How-to

Put your own header and footer on a survey

Give a survey a banner or logo across the top and your details at the bottom, on its page, wherever it is embedded and in its invitations. Pictures come from Media or the File Store, and shared headers work with Campaigns Pro too.

By Darryl Waterhouse · · 3 min read

A survey works better when people can see who is asking. Until now a survey page showed your title, an intro and the questions, and the invitation email was plain text with a button. Now you can give both your own header and footer: a banner or logo across the top, and your contact details or a sign-off at the bottom.

Open Tools > Surveys, edit a survey and open the new Header & footer section. You get two editors, one for above the survey and one for below it. Write in them as you would anywhere else: bold, headings, lists and links.

To add a picture, click Upload / insert picture. You can:

  • drop or paste a picture to upload it into Media,
  • choose one you already have in Media (with Media Pro you can browse its folders), or
  • click Choose from the File Store and pick one from your files there.

Set the picture's description, width, alignment, caption and a link if you want one. A banner picture centred at full width makes a good header.

One header, everywhere the survey goes

The header and footer appear in three places:

  • on the survey's own page,
  • wherever you have embedded the survey on your site with the [survey] shortcode, and
  • around the invitation and reminder emails.

Two switches under the editors let you turn off the page or the emails if you only want one of them. In an email, click Name to greet each person by name. On the page that part is simply left out, because nobody is known there yet.

Save it once, use it on every survey

Click Save as shared header (or footer) and give it a name. Every other survey can then pick it from the list instead of starting again. Change a shared header later and every survey using it changes with it.

If you also use Campaigns Pro, these are the very same shared headers and footers your campaign emails use. Your letterhead looks the same on a newsletter and on the survey that follows it. See Campaign emails: pictures and files from Media and the File Store for the campaign side.

Good to know

  • A picture from the File Store is shown through its public link, because people taking the survey are not signed in. If the picture is private, you are asked before it is made public.
  • If a shared header or footer is deleted, each survey keeps the copy it was saved with, so nothing disappears from a survey that is already running.
  • Your survey's colours and style still come from Look & feel, so the header and footer sit inside the look you have already chosen.

Where to find it

Open Surveys, edit a survey and open Header & footer. The user manual has the full guide, and the Surveys page shows what else the Tool can do.

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