Microsurveys allow you to collect in-product contextual feedback from your end-users. Their dependant nature makes it easy to trigger the right Microsurvey at the right time, for the right audience. 😉

🎓 For an overview of how Microsurveys work, please read this article about Understanding Microsruveys.

With Chameleon, you can create different types of Microsurveys to help you improve your product and the guidance you deliver.

Quick access

How to create a Microsurvey in Chameleon?

You start building your Microsurveys in the Chameleon Dashboard, style them onto your application using the Builder, and publish them back in the Dashboard.

Pick Microsurveys from the 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. 😊

Let's cover the configuration flow together:

Select a Microsurvey Type

This sets the format and specific options you'll have for your Microsurvey. You can pick from 5 different types of surveys, that you can combine to answer your feedback needs.

Each of these Microsurvey types 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).

🎓 Please see this article to see the Microsurvey types you can build with Chameleon and an overview of their options.

Building your Microsurvey

After selecting a type, you will see the Step management panel with the Default survey Step added in already. 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.

🎓 Please read this article to understand better how to manage your Microsurvey Steps in the Dashboard and the unique options you can access with each.

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

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

  • Add Step level CSS for styling tweaks.

  • Add custom text to the Body and define its color, formatting, font size, and add any 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.

  • Set the individual survey labels and input types.

  • Launch further experiences via the button Additional Actions.

  • Set an entry animation to your Microsurvey

To finish configuring your Microsurvey, return to your Dashboard. 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. 😉

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.

🔻 Working with Microsurvey Steps

Once you add the 'Comments' and 'Thank you' Steps in a Microsurvey, you can switch between them to customize and configure. And 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.

For each Response group, you can customize the following items:

  • Question copy

  • Placeholder copy

  • Button copy

  • Button label (text, emojis, numbers)

  • Button action (what happens when a user clicks this)

To edit these, click on the specific Step in the Builder's Top bar and switch between the corresponding panels to customize each answer in your Microsurvey.

💡 You can also select any of the individual components (by clicking on them directly) to adjust and configure them.

With any button in your Microsurvey (from the 'Comments' and 'Thank You' Steps) you can leverage Additional Actions to create a more complex experience for your users.

Publishing to an Environment

If you have your Environments set, this is where you'll choose where you want your Microsurvey to show 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.

🎓 Read this article to learn how to configure Environments, and effectively target your Experiences to specific groups of domains or subdomains to move them across your deployment pipeline.

Choose a target audience

Next, select the user 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.

You can also start to create a new Segment in this "Select Audience" panel if the available options don't fit your need. Click the "Create new Segment" button and you will go to the Segments page to define a new one. 😉

Set the Recurrence

As the next step of your Microsurvey configuration, you will ensure your Microsurvey comes up 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.

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

📝 For example, if Nathan saw the NPS Microsurvey, set to repeat each half-year, 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.

General Rules: 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.

Note: 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.

Review and Publish

When you're done creating an engaging 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.

💡 If you use both publishing conditions, your Microsurvey will stop being displayed for whichever comes first.

Make sure to also Preview your Microsurvey and test it yourself to make sure it displays correctly to your users. Read this article to learn more.

Editing a live Microsurvey

Whenever you want to make changes to a live Microsurvey you can easily do it from the Dashboard, just as you would go on to build it.

Click on the Microsurvey you want to update, and go to the "Edit Microsurvey" tab, next to the "Analytics" one. Here you can make changes to any Steps or other settings such as Recurrence, Environment, or display life.

Click on the Step preview thumbnail to enter the Builder and edit its styling or specific options such as triggers, or element rules.

🎯 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.

Getting the data

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.

👉 Discover our different native integrations and how you can leverage your tool stack for better Experiences.

Know more

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