Conversation Management: Some websites refer to conversations as surveys. We call them conversations because there is no limit to how many customer conversations you have, thereby relieving you of the pressure to create one long survey.
Create A Conversation
Choose create a conversation under the Conversation Management area after you login.
Create a Conversation: This is where you build the list of questions you want to ask your customers.
View & Modify Conversations: This is where you can see results or edit your conversations.
Add A Title: Give your conversation a name that you can use for reference.
Activate Conversation: Use these buttons to turn your conversations on or off.
Conversation Header: Put your logo at the top of your conversation so that it’s branded as your own.
Template: Choose “Default” for plain text or “Immersive” for a stylized experience that works with modern browsers.
Email Required: Do you want your customers to fill in their emails so you can contact them later as part of a segment or simply post an anonymous survey?
Questions Required: If you want only specific questions to be required, you’ll be asked to check a box with each question. If “All” or “None”, simply indicate that here.
Enable Paging: If you want to use branching (i.e. send the user to different sets of questions based on their answer to one question), you cannot select “Single page conversation”.
Enable Coversation Blocks: When conversation blocks are enabled, you can use branching and create block labels to which you may assign one or more questions.
URL to load on submit: Filling this in will send the user to the website of your choice when they click “Submit”.
Conversation Block Labels: Required for branching, a block can be where branching starts or where it goes.
Wecome & Goodbye Messages: Use this feature to introduce or end your conversation.
Welcome Message: Use a welcome message if you want to provide an introduction to your survey. This is a good place to promise confidentiality or provide an incentive, in addition to the email invitation you may have sent out.
Welcome Display: You can display your welcome message on the first page or above the first question but this only needs to be used when you are applying pagination to your conversaton.
Goodbye Message: A goodbye message displays after the last question or on the last page if paging is enabled.
Goodbye Display: Only needed when pagination is enabled.
Question Content: Write the text for your first question here. After you select “Question Type”, you may want to return to this section to edit your question.
Question Header: If you want an explanatory note to appear above the question, you can enter it here.
Question Footer: If you want a note to appear below the question, you can enter it here.
Question Type: Choose the type of question you wish to display.
There are many ways a question can be asked and all these types are available:
Open Ended –Open-ended questions typically begin with “why”, “what”, “how”, “please explain”, etc. to enable the respondent to answer any way he/she might choose.
Check Box – Select One or More
Radio Button – Select One
Drop Down – Select One
Drop Down – Select One or More
Yes or No
True or False
First & Last Name
Postal Code (Validation)
Male or Female