{"id":943,"date":"2023-09-18T12:48:05","date_gmt":"2023-09-18T12:48:05","guid":{"rendered":"https:\/\/capturly.com\/documentation\/?p=943"},"modified":"2023-09-18T12:48:08","modified_gmt":"2023-09-18T12:48:08","slug":"survey","status":"publish","type":"post","link":"https:\/\/capturly.com\/documentation\/survey\/","title":{"rendered":"Survey (In-Email Survey)"},"content":{"rendered":"\n<div class=\"su-note\"  style=\"border-color:#dadadc;border-radius:5px;-moz-border-radius:5px;-webkit-border-radius:5px;\"><div class=\"su-note-inner su-u-clearfix su-u-trim\" style=\"background-color:#f4f4f6;border-color:#ffffff;color:#646f87;border-radius:5px;-moz-border-radius:5px;-webkit-border-radius:5px;\">Get to know the steps to make your survey implementation straightforward and effective. Dive in, understand the nuances, and master all that Capturly&#8217;s email surveys have to offer.<\/div><\/div>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"What_is_a_Capturly_In-Email_Survey\"><\/span><strong>What is a Capturly In-Email Survey?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>The Capturly email survey feature enables you to collect feedback directly from your customers through in-email surveys. Its primary purpose is to measure customer satisfaction regarding products, services, and overall website experience, combined with <a href=\"https:\/\/capturly.com\/guides\/the-basics-of-session-replays\/#what-is-a-session-replay-or-a-session-recording\" target=\"_blank\" rel=\"noreferrer noopener\">an integrated session recording feature<\/a>. This allows you to view the activities of customers, especially those who might have given a low satisfaction score.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"617\" src=\"https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/in-email-survey-1024x617.png\" alt=\"Capturly email survey\" class=\"wp-image-997\" srcset=\"https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/in-email-survey-1024x617.png 1024w, https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/in-email-survey-300x181.png 300w, https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/in-email-survey-768x463.png 768w, https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/in-email-survey-1536x925.png 1536w, https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/in-email-survey-60x36.png 60w, https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/in-email-survey-150x90.png 150w, https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/in-email-survey.png 1986w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"What_are_the_requirements_for_setting_up_a_survey\"><\/span><strong>What are the requirements for setting up a survey?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>First of all, you&#8217;ll need to create a Capturly account and <a href=\"https:\/\/capturly.com\/documentation\/capturly-setup\/#How_can_I_install_Capturlys_tracking_code\" target=\"_blank\" rel=\"noreferrer noopener\">insert the tracking code<\/a> into your website.<\/p>\n\n\n\n<p>To set up a survey, Capturly needs permission to monitor email input fields on your website. By default, Capturly doesn&#8217;t track keystrokes as users fill in email fields. Please provide permission to Capturly to <a href=\"https:\/\/capturly.com\/documentation\/account-settings\/#How_to_use_Capturlys_Advanced_Masking_feature\" target=\"_blank\" rel=\"noreferrer noopener\">view these email inputs<\/a>.<\/p>\n\n\n\n<div class=\"su-note\"  style=\"border-color:#dadadc;border-radius:10px;-moz-border-radius:10px;-webkit-border-radius:10px;\"><div class=\"su-note-inner su-u-clearfix su-u-trim\" style=\"background-color:#f4f4f6;border-color:#ffffff;color:#333333;border-radius:10px;-moz-border-radius:10px;-webkit-border-radius:10px;\">Note: Please ensure that unmasking the input field of email addresses complies with the law and legal regulations of the country where you are operating.<\/div><\/div>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"How_can_I_create_a_survey_Step-by-step_guide\"><\/span><strong>How can I create a survey?<\/strong> Step-by-step guide<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>To create a survey, <a href=\"https:\/\/capturly.com\/login\" target=\"_blank\" rel=\"noreferrer noopener\">login<\/a> to your <span class=\"su-highlight\" style=\"background:#e6e7ee;color:#ff5858\">&nbsp;<strong>Dashboard<\/strong>&nbsp;<\/span> and go to <span class=\"su-highlight\" style=\"background:#e6e7ee;color:#ff5858\">&nbsp;<strong>Surveys.<\/strong>&nbsp;<\/span> Let&#8217;s make a survey for new customers who just picked one of our paid plans. We&#8217;ll reach out to them 5 days after they sign up.<\/p>\n\n\n\n<span class=\"su-label su-label-type-info\"><strong>STEP 1<\/strong><\/span>\n\n\n\n<ul>\n<li>For first-timers: Click <span class=\"su-highlight\" style=\"background:#e6e7ee;color:#ff5858\">&nbsp;<strong>Create my first survey.