Example: Create A Survey

Using the In-App Message Carousel and Button Click Actions, we can create a survey with up to 10 pages of questions and multiple choice answers. When users provide answers, we can collect the data as Outcomes and/or group them with Data Tags for targeting with messages.

Designing your Survey

  • To get the carousel, select the Full Message Type.
  • Add 3 Text Blocks, 1 Image Block, and 2 button blocks.

Upon duplicating cards for the carousel, all blocks will be duplicated as well to make setting up the survey much easier!

  • Select "+ Create Carousel" to duplicate this card and go back to Card 1.

Our initial setup will look similar to this:

Inside your text and image blocks, you can add any messaging you like and catchy image to get the user's interest.

Users will read the question, select a button and swipe to the next question.

My initial question is going to ask the user if they have time to answer some questions. If they say "Yes" I am going to save that as an Outcome to mark how many people are interested in taking my survey and if they select "No" I will set an outcome that they are not interested at this time. If I get a lot of "No" responses, I might decide to show this prompt at a different time..

  • Select Add Click Action to "Send Outcome"

Adding Outcomes will also add tags, so I can get both - analytics on my survey and create segments for re-targeting with tags.

Here is how the "Yes" button looks, notice that "Dismiss on click" is unchecked. This is found in the top right menu of each block > Show Advanced Settings

The "No" button will work in the exact same way, except we will check the "Dismiss on click" button to remove the In-App Message from view.

More Cards and Questions

Click Card 2 or swipe the carousel to the next page. You will see all the blocks are duplicated.

Here, we can update the text and image but let's keep the question a simply Yes or No. We can do a multiple choice next.

Make sure "Dismiss on click" is not checked on your buttons.

Press the + Add Card button to add the next card and so forth. You can add up to 10 cards.

Final Survey Question

Let's setup a multiple choice question and end the survey.

To get the most space, I'll remove the image and add 2 more buttons. Remember: you can clone blocks to re-use them!

Since this is the end of my survey, I will have whatever button they select dismiss the In-App Message.


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