Getting Started with UserLeap

UserLeap is the easiest way to collect real-time consumer insights via in-product micro surveys. Our clients rely on UserLeap to power their continuous research

 

Here's how to get started:

Account Creation & Login

How to Create a UserLeap account

To create a UserLeap account, please visit our plans page and select “Get Free, Early Access” (see below). 


For information on our Enterprise Plans, please contact sales@userleap.com

How to Login to UserLeap

After creating an account, you should receive an email from noreply@em.userleap.com 

If you have not yet received an email, please check your spam/junk folder. If it's not there, please contact success@userleap.com .

Click “Activate your account” to be redirected to UserLeap. At this point, you will be asked to set a password.

 

For SSO - Enterprise Only

UserLeap offers single-sign-on authentication. For more information, visit the integration section. Please send any questions to success@userleap.com 

Add a Team Member

To add a team member, access the Team Setting section in the UserLeap Dashboard, then click the “Add Member” in the upper right-hand corner.

 

 

Why Add Team Members

Adding team members to UserLeap is extremely beneficial across User Research, Product        Design, and even Product Web/Application engineers. Some users even add their colleagues in Marketing, Customer Success, Support, and Sales. UserLeap does not charge by seat thus, there are no additional costs to collaborate with your colleagues.

If you plan to have someone else install UserLeap, please provide this individual with either Developer, Editor, or Admin access (see below for information on permission levels).  

Account Permissions

Here are the different access permissions, ranked from highest access to low access

  1. Admin
  2. Editor
  3. Developer
  4. Viewer

For more information on user roles & permissions, click here

    Install the SDK

    Installing the SDK is a simple procedure that allows you to send in-product micro surveys to your userbase. Installation is required and can be done via a host of methods - all depending on your platform. 

    Continue reading for more information around UserLeap installation

     

    Platforms: Web, iOS, Android, Email, Link-based

    Install Required

    Web, iOS, and Android 

    Install Not Required, but Suggested

    Email and Link-based

     

    Documentation for installation lives here, but see below for a brief summary: 

     

    Web SDK

    For Web (both desktop browsers and mobile web browsers), you have the option to either install the UserLeap JavaScript SDK or use Google Tag Manager (we have a custom template in the GTM Library) 

    Platform installations typically take 30 minutes and may require someone from the development team to perform the task. For quicker turn arounds on the install, many UserLeap customers get started with Google Tag Manager.  If you’re unsure of whom to reach out to internally, we find that most often, installation decisions reside with the Product or Engineering department.

     

    Mobile SDK

    Similar to the install requirement for web (see above), you’ll need to first install the SDK before going live with UserLeap. We support both iOS and Android.

     

    Setting User Properties

    UserLeap identifies unique users based on cookies stored in local-storage (known as visitorids). Adding your own userids/emails to UserLeap provides a better experience in the platform and will allow you to identify survey respondents.

    For a web install, please read this (JavaScript SDK) or this (Google Tag Manager) for ideas on how to send UserLeap userid properties. Identifying users in a mobile application can be found here (iOS) or here (Android).

    You can check whether or not user properties have been set correctly on the people page.

     

    To verify, click on a visitor record. You should see something like what’s shown below.

     

    Integrations

    Integrations accelerate your ability to gather customer insights and collaborate with colleagues. All of the current integrations (including some planned integrations) can be found on the “Connect” page (See here)

     

     

    Not seeing the integration you were looking for? Please make an integration request here

    Add/Send Events to UserLeap

    After you’ve installed UserLeap (read the section above), the next step is to send events to UserLeap. 

    UserLeap Terminology:

    Events: An event is an action that takes place in your web or mobile application. Events are used as both a trigger and a filter for a micro survey.

    Examples of events include: 

    1. Visited a page (i.e., visited the dashboard page)
    2. Clicked a button
    3. Page scrolls

    Your events can be found here.

    Trigger: The event that must take place for a user to qualify for a survey. Each survey MUST have a trigger. Triggers are also known as events. 

    Filter: Filters are useful when you want to segment the audience that should qualify for a survey. We’ll sometimes reference these as “survey filters.” Multiple survey filters are treated as ANDs and not ORs.

     

    Adding Events to UserLeap

    Assuming that you’ve installed our SDK (installation docs), the next step is for you to send an event/events. This must be done prior to launching a survey*

    *if you launch a survey before installation, the survey will be “active” in UserLeap, but will NOT trigger on your web-page/mobile application. 

    UserLeap currently supports three types of events (programmatic events, page URL events, and interactive events). Page URL events and interactive events only apply to web and mobile web (mobile web = web browser app on a mobile device). 