<\/strong>&nbsp;<\/span> A welcome page will appear.<\/li>\n\n\n\n<li>For seasoned users: Click <span class=\"su-highlight\" style=\"background:#e6e7ee;color:#ff5858\">&nbsp;<strong>Create new survey<\/strong>&nbsp;<\/span> to start afresh.<\/li>\n<\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img decoding=\"async\" loading=\"lazy\" width=\"731\" height=\"525\" src=\"https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/create-first-survey-4.png\" alt=\"Create first survey in Capturly\" class=\"wp-image-961\" srcset=\"https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/create-first-survey-4.png 731w, https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/create-first-survey-4-300x215.png 300w, https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/create-first-survey-4-60x43.png 60w, https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/create-first-survey-4-150x108.png 150w\" sizes=\"(max-width: 731px) 100vw, 731px\" \/><\/figure><\/div>\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img decoding=\"async\" loading=\"lazy\" width=\"731\" height=\"525\" src=\"https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/create-new-survey-returning.png\" alt=\"Create an additional survey in Capturly\" class=\"wp-image-962\" srcset=\"https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/create-new-survey-returning.png 731w, https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/create-new-survey-returning-300x215.png 300w, https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/create-new-survey-returning-60x43.png 60w, https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/create-new-survey-returning-150x108.png 150w\" sizes=\"(max-width: 731px) 100vw, 731px\" \/><\/figure><\/div>\n\n\n<span class=\"su-label su-label-type-info\"><strong>STEP 2<\/strong><\/span> Define which email input field completion should activate the survey. Essentially, when users input their email address (whether it&#8217;s to log in, sign up, or a &#8216;contact us&#8217; form, etc.), they become eligible for in-email surveys.<\/p>\n\n\n\n<ul>\n<li><strong>Enter the URL<\/strong> where the form is hosted. If the form appears on multiple URLs, list them, separating each with a comma.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full\"><img decoding=\"async\" loading=\"lazy\" width=\"837\" height=\"587\" src=\"https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/define-your-form-3.png\" alt=\"Survey configurations - define the form\n\" class=\"wp-image-967\" srcset=\"https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/define-your-form-3.png 837w, https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/define-your-form-3-300x210.png 300w, https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/define-your-form-3-768x539.png 768w, https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/define-your-form-3-60x42.png 60w, https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/define-your-form-3-150x105.png 150w\" sizes=\"(max-width: 837px) 100vw, 837px\" \/><\/figure>\n\n\n\n<ul>\n<li>Then, <strong>define the form ID<\/strong> (it\u2019s optional). To find the form ID, visit your website, go to the Inspect (right click \u2192 Inspect), and copy that.<\/li>\n<\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img decoding=\"async\" loading=\"lazy\" width=\"561\" height=\"96\" src=\"https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/finding-form-id-in-inspect.png\" alt=\"Form ID in the Inspect mode\" class=\"wp-image-971\" srcset=\"https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/finding-form-id-in-inspect.png 561w, https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/finding-form-id-in-inspect-300x51.png 300w, https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/finding-form-id-in-inspect-60x10.png 60w, https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/finding-form-id-in-inspect-150x26.png 150w\" sizes=\"(max-width: 561px) 100vw, 561px\" \/><\/figure><\/div>\n\n\n<ul>\n<li><strong>Specify the email input field of the form.<\/strong> First, grant Capturly permission to access the field. If the field doesn&#8217;t appear in the dropdown, click &#8220;click here&#8221; for assistance. Then, you will see a modal where you can unmask those fields automatically or manually.