Create a Survey

Overview

Surveys let you ask visitors for direct feedback on your website - from a single question to a full multi-step questionnaire.

Step 1 - Create a new Survey

From the main left menu, choose Survey, then New survey. Name it and choose between two types:

• Pop-up - appears over the page content.

• Widget - embedded within the page.

Step 2 - Add your questions

Add as many questions as you like. Write the question into Question title, choose an Answer type, and mark it as required if needed.

Available answer types:

• Small text answer - single-line, unlimited characters.

• Large text answer - multi-line, unlimited characters.

• Multiple choices (checkboxes) - lets visitors pick more than one answer.

• Unique choice (radio) - lets visitors pick only one answer.

• Images - shows pictures as the answer options.

• Dropdown - predefined answers in a dropdown list.

• Scale - e.g. "How much did you like it, on a scale from 1 to 10?"

• Grid - answers displayed in a grid layout.

• Net Promoter Score - the standard NPS question type. See the NPS section below.

Branching logic

Available for every answer type. Based on the visitor's answer, you can direct them to:

• A specific question.

• A personalized experiment.

• A specific URL.

• The end screen.

• Close the survey entirely.

Access this via Advanced settings (logic branching/triggering) on any question.

Step 3 - Set up the Lead Collector (optional)

The Lead Collector gathers visitor details - name, email, phone number, etc. - typically shown after all questions are answered. Enable or disable it as needed.

• Lead Collector Header (optional) - a message shown before the lead form. You can also add an image or banner here to draw attention.

• Fields - choose which information to collect; check the box next to a field to make it mandatory.

• Where leads are sent - Email, Webhook, or a mailing list provider (MailChimp, CampaignMonitor, GetResponse, FreshMail, Zapier).

Sending leads via Webhook

Explore sends survey lead details as POST parameters to your URL shortly after a visitor submits the form - useful for integrating with a CRM or mailing list.

Parameters sent:

• id_survey (integer)

• field_name, field_email (example fields - actual fields depend on what you configured)

• hash (text)

• URL (text) - the page where the lead was completed
  ​

if($_POST['hash'] == $my_api_key) {     // good to process } else {     // source is not Omniconvert }

Your API key is available by accessing the API Credentials page, from the dropdown menu which opens when clicking on your website.

Step 4 - Customize the design

In the Appearance tab, every change updates a live preview at the bottom of the page, which also lets you check the view per device type.

• Theme - choose from several pre-made themes, or customize your own using the sections below.

• Triggering method - choose how the survey appears (e.g. On Load, On Exit, On Scroll), with an optional time delay before it triggers.

• General Style - styling for the survey body; you can also add a logo.

• Question screen style - styling for the questions.

• Button style - styling for buttons.

• Mobile behavior - choose where the survey appears on the page when viewed on mobile.

For full control, use Advanced CSS and Advanced JS to write your own code.

Customizing with CSS

Use "Inspect element" in your browser's Developer Tools to find the default styles for any part of the survey, then overwrite them in the CSS editor. For example:

css

html body #_mktz_survey ._mktz_question_text { font-size: 22px; }

Elements you can target:

Step 5 - Customize your texts

Select from predefined languages, or write your own text in any language. You can also add:

• A Header (text, image, or HTML).

• An Intro message page - leave blank to skip straight to the first question.

• A "Thank you" message (optional).

• Privacy Policy text, if you're collecting leads.

Step 6 - Set the audience and segmentation

Manage the pages where you want this experiment to run using one of these URL conditions:

• URL is - runs only on the exact page entered.

• URL is not - runs on every page except the one entered.

• URL starts with - runs on any page whose URL starts with the entered value.

• URL ends with - runs on any page whose URL ends with the entered value.

• URL contains - runs on any page whose URL contains the entered value.

• URL does not contain - runs on any page whose URL does not contain the entered value.

• URL RegEx - define matching pages using a regular expression.

• Page contains keyword - runs on pages containing a specific keyword or short phrase.

By default, the survey runs for All visitors. Press Select or create segment to target a specific audience, and optionally filter by Device type.

Set the percentage of visitors who'll see the survey, and the frequency controlling how often it can be shown to the same visitor. You can also set a Maximum number of responses - once reached, the survey stops automatically.

Step 7 - Schedule and publish

Set the timeframe for the survey under Scheduling, with an option to be notified by email when it ends. You can also set Excluded hours intervals for specific days or times, applied to the timezone you select.

Rename the survey anytime using the Edit button.

Choose Save & Continue to keep it as a draft (this unlocks the Preview button so you can check it in a new tab without going live), or Publish to make it live.

Measuring Net Promoter Score (NPS)

NPS is a key e-commerce KPI showing how likely customers are to recommend you.

NPS = %Promoters - %Detractors

Ask a question like "How likely is it you will recommend [company/website] to a friend?" on a 0-10 scale:

• Promoters - answers of 9-10.

• Passives - answers of 7-8.

• Detractors - answers of 6 and below.

To set this up, create a question and select Net Promoter Score as the answer type. Combine it with branching logic to follow up with Detractors specifically - for example, asking why they wouldn't recommend you - so you get direct, actionable feedback.

Mobile exit-intent workaround

Exit intent triggers are not reliably supported on mobile devices. As a workaround, create a separate survey targeting mobile visitors, using the On Load trigger with a delay set slightly before the average time visitors spend on that page (check your analytics tool for this figure).