Create and publish surveys

In Acumbamail you can now create and share your own surveys. In this article we explain how to create a survey, how to share it through a url or through an email or landing page, and see the results of it in real time.

In this article:

Access to the feature

You can access Surveys from the left main menu as a new entry, as long as your user has the free plan assigned or any plan linked to a subscription to send emails. These are with the characteristics that define access to the surveys feature:

  • How many surveys? You can create as many surveys as you want.
  • survey credits. You will have more or less survey credits depending on your plan. Each credit equals a saved answer. If you exhaust your monthly survey credits, the URL associated with your survey will not load the survey form, but a message indicating that the survey is temporarily disabled. survey credits are renewed at the same time as your email credits. If you need to be able to save more responses per month, you'll need to improve your plan.
  • Acumbamail logo. Given the URL of your survey, according to your plan the Acumbamail logo will also be included or not in the footer of the same. If you don't want it to appear, you'll have to improve your plan.
  • Url of the survey. For all plans, a specific URL will be generated to upload your survey under the domain displaysurvey.com. If you have a Pro or Enterprise plan and own your own domain, you can verify it and generate a specific URL to upload the survey under your own domain. It works the same way as when you generate the URL when creating a landing page.

Features according to plan

The following table describes exactly what each user will find based on the plan or plan assigned to them:

Type of user
Saved responses per month Acumbamail logo in footer Survey url with your own domain
Free 20 Included It's not possible
Basic Plan 20 Included It's not possible
Basic Plan + surveys Extra
10.000
not included It's not possible
Plan Pro 10.000 not included
Yes, it can be configured
Plan Enterprise
Unlimited not included
Yes, it can be configured

How to increase my survey credits

In order to increase the limit of 20 responses per month present in the free and basic rates, there are two options:

  • Upgrade your plan to a Pro or Enterprise plan. That way you will be able to save 10,000 answers or unlimited answers every month, respectively.
  • If you have a basic plan and you are not interested in uploading it to a Pro plan, you can activate the enhancement of the surveys module as an extra. This extra is only accessible if you have a basic plan. For more information about the operation of extras, you can consult this article.

When accessing the Surveys section, a pop up will appear once a session that will allow you to contract the Pro plan or activate the surveys extra. It will also appear in case you have exhausted your monthly survey credits.

Popup to switch to Pro or activate Surveys extra

You will also see a button to see your extras in the Home section, within Surveys, as long as you have an active basic plan.

Button to access basic plan extras the Home section in SurveysButton to access basic plan extras the Home section in Surveys

Create a survey

In the Surveys section, click the New survey button.

Section where the button is to create a new surveySection where the button is to create a new survey

Enter a name that identifies it and click on the Create button.

Modal to create new survey

Step 1: Settings & Design

In this first step, you'll need to configure the general design aspects of the survey, which are described below.

General settings (texts)

These fields are all optional:
  • Name of the survey: Identifying name of the survey (the one assigned when creating the survey). This is not visible to the end user.
  • Field to edit the name of the surveyField to edit the name of the survey
  • Title: Title of the survey. It is displayed on the welcome page and is visible only on the first page of the survey.
  • Description: Brief description of the survey. This field can be used to enter a subtitle or a relevant detail of the survey, etc. Like the title is displayed on the welcome page and is only visible on the first page of the survey.
  • Field to edit the title and description of the surveyField to edit the title and description of the survey
  • Thank you message: Message to display at the end of the survey, once completed.
  • Field to edit the final message of the surveyField to edit the final message of the survey
  • Image: Image that will be displayed on the welcome page and on the thank you page. This field can be used to display a logo or image related to the survey.
  • Area to upload and place an image or logoArea to upload and place an image or logo

To select a new image, click on the "Change image" button. Consider the following:

  • You can move the image to position it inside the box that will be the space where it will be displayed. To do this, move the mouse pointer and place it over the image. Click on the left mouse button and without releasing it move it. Release the button to stop moving the image.
  • You can zoom the image, use the buttons at the top right.
  • Supported formats: gif, jpeg, pjpeg and png.
  • Maximum size allowed: 2MG.

