Understanding Microsurveys

Learn how to use and configure Microsurveys for efficient user feedback

Sonia Schiau avatar
Written by Sonia Schiau
Updated over a week ago

Chameleon Microsurveys enable you to collect in-product feedback from your users, without requiring additional coding or engineering time -- you can create on-brand Microsurveys, with custom questions, triggered at the right time to your users.

πŸ‘‡ Check out an interactive demo on how to build a multi-button Microsurvey!

preview of a rating Microsurvey triggered on click

Availability & Usage

πŸ” Startup: 5 Microsurveys,

πŸ” Growth & Enterprise: unlimited Microsurveys

πŸ“© Contact: to discuss your plan needs

Each time you go in to build a Microsurvey, you'll have 5 types available:

  • Rating Microsurveys (including CES & CSAT)

  • Net Promoter Score (NPS)

  • Input (free-form text input)

  • Dropdown (many options)

  • Multi-Button (two/three/four/five-button surveys)

πŸ‘‰ Explore how to use the different Microsurvey types with Chameleon.

Chameleon Microsurveys include up to three different Steps:

  1. Microsurvey Step: a question with a response option (a button response).

  2. 'Comments' Step (optional): a follow-up Step, where a user can leave free-form text feedback; the question and placeholder text can be updated based on which button the user clicked in the Microsurvey Step.

  3. 'Thank you' Step (optional): a thank you message that displays briefly.

the Build Microsurvey panel in the Dashboard, with the 3 Steps

In the 'Comments Step', you can ask a specific question based on how a user responded in the 'Survey Step', and collect qualitative feedback.

πŸŽ“ To get a better understanding of Microsurvey Steps and configuring them, see how Experience Steps work.

To create a Microsurvey, pick this Experience type from the Dashboard's left-side menu, and click the "+ Create a Microsurvey" button.

Next, you will follow a dropdown flow to configure every aspect of your Microsurvey, from its type, style, and display location, to when, or how often it should be shown to your users. 😊 You'll configure it in the Dashboard and use the Builder to style and further condition how it displays.

Building a Microsurvey from the dashboard, picking the Rating type, and opening it in the Builder - gif

Let's cover the configuration flow together:

This sets the format and specific options you'll have for your Microsurvey. Each type offers different customization options (e.g. a CES Microsurvey has a choice of emojis, numbers, text, etc.) and reporting (e.g. an NPS Microsurvey requires a different analysis than a CSAT).

Once you pick a type, the others will be locked as you can't switch between them once a type is activated. This keeps your data clean and organized. πŸ˜‰

Next, you will see the Step management panel with the Microsurvey Step added in. You can click on to "Add Comments" and "Thank You" Steps, or enter the Builder to customize your survey Step and set how it should display.

Survey position & triggers options from the Builder

These are the options you can set using the Builder:

  • Where the Step should be positioned, and how it can be triggered or dismissed.

  • Set specific element, or URL rules needed for the survey to display to your users

  • Adjust the width of the Microsurvey canvas, corner radius, opacity, and background color.

  • Add Step level CSS for styling tweaks.

  • Add custom text to the Body and define its color, formatting, and font size, as well as personalization options.

  • Add a custom visual - image, GIF, or video to your Microsurvey.

  • Add a Shroud that darkens the screen to highlight your Microsurvey.

  • Customize how buttons look and what they should lead the user to.

  • Individual respondents' group settings.

  • Set the individual Survey labels and input types.

  • Launch Additional Actions from buttons, or media components.

  • Set an entry animation to your Microsurvey

Once you add the 'Comments' and 'Thank you' Steps in a Microsurvey, you can switch between them for further customization. You also have specific options for these secondary Steps, in the Builder.

You can set custom text versions for the different answers to a Microsurvey. For example, when you want to ask different questions depending on whether a user answered the Microsurvey Step positively or negatively.

Responses customization options in the Builder

For each Response group, you can customize the:

  • Question copy

  • Placeholder copy

  • Button copy

  • Button label (text, emojis, numbers)

  • Button Action (launch an Additional Action when a user clicks this)

To configure any Step, simply switch to it in the Builder's Top Bar. To customize the responses, go to the corresponding panels on the 'Comments Step' and customize each answer in your Microsurvey.

Switching between the 3 Survey Steps in the Builder and the responses customization options

You can also turn off Comments Steps entirely for a particular response, or for all. Simply toggle them on/off from the Builder's respective Step.

Turn off comments for NPS detractors in the Builder

To test how your Microsurvey looks and behaves for the end user, give it a test in preview mode. Once you're happy with it, return to the Dashboard to finish configuring your Microsurvey.