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" loading=\"lazy\" width=\"840\" height=\"367\" src=\"https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/email-input-field-name.png\" alt=\"Unmasking the email input field for sending surveys via Capturly\" class=\"wp-image-972\" srcset=\"https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/email-input-field-name.png 840w, https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/email-input-field-name-300x131.png 300w, https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/email-input-field-name-768x336.png 768w, https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/email-input-field-name-60x26.png 60w, https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/email-input-field-name-150x66.png 150w\" sizes=\"(max-width: 840px) 100vw, 840px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" loading=\"lazy\" width=\"849\" height=\"268\" src=\"https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/email-input-assistance.png\" alt=\"Unmasking the email input field for the first time\" class=\"wp-image-973\" srcset=\"https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/email-input-assistance.png 849w, https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/email-input-assistance-300x95.png 300w, https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/email-input-assistance-768x242.png 768w, https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/email-input-assistance-60x19.png 60w, https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/email-input-assistance-150x47.png 150w\" sizes=\"(max-width: 849px) 100vw, 849px\" \/><\/figure>\n\n\n\n<div class=\"su-note\"  style=\"border-color:#dadadc;border-radius:10px;-moz-border-radius:10px;-webkit-border-radius:10px;\"><div class=\"su-note-inner su-u-clearfix su-u-trim\" style=\"background-color:#f4f4f6;border-color:#ffffff;color:#333333;border-radius:10px;-moz-border-radius:10px;-webkit-border-radius:10px;\"><em><strong>Automatically:<\/strong><\/em> Enter your site\u2019s URL and hit <strong>Collect fields<\/strong>. Then, you&#8217;ll see the preview of your webpage. Following that, choose &#8220;+Add&#8221; to select the fields that&#8217;ll trigger the survey.<\/div><\/div>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"624\" src=\"https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/collect-email-input-fields-1024x624.png\" alt=\"Selec the email input field from the preview\" class=\"wp-image-974\" srcset=\"https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/collect-email-input-fields-1024x624.png 1024w, https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/collect-email-input-fields-300x183.png 300w, https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/collect-email-input-fields-768x468.png 768w, https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/collect-email-input-fields-60x37.png 60w, https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/collect-email-input-fields-150x91.png 150w, https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/collect-email-input-fields.png 1292w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div class=\"su-note\"  style=\"border-color:#dadadc;border-radius:10px;-moz-border-radius:10px;-webkit-border-radius:10px;\"><div class=\"su-note-inner su-u-clearfix su-u-trim\" style=\"background-color:#f4f4f6;border-color:#ffffff;color:#333333;border-radius:10px;-moz-border-radius:10px;-webkit-border-radius:10px;\"><strong><em>Manually:<\/em><\/strong> Extract the ID of the input field from your site\u2019s HTML code. Find the ID by visiting your website, opening the Inspect tool (right click \u2192 Inspect), and copying the field ID.<\/div><\/div>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full\"><img decoding=\"async\" loading=\"lazy\" width=\"552\" height=\"144\" src=\"https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/email-input-field-id-in-insepct-mode.png\" alt=\"Copying manually the email input field ID form the Inspect mode\n\" class=\"wp-image-975\" srcset=\"https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/email-input-field-id-in-insepct-mode.png 552w, https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/email-input-field-id-in-insepct-mode-300x78.png 300w, https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/email-input-field-id-in-insepct-mode-60x16.png 60w, https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/email-input-field-id-in-insepct-mode-150x39.png 150w\" sizes=\"(max-width: 552px) 100vw, 552px\" \/><\/figure>\n\n\n\n<span class=\"su-label su-label-type-info\">STEP 3<\/span> <strong>Set up automatic survey timing. <\/strong>In this step, decide when the survey will be sent to users &#8211; after they sign up, log in, or complete any form.<\/p>\n\n\n\n<div class=\"su-note\"  style=\"border-color:#dadadc;border-radius:10px;-moz-border-radius:10px;-webkit-border-radius:10px;\"><div class=\"su-note-inner su-u-clearfix su-u-trim\" style=\"background-color:#f4f4f6;border-color:#ffffff;color:#333333;border-radius:10px;-moz-border-radius:10px;-webkit-border-radius:10px;\">Tip: To send the questionnaire immediately after an action, ensure both days and hours are set to 0.