Zonka Feedback is a Customer Experience and Feedback platform that gives you the ability to create white-labeled and fully customized surveys to take feedback from Customers and Employees.
This article will take you through the steps of creating and customizing your surveys in your Zonka Feedback account.
In this section
Adding a new Survey
When you first sign up for your Zonka Feedback account, you will directly be taken to a screen to choose the type of Survey you'd first like to create. If you're looking at creating new surveys after your first survey, follow these steps.
Navigate to Surveys (Manage > Surveys) from the left sidebar and click on the Add Survey button OR click on the (+) icon in the left sidebar and click on Add Survey.
A pop up will appear with two text fields (Survey Name and Survey Description) to enter details about the Survey you're creating. Enter the name of the Survey you'd like to keep and add a description of your Survey. Adding the description is optional.
Once done filling up of required details, click on the Add button to complete and enter into the Feedback form template page where you can choose the template you want for your survey.
Choosing the Type of Survey
When you first log onto Zonka Feedback, you’d see a screen to choose the Type of Survey, i.e. to choose from ready to use Templates available. Alternatively, if you log onto your account, click on (+) and choose to Add a Survey to view this screen.
Herein, you can choose from templates for NPS Survey, CSAT Survey, CES Survey, Offline Survey, Mobile Survey, and General Surveys.
Types of Surveys to choose from:
Net Promoter Score (NPS) Survey
Customer Satisfaction Score (CSAT) Survey
Customer Effort Score (CES) Survey
Offline & Kiosk Survey
Mobile Field Service Forms
General Surveys
When you choose NPS, CES, CSAT, Mobile Field Service Forms, or Offline Survey, the standard expert Survey Template for these use cases will get applied and you will be redirected to the Survey Builder to make any changes you want to.
When you choose General Surveys, you will see the Templates screen next to where you can choose from various Templates available based on industry and use cases like Customer Satisfaction, Restaurant Feedback, Patient Feedback, Retail and eCommerce Feedback, and more.
Choose the template based on your requirements or click on Start from Scratch to build a completely new survey with no pre-added questions or look and feel.
Customizing your Survey in the Survey Builder
In all above cases - whether you choose from a ready-to-use Type of Survey, choose a Survey Template or choose to create a Survey from Scratch - you’d land up in the Survey Builder where you can brand your survey with your company background, logo, and colors, as well as add any questions you’d like to ask your Customers.
Understanding the Survey Builder
As the name suggests, Survey Builder is the place to build and modify your surveys. Here’s all about the builder:
Survey Name - On the top left-hand side, you’d see an editable text field where you can view and edit the name of the Survey
Survey Settings - Next to the Survey Name, on the top left-hand side, is an icon to modify and control the Survey Settings. This includes Survey Settings for Offline Tablet & Kiosk Surveys, Online Survey Settings, and Survey Language.
Survey Screen - In the Center of the top navigation is a drop-down where you can select the Survey Screen as well as the Survey Question. As you jump between screens and questions, the preview of the selected option will be visible in the Survey Preview Screen in the middle.
Survey Theme - On the right-hand side you will find a button with a 'Paintbrush' icon. This symbol is meant for editing or to change the look and feel of the survey theme in the builder.
Language Selection - Besides the Survey Theme option (on the right-hand side), you find a drop-down menu for the languages selected option.
