Web-App Survey
Here are the steps to create a web app survey :
Log in to your Uzera account.
Navigate to the Survey section by selecting the Survey option from the sidebar.

Click on the "Create New Survey" button.

(You'll see two options as a survey type in Build Survey Modal. One is "Web-App survey" and another is "Sharable link". Since we're building a Web-App survey, select the "Web-App survey" option.)

Select a pre-designed survey template and click "Continue with template" or click "Start from scratch".

(Follow the survey creation process. Once your survey is created, you'll be redirected to the survey update page.)

(If you have selected a sample, you will get sample questions.)
To add more questions, click on the "Add new questions" button on the left sidebar.

(You'll see the list of question types. Click on the question that you want to add.)
Edit the survey question, logic, etc. from the right sidebar. (You can edit the content from the preview area.)

Design Survey
If you are done with the survey creation part, let's design the survey.
Navigate to your survey editing page.
Click on "Design" from the stepper or click on the continue button.

You will see the list of customization on the left sidebar from where you can change colors, font style, backdrop, widget positions, progress bar style, etc.

Configure domain
If you are done with the survey design, let's configure the environment in which the survey will be displayed.
Navigate to your survey editing page.
Click on "Channel" from the stepper or click on the continue button twice.

Select the environment where you want to publish the survey.

Everywhere: To publish the survey on every domain that you have added in Uzera.
Choose your domain from the list: To publish the survey on the selected domains.
Sandbox: To publish the survey on testing domains.
Add the domain if you haven't added.

Configure survey triggers and behavior
Navigate to your survey editing page.
Click on "Target" from the stepper or click on the continue button three times.

These are the customizations from which you can configure survey behavior.

Target Users: Using this option, you can target specific segments of the users.
Trigger: Using this option, you can decide the page where you want to trigger the survey.
Advance options: Using this section, you can decide when survey should display and re-trigger.
Publish Survey
Navigate to your survey editing page.
Click on "Publish" from the stepper or click on the continue button four times.

Review all your configurations on the left sidebar.

(You might get a warning message regarding no domain or script installation.)
Click on the "Publish" button.
You can choose to either publish the tour immediately or schedule it for a later time. Once a publish or unpublish time is scheduled, the system will automatically trigger the action at the specified time, and the tour will be published or unpublished accordingly.

Last updated