Surveys

Publish and target a survey

Install the project widget and control when, where, and how a survey appears.

Before publishing, build and save your questions. You also need permission to add a script to the website where you want to collect feedback.

Configure when it appears

Open the survey's Settings tab and choose a trigger: button, delay, scroll, exit intent, or automatic opening. Configure the delay or scroll amount where relevant. For triggers other than a button, Show trigger button lets visitors reopen the widget after closing it.

Choose the display frequency: every page visit, once per visitor, once per session, once per day, or once per week. Set Priority if more than one survey can match a page; higher priority wins.

Target the right URLs

Enable URL targeting and add Show on URLs and Hide on URLs rules. Wildcards such as /pricing* or /blog/* let a rule cover a group of paths. Review both inclusion and exclusion rules on representative URLs before launch.

A widget can be installed correctly and still not appear because the current URL, trigger, frequency, or competing survey makes it ineligible.

Match the website

Configure colors, position, stacking order, theme, trigger text, title visibility, and progress indicator. Personal Touch can show a sender name, role, and avatar. The language setting localizes widget interface text; write your question content in the language you want visitors to read.

Choose Save Settings after editing. Build changes and settings changes are saved separately.

Install and activate

  1. Open Embed and copy the generated project snippet.
  2. Add it to your website once, before the closing body tag.
  3. Set the survey status to Active.
  4. Visit an eligible page and complete a test response.
  5. Confirm it appears in the survey's Answers tab.

The snippet loads every active survey in that project. Do not add a separate copy for each survey. Draft, Paused, and Archived surveys do not collect through the active widget flow. Use Paused when you need to stop a survey while retaining its configuration and answers.

See widget troubleshooting if the survey does not appear.

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