey. -
Enter the element information:
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Name: Write the name of the survey. Use meaningful names. For example,
User feedback. -
Active: Slide the switch to the right to activate the survey.
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Choose survey: Select the survey to present in the page from the dropdown. For example,
User feedback.
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Click Accept in the right bottom corner of the Configure Element window.
3. Add a the survey as a passive element
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Click tab Passive elements.
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Add an passive element of type
Inline survey. -
Enter the element information:
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Name: Write the name of the survey. Use meaningful names. For example,
User feedback. -
Active: Slide the switch to the right to activate the survey.
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Choose survey: Select the survey to present in the page from the dropdown. For example,
User feedback.
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Click Accept in the right bottom corner of the Configure Element window.
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Associate a placeholder to the passive element.
Result
After adding the survey to the onsite campaign, activate the campaign and view the survey in your website.
