This is a step by step guide to help you create a new survey through the Create experience wizard without getting lost. With Zonka feedback, creating a new survey with the new wizard is an effortless process of a few minutes involving three stages primarily.
As you move from one stage to the next, you can edit all the aspects of your surveys per your requirements.🪜
In this article, you can learn about
What do you need to access this create experience wizard on Zonka Feedback?
You will need an active Zonka Feedback account to enjoy this specially curated Create experience wizard.
This wizard will help you understand most of the features of the platform and use them in a sequential manner.
How do I start the create experience Wizard?
You can begin the create experience flow by two ways:
By Clicking on ‘Add Survey’ in the top right corner of the dashboard.
By clicking on ‘Add Survey’ in the Global add button on the main navigation panel.
You will land on the create experience wizard homepage.
Can you help understand the Create experience wizard components?
Gladly!
The image below highlights the components of the left panel of the wizard.
The right side of the wizard can be understood by the image below.
Can you guide us through the wizard step by step?
Yes.
The whole process is divided into 3 stages.
Stage 1
This stage is about identifying your intent of conducting the survey. It has further 3 steps.
Step 1: Select from the experiences. Each experience have different use cases listed in them with different distribution channels. Let’s select Offline Surveys and Kiosks for this example.
Step 2: Once you select the experience, you will see a list of use cases in that experience. You will have to select one of those use cases as per or nearest to your requirement.
Step 3: You will see a list of templates in the chosen use case. You have to make a selection there. If you don't find something you're looking for, you can
Select start from scratch OR
You can navigate back with the help of the back buttons provided and re-do your selections.
As you finalise your selection of template, you can proceed on to the next step to preview it in the distribution channels of your desired use case.
Step 4: Select the channel in the left panel and preview the survey as it will be seen by your target audience while taking the survey.
Once you finalise the distribution channel, you can click on the button to “Choose this template” button.
You will be presented with this pop up.
You can provide an apt survey name and description and select the workspace where you wish to place the survey.
This ends Stage 1 with the creation of the survey in the Zonka Feedback system.
Moving on to the next stage, Stage 2 - Change the questions and the survey settings in this stage.
Stage 2
At this stage, you can edit and modify the template and its questions to fit your use case. You can learn more about Zonka Feedback survey editor in this article and learn to customize your surveys to the smallest details.
Once you have edited your surveys as per your needs, you can proceed by clicking on “Done” on the top right corner.
This ends up our stage 2.
Our next stage, stage 3 consists of configuring the distribution channels and starting distribution of our created survey.
Stage 3
Email Surveys
When you select Email as your distribution channels for your survey, you can share it via channels as shown in the figure below.
SMS Surveys
When you select SMS as your distribution channels for your survey, you can share it via channels as shown in the figure below.
Website or In-Product Surveys
When you select Website widget as your distribution channels for your survey, you can share it via channels as shown in the figure below.
Offline Surveys
When you select offline as your distribution channels for your survey, you can share it via channels as shown in the figure below.
And that's how you create and share a survey with the new create experience wizard.