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Creating and Customizing your Surveys
All about the Survey Builder ๐Ÿ’ป
All about the Survey Builder ๐Ÿ’ป

Build great-looking surveys with the easy-to-use Survey Builder. ๐Ÿ’ป ๐Ÿ–Œ๏ธ

Sonika Mehta avatar
Written by Sonika Mehta
Updated over a week ago

Creating a survey with a perfect look and feel, and all the right questions, is very important โ€“ from the background image to font color to company branding, survey logic, language and more.

In the Zonka Feedback Survey Builder, you can manage all this and more with absolutely no coding involved.

To view your Survey Builder, follow these steps:

  1. Navigate to Manage > Surveys from the left sidebar.

  2. Choose the specific survey you would like to edit from the list of surveys.

  3. After selecting your survey, click on Build from the top navigation.

Here's everything you can do in the Survey Builder:

Let's learn more about it.

Survey Editor

The Survey Editor is where you can add, modify and view all the questions in your Survey.

There are 3 sections in the Survey Editor.

  • Question Panel: On the left side, is the questions panel where you can view all your survey screens and questions, including Welcome Screen, Exit Screen, Language Screen, Pre-Capture Screen and all questions.
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  • Survey Preview: In the center, you can preview the Survey, as you edit it.

  • Question Editor: On the right side, you can edit the screens and questions in your survey.

Adding a new Survey Question

The types of questions you ask in your survey can prove to be one of the most essential factors determining the success of a survey. We have over 30+ question types to choose from.

To add a new Survey Question, click on '+ Add'. Once done, you will see three categories and a list of questions to choose from. These Categories and Questions are:

  • General Questions: These are all the general questions you can include in your survey. These include: Section Break, Text Box (Comments), Dropdown, Button Choice, Radio Buttons, Checkboxes, Picture Choice, Date, Ranking, Legal Terms, Image Capture and Team Name.

  • Rating and Scales: These include all rating questions, including CX Metrics like Net Promoter Score, Customer Effort Score, Customer Satisfaction Score Question. It also includes Rating Scales (choose from 2-5 rating scales), and 0-10 Rating Scale.

  • Contact Information: Choose from the Contact Information Survey Question fields to capture data about contacts like Name, Email, Phone Number, External ID, Gender, Country, Language, Time Zone, Anniversary, Birthday. All Contact Attributes will also be available here to be included as Survey Questions in your Survey.

Edit Survey Questions

Once you have added a Survey Question, you can edit it by clicking on the question from the left Question panel. All the editing options for the related question will be visible on the right panel.

In all questions, you can edit:

  • Question: This is the question heading

  • Required: This is a toggle to choose whether the question is mandatory or not

  • Advanced Settings: Advanced Settings options like setting Variable, choosing to Hide question if Variable value is passed, Validation and Validation Message.

Besides these, different questions have different settings that can be edited.

Add Multiple Survey Questions in a screen

By default, you can add a single question per screen in your Zonka Feedback Surveys. So when you add a new question, automatically a new screen gets created and the question is added in the new screen.

However, you can very easily add multiple survey questions in a particular screen as well.

To add multiple survey questions in a screen, follow these steps:

  1. Navigate to Manage > Surveys from the left sidebar.

  2. Choose the specific survey you would like to edit from the list of surveys.

  3. After selecting your survey, click on Build from the top navigation.

  4. Go to the Screen where you'd like to add multiple questions.

  5. Click on 'Enable adding multiple questions' checkbox on the bottom of the Survey Preview in the center

  6. Now, click on '+ Add' to add a new Survey Question. It would automatically be added in this screen.

You can add as many questions as you like in multiple-question survey screens. You can have multiple screens with multiple questions.

Manage Welcome Screen

Welcome Screen is usually the first screen that your customers would see when they access your survey. It should be impressive, should instantly make respondents relate to your brand and should contain information about the survey that they're about to take.

In the Survey Editor, you can edit the Welcome Screen, as well as Enable / Disable the Welcome Screen, if you'd like to show or hide it in a particular survey.

To edit the text on Welcome Screen, follow these steps:

  • Navigate to Manage > Surveys from the left sidebar.

  • Choose the specific survey you would like to edit from the list of surveys.

  • After selecting your survey, click on Build from the top navigation.

  • Choose Welcome Screen from the Question Panel on the left.

  • The editor box will appear on the right side where you can:

    • Edit Primary Text (appears above the Start Button)

    • Edit Start Button Text

    • Edit Secondary Text (appears below the Start Button)

Note: You can edit the Design and Look & Feel of the Welcome Screen from the Design section.

Manage Exit Screen

Exit Screen is the last screen that customers would see when they finish the survey. It should thank the respondent for their time and also provide any other information you'd like to leave the respondent with.

