1. Using B2C Service
  2. Create a Website Link Survey

Create a Website Link Survey

You can create website link surveys when you do not need to email a link to the survey or target a specific set of contacts. Website link surveys are published as a web page and can be linked to from any source.

For example, you could create a survey that is linked to from the shopping cart on your website. Because website link surveys are posted as a web page, you do not need to define an audience or invitation message, or send or launch the survey. After you save the survey, it is available on the web and can be linked to from your outside source.
  1. From the Surveys explorer, click New.
    A new survey opens on the content pane.
    Tip: You can also create surveys from an open survey by clicking New. Additionally, if your navigation set is configured to add surveys from the file menu, click File > Surveys > Survey. See Configure the File Menu.
  2. Click Website Link.
    By default, the Summary tab is active when creating a website link survey. From here, you can review general information about the survey in the At a Glance section, as well as manage survey notes, tasks, and attachments (see Survey Management). As you create the survey, you move through each tab to complete the survey elements.
  3. To assign the survey to another staff member (by default, the survey is assigned to the staff member who creates it), click the Assigned drop-down list and select the staff member.
    1. To search for a staff member, enter the staff member’s name in the Find field.
      Wildcards are supported when searching staff members. You can search strings that include a space by entering %+Space+character, which is helpful when searching last names. For example, typing %+Space+b returns all last names starting with the letter b. There is also an implied wildcard when searching, so typing b in the Find field returns all items containing the letter b.
  4. To remove the ability of customers to answer the survey anonymously, clear the Allow Anonymous check box.
    Note: Selecting Allow Anonymous in your survey does not mean that all responses are anonymous. If a survey invitation is sent to a contact or an B2C Service cookie is detected on the contact’s computer, or the survey itself contains an email address field, Feedback attempts to use that information to identify the contact.
  5. Click the text in the At a Glance section to perform common survey functions.

    At a Glance Section

    Field Description

    Invitation Method

    This field displays the invitation method currently selected for the survey. Click Change to change the method.

    See Change the Invitation Method of a Survey.

    Survey Status

    This field displays whether the survey is active or inactive. Customers cannot submit responses to an inactive survey and receive a warning message when attempting to access the survey URL. See Deactivate a Survey.

    Expiration Date

    This field displays the survey expiration date and time. By default, no expiration date is set. See Set an Absolute Expiration Date.

    Expiration Max Responses

    This field displays the number of responses a survey can accept. If set, this field also displays the number of responses received, as well as the number of surveys that are still allowed. The maximum number of survey responses you can define is one million. See Set Expiration Based on Maximum Number of Responses.

    Expiration Message

    Click Edit to customize the survey expiration message. See Customize the Expiration Message.

    If you do not define your own survey expiration message, the system default message is used.

    Questionnaire

    This field displays how many pages and questions are in the survey. Click Preview Survey to preview the survey.

    Responses

    This field displays how many surveys were started and completed by customers.

    Proofing

    This field displays the number of proofs that have been sent, approved, and rejected. Click Send Proof Message to send a proof. See Send a Proof.

    Rule Visibility

    Clear the Chats check box to make this survey unavailable as an action in a chat rule.

    Rule Visibility only displays if Chat is enabled.
  6. Click the Questionnaire tab to add questions and HTML content to the survey. See Create a Questionnaire in Basic Mode.
  7. Click the Proofing tab to send a proof of the survey for internal review before sending it to the entire audience.
    Tip: The email that is sent from the Proofing tab for website link surveys uses the Survey Proof message template. You can customize this message template from the Message Templates editor. For complete details and procedures about customizing templates, see Overview of Message Templates.
  8. To view the reports associated with the survey, click the Results tab. See View Survey Results.
  9. To preview the survey as it would be viewed on a standard web device, such as a desktop or a laptop, click Standard on the ribbon. The survey preview opens in a web browser.
  10. To preview the survey as it would be viewed from a mobile device, click Mobile on the ribbon. See Mobile Surveys.
    Mobile preview is a limited, browser-based preview that gives you a general idea of how your survey might look on a smaller device when you are designing your survey from your desktop. With that in mind, always test your surveys on applicable mobile devices and browsers before you launch them.
  11. To copy the URL of the survey to your clipboard, click Survey URL on the ribbon.
    The Survey URL message opens. The system automatically assigns a URL to the survey. This is the URL that you link to from outside of B2C Service. From this window, you can view the URL and it is automatically copied to your workstation clipboard.
  12. Click Save.