This document describes how to access the survey builder and the basics of using it.

Surveys are found in the Visual Editor. As part of your variation, head into Widgets and you'll find it in the menu:

Alongside some options, you'll find the Launch Survey Creator button which will launch the creator interface

Note that the creator if empty will default to an NPS survey, giving you a starting point. Feel free to delete questions if not relevant.

Once you've finished designing your survey, click the Close button - this will update the stored blocks of code, which will find it's way into your experience code:

Each survey is built into pages. The pages contain either questions, or panels (sections) of questions.

At the end of the survey, you'll have a thank-you page, with an option to auto-close the survey 1 second after submission.

Yes. The builder interface itself matches the aesthetic of what we deliver to users, but you'll find a preview tab at the top. And, once you save your widget, you'll see the survey in-situ.

Yes. Create as many variations as you want, and you can add/create surveys in each one. Once done, you'll be able to compare the effectiveness of your survey concepts, and see which is the best one to run with.

Yes. In Optimize, delivering a survey is just a change you're making. It's included in the no-code widget builder as a means of delivering templated experiences to the page. You can mix and match with other Widgets, WYSIWYG changes, and your own Javascript/CSS code.

This is very unlikely. We run the surveys in a dedicated frame, so that styles and context don't leak across in either direction. This is the safest approach we've found to making this kind of a change.