Style Settings

These fields are all required. If not established, the values shown by default will be taken:

  • Font: Font to be applied to the entire survey.
  • Buttons and interactions: Background color of the forward, backward, start, and end buttons survey. It also applies to some questions (e.g. stars of score-type questions).
  • Title - Font Size: The size that is applied to the text in the title of the survey.
  • Title - Color: Color in which the text of the title of the survey will be displayed.
  • Description - Font Size: The size that is applied to the text of the survey description.
  • Description - Color: Color in which the text of the description of the survey will be displayed.
  • Thank you message - Font size: Size that is applied to the text of the final thank you message.
  • Thank you message - Color: Color in which the thank you message will be displayed.
  • Question - Font Size: Size that is applied to the text of questions in the survey.
  • Question - Font color: Color in which the text of the questions will be displayed.

To edit the color, click on the color icon to open the color picker and be able to select a different one. You can also enter it manually in any of the input inputs. Supports the following formats:

  • Hexadecimal. Ejm.: #000000
  • RGB. Ejm.: rgb(0,0,0)

How to edit a color type field

hidden fields

This step is optional. Configure it if you need to pass additional parameters to the url of the survey. Hidden fields are key-value pairs that contain information that you already know in advance and that are usually used for two purposes:

  • Customize the texts of your surveys. This is perceived by the respondent.
  • Categorize or group the answers. This is not perceived by the respondent.
Create hidden fields

Add the keys by entering the label that will identify the field and press "Enter". You can enter up to ten hidden fields.

Create hidden fieldsCreate hidden fields

Enter the hidden fields in the survey

Where? (Optional) You can insert hidden fields in the survey title, description, thank you message, and question statements.

Type * to open the menu to insert a hidden fieldType * to open the menu to insert a hidden field

How? Type the character "*" to display the list of available fields. Then select one. Once inserted, you'll see that the syntax is similar to custom content tags used in email templates.

Hidden field syntax once embeddedHidden field syntax once embedded

Give value to hidden fields

In the last step of the survey, the "Share", you will find the URL to share the survey. Before sharing it, you must modify the generated link, replacing the default assigned value ("xxxxx") with the actual value of each hidden field.

Override value of hidden fields in the survey url

In the section where it is explained how to share the survey, you can expand the information regarding the value of the hidden fields, depending on whether the URL is shared, the survey is included in a landing page or included in an email template.

Override value of hidden fields in the survey url

Customize survey with hidden fields

Using hidden fields, you can get different texts to appear for the same survey. Some examples:

  • Incorporate information from your respondent, if you already know it in advance, such as name, to validate that information during the survey or make it more personal.
  • Use a hidden field to change your survey textUse a hidden field to change your survey text
  • Incorporate other types of information, to adapt the same survey to different sectors, on different dates, different cities, etc. You can use it at your convenience. The following example has added a hidden field labeled "city", which has been included in the statement of one of the questions in the survey. Two urls have been shared, in one the value "Madrid" has been assigned and in another "Barcelona".

Example using a hidden field to enter a different city name in the surveyExample using a hidden field to enter a different city name in the survey

Group responses with hidden fields

You can apply a kind of tagging to your survey, creating a hidden field whose value will not be visible in the survey itself, but will be associated with the responses received. Later, when you review the results of your survey you can retrieve it and apply segmentation. This can provide you with valuable information, such as where the survey worked best if you've shared it on different Social Media.

Replace hidden field in the url of the survey to segment by social network (twitter)Replace hidden field in the url of the survey to segment by social network (twitter)
Replace hidden field in the url of the survey to segment by social network (linkedin)Replace hidden field in the url of the survey to segment by social network (linkedin)

Preview of the styles

On the right side of the screen, you'll find a non-editable preview area. There you can see how the survey would look with the styles you are selecting.

Preview of the stylesPreview of the styles

Click on each of the tabs in the menu to see some of the question types with the applied style, the welcome page or the final thank you page.

Preview Options

Finally, once all the styles have been selected, click on the "Save Draft" button to save the changes and stay in this step or click on the "Next" button to continue to the next step saving the changes.

Click the Next buttonClick the Next button

Step 2: Edit questions

In this step you can add all the questions that make up your survey. To do this, click on the "Add question" button every time you want to add a new one. You can distinguish two sections:

  • In the left panel, hereinafter List of questions, the list of questions that make up the survey is displayed.
  • In the right pane, hereinafter Preview, you can edit the text of the selected question.