Question Bank + Questions Layout - On the left-hand side of the builder, find all your questions ordered as per your preference under the 'Questions' tab. Along with this if you want to add new questions to your survey click on the '+Add'. You have the below category of questions to add to your survey:
Category: General Questions
Questions | Description |
Section Break | It allows you to add a header section or split the survey form into sections. |
Text Box | It allows you to collect short open-ended answers from respondents. |
Dropdown | It is a closed-ended question that provides the respondent with a pick list of various possible answer options for the question. |
Button Questions | It allows you to add multiple-choice questions. |
Radio Buttons | It allows you to select a single option among multiple options. Best used for asking Yes or No answers. |
Checkbox | It allows you to select more than one option among the given multiple options. |
Picture Choice | It allows you to give a pictorial representation of the options that are added to a question. |
Date | It allows you to pick a date from a given calendar. |
Ranking | It is ideal to use when you want the respondents to rank a list of options in the order they prefer. |
Legal Terms | It is ideal to use if you want your respondents to abide by the legal T&Cs before he/she proceeds to submit the feedback. |
Image Capture | It allows you to capture an image of the respondent through his/her device. |
Team Name | It is ideal to use for your internal evaluation where your employee will put his/her name in the section and then proceeds to take the feedback over devices. |
Category: Rating and Scales
Questions | Description |
Matrix/Rating Scale | It is a closed-ended question that asks respondents to evaluate one or more row items using the same set of column choices. |
Rating 3 Scale | It is ideal to use in your survey when you want to design the question on a 3 scale parameter. |
Rating 4 Scale | It is ideal to use in your survey when you want to design the question on a 4 scale parameter. |
Rating 5 Scale | It is ideal to use in your survey when you want to design the question on a 5 scale parameter. |
CSAT | It is ideal to use in your survey when you want to see how happy clients are with an action your business took, or certain aspects of your products/services. |
NPS | It helps you to calculate customer satisfaction based on your company’s performance on a scale of 0-10 |
CES | It is ideal to use when you want to ask your customers the effort applied by them in doing business with your organization, brand, product, or service. |
0-10 Scale | It is ideal to use when you want to ask or take feedback on a scale of 0-10. |
Category: Contact Information
Questions | Description |
Full Name | It allows you to collect the complete name details from the respondents. |
First Name | It allows you to collect the complete initial name details of respondents. |
Last Name | It allows you to collect the details of respondents like his/her surname. |
It allows you to collect the Email ID details of your respondents. | |
External ID | It allows you to capture the respondent's unique identification. |
Mobile Number | It allows you to capture the respondent's mobile number details with the country code. |
Gender | It allows you to capture the respondent's gender details whether it’s a male or female. |
Survey Settings
In Zonka Feedback, you have the option for changing or modifying your survey functionalities with the help of our Survey Settings feature. To modify the survey settings, follow the below steps,
In the survey builder section, on the top left-hand side, beside the survey name, you will find a button with a Gear icon. Click on it.
Once clicked, a pop-up box appears with three sections in it. They are:
Offline Surveys
This section is meant for offline survey settings to capture feedback data. You get the following options,
Data Capture Mode: Here you can choose the offline mode in which the feedback data will be captured. The various modes,
1. Kiosk Surveys: It is when you want to capture the data through a tablet survey as a kiosk and don't have or want assistance in handling the tablet and survey.
2. Face to Face Surveys: This mode is selected when you want to hand over the tablet to capture the responses and have assistance available to handle the tablet and survey.
3. Mobile Forms: This mode is selected when you want to capture the responses on your mobile phone.
Pre Capture Screen: This option gets activated only in Face to Face surveys Data Capture Mode. Using this toggle, you can add a screen before the survey starts, for the team or staff to fill in any required or related information.
Survey Inactivity Time out: Using this toggle, you can make the system display an alert in case the respondent is inactive for some time. If the respondent doesn't respond to the alert, the survey restarts. Below you have a section in which you can define the survey inactive time after which the alert should appear.
Survey Restart Time: In this option, you can set a time duration to restart the survey and come to the intro screen after the feedback has been submitted by the respondent.
Exit Survey Options: Here you get the option to exit the survey in the middle when required. The options,
1. Intro Screen: In this option, the survey automatically redirects to the welcome or pre-capture screen after completion.
2. Exit Screen: In this option, you get an ‘Exit’ button on the bottom right-hand side of the survey to make an exit from the survey.
3. W Gesture: In this option as an exit survey option, the respondent and the staff member would have to draw a W gesture with the help of their finger on the survey screen to take an exit from the survey loop.
