Start sending out your own Surveys to your customers to get targeted feedback. 🚀

Navigate to the Surveys section on the header then, click the Create your first survey button. 

First off, click the edit icon next to the survey title to give your form a suitable and descriptive name. By default, we name your initial survey "My first survey".

Notice that on the left side of the screen, you have your (i) Survey Settings 

and on the right, (ii) a preview of what your customers will see as they fill out your survey. The preview updates in real time as you change anything on the settings panel. 

Let's take a look at the different sections of your survey settings: 

1 Survey Configuration

Select the type of survey you want to create. We have prepared the following templates: 

Net Promoter Score (NPS) - 1 to 10 rating
Customer Satisfaction (CSAT) - 1 to 5 rating
Customer Effort Score (CES) - 1 to 5 rating
Star-Rating - 1 to 5 stars
Smileys - From very disappointed to very happy

Survey topics are internal labels used to give some extra meta information regarding this survey and its purpose. 

It would be a good idea to use the topics to help identify your survey's target demographics. Example: women, children, today's special

These are purely for internal usage and could be used for grouping and filtering. 

2 Branding

Change the visuals of your survey to match your company's brand. 

Upload your company or brand logo to show on every page of the survey. 

Note: file types accepted are PNG and JPEG. The image filesize should not exceed 2MB.

You can also change the color scheme of your surveys to make it your own. Select a fill or text color from the presets or by entering the specific color codes. 

3 Start Screen

The Start Page is the first page that your customers will see when they visit the Survey URL. You can change the Intro Text and the Button label.

Enabling Add Location Selector will show a dropdown list of your AreTheyHappy Locations. This can be used to group survey results for an individual location. You can also change the text shown on the dropdown list.

4 Question Customization

In this section, you can change the texts on the Value Question and Follow up Question pages. 

5 Contact Request

This section allows you to enable the Contact Request page of your survey, which is disabled by default. 

The Contact Request page of the survey allows you to collect your customers' Name, Email Address and Phone Number should you wish to reach out to them in the future.

Note: even when the page is enabled, the customers answering your surveys can opt to skip this step and not provide their contact details.

6 Thank You Screen

This section allows you to type in a message to thank your customers for spending the time to give you valuable feedback about your business and services. 

The last page of the survey also has a Call to Action (CTA) button. You can customize it to change the text and the link to where your customers will be redirected upon clicking it.

7 Survey Preview

As mentioned above, the survey preview shows the current configurations of your survey.

Below the preview, you have the following controls: Devices, Page name, Page Navigation controls

You can preview your survey for Standard Monitors (Desktop/Laptop), Tablets and Mobile Phones.

The name of the page you are currently previewing is always displayed. The background also works as a progress bar to show which step of the survey flow it is. 

Then you can navigate to the different steps/pages by clicking the left and right navigation control arrows.

Perfect! 💕 Now you know how to configure your survey!

We love our AreTheyHappy Community

The businesses who use AreTheyHappy today are motivated by the belief that, even in the digital age, doing business is still essentially about people, relationships and community.

The AreTheyHappy Mindset

They’re joining a community of amazing entrepreneurs who believe in putting customers first!

Your Feedback Matters. Let’s grow together! 🚀

If you have any questions or suggestions, please do not hesitate to reach out to us via the chatbot on the bottom-right of your screen. 🙌We appreciate your time, and we’ll be in touch as soon as we can! 🙏💕 

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