Question creation panel and preview panelQuestion creation panel and preview panel

Kind of questions

When you create a new question, you can select one of the following types:

  • Short Text: Question with open answer.
  • Long text: Question with extensive open answer.
  • Statement: Allows you to include an introductory or clarifying text between questions. Here the respondent does not enter information.
  • Single Answer: Question with one or more answer options where the user can only select one.
  • Multiple answer: Question with one or more answer options where the user can select more than one.
  • Score: Assessment question in an interval of 1 to n, being n 5, 7 or 10. You can label what the value 1 and the value n correspond to.
  • Edit punctuation questionEdit punctuation question
  • Email: Question with open answer, where the type of data to be entered will be an email.
  • Telephone: Question with open answer, where the type of data to be entered will be a telephone.
  • Date: Question with open answer, where the type of data to be entered will be a date.
  • Number: Question with open answer, where the type of data to be entered will be a number.

Configure mandatory

You can indicate which questions in the survey are mandatory (except for the "Statement") type. That is, at the time of answering the survey, if a question is mandatory, the user will not be able to advance if he has not given an answer. Click on the switch to switch from No to Yes or vice versa.

Choose if the question is mandatory or notChoose if the question is mandatory or not

If a question is marked as mandatory, an asterisk (*) will be displayed at the end of the question text.

Set a question as requiredSet up

Edit question text

First of all, you must select the question in the list of questions, by clicking on it. This way, the question will appear in the preview area on the right. You will see that in the preview all the texts are editable, so you just have to click on the text you want to change and write the new text.

Click on the question text in the preview to edit itClick on the question text in the preview to edit it

For question types that have default answer options, apart from the statement you can also directly enter the text of each option by clicking on it. You can add new answer options (by clicking on the "Add Response" button) or delete them (by clicking on the icon with a cross).

Buttons to add or remove question optionsButtons to add or remove question options

order questions

You can indicate the order in which the questions will appear at the time of survey.

To do this, place yourself on the icon [ = ] of the question you want to show in another position. Press and hold the left button of your mouse and drag the question to the position you want it to be.

Sort question by draggingSort question by dragging

Duplicate or delete questions

You can duplicate a question by keeping the text and type of the question. To do this, click the [ ... ] icon to the right of the question statement and select the "Duplicate question" option. In the same way you can delete an existing question, selecting the option of "Delete question".

Duplicate or delete a questionDuplicate or delete a question

Full survey preview

While editing the questions in the survey, you can open a preview of the full survey in a new tab. To do this, you just have to click on the "Open Preview" button.

Button to open the full survey previewButton to open the full survey preview

On the survey a warning will appear indicating that the survey is in preview mode, and therefore does not work as the real survey would (the answers will not be saved even if you complete it).

Survey open in preview modeSurvey open in preview mode

Step 3: Post and share

Status of the survey

In this step the first thing you will find is an option to change the status of the survey (active/inactive).

Change survey status in the Share stepChange survey status in the Share step

For the survey url to be accessible, it must be "active". In order for it to be active you must have at least one question. When you go from step 2 to step 3 it will be activated automatically. You can also change its status (active/inactive) from the general list of surveys by clicking on the switch in the Status column.

Change survey status in the listingChange survey status in the Share step

If you leave it as inactive, when the URL of the survey is loaded in the browser, it will not be able to be answered, since instead a "survey disabled" warning will appear. You can use it when you've already shared the URL of the survey, but you're no longer interested in receiving any more responses.

Keep in mind that even if the survey is active, if you've exhausted your monthly survey credits, the survey URL will behave as if it were inactive.

Share survey URL

In this step you will be able to consult the unique URL generated for your survey. Just start sharing this URL, where the full survey is loaded, to start receiving responses.

survey url available in the Share stepsurvey url available in the Share step

You also have the URL of the survey accessible from the general list of surveys, by clicking on the actions button [...], which will open a drop-down menu where you have to choose the "Share" option. This will copy the URL of the survey to the clipboard.

Get survey URL from the Surveys listingGet survey URL from the Surveys listing

Remember that if you've set up hidden fields for the survey, you'll need to replace the default value ("xxxxx") of each hidden field with the actual value before sharing the survey URL.

Include survey in landing page

All your surveys can be embedded in any of your landings pages. Unlike the URL generated for the survey (where the survey is displayed on a white background without further decoration), this will allow you to customize the page where you show the survey. To do this, you just have to go to the CONTENT section in the editor and drag the "Survey" element to your landing page design.

Survey block within the editorSurvey block within the editor

Click on "Add survey" and a pop-up will be displayed where all your active surveys will appear. Select the survey and you'll see the survey's home page or splash page.

