Creating Surveys
Use surveys to collect information from visitors and create leads.
Prerequisites
Before you start:
-
Have a user with:
-
Permissions to use the Engagement Studio.
-
Group Supervisor or Manager.
-
-
Have a user logged in to Engagement Studio.
-
Open Engagement Studio while following this how to guide.
Related videos:
Steps
1. Create the survey
-
Click on icon
in th left side menu of Engagement Studio. -
Select Surveys from the left side menu to open the Engagement page.
-
Click ➕ Add in the top right corner of the Survey list panel to open the Create survey window.
-
Write the name of the survey. For example,
User Feedback. -
(Optional) Select a contact list in the Contact list dropdown.
-
Click Accept in right bottom corner of the Create survey window.
2. Configure the survey
Fill the following fields:
-
Title: Write a title for the survey. For example,
Your opinion matters. -
Header: Write a header that will appear before the survey questions. for example,
Give us your email and we will contact you to collect your opinion about the documentation site..
Click Accept on the right bottom corner of the Edit survey info window.
(Optional) Add another question to collect the name of the user.
3. Add questions
-
Select tab Edit questions.
-
Click ➕ Add item.
-
Enter the question information:
-
Answer type: Select the type of question. For example,
Email. -
Name: Write the name of the question. The Name appears in the list of answers of the survey. For example,
user_email. -
Title: Write the title of the question. The title tells the users what to do. For example,
Enter your email: -
Options: Select Required. Makes the answer mandatory.
-
-
Click Accept in the right bottom corner of the Add item window.
4. Configure the survey theme
-
Select tab Edit theme.
-
Select
Dynamic HTMLin the Select survey theme type dropdown. -
Paste the theme code below.
-
Click 💾 Save theme.
-
Click Preview to preview the survey.
Result
After saving the theme, click Preview to preview the survey. You can now add the survey to a campaign to show it to users and collect their answers.
You can also view the survey answers and export them as an CSV file.

Survey theme
Use the following code to customize the survey theme after defining the survey questions.
In section // ---- SURVEY VARIABLES -----, add the variables you
want to track in the survey. In section <script>, add javascript
code to further customize the survey behavior and appearance.
<div id="[[[ENV]]]-bs-survey-root"></div>
<style>
/* Layout geral da página do survey */
.survey-1069{
margin-top: -10px;
}
.webcareslot1 {
border:none;
}
.bs-survey-page {
font-family: DM Sans, sans-serif;
background-color: white;
}
.bs-survey-logo{
display:none;
}
/* Título principal */
.bs-survey-title {
display:none;
}
/* Subtítulo ou descrição */
.bs-survey-header {
margin-bottom: 30px;
font-size: 1.1rem;
color: #363936;
}
/* Wrapper de cada pergunta */
.bs-survey .bs-question-wrapper {
padding:0px;
}
/* Label da pergunta */
.bs-question-label label {
}
.bs-survey .bs-question-wrapper .bs-question-label label{
font-size:20px;
}
#name_of_the_user{
width:90%;
color: #363936;
}
.bs-survey .bs-question-wrapper.bs-question-text .bs-question-field input {
height: 50px;
}
#new_question_name{
width:90%;
color: #363936;
}
.bs-survey .bs-question-wrapper.bs-question-email .bs-question-field input{
height: 50px;
}
/* Descrição da pergunta */
.question-description {
font-size: 0.9rem;
color: #777;
margin-bottom: 0.5rem;
}
/* Campo de input */
.bs-question-field input[type="text"] {
background: rgba(111, 195, 184, .031) 0 0 no-repeat padding-box;
border-radius: .3125rem;
margin-bottom: .9375rem;
