Everything you need to know to get started
Creating surveys in UserLeap is fast, flexible, and easy. Here's how to do it:
Step 1. Choose a playbook or template, or start from scratch
You have a few options for creating surveys in UserLeap: you can start from a playbook or template, or you can build your survey from scratch. All options can be found in the same place: the Templates tab on the left side menu.
UserLeap's own research experts have created a series of playbooks to address common use cases, such as improving onboarding conversion, launching more successful features, finding product/market fit, and others.
Each playbook contains a suite of 4-6 survey templates which can be used alone or together to help you build a complete picture of the opportunities to improve the experience around that specific use case.
UserLeap's template gallery has over 75 templates to help you get started with a survey on the topic of your choosing. Templates are fully editable, so you will be able to customize your survey to your specific needs, regardless of how you start.
Starting from Scratch.
When you start from scratch, you'll have a blank canvas to design the survey to meet your needs.
Step 2. Choose a Platform
If you choose a playbook survey or template, a modal will be displayed with a description of the template and a live (clickable) preview of the template survey. If you start from scratch, the preview window will be blank.
The next step is to choose a platform.
- Web surveys are displayed to users on your website or in your web app. UserLeap must be installed on your site before you can successfully launch web surveys.
- Email surveys can be automated based on behavioral triggers (e.g., sent whenever a user churns) or sent to a specific list of users. To send triggered email surveys, you must be passing email addresses as part of your UserLeap installation; to send email surveys to a user list, use the Upload a Spreadsheet feature.
email surveys are limited to Enterprise ONLY
- Mobile surveys are displayed to users in your mobile app. UserLeap must be installed in your iOS and/or Android app before you can successfully launch mobile surveys.
- Shareable Link surveys generate a link that you can share with your users any way you prefer (e.g., embed within your own marketing emails or in a static button on your website). No installation is necessary to launch link surveys.
Step 3. Add or edit your questions
If you started from a template, the template questions will be automatically populated on the Questions page, and you can make any edits or additions that you need. If you started from scratch, the Questions page is blank--click 'Add question' to get started.
UserLeap has five question types:
- Likert Scale questions use 5-point scales. To use this question type, enter your Question Text and the labels for the Lowest Value Label and Highest Value Label of the scale. TIP: When choosing the Lowest & Highest Value Label, enter labels like "Not at all easy" and "Extremely easy" or "Poor" and "Excellent," NOT numeric values like "1" and "5."
- Open Ended Text questions allow users to enter any answer they want in their own words. For these questions, you just need to write the Question Text.
- Multiple Choice - Single Select questions allow you to let participants choose one response from a list of up to 10 answer choices. TIP: We recommend keep lists to no more than 5 answer choices where possible for web and mobile surveys.
- Multiple Choice - Multi-Select questions allow you to let participants choose any number of responses from a list of up to 5 answer choices. TIP: We recommend keep lists to no more than 5 answer choices where possible for web and mobile surveys.
- NPS questions automatically display the 0-10 scale standard to this format. The Question Text and Lower/Higher are automatically populated with the standard values, but you have the option to rewrite these as desired. Choosing the NPS question type means you'll have access to NPS-specific analytics in your survey results (i.e., score calculation, breakdown of Promoters, Passives, and Detractors).
Step 3a. Add skip logic, if needed
Skip logic allows you to show users different questions based on their answers. For example, if you'd like to ask a different follow up question to users who rated your product highly at the first question than those who rated your product poorly, you can add logic to do so.
To add skip logic, select the 'Add logic' button below the question you want the logic to be based on and select the appropriate options.
Step 4. Choose your Audience
There are several targeting options you can employ, depending on which platform was chosen. Below we provide a general overview of this page, and more detailed information on targeting can be found here.
Here, you can set an event or page URL as a real-time trigger. The moment one of these events occurs, a survey will be displayed to the user. Triggers are available on web and mobile surveys.
Targeting based on historical events and user attributes is set up in this section. Filtering is available on web, mobile, and email surveys.
In web and mobile surveys, you can choose to either deliver until a certain statistical confidence threshold has been met (set number of responses) or you can choose to deliver continuously (no limit on responses). With email surveys, you also have the option to delivery immediately to eligible recipients.
If choosing to run until a confidence threshold has been met, you can choose from one of several recommended trade-offs between statistical confidence and speed of obtaining results. Generally, requiring less confidence means you will get results faster. You can also choose your own set number of responses using the Custom option.
This option is available in web and mobile surveys. Here, you can choose to allow users to retake this particular survey, which is disabled by default.
Step 5. Review your work
The last step before launching your survey is conducting a final review. On the Review screen, you can:
- Rename your survey.
- Confirm your targeting.
- Review a live (clickable) preview of your survey. TIP: Check for typos and confirm your skip logic here before moving on!
From here, you can go back and make edits to your questions and targeting, or you can choose to save a draft or launch.
Step 6. Launch your survey
If you've completed your review and you're all set to go, go ahead and click 'Launch Survey.'