How to Set up a Survey Overlay

A survey is an excellent way to collect customer insights. Picreel lets you create the appropriate overlay to gather customer opinions on different matters seamlessly.

With a survey overlay, you can:

1. Seek customer responses before launching a new promotional offer.

2. Gather quick feedback on a product or service.

Here's what a survey overlay will look like on your website:

To create a survey overlay:

Step 1: In your Picreel account,

• Navigate to ‘Campaigns’ from the dashboard.

• Click on ‘+New Campaign.’

Step 2: On this page,

• Click on ‘Survey’ to open the collection of ready-to-use survey overlay templates.

• Hover the cursor over a template and click ‘Customize’ to edit it based on your requirements.

Step 3.1: In part one of the editor, you can edit steps according to your needs.

Title

You may change the survey title at the top of the editor.

Display option

You can set a survey to display as an overlay or as a full-screen survey. You get the option to do it in the beginning.

Add/Modify steps

You can add more steps and/or change the start screen of your survey. Also, you can switch between the steps to modify them.

You can also mandate a step by checking the ‘Make step required’ box.

Modify the question

To change the default text on the template, you can replace phrases in the Question text fields. You can choose to add a description by checking the ‘Display a description’ box below the field.

Modify answer type

You can choose an answer type from the dropdown based on your survey question.

Modifying the answers and using skip logic

To change the default text of the answers, replace phrases in the Answers box of the editor. You can also choose where a user is redirected in this box after selecting a specific response.

You can add more answers or remove the default ones.

After making the changes, click on ‘Next Step’ in the bottom right corner to save and proceed to the ‘Edit Design’ section.

Step 3.2: In the second part of the editor, you can modify the design elements of your overlay:

Select Animation

You can choose how your nudge appears on the screen by selecting an animation from the list.

Color

You can modify the background, question, button, description, text, and other colors.

After making the changes, click on ‘Next Step’ at the bottom right corner to proceed to the campaign settings page.

Step 4: On the Settings page,

You can edit the following sections:

• Basic settings: Whether your timer overlay will display on the whole site or specific pages

• When Overlay Appears: When will it trigger, and what will be the impression frequency

• Other Options: Some further options such as device type, personalization, and location, among others

Step 5: Click ‘Save’ to finalize your changes.

That is all about creating a survey overlay in Picreel.