In-App Surveys enable brands to collect intentional, real-time feedback from users directly within their mobile apps during key interactions. Teams can choose from pre-built formats, such as micro-surveys, or fully customize survey pop-ups to match their brand’s look and feel. These surveys can be placed in any section of the app for seamless integration.

Survey creatives can be triggered based on predefined conditions like user behavior, time spent on a screen, or custom in-app events, allowing for highly targeted feedback collection.

Supported Creative Types for In-App Distribution:

In-app survey creatives come in various formats to suit different user experiences. A Popup is a full-screen overlay that immediately appears when triggered, displaying a message or survey front and center. An Embedded creative offers a full-screen experience that opens when users navigate to a specific section or interact with a designated button within the app. The Rating Popover is a more subtle option, sliding up from the bottom of the screen to present an initial CSAT (Customer Satisfaction) or NPS (Net Promoter Score) question without interrupting the user flow.

Refer to this article for use cases and value additions.

Prerequisites

You would need access to the Survey Level View and Edit Distribution in order to access In-Apps distribution.

How it works?

In the realm of In-App Surveys, "creatives" denote the customizable design components and formats that determine the presentation of surveys within a mobile application. These creatives can be tailored to captivate users and gather feedback while maintaining a seamless user experience. They play a vital role in ensuring that the surveys align with the app's visual appeal and effectively encourage responses.

The following creatives are supported for In-App Distribution:

• Popup: A pop-up is displayed prominently, covering the screen with a message. This creative element can be completely tailored to fit specific use cases and brand standards, offering great adaptability for different situations, such as gathering feedback at crucial points in the user experience.

• Embedded: A creative embedded within the app launches in fullscreen mode when a user clicks or navigates to a particular section or button. This approach facilitates smooth incorporation of the survey into the app's workflow, making certain that the process of gathering feedback does not disrupt the user experience.

• Rating Popover: The rating popover appears at the bottom of the screen, displaying the initial CSAT (Customer Satisfaction) or NPS (Net Promoter Score) question. When users engage with it, it expands to full-screen mode to collect more comprehensive responses. This design is perfect for swiftly obtaining quick ratings while also giving users the opportunity to share additional insights if they wish.

These creative approaches provide various methods for collecting feedback, each tailored to correspond with particular user behaviors and app interactions, allowing businesses to obtain insights efficiently while maintaining a seamless user experience.

Setting Up Creatives

For creating the creative, it is important to select the creative type: 

1. Navigate to Customer Feedback Management App and click Creative Library.

2. Click + Creative and select In-App.

3. Go to Add Creative page and fill in the details:

   ​

   1. Creative Name: Add a meaningful name to the creation.

   2. Go to Creative Content section and fill in the details:

      This allows you to customize the appearance and content of the pop-up, including adding a CTA, logo, headline, and buttons before it is triggered.

      1. Upload the Logo: Choose a logo from either the computer or the asset library.

      2. Headline: Please provide the title of the creative work.

      3. Content Description: Add a meaningful description to the content. 

4.  Under the Target Button Section, add Primary and Secondary buttons name. 

   1. Primary Button: Add button text for primary button.

   2. Click + Secondary Button to add secondary button.

5. Go to Styling section to style the creative:

   1. Overlay: Under the Overlay section there is a provision for Color, Opacity and Vertical Padding. 

      1. Color: Select the Color section to modify the overlay's color.

      2. Opacity: Adjust the opacity by sliding the control from left to right or the other way around.

      3. Vertical Padding: Slide the bar from the left to the right or the other way around to modify the vertical padding.

6. Popup Display: Style your pop-up by choosing background and border colors that match your brand. You can refine the padding to control spacing and adjust the overall layout. To add visual depth, apply shadow effects and customize the border radius and spread radius to create a more polished, dimensional look.

   ​

   1. Background: You can select the background color. 

   2. Border: You can modify the border color. 

   3. Sides: Move the bar from right to left or from left to right to adjust the number of slides in the popup. 

   4. Vertical Padding: Move the slider to the left or right to adjust the vertical padding up or down. 

   5. Opacity: Move the slider to the left or right to adjust the opacity up or down.

   6. Radius: Move the slider to the left or right to adjust the radius up or down.

   7. Shadow Color: Choose the color for the shadow.

   8. Shadow X Offset: Move the slider to the left or right to adjust the shadow.

   9. Shadow Y Offset: Move the slider to the left or right to adjust the shadow.

   10. Shadow Blur Radius: Move the slider to the left or right to adjust the shadow blur.

   11. Shadow Spread Radius: Move the slider to the left or right to adjust the shadow's radius.

   12. Headline Text: You can modify the color, font, alignment and font size of headline text.

   13. Description Text: You can modify the color, font, alignment and font size of of description text.

   14. Footer 

       ​

       1. Enable sticky footer: Check the box. 

       2. Top Padding: Slide the bar towards the left or right to adjust the top padding. 

7. Click Create.

Setting up an Embedded Creative

For Embedded Creative, no configuration is necessary. Just choose the “In-App Embedded” creative while setting up your distribution. As the creative automatically launches as a full-screen survey, no particular adjustments are required.

For more detailed guidance, please refer to the "In-App Setup" and Survey Builder articles.

Setting up a Rating Popover Creative

For Rating Popover creative, there is no setup necessary. Just choose the “Rating Popover” creative when you are setting up your distribution.

As the creative directly presents a supported question, no further customization is required. If the user engages with the popover, the remainder of the survey will appear in full screen. The answer to the question displayed in the popover will stay pre-filled in the full screen survey that follows.

The question formatting is automatically transferred from the builder. For more detailed guidance, please refer to the "In-App Setup" and Survey Builder articles.

Best Practices

• Check OS Compatibility: Always preview and test the survey on both iOS and Android devices to ensure it functions correctly across platforms, delivering an optimal user experience.

• Use Direct Display for Immediate Interaction: Utilize direct display to gather immediate feedback without needing additional clicks. However, keeping user experience in mind, make sure the display is neither intrusive nor overwhelming.

• Optimize for Mobile Devices: Make sure that the design is flexible and can adjust to various screen sizes and orientations. Test it on different devices to ensure a seamless mobile experience.

• Keep User Engagement in Mind: Utilize popovers or embedded creatives for concise, targeted interactions. If the survey demands more detailed responses, consider implementing full-screen surveys to improve user engagement.

• Test Timing and Frequency: Monitor the frequency of survey prompts to avoid causing survey fatigue. Test different timings to ensure that surveys appear at suitable moments without disrupting the user’s workflow.

• Enable "Allow Completing Survey Later" If Needed: For surveys that may take longer to complete, provide an option for users to finish the survey at a later time, enabling them to do so at their convenience.

  
  

​