<\/div><\/div>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img decoding=\"async\" loading=\"lazy\" width=\"841\" height=\"248\" src=\"https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/automate-the-timing-of-the-survey.png\" alt=\"Automate the timing of the survey\" class=\"wp-image-979\" srcset=\"https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/automate-the-timing-of-the-survey.png 841w, https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/automate-the-timing-of-the-survey-300x88.png 300w, https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/automate-the-timing-of-the-survey-768x226.png 768w, https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/automate-the-timing-of-the-survey-60x18.png 60w, https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/automate-the-timing-of-the-survey-150x44.png 150w\" sizes=\"(max-width: 841px) 100vw, 841px\" \/><\/figure><\/div>\n\n\n<span class=\"su-label su-label-type-info\">STEP 4<\/span> Set up your <strong>email settings<\/strong><\/p>\n\n\n\n<ul>\n<li>Subject line: Input the preferred subject for your email.<\/li>\n\n\n\n<li>Language: Select the desired language for your questionnaire. Although you can customize all questions and the thank-you page, be aware that some buttons (like &#8220;next&#8221; between questions or &#8220;submit&#8221; at the end) will be auto-translated based on this selection.<\/li>\n\n\n\n<li>Survey Alert: Activate this feature to get notifications for less favorable responses. Set a rating threshold, and you&#8217;ll be alerted via email if feedback ratings dip to or below this mark.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" loading=\"lazy\" width=\"849\" height=\"401\" src=\"https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/email-settings-1.png\" alt=\"Setting up the basic email settings for sending email survey\" class=\"wp-image-978\" srcset=\"https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/email-settings-1.png 849w, https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/email-settings-1-300x142.png 300w, https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/email-settings-1-768x363.png 768w, https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/email-settings-1-60x28.png 60w, https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/email-settings-1-150x71.png 150w\" sizes=\"(max-width: 849px) 100vw, 849px\" \/><\/figure>\n\n\n\n<span class=\"su-label su-label-type-info\">STEP 5<\/span> <strong>Update your logo<\/strong> to personalize the survey. Ensure you upload files in either JPEG or PNG formats, as these are the only accepted formats.<\/p>\n\n\n\n<span class=\"su-label su-label-type-info\">STEP 6<\/span> Compose the <strong>introduction<\/strong> for the email. This text will appear in the body of the email.<\/p>\n\n\n\n<span class=\"su-label su-label-type-info\">STEP 7<\/span> Click on the <span class=\"su-highlight\" style=\"background:#e6e7ee;color:#ff5858\">&nbsp;<strong>Next<\/strong>&nbsp;<\/span> button to save the basic settings and continue composing your email.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" loading=\"lazy\" width=\"899\" height=\"599\" src=\"https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/email-customization-1.png\" alt=\"Customize your survey\" class=\"wp-image-981\" srcset=\"https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/email-customization-1.png 899w, https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/email-customization-1-300x200.png 300w, https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/email-customization-1-768x512.png 768w, https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/email-customization-1-60x40.png 60w, https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/email-customization-1-150x100.png 150w\" sizes=\"(max-width: 899px) 100vw, 899px\" \/><\/figure>\n\n\n\n<span class=\"su-label su-label-type-info\">STEP 8<\/span> Customize the questions.<\/p>\n\n\n\n<ul>\n<li>The default format for the first question is a rating scale.<\/li>\n\n\n\n<li>Adjust the minimum and maximum labels of this scale to align with your question&#8217;s context.<\/li>\n\n\n\n<li>Click on <span class=\"su-highlight\" style=\"background:#e6e7ee;color:#ff5858\">&nbsp;+Add new rule&nbsp;<\/span> to set logical conditions. This allows questions to be presented based on the user&#8217;s given score. Remember, you can add as many conditions as you wish.<\/li>\n<\/ul>\n\n\n\n<div class=\"su-note\"  style=\"border-color:#dadadc;border-radius:10px;-moz-border-radius:10px;-webkit-border-radius:10px;\"><div class=\"su-note-inner su-u-clearfix su-u-trim\" style=\"background-color:#f4f4f6;border-color:#ffffff;color:#333333;border-radius:10px;-moz-border-radius:10px;-webkit-border-radius:10px;\">In our example:&nbsp;<\/p>\n\n\n\n<p>If the users rate 8 or higher, they will be navigated to the Thank you page. On the other hand, if a score of 7 or below is given, we&#8217;ll prompt them with further questions to gain a better understanding of their satisfaction level.