Creating and Modifying Surveys

Creating and Modifying Surveys


This article describes how to create and modify a survey.


The survey section in the application allows the administrator to create a customer or user survey. The customer survey will be accessible via a URL you will make public to which you will include a small HTML file that will include information to access the survey.

To access the survey section you go to the navigation menu and select the Survey option. A list of all surveys will be presented and you will have access to create, edit, or delete the existing survey.

You assign a survey to a campaign, for information on campaign go here.

Defining surveys

A customer survey can be presented to the customer embeded in an Iframe (a form to be filled out) or as a clickable icon that will appear on the bottom right section of the web page, while the agent survey will be presented in the workitem section under survey.



Enter the name of the survey.


Enter the description of the survey.

Survey Type

Enter the type of survey between Full Page and Icon. This option is only for a cutomer-side survey, if selected when an agent survey it will be ignored.

Full Page => Use this option when the survey will be embeded in an Iframe.
Icon => Use this option when the survey will be acessible via an icon that the user would click on.


Select the theme representing the color you want for the survey. The theme can be defined here and the application include the following out of the box themes.

  • Base Theme
  • Pale Berry
  • Pale Blue
  • Pale Green
  • Pale Purple
  • Plain Berry
  • Plain Blue
  • Plain Green
  • Plain Grey
  • Plain Purple


Select the font to be used for this survey. Possible values are

  • Cutive Mono
  • EB Garamond
  • Merriweather
  • Montserrat
  • Oxygen
  • Permanent Marker
  • PT Mono
  • Raleway
  • Roboto
  • Roboto Mono
  • Roboto Slab
  • Rubik



Height to display the survey. 0 mean full height.
Width to display the survey. 0 mean full width.


When using the Survey type icon, the icons will be presented to open or close the survey.


Show Header

Obsolete and will be removed. Use the header component to present a header.

Show Footer

Obsolete and will be removed. Use the footer component to present a footer.


Show Top Page Control

Obsolete and will be removed. Use the header component to present the page control.

Show Bottom Page Control

Obsolete and will be removed. Use the Footer component to present the page control.


Show Tabs

Obsolete and will be removed. This flag is to show or hide the tabs in the survey allowing you to move to different section of the survey. Use the Move To panel and/or the header or footer page control.

User Survey

This section give you access to the survey editor allowing you to see the preview of it. You can click directly in the survey or using the edit icon to access it. The Survey editor comprises of the WYSIWYG view on the right side and the components on the right side that you can drag and drop on the layout. You can access the Survey Editor help here.

Click Here to Download Linked File

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.