outline: .0625rem solid #fff;
padding: 0 .4375rem;
width: 100% !important;
}
.bs-question-field input[type="text"]:focus {
border-color: #0070f3;
box-shadow: 0 0 0 3px rgba(0, 112, 243, 0.2);
outline: none;
}
/* Estilo para campos obrigatórios */
.question-required label::after {
content: " Required Field*";
color: red;
font-size:12px;
}
.bs-btn {
width: 160px;
}
.bs-btn-answer-later{
display:none;
}
.bs-survey .bs-btn-container .bs-btn {
align-items: center;
justify-content: center;
background: linear-gradient(113deg, #672779, #006cae);
border: none;
border-radius: 2.375rem;
color: #fff;
font-size: 1.25rem;
font-weight: 500;
padding: 1.1rem 3rem 1.1rem 1rem;
cursor: pointer;
position: relative;
overflow: hidden;
transition: transform 0.2s ease, box-shadow 0.2s ease;
}
.bs-survey .bs-btn-container .bs-btn:hover {
background: linear-gradient(113deg, #c22cf0, #e74b3c);
transform: translateY(-2px);
box-shadow: 0 4px 12px rgba(0, 0, 0, 0.2);
}
.bs-survey .bs-btn-container .bs-btn::after {
content: "";
background: #fff;
border-radius: 50%;
width: 2.1875rem;
height: 2.1875rem;
position: absolute;
right: 0.4rem;
top: 50%;
transform: translateY(-50%);
}
.bs-survey .bs-btn-container .bs-btn::before {
content: "";
position: absolute;
top: 50%;
right: 1.25rem;
width: 0.6rem;
height: 0.6rem;
border-right: 2px solid #006cae;
border-bottom: 2px solid #006cae;
transform: translateY(-50%) rotate(-45deg);
z-index: 1;
}
.bs-message-wrapper{
padding: 40px;
font-size: 2.125rem;
font-weight: 700;
color: #363936;
}
.bs-survey .bs-question-wrapper.bs-question-text .bs-question-field input {
width: 95%;
}
.bs-survey-footer{
text-align: left;
}
.bs-btn-submit {
width: 190px;
}
/* Responsivo */
@media (max-width: 480px) {
.bs-survey-title {
font-size: 1.5rem;
}
.bs-question-field input[type="text"] {
font-size: 0.95rem;
}
}
</style>
<hr/>
<script>
(function(e,a,g,h,f,c,b,d){function versionCompare(a,b){if(a===b)return false;for(var c=a.split("."),d=b.split("."),e=Math.min(c.length,d.length),f=0;e>f;f++){if(parseInt(c[f])>parseInt(d[f]))return true;if(parseInt(c[f])<parseInt(d[f]))return false}return c.length>d.length?true:c.length<d.length?false:false}if(!(f=e.jQuery)||versionCompare(g, f.fn.jquery)||h(f)){c=a.createElement("script");c.type="text/javascript";c.src="//we2.engagement.coremedia.cloud/custom/js/jquery/"+g+"/jquery.min.js";c.onload=c.onreadystatechange=function(){if(!b&&(!(d=this.readyState)||d=="loaded"||d=="complete")){h((f=e.jQuery).noConflict(1),b=1);f(c).remove()}};a.getElementsByTagName('head')[0].appendChild(c)}})(window,document,"3.2.1",function($,L){
// You need to do this so the API can access jQuery
if (!window.jQuery) {
window.jQuery = $;
window.$ = $;
}
[[[ENV]]].survey = Byside.SurveyAPI.get(null, [[[ENV]]], {
id: '[[[ENV]]]-bs-survey-root', // target id
showSubmit: true, // show submit button; default: true
validatePage: true, // validate if required fields are filled in before page change; default: true
defaults: {}, // default values for the questions; object with key "question_name" and the default value for that question; default: {}
data: [[[ENV]]].survey_data // survey data passed on the bs object
});
[[[ENV]]].survey.render();
[[[ENV]]].survey.setHook('surveyValidation',{} , function() {
(function(){
var event_info[[[ENV]]] = new Object();
// ---- SURVEY VARIABLES: BEGIN -----
event_info[[[ENV]]].name_of_the_trainee = document.querySelector('input[name="name_of_the_trainee"]').value;
event_info[[[ENV]]].email_of_the_trainee = document.querySelector('input[name="email_of_the_trainee"]').value;
bysideWebcare_event( "SendCopyOfData", event_info[[[ENV]]]);
// ---- SURVEY VARIABLES: END -----
})();
return true;
});
});
</script>