<\/div><\/div>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"886\" height=\"1024\" src=\"https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/customize-questions-ands-add-logic-886x1024.png\" alt=\"Customize your survey questions and add logic\" class=\"wp-image-982\" srcset=\"https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/customize-questions-ands-add-logic-886x1024.png 886w, https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/customize-questions-ands-add-logic-260x300.png 260w, https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/customize-questions-ands-add-logic-768x888.png 768w, https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/customize-questions-ands-add-logic-52x60.png 52w, https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/customize-questions-ands-add-logic-130x150.png 130w, https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/customize-questions-ands-add-logic.png 904w\" sizes=\"(max-width: 886px) 100vw, 886px\" \/><\/figure>\n\n\n\n<span class=\"su-label su-label-type-info\">STEP 9<\/span> After setting up your questions, click the <span class=\"su-highlight\" style=\"background:#e6e7ee;color:#ff5858\">&nbsp;<strong>Send to Myself<\/strong>&nbsp;<\/span> link. This allows you to send a test questionnaire to your own email, ensuring that everything has been configured correctly before reaching out to your users.<\/p>\n\n\n\n<span class=\"su-label su-label-type-info\">STEP 10<\/span> Select <span class=\"su-highlight\" style=\"background:#e6e7ee;color:#ff5858\">&nbsp;<strong>Save to Draft<\/strong>&nbsp;<\/span> if you wish to activate the survey at a later time, or opt for <span class=\"su-highlight\" style=\"background:#e6e7ee;color:#ff5858\">&nbsp;<strong>Save &amp; Activate<\/strong>&nbsp;<\/span> to initiate it immediately.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full\"><img decoding=\"async\" loading=\"lazy\" width=\"522\" height=\"170\" src=\"https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/Survey-actions.png\" alt=\"Saving the survey in Capturly\n\" class=\"wp-image-983\" srcset=\"https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/Survey-actions.png 522w, https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/Survey-actions-300x98.png 300w, https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/Survey-actions-60x20.png 60w, https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/Survey-actions-150x49.png 150w\" sizes=\"(max-width: 522px) 100vw, 522px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"How_many_surveys_can_I_set_up\"><\/span><strong>How many surveys can I set up?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>It depends on your <a href=\"https:\/\/capturly.com\/pricing\" target=\"_blank\" rel=\"noreferrer noopener\">subscription plan<\/a>:<\/p>\n\n\n\n<ul>\n<li>Free: 1 (since you can unmask only one input field)<\/li>\n\n\n\n<li>Lite: 1 (since you can unmask only one input field)<\/li>\n\n\n\n<li>Pro: Unlimited<\/li>\n\n\n\n<li>Enterprise: Unlimited<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Is_there_a_limit_to_the_number_of_questions_per_survey\"><\/span><strong>Is there a limit to the number of questions per survey?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Regardless of your subscription plan, you&#8217;re free to include as many questions as you&#8217;d like in your survey.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Are_there_any_restrictions_on_the_number_of_respondents\"><\/span><strong>Are there any restrictions on the number of respondents?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>The number of respondents is linked to your <a href=\"https:\/\/capturly.com\/pricing\" target=\"_blank\" rel=\"noreferrer noopener\">available session replays<\/a>. Without a recorded session for a user, they won&#8217;t be eligible for feedback. Furthermore, if you go over your recording limit, we won&#8217;t send out more emails.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"What_types_of_questions_can_I_incorporate_into_my_survey\"><\/span><strong>What types of questions can I incorporate into my survey?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>You can choose from two question formats:<\/p>\n\n\n\n<ul>\n<li>Rating Scale<\/li>\n\n\n\n<li>and Long Text Answer.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Can_I_implement_conditional_logic_or_branching_in_my_questions\"><\/span><strong>Can I implement conditional logic or branching in my questions?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Yes, there are no limitations.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"How_can_I_share_my_surveys_with_my_customers\"><\/span><strong>How can I share my surveys with my customers?