Add survey button within the Survey blockAdd survey button within the Survey block

Modal to select a survey to insert in the landing pageModal to select a survey to insert in the landing page

You should keep in mind that you are really only including the cover or welcome page in the landing design. When the landing URL is accessed, the survey is dynamically reloaded. This means that, once the survey is included in a landing, if you subsequently modify the survey the changes will be automatically reflected (replacing the embedded HTML corresponding to the welcome page with the latest version of the survey).

If you've set up hidden fields for survey, you'll need to move them to the landing page URL. Once you have selected the survey to include on your landing page, check what its share URL is. If it includes hidden fields that you want to use, you just have to add them as they appear to the URL of your landing page (remembering to assign each of them a real value by substituting "xxxxx"). An example:

https://displaysurvey.com/survey/attempt/84ccc1c8-111d-11ed-87dd-009876bdd123?source=xxxxx&name=xxxxx

⬇️

https://showlanding.com/page/20acc1c8-072d-11ed-87dd-666056bdab73/

⬇️

https://showlanding.com/page/20acc1c8-072d-11ed-87dd-666056bdab73?source=xxxxx&name=xxxxx

⚠️ Puedes incluir más de una encuesta diferente en tu landing page, pero no debes incluir la misma encuesta varias veces dentro de una misma landing page.

Include survey in newsletter

surveys starting with a single answer, multiple answer, or score question can be embedded in any of your email templates. To do this, you just have to go to the CONTENT section in the editor and drag the "Survey" element to your email design.

survey block in email editorsurvey block in email editor

Click on "Add survey" and a pop-up will be displayed where all your active surveys that meet the above condition will appear. If you hover over the eye icon. You will be able to see a preview of the survey. Select the survey and you will see how the first question of your survey appears in the design of your email.

Preview your chosen surveyPreview your chosen survey

How does the survey behave within the email? Only the first question will appear in the email and when the user clicks on one of the predefined answer options, the survey will open in a new tab with the answer already selected. In this way, the respondent will be able to continue completing the survey with comfort.

If you have configured hidden fields for the survey, in the popup, after choosing the survey, a second step will appear. All existing hidden fields for that survey will be listed and you can assign a value to each of them (optional, you can also leave them empty). Remember that here you can also make use of custom field labels, depending on the fields you have included in your receiving list.

Give value to hidden fields by inserting a survey in the email layoutGive value to hidden fields by inserting a survey in the email layout

When you add a survey to an email, you are including the HTML corresponding to the first question. When your subscriber clicks on the question, it will open in a new tab, where they can complete the survey.  Thus, if you make changes to the survey after you have included it in an email template, these will be automatically reflected in the survey opened in a new tab. But if you make any changes that affect the question visible in the email (text color, text size or texts of the question) you will have to delete the survey of the template and add it again to reflect the changes that affect the question visible in the template itself.

⚠️ You can include more than one survey in your email template, whether it's repeated multiple times or different surveys.
Associate subscriber email with the survey

When you create a survey that you want to send by email to your subscribers you have the possibility to associate the subscriber's email, which you already know. For this you have two possibilities:

  • If you want your subscriber to have the possibility to modify the email, all you have to do is add a question of type "email address" to your survey. When your subscriber opens the survey from the received email, he will be able to see the question where he is asked for an email address, but this will be automatically filled in with the subscriber's email. Then he will be able to decide whether to edit the email address or move directly to the next question.
  • If you want to associate the email address you already know with the survey without this being noticeable by your subscriber, instead of adding an "email address" type question to the survey, what you should do is add the "email" key as a hidden field to the survey in step 1 when creating or editing it. In this way, when exporting the results of your survey, you will be able to observe that associated with each response, the email address you already know from your subscriber is saved as an additional hidden field.

Configure custom domain

Similar to when you create a landing page, it is possible to customize the URL of the survey. This option will be available only to users with a Pro or Enterprise plan.

In step 3 when creating the survey, a section will appear where you can customize the URL. To do this, you will have to:

  • Enter a domain you own and hit the "Verify" button.
  • Enter a slug, which will be the specific path within your domain where the survey will be loaded.
  • Hit the "Save" button at the top right of the screen.

Configure URL with custom domainConfigure URL with custom domain

You should keep in mind that the domain + slug combination must be unique. That is, there cannot be two surveys associated with the same domain and slug, as it would generate a conflict when loading the URL. And this is extended to other sections of Acumbamail where you are using that domain. For example, if you already have a landing page associated with https://midominio.com/mi-slug, you won't be able to select that same domain with that same slug for a survey's URL.

If you leave both fields empty and give it to save, a standard and unique URL will be generated for your survey under the domain displaysurvey.com.