In the Survey Editor, you can edit the Exit Screen, as well as Enable / Disable the Exit Screen, if you'd like to show or hide it in a particular survey.

To edit the text on Exit Screen, follow these steps:

  • Navigate to Manage > Surveys from the left sidebar.

  • Choose the specific survey you would like to edit from the list of surveys.

  • After selecting your survey, click on Build from the top navigation.

  • Choose Exit Screen from the Question Panel on the left

  • The editor box will appear on the right side where you can:

    • Edit Primary Text (appears on the top section)

    • Edit Secondary Text (appears on the bottom section)

Note: You can edit the Design and Look & Feel of the Exit Screen from the Design section.

Manage Language Screen

The Language Screen appears in the Survey when you add multiple languages in your Survey and enable the Language Screen. You can choose to turn it off and on. Respondents can choose their preferred language from this screen.

To edit the Language screen, follow these steps:

  • Navigate to Manage > Surveys from the left sidebar.

  • Choose the specific survey you would like to edit from the list of surveys.

  • After selecting your survey, click on Build from the top navigation.

  • Choose Language Screen from the Question Panel on the left

  • The editor box will appear on the right side where you can:

    • Edit Primary Text (appears above the language options)

    • Edit Secondary Text (appears below the language options)

Note: You can edit the Design and Look & Feel of the Language Screen from the Design section.

Manage Pre-Capture Screen

Pre-Capture Screen is a part of the Kiosk Surveys that can be turned on from the Survey Settings. In this screen, you can include questions that you'd like your team members to fill out, instead of customers.

  • Pre-Capture Screen is only visible in Devices and not in Web Surveys.

  • Pre-Capture Screen always appears before the Welcome Screen and is ideally to be filled out by the team member before handing over the Device to the Respondent.

  • Multiple questions can be added from the Question Bank in the Pre-Capture Screen


Design your Surveys

The Look & Feel of your Surveys have a huge impact on your Survey Responses. While designing the survey, it is important to make sure that the surveys represent your brand and company values, as well as look attractive and pleasing.

To edit the Look & Feel of your Surveys, go to 'Design' from the top navigation in your Survey Editor.

The Survey Design Editor has 3 sections. These are:

  • Survey Themes: On the left side you will see the Survey Themes. Choose from pre-set themes in your Survey or edit Look & Feel and Save your own Themes.

  • Survey Preview: In the middle section, you can see the preview of your Survey and how it looks with the Survey Theme.

  • Look & Feel: Edit the look and feel of your Questions & Buttons, Logo & Background, Welcome Screen, Language Screen, and Exit Screen.

Choose a Survey Theme

Zonka Feedback has pre-built Survey Themes to choose for your Survey. To pick from a pre-built theme, do as follows:

  • Go to 'Design' in the Survey Editor.

  • Browse through the Survey Themes available on the left side from the Standard section.

  • Click on any theme to implement it in your survey.

Creating your own Survey Theme

Creating your own Survey Theme is very helpful if you're going to create multiple surveys and want to have a ready-to-use Survey Theme that represents your brand, including your brand colors, background, logo, font, and more.
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You can create multiple Survey Themes and access them under the 'Saved' section in your Survey Design Editor.

To create your Survey Theme, do as follows:

  • Go to 'Design' in the Survey Editor.

  • Edit the Look & Feel of your Survey from the right panel

  • Once done, click on 'Save Theme'.

  • A pop up will appear to pick a name for your Theme. Add a name and click on 'Save' or 'Save as new'.
    (If you click on Save, the theme you're currently on will get overwritten. If you click on Save as new, a new theme will be added.)

Editing Look & Feel of your Survey Screens

You can edit the Look & Feel of your Survey Screens from the Survey Design Editor. Here's all that you can edit from the Look & Feel section:

  • Question & Buttons

    • Heading Text Color

    • Option Text Color

    • Button Color

    • Font Style
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  • Logo & Background

    • Logo for Survey Screens

    • Background for Survey Screens

    • Background Color for Survey Screens
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  • Welcome Screen

    • Logo for Welcome Screen

    • Background for Welcome Screen

    • Background Color for Welcome Screen

    • Start Button Color

    • Custom Heading Color
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  • Exit Screen

    • Logo for Exit Screen

    • Background for Exit Screen

    • Background Color for Exit Screen

    • Start Button Color

    • Custom Heading Color
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  • Language Screen

    • Show Flag for Languages

    • Background Image

    • Background Color

    • Custom Heading Color

To Edit the Look & Feel of your survey, do as follows:

  • Navigate to Manage > Surveys from the left sidebar.

  • Choose the specific survey you would like to edit from the list of surveys.

  • After selecting your survey, click on Build from the top navigation.

  • Go to 'Design' in the Survey Editor.

  • From the right hand side, edit any Look & Feel settings you'd like to.

  • The changes will be implemented immediately. You can choose to save these as a Survey Theme or not.