    UserLeap also supports native integrations with both Segment and mParticle (coming soon).

    Launch a Survey

    Congratulations on making it this far! You are now ready to launch your very first survey in UserLeap. Survey creation starts from the templates page.

    Pick a Template

    The UserLeap template gallery contains 75+ templates for you to use, all made by our Head of User Research - Allison Dickin. 

    Here are some of the areas that we cover: 

    1. Finding Product/Market Fit
    2. Customer Journey
    3. Customer Acquisition
    4. Feature Development
    5. Onboarding Success

    You can also start from scratch. If you do not see what you’re looking for, please reach out via in-app product support.  

     

    Select a Platform

    A survey is limited to a single platform; you have the option to pick from Web (including mobile web browsers), Mobile, Email (available on Enterprise), or Shareable Link. Each survey is limited to a single platform. On the right-hand side of this screen (below), you’ll see a preview of the modal. 

     

    Click the configure button below to begin the survey design workflow.

     

    Survey Design Workflow

    Designing a survey involves 3 quick steps, these are:

    1. Adding questions to the survey (if you’re using a template, this is pre-populated)
    2. Selecting your audience
    3. Review, before you launch the survey

     

    Questions

    Question Type: UserLeap supports a total of five question types

    1. Open-ended text
    2. Multiple choice single answer
    3. Multiple choice multi answer
    4. 1-5 rating scale
    5. NPS

     

    Question Settings:  supports additional functionality, such as adding a duplicate question below, inserting a new question below, deleting the question, and moving the current question either up or down

     

    Survey Logic: All question types support survey skip logic. This is an easy way to segment questions based on audience responses. For example, if you ask “how easy to use is feature xyz,” you can show a different Q2 based on whether or not they had a positive experience (answered 4 or 5, as compared to 1,2,3). 

     

    Audience

    Audience targeting requires that you add at least one event to UserLeap (click here).

    UserLeap Terminology:

    Events: An event is an action that takes place in your web or mobile application. Events are used as both a trigger and a filter for a micro survey.

     

    Examples of events include: 

    1. Visited a page (i.e., visited the dashboard page)
    2. Clicked a button
    3. Page scrolls

     

    Your events can be found here.

     

    Trigger: The event that must take place for a user to qualify for a survey. Each survey MUST have a trigger. Triggers are also known as events. 

    • Advanced: if you click the “Advanced” dropdown, you can add a time delay to your survey. UserLeap suggests adding a 3-5 second trigger delay. This means that UserLeap will wait the designated number of seconds before displaying a survey once the event takes place.

     

    Filter: Filters are useful when you want to segment the audience that should qualify for a survey. We’ll sometimes reference these as “survey filters.” Multiple survey filters are treated as ANDs and not ORs.

    • Advanced: in the “Advanced” dropdown for filters, you have the option to add minimum page views & session parameters. 
    • Sessions in UserLeap are measured as 12-hour windows in which the user is active.
    • Page views are only applicable to web surveys (will not be displayed for email, mobile, link-based surveys)

    Total Responses: 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 deliver 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.

     

    Resurvey Window: To avoid sending the same user multiple surveys (different surveys), UserLeap designed a re-survey window that can be set in two places. 

    The global re-survey window is under your settings page

    This is the number of days an individual MUST wait before qualifying to receive another survey from UserLeap. 

    Simultaneously, we allow you to have more flexibility over this window from survey to survey. For instance, in the survey design workflow, you’ll notice another re-survey window.

    Changing this number will allow this specific survey (and not any other survey) to appear outside of the global window. Please note that this WILL NOT change your global re-survey window. 

    • It is recommended that you keep the “only show this survey once per user”. However, there are instances where you may want to allow users to retake a survey - once such example is in a continuous survey where you are trying to track historical trends of the same user(s)

    Review

    This is the final step before you are ready to launch your survey! Here you’ll want to make sure you check the Survey Trigger, Survey Filter, Total Responses, and Resurvey Window.

    Once finished, you can click on the pencil icon to re-name your survey. Next, click launch survey - once finished, you should see a green success box in your screen's top right corner.

    Your First UserLeap Survey

    To get your first taste of UserLeap, we recommend launching a link-based survey. This should give you an idea of how UserLeap works at a high-level, and can be done without installing the UserLeap SDK or adding an event to UserLeap (all of which you’ll learn below).

    Link-based surveys are extremely flexible, they can be sent via email, instant messenger, and even Whatsapp! Here’s how you can embed a link-based survey inside an email

     

    Need help on UserLeap? Check out our "how to get help" page