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Once you activate the survey, Capturly will automatically send it via email to your customers. These emails will originate from yourdomain@capturlysurvey.com.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"How_to_view_my_survey_responses\"><\/span><strong>How to view my survey responses?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Once you have activated your survey, log in to your <span class=\"su-highlight\" style=\"background:#e6e7ee;color:#ff5858\">&nbsp;Dashboard&nbsp;<\/span> and visit <span class=\"su-highlight\" style=\"background:#e6e7ee;color:#ff5858\">&nbsp;Survey&nbsp;<\/span> menu.<\/p>\n\n\n\n<p>If you have multiple surveys and want to view the results for each one, follow these steps:<\/p>\n\n\n\n<ol>\n<li>Navigate to the <span class=\"su-highlight\" style=\"background:#e6e7ee;color:#ff5858\">&nbsp;Survey menu.&nbsp;<\/span><\/li>\n\n\n\n<li>In the upper left corner of the page, click on the <span class=\"su-highlight\" style=\"background:#e6e7ee;color:#ff5858\">&nbsp;dropdown&nbsp;<\/span> menu.<\/li>\n\n\n\n<li>From the dropdown list, select the specific survey you wish to view results for.<\/li>\n<\/ol>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img decoding=\"async\" loading=\"lazy\" width=\"628\" height=\"253\" src=\"https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/survey-selector-result-page.png\" alt=\"View survey responses when there are at least two survey\" class=\"wp-image-984\" srcset=\"https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/survey-selector-result-page.png 628w, https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/survey-selector-result-page-300x121.png 300w, https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/survey-selector-result-page-60x24.png 60w, https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/survey-selector-result-page-150x60.png 150w\" sizes=\"(max-width: 628px) 100vw, 628px\" \/><\/figure><\/div>\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"How_are_survey_results_presented\"><\/span><strong>How are survey results presented?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Capturly displays the results on a dedicated page with various charts:<\/p>\n\n\n\n<ul>\n<li>Capturly shows the distribution of scores you received via surveys. Moreover, we provide insights into the number of reviews over time and their average scores.<\/li>\n\n\n\n<li>User sentiments are segmented into &#8220;dissatisfied&#8221; (1-6), &#8220;neutral&#8221; (7-8), and &#8220;satisfied&#8221; (9-10) categories.<\/li>\n\n\n\n<li>Detailed user information, answers, relevant dates, and a <a href=\"https:\/\/capturly.com\/features\/session-recording\" target=\"_blank\" rel=\"noreferrer noopener\">session replay<\/a> option are available in tabular format. Surveys also come with statuses like &#8220;awaiting&#8221;, &#8220;sent&#8221;, &#8220;opened&#8221;, and &#8220;closed&#8221;.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"482\" src=\"https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/survey-results-charts-1024x482.png\" alt=\"Survey results presented via charts in Capturly - user insights and segm\nents\" class=\"wp-image-985\" srcset=\"https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/survey-results-charts-1024x482.png 1024w, https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/survey-results-charts-300x141.png 300w, https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/survey-results-charts-768x362.png 768w, https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/survey-results-charts-1536x723.png 1536w, https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/survey-results-charts-60x28.png 60w, https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/survey-results-charts-150x71.png 150w, https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/survey-results-charts.png 1712w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"502\" src=\"https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/survey-result-table-1024x502.png\" alt=\"Capturly's detailed survey result presented in table with session recording integrations.\" class=\"wp-image-987\" srcset=\"https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/survey-result-table-1024x502.png 1024w, https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/survey-result-table-300x147.png 300w, https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/survey-result-table-768x377.png 768w, https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/survey-result-table-1536x754.png 1536w, https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/survey-result-table-60x29.png 60w, https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/survey-result-table-150x74.png 150w, https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/survey-result-table.png 1712w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"What_do_the_different_statuses_mean\"><\/span><strong>What do the different statuses mean?