Web-embed surveys allow you to embed surveys directly on your website or app. Now, your visitors or customers can provide feedback without ever having to leave your website!
Creating a Web-embed survey
Creating a web-embed survey is a cinch! Here's how:
Start by creating a new survey - customizing the questions just like any other survey in Simplesat.
On the publish tab, choose the Web-embed option.
You can create a sending audience to focus on particular users. If no audience rules are set, every visitor to your website or app can receive the survey.
Simplesat ensures the most relevant data is used for the survey. For instance, if a customer attribute in the web-embed payload contradicts the existing customer attribute in your Simplesat account, the attribute from the embed payload gets priority.
Also, if you want to target fields that don’t exist yet in your Simplesat account, just use our customer import via CSV feature and include those fields.
Visibility rules let you decide where and when your survey shows up.
Add rules to make the survey visible on specific pages.
If you want the survey to appear on similar pages, use the "Contains" condition. For example, you can target all "/booking-confirmation" pages.
Choose how many seconds to elapse before the survey displays.
Choose how often the survey appears:
One time - displays the survey once. Perfect for one-time feedback.
Persistent - shows the survey each time the embed code loads. Ideal for checkout pages or when triggering the survey from a click action.
Ongoing - repeats the survey after a set timeframe. Great for recurring feedback.
Installing the Survey
Here's how you get your survey live on your website or app:
Click the “Get embed code” button and copy the code.
Customize the fields based on your needs. We recommend including dynamic fields that populate with customer info.
Once you're satisfied, add the code to your website or app.
For testing, add a visibility rule for the URL to contain
#testto the end of any URL you'd like to test with.
If the survey isn't showing up as expected, here's how you can find out why:
Open your browser’s console and click on the Network tab.
Refresh the page and look for a resource named “web-embed/“.
The response will include a reason why the survey isn’t displaying. Most likely, it's because the customer or page rules don’t match your survey settings.
Triggering from a Click
Want the survey to pop up after a user clicks a link or button? Just tweak the embed code a bit:
window.addEventListener("load", function renderSurvey(event)with
const myButton = document.querySelector('#my-button') myButton.addEventListener("click", function renderSurvey(event).
Add the ID
'#my-button'to the link you’d like to launch the survey.