πŸ‘‰ Ensure your Experiences always display correctly; learn more about testing a Chameleon Experience.

You will see the updated changes from the Builder in the thumbnail preview, as well as the specific display or dismiss options set to each Step. πŸ˜‰

Triggers, Dimiss, button icons and Steps management options in the Build Microsurvey panel

For each Step you'll have a few useful management options in the Dashboard:

  • Edit - Enter the Builder to edit this Step

  • Delete - Delete this Step from your Microsurvey.

🎯 You can also delete Steps from the Builder.

Delete Thank you Step option highlited in the Builder

If you have your Environments set, this is where you'll choose where you want your Microsurvey to show up. And, control exactly where it shows up.

This is very useful when building features that you want to move from, let's say a Staging space to a Production one. Or when you have multiple web pages that cater to different audience groups.

Environments choice dropdown from the Dashboard

πŸ‘‰ Read more about managing Experiences across different Environments, to learn how to effectively target your Microsurveys to specific groups of domains or subdomains.

Next, select the Segment that should see your Microsurvey. You can search in the drop-down menu and pick from your available Segments or choose to show it to a pre-defined audience created by Chameleon.

You can create a Segment using the data you send to Chameleon, using the default Chameleon data, or any data received from integrations.

Select an audience panel in the Dashboard

As the next step of your Microsurvey configuration, you will ensure it displays at a good time and is non-intrusive to your users' flow. With recurrence, you can set when and often a Microsurvey should repeatedly display to your users, and choose between:

  • To not repeat

  • After the next page load,

  • Immediately after being exited or completed,

  • Time-based, such as every week, month, or year.

Recurrence dropdown options in the Dashboard

When Recurrence is set the Microsurvey will repeat after the set period, which begins after the user last completes/exists the Microsurvey.

πŸ“ For example, if Nathan saw the NPS Microsurvey, set to repeat each half-year, on Feb 1 and Janice saw it on March 1, Nathan would see it again the next time they visit the app after Aug 1, and similarly, Janice after Sept 1.

β„Ή When creating a Segment based on a user's Microsurvey response, the most recent response will be used. However, all responses will be available within the Chameleon Dashboard to view or download.

If Rate Limiting causes the Microsurvey to be suppressed, then it will appear at the next available opportunity. If the Recurrence is adjusted and the Microsurvey re-published, then the most recent Recurrence setting will be used.

When you're done creating your Microsurvey, you have a few options to ensure you also deliver it at the right time. As the last step, in the 'Review and Publish' panel you can choose to:

  • Publish immediately: Microsurvey is immediately live for all targeted users

  • Schedule publishing: set a date and time for Microsurvey to start being displayed.

  • Set end date: set a date and time to stop being shown to your users; the Microsurvey will switch to a Draft.

    • Unpublish after # responses: set a specific number of responses to trigger the Microsurvey to stop being displayed.

β„Ή If you use both options, your Microsurvey will stop being displayed for whichever comes first -- the unpublish date you set or the number of responses.

Whenever you want to make changes to a live Microsurvey you can easily do it from the Dashboard; don't forget to apply your changes from the Dashboard once you're done in the "Review and Publish" section.

If your Microsurvey isn't showing up as expected, use the Debugger console tool to see detailed information about its settings and quickly solve the issue.

πŸ‘‰ Discover how using Tags to organize Experiences helps the whole team stay organized.

Chameleon automatically collects all user responses, along with analytics around the display, and completion of your Microsurveys. This is available in the Chameleon Dashboard, via our API, via CSV download, and also directly to analytics integrations, including Slack.

All your Microsurveys' data will be available in your Chameleon Dashboard. From here, you can download the data as a CSV and also connect your analytics tool to have the data automatically sent there.

Find all responses for each Microsurvey, on the "Analytics" page in your Dashboard. Here you have a few useful options to efficiently review user feedback:

  • download all responses

  • filter responses

  • summarize responses with AI -- see the summary on the Activity feed

With Chameleon, you can leverage your Microsurvey data to target your users further with Tours, or Launchers. When creating a Segment, you can use your collected survey data to filter out users based on specific actions or responses.

This is powerful to connect user responses to other in-product Experiences and continue to guide and engage your users.

You can also leverage our API to delete responses, here's a quick video walking you through the steps πŸ‘‡

πŸ”» Can I trigger other Experiences using Microsurvey data?

πŸ”» Can I collect free form feedback using Microsurveys?

πŸ”» Can I show an on-demand Microsurvey?

Yes, you can use Chameleon to show a Microsurvey on-demand.

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