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<ul>\n<li><strong>Awaiting: <\/strong>This indicates that the survey is set up and scheduled but has not been dispatched to the intended user yet.<\/li>\n\n\n\n<li><strong>Sent:<\/strong> At this stage, the questionnaire has been sent out but the recipient hasn&#8217;t started filling it out.<\/li>\n\n\n\n<li><strong>Opened: <\/strong>This means the recipient has opened and started the questionnaire, but it&#8217;s not yet complete.<\/li>\n\n\n\n<li><strong>Closed:<\/strong> This status confirms that the recipient has fully completed and submitted the survey.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Can_I_export_the_survey_results\"><\/span><strong>Can I export the survey results?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Yes, use the download icon located at the top left.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" loading=\"lazy\" width=\"764\" height=\"248\" src=\"https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/export-survey-result.png\" alt=\"Exporting the survey results in Capturly\n\" class=\"wp-image-989\" srcset=\"https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/export-survey-result.png 764w, https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/export-survey-result-300x97.png 300w, https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/export-survey-result-60x19.png 60w, https:\/\/capturly.com\/documentation\/wp-content\/uploads\/2023\/09\/export-survey-result-150x49.png 150w\" sizes=\"(max-width: 764px) 100vw, 764px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"How_can_I_deactivate_my_survey\"><\/span><strong>How can I deactivate my survey?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Would you like to stop sending the survey to your recipients? If so, simply navigate to the survey menu and select <span class=\"su-highlight\" style=\"background:#e6e7ee;color:#ff5858\">&nbsp;<strong>Deactivate<\/strong>&nbsp;<\/span><strong> <\/strong>from the<strong> <\/strong>upper left corner. After this action, Capturly will no longer gather new recipients.<\/p>\n\n\n\n<div class=\"su-note\"  style=\"border-color:#dadadc;border-radius:10px;-moz-border-radius:10px;-webkit-border-radius:10px;\"><div class=\"su-note-inner su-u-clearfix su-u-trim\" style=\"background-color:#f4f4f6;border-color:#ffffff;color:#333333;border-radius:10px;-moz-border-radius:10px;-webkit-border-radius:10px;\">Note: Be aware that Capturly will still send surveys to users who are in the &#8220;awaiting&#8221; status at the time of deactivation.<\/div><\/div>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Can_I_set_up_on-site_surveys\"><\/span><strong>Can I set up on-site surveys?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>No, however, this feature is on our backlog.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Is_the_survey_mobile-responsive\"><\/span><strong>Is the survey mobile-responsive?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Yes, the surveys are optimized for mobile view in email clients.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Where_can_I_find_help_if_I_face_issues_with_the_survey_feature\"><\/span><strong>Where can I find help if I face issues with the survey feature?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>If you encounter any issues with the survey feature, we&#8217;re here to help. We offer support at every step of the setup process. Don&#8217;t hesitate to reach out for assistance at <a href=\"mailto:hello@capturly.com\" target=\"_blank\" rel=\"noreferrer noopener\">hello@capturly.com.<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Are_there_additional_costs_for_exceeding_limits\"><\/span><strong>Are there additional costs for exceeding limits?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Yes, exceeding certain limits will result in additional charges. Please <a href=\"https:\/\/capturly.com\/contact-us\" target=\"_blank\" rel=\"noreferrer noopener\">contact us<\/a> for details or consider upgrading to a more comprehensive plan.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>What is a Capturly In-Email Survey? The Capturly email survey feature enables you to collect feedback directly from your customers through in-email surveys. Its primary purpose is to measure customer satisfaction regarding products, services, and overall website experience, combined with an integrated session recording feature. This allows you to view the activities of customers, especially [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[9],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Survey (In-Email Survey) - Capturly Documentation<\/title>\n<meta name=\"description\" content=\"Learn how to set up an in-email survey in Capturly. 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