Section where you can configure URL with custom domainSection where you can configure URL with custom domain

List of surveys

From the menu, in the Surveys section, you can access the list of all the surveys created. From here, you can do the actions described below.

Edit survey

To edit an existing survey, you have these options:

  • Click on the name of the survey, in case it still has 0 questions.
  • Click on the number in the "Questions" column (this will take you directly to the step of editing questions).
  • Open the [...] menu under the "Actions" column and choose the "Edit survey" option (this will take you to the first step).

Edit survey from surveys listing

Edit survey from surveys listing

Edit an already published survey

If your survey is active and has already received responses, you should consider what will happen if you edit it:

  • When editing styles: If you edit the settings and styles in the first step, these changes will be automatically reflected when you upload the URL of the survey. If you have entered it in a landing page or email template, you will have to delete it and add it again so that the new styles are applied on the cover of the survey or on the first question of the survey, respectively.
  • When editing the questions: If you edit, or more specifically delete questions (or eliminate options of a single answer, multiple answer or score type question) what will happen is that it will no longer be visible in the results section of the survey. These changes will be automatically reflected when you upload the URL of the survey. In the case of a survey that has been added to a landing page, it will not be necessary to add it back to the landing to detect the changes. In the case of a survey that has been added to an email template, it will not be necessary to add it again by dragging it to the email template (unless you have changed just the first question, which is the one that is embedded in the email).

Duplicate survey

To make a copy of your survey, open the [...] menu under the "Actions" column and choose the "Duplicate" option. You will see that an exact survey to the original appears, keeping its styles and questions.

Duplicate survey from surveys listing

Duplicate survey from surveys listing

Delete survey

To delete a survey, open the [...] menu under the "Actions" column and choose the "Delete survey" option. This action requires confirmation as it cannot be undone. Once deleted, you will not be able to upload the final survey or see the collected results.

Delete survey from surveys listing

Delete survey from surveys listing

Open survey results

To see the results of a survey, you have these options:

  • Click on the name of the survey, in case it already has questions created.
  • Click on the number in the "Answers" column.
  • Open the [...] menu under the "Actions" column and choose the "View Results" option.

See results from the list of surveysSee results from the list of surveys

Results of a survey

First of all you will appease a summary with the following information:

  • Attempts: Number of times the survey has been initiated.
  • Answers: Number of times the survey has been completed.
  • Response rate: Percentage of surveys completed compared to those that have been initiated.
  • Mean time: Average time to answer the full survey.

Parameters included in the summary of resultsParameters included in the summary of results

At the top right you can filter the results by selecting a specific time period. By default, all the results will come out since the survey was created.

date filterdate filter

Trend charts

In this section appear the same parameters described in the previous section but distributed over time (Attempts, Responses received, Response rate and Average time each day).

Graph of attempts over timeGraph of attempts over time

Additionally, an abandonment funnel is also included, which allows you to check in which question the survey is abandoned for those users who do not complete it.

Dropout funnelDropout funnel

Graphs by question

In this section you can view the answers received per question, being able to choose the question of interest in the selector located in the upper right corner.

For single-answer, multiple-choice, and punctuation questions, a graph will appear indicating how many times each option has been selected.

Graph by questionGraph by question

In case of text-type questions (with an open answer), the list of answers received in a paginated form will appear.

Hidden field values

There is a third section where you can list the value received for each hidden field.

List of hidden field valuesList of hidden field values

Export results

You can export a CSV containing the results of your survey. It will display the information of all attempts and all responses received (one row for each attempt/response). It includes the following information:

  • Date on which the survey began and ended.
  • Email associated with the survey, if it has been identified.
  • The country, browser, operating system, and device from which the survey was completed.
  • Last question visited (in case it is an uncompleted attempt).
  • The answer given by question.
  • The value of the hidden fields, in case hidden fields have been created for the survey.

To do this, you need to click on the "Export CSV" button. Note that the selected time filter will be applied.

Button to export results in CSVButton to export results in CSV

Once the CSV is ready, a second "Download CSV" button will appear, which will allow you to start downloading the CSV. If you want to generate a new CSV with a different time filter or with new results, you will have to regenerate the CSV, for which you must click on the "Regenerate CSV" button.

Buttons to download or regenerate the CSVButtons to download or regenerate the CSV

Real time results

For those surveys that have collected less than 10000 responses, the results are displayed in real time. To surveys with a large call and that have collected more than 10000 responses, counters are used that are updated every 4 hours. This allows you to load the results view much faster.