How-to

Surveys get NPS, quizzes and a QR code

Show questions as NPS, stars or smileys, mark a survey as a quiz, close it when it is full, filter and print results, and share it with a QR code.

By Darryl Waterhouse · · 3 min read

Surveys 1.18.0 is the biggest update Surveys has had. Questions can be scales, a survey can be a quiz, it can close itself when it's full, and Results can filter, refresh by themselves and print. There's a QR code for every survey, and the audience is much easier to look after.

NPS, stars and smileys

Edit a survey and open Questions & quiz. Every question of the survey's form is listed. For a single-line text or number question, choose Show as:

  • NPS (0 to 10), the "How likely are you to recommend us?" row
  • Stars (1 to 5)
  • Smileys (1 to 5), from very unhappy to very happy
  • Numbers (1 to 5) or Numbers (1 to 10)

People tap a point, or use the arrow keys. On a phone the NPS row still fits on one line.

In Results a scale question lists every point, and an NPS question shows its score: promoters (9 and 10) minus detractors (0 to 6), from -100 to +100, with the split beside it.

Make it a quiz

Switch on This survey is a quiz. For a choice question, pick the right option. For a text question, type the answers you'll accept, separated with |. Capitals and spaces don't matter, so "paris" counts for "Paris".

Add a Pass mark if you want one. When someone finishes they see their score under the thank-you message, for example "You scored 4 out of 5 (80%). You passed." Results shows the average score, how many passed and how the scores spread, and the CSV gets a Score (%) column. If you correct an answer, every response is marked again.

Close it when it's full

Under Schedule & closing, Close after (responses) stops the survey once it has that many answers. It's handy for a limited offer or a set number of places. Write your own Closed message too. However the survey closes, people see that message on the survey's own page, in its own theme.

Results that keep up

  • Live reads the answers again every 30 seconds while Results is open.
  • Only people who... narrows every figure to those who gave one answer, or, for an identified survey, to one audience group. The exports follow it.
  • Print or save as PDF opens a clean report in its own tab. Choose Save as PDF in the print dialog to keep it.

Share it anywhere

A saved survey has a Share card with its link, the shortcode to put it on any page, and a QR code. Download the QR code as a PNG for print or an SVG for design work.

Easier audiences

  • Contacts groups: pick groups straight from the Contacts Tool. Their members are read each time invitations go out, so there's nothing to import.
  • Edit a contact in the audience, and rename or delete a group. Surveys and Campaigns Pro campaigns that use the group follow the change.
  • Delete a survey when you're done with it. Its answers stay with the form.

Surveys and Campaigns Pro now sit together under Outreach in the sidebar.

Branching

Want questions that depend on earlier answers? That's built into Forms. In Data > Forms, a question's Conditional Logic shows or hides it based on what came before, and surveys follow it.

Where to find it

Open Surveys and edit a survey. The user manual has the full guide.

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