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Survey Placement Best Practices

Overview

The data gathered from surveys is tremendously valuable, and can help prioritize initiatives, highlight customer pain points and improve customer connections. And, by taking advantage of ForeSee's survey placement options, these surveys can be precisely targeted and opportunely placed. This article showcases some of the effective ways that Foresee has helped its customers launch both CX Measure and Feedback surveys.

Web Placement Options

Distributing a survey in a browser somewhere on your site is one of the most common ways of gathering survey data. This can take many different forms, with each one being effective in its own way.

On-Exit Survey

With ForeSee's CX Measure survey, you can invite site visitors to complete a survey at the conclusion of their visit. This allows visitors to complete their visit without interruptions, and also gives you a full picture of their entire visit. You can also adjust the survey based on the visitor's actions on your site. This can be useful if you want to understand a specific phase in the customer journey, such as checkout or product browsing. This survey placement is well suited for model based surveys. More details on configuration options are found in here.

Feedback Link

A feedback link is one of the most common and traditional ways of checking in on the experience of a particular page. A link is placed at either the bottom or top of the page, usually under the support or customer service page that will direct the visitor to a survey. This placement is ideal for a short survey, and allows a visitor to quickly leave feedback and continue with their site visit.

Button / Icon

Using a button or icon to embed a survey is another effective strategy to capture feedback on a particular page or experience. This can be done with some sort of feedback icon, or by embedding the survey in a button that is pressed to answer a question.

Badge

Badges are one of the most dynamic ways of getting feedback from your users. Because they are on some part of the screen at all times, they can help you generate feedback from any point in the site.

Web Targeting Options

In addition to determining the appropriate placement of a survey, identifying the correct target audience is also very important. Using ForeSee's targeting tools, you can answer questions like:

  • Are new visitors able to find the content they are looking for?
  • What do returning visitors think about my checkout experience?
  • Is the account creation process confusing for visitors from a certain country?
  • Why do visitors from a particular source visit my site?

A list of the web targeting options is found here.

Other Placement Options

Mobile App

ForeSee surveys can be placed within your native mobile apps on Android or iOS. Refer to the iOS SDK or Android SDK for more details on these options.

Receipt Surveys

ForeSee can help you better understand visitors to your store locations with survey invitations on receipts. Using special tracking codes, visitors can provide feedback on a specific location. Sweepstakes or other incentives can be offered as well to increase participation.

Email Surveys

Distributing feedback surveys through links at the bottom of confirmation or thank you emails can be an effective way of getting feedback. Design customizations are possible, and you can send the emails, or have ForeSee send them on your behalf. Here are a few examples.

A survey link can be placed with an order confirmation email:

A branded survey email invitation is possible as well:

Summary

ForeSee can help you understand your customer journey with convenient, timely and insightful surveys. Please contact us if you'd like to discuss these or other options in more detail.

Survey Placement Best Practices