Surveys
This article explains how to create, design, send, evaluate, and clone surveys in Bloomreach.
What are surveys
Surveys help you understand your customers' needs and preferences. By gathering customer feedback, you can learn what people like and dislike about your products or services and use that information to make improvements.
Surveys can also help you understand how customers discover and interact with your products, giving you insights into the customer journey and purchasing process. You can use this information to optimize your marketing and sales efforts and improve the overall customer experience.
In Bloomreach, you can create surveys and send them to customers using unique personalized links.
Watch a short introductory video about the feature:
Create a survey
Go to Campaigns > Surveys and click + Create new. This opens the form editor, which starts empty.
The survey form editor with an empty canvas ready for questions.
In the Form section, you can add and edit questions. The Translation tab lets you enter custom text and headers that appear after a customer submits the survey. You can also customize the survey's design in the CSS and JS tabs.
Design the survey
The Form tab is your canvas for building the survey. Add a new question by clicking the desired question type on the left side, or drag it to the position you want.
There are 5 question types:
| Question type | Description |
|---|---|
| Single choice | Only one answer can be chosen. Presents customers with radio buttons for each choice. The "Add other" option lets customers input a custom value if they select it. |
| Multiple choices | Several answers can be chosen. Presents customers with checkboxes for each choice. The "Add other" option lets customers input a custom value if they select it. |
| Rating stars | The rating can be chosen out of 3, 5, or 10 stars, letting customers assign a numeric score to your question. |
| Text field | Allows for an open-ended answer. |
| Matrix | A matrix of different questions that share the same answers using radio buttons. Questions appear in rows and answers in columns. |
You can reorder, copy, delete, or mark questions as mandatory using the buttons on the right side.
Send the survey
To send a survey, attach it to your campaign, such as an email or SMS.
Surveys in Bloomreach don't use a single static link. Instead, each customer gets a personalized link. This ensures that every answer is linked to a specific customer in your database.
To access your personalized link, click the personalization button when creating a new email, weblayer, or other campaign. Choose Surveys, then select the name of your survey to generate the unique link. You can also write the link directly using this syntax:
<a href="{{ surveys['Name of the survey'] }}">Text to show</a>
Generating a personalized survey link using the personalization button.
You can also decide whether each customer can fill out the survey once or multiple times. Selecting multiple submissions doesn't save multiple answers from a single customer. Instead, each new answer replaces the previous one. To allow this, tick the recurrent box.
The recurrent checkbox option in survey settings.
Surveys are hosted on Bloomreach at the URL http://cdn.exponea.com, with the project and other details specified. Surveys are an alternative to landing pages when the goal is simple data capture. They're hosted on their own standalone web page.
Evaluate the results
Once a customer submits their response, a survey event is tracked for their answers. You can then segment customers based on their responses.
Survey events tracked in Bloomreach after a customer submits a response.
Results are also available in the Evaluate tab, where you can see summary charts for each question. Read more about survey attributes in the System events article.
Survey events
Each survey submission is automatically tracked with several survey events, one per answered question. The tracked events are:
| Name | Description |
|---|---|
survey_name | Name of the survey as defined by the owner. |
question_index | Index of the question in the survey (starts with 0). |
question | The wording of the question. |
sub_question_index | Index of the subquestion (set only for matrix-type questions). |
answer | Answer as submitted by the user. |
survey_id | Unique ID of the survey. |
For example, if your survey asks customers whether they have a car and a customer confirms they do, you can create a process to automatically update that customer's properties to "owns a car = YES." You can then use this for segmentation and campaign creation.
Important
This works only when Allow tracking of events not defined is enabled in the Data Manager. If it's disabled, survey events won't be tracked until you manually add them in the Data Manager.
Clone surveys
You can clone a survey into other projects and accounts. Read more about cloneable data mapping.
Updated 8 days ago