Preview your Survey Look & Feel

The Survey Look & Feel and theme preview is available in the center of the screen when you go to Survey Design Editor.

Note: Survey Backgrounds on different devices, like tablets, mobile devices, desktops may appear differently due to the resolution and size of the device. Some sections of the background may be cropped.


Survey Logic

With Survey Logic, you can create engaging and intelligent surveys and ask relevant questions to your Survey respondents.

You can add logic to different questions in your Zonka Feedback Survey and create a survey flow for different responses.

To add Logic to Survey Questions, do as follows:

  • Navigate to Manage > Surveys from the left sidebar.

  • Choose the specific survey you would like to edit from the list of surveys.

  • After selecting your survey, click on Build from the top navigation.

  • Go to 'Logic' from the top navigation in the Survey Builder

  • All the Survey Questions will be listed here along with their Screen.

  • Click on '+ Add Logic' for the question you'd like to add Logic for

  • Follow the steps

    • Select Choice

    • Select Event

    • Select Action

    • Select Question

  • Once done, click the 'Save Logicโ€™ button to complete the setup.

Zonka Feedback has two types of Survey Logics - Skip Logic and Hide Survey. In Skip Logic, you can skip to a particular question based on choices selected. In Hide Logic, you can hide one of the screens in your survey based on the choices selected.

Learn more about Survey Logic and why you should add Survey Logic in your Surveys.


Survey Variables

Survey Variables allow you pass additional data and information with your Surveys to display pre-filled data in your survey, as well as to enrich your Survey Reports with data. Survey Variables also allow you to personalize your surveys.

Survey Variables are helpful in scenarios where you have pieces of data and information related to the Survey Respondent, and/or their experience that you would like to include in your Responses and Reports, but don't need the Respondent to fill out.

This helps in saving time, and enriching your reports with valuable data that helps you analyse your reports better.

There are three types of Variables you can access and create in your Zonka Feedback surveys.

  1. Survey Variables
    Survey Variables are variables related to the survey and include all Survey Questions, Survey Language, and Location. You can hide or display the value passed question as per your preference. Some examples for Survey Variables include Order Number, Order Items.
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  2. Contact Variables
    Contact Variables are variables related to Contact Attributes and can be used to pass information related to Contacts. You can hide or display the value passed question as per your preference. These include Contact Name, Email Address, Phone Number, Gender, Country, Time Zone, and any other Contact Attributes that you have created in your account. These are permanent pieces of information that would be saved with the Contact and also available in Survey Responses and Reports.
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  3. Hidden Variables
    Hidden Variables include information and data that you want to pass in your survey response without adding Survey Question or Contact Attributes. This would include Coupon Code, Flight Number, Order Number and so on.
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Survey Settings

Zonka Feedback gives you multiple options to manage survey-level settings like Survey Name, Title, Description, Offline Survey Settings, Online Survey Settings and Language Settings.

Changing Settings for your Survey

  • Navigate to Manage > Surveys from the left sidebar.

  • Choose the specific survey you would like to edit from the list of surveys.

  • After selecting your survey, click on Build from the top navigation.

  • Go to 'Settings' from the top navigation in the Survey Builder.

  • Choose from the different settings available from the left panel.

Settings available in Zonka Feedback are as follows.

General Settings

Set your Survey Name, Survey ID, Survey Questions orientation, and track your Google Analytics over here.

Offline Survey Settings

For all the iOS and Android Device users, this is one place to configure all your device activities.

  • You can choose your preferred data capture mode (Kiosk, face-to-face, Mobile forms).

  • Survey Display Orientation (Portrait and Landscape).

  • Set your survey Inactivity time-out between 0 to 99 secs.

  • Set your survey restart time between 0 to 99 secs.

  • Choose your preferred survey exit options

  • Set your exit password.

Online Survey Settings

Link-based surveys, Survey URLs, QR Codes, Web Embed Surveys, Yes youโ€™re aware of Zonka Feedback does all this. What if I say you can redirect your customers and improve your brand value?

Yes, Keeping this aspect in mind Zonka Feedbackโ€™s auto-redirect feature will allow you to set up a custom URL where the customer will be redirected to once they complete the survey. You can also align your survey either in the center or in the left.

It is a good way to get the customers to a page that delves a little more into your brand.

Survey Language Settings

Multilingual surveys allow you to target the right customer with the right language.

  • Language Switch Button - Add a Language Switch Button to the Welcome Screen or all Screens of the Survey

  • Language Switch Screen - Display a screen with all Survey Languages listed for respondents to choose from. Choose if the Language Switch Screen should be displayed before or after the Welcome Screen. In case the Welcome Screen is off, the Language Switch Screen will be displayed before the first survey screen.

  • Add or Remove Languages - Choose from the list of languages which language you would like to display your survey. English is your default language.

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