Exit Password: In this option, you can set up the authority for someone or yourself to take an exit from the survey with the help of a password or PIN. The various options,
1. No Password: Choose this when you don't require a password to exit the survey.
2. Use Account Password: Choose this if you want to use your account/login password to exit from the survey.
3. Set PIN: Choose this option if you want to set up a PIN to exit from the survey. When you select this option, below you get the space to enter your desired PIN.
Online Surveys
In this, you get the option to set up the survey when you are looking to capture the feedback data in online mode. The following options,
Web Survey Layout: Here you can choose the web view and layout for this survey. The options,
1. Centre Aligned: Choose this option if you want to align the question in the center of the screen when the respondent opens up the survey online.
2. Left Aligned: Choose this option if you want to align the question on the left- hand side of the screen when the respondent opens up the survey online.
Redirect Survey: Here you can choose the URL (the web page link) where you would like to redirect the respondent after he/she has completed the survey. You can define the time frame in which the respondent will be re-directed to that URL.
Language
In this, you get the option to set up the languages and the language settings you want in your survey form for your respondents of different nationalities. With the help of this option, you can create multi-lingual surveys in Zonka. The following options,
Button Display: With this option, the respondents get the language preference option as a button on the top left-hand side of the screen. Toggle the below bar if you want to display this button only on the intro page of the survey form or on all the pages of the survey form for the respondents.
Screen Display: With this option, the respondents get the language preference option as a separate screen in the survey form. Toggle the below bar if you want to display this screen before the intro screen or after the intro screen.
Add/Remove Language: Add/remove the survey languages by selecting/ de-selecting from the checkboxes below. We provide 30+ languages to choose from.
3. Once done with the setup, click the Close option to complete.
Modifying Survey Look and Feel
In Zonka, you can customize & manage the look and feel aspect of your survey form. Visual changes that you make to your feedback form can immediately be viewed on the preview screen of the survey builder. It allows custom branding for your valued users.
To Edit the Survey look and feel, follow these steps.
Navigate to Surveys (Manage > Surveys) from the left sidebar.
On the Survey table page, click on the Survey for which you want to do the setup in the settings.
Select the Build option on the top to enter the Survey Builder.
Click on the Paint Brush Icon on the right-hand side of the screen.
You can add logos, add background image or color, change the font style, change the font color, add personalized question/button color all at one go. This saves time and makes sure that your branding is similar on all the screens of your survey.
You can customize the following features in Zonka Survey:
Colors
Under Colors, you have the following options to edit,
Heading Text: Adjust the color code to set the color for heading text.
Option Text: Adjust the color code to set the color for option text.
Button: Adjust the color code to set the color code for survey buttons.
Font
Zonka has pre-defined font style options to choose from the drop-down list. They are,
Open Sans
Oswald
Lato
Source Sans Pro
Lobster
Shadows Into Light
Indie Flower
Gloria Hallelujah
Pacifico
Josefin Sans
Poiret One
Logo
Use this option to add/change a logo in the survey. The logo image can be uploaded from your computer files and once used can be found in the media library.
Note: The setting up of the logo image has to be changed/added separately for each of the 3 survey screens, i.e., Welcome Screen, Questionnaire Screen, and Exit Screen.
Background
Use this option to add/change the background in the survey. The background image can be uploaded from your computer files and once used can be found in the media library.
Note: The setting up of the background image has to be changed/added separately for each of the 3 survey screens, i.e., Welcome Screen, Questionnaire Screen, and Exit Screen.
Background Color: Adjust the color code to set the background color in the survey in case you are not using any image as a survey background.
Setting up your Introduction / Welcome Screen
In Zonka, you can set up the Introduction / Welcome Screen as per your own taste and preferences. The following options are available on the screen to set up. Hover the mouse on-screen to find the following options,
Add a logo on the top of the survey: Hover the mouse on the top of the screen to get an option to add a logo
Edit the Welcome note text on the screen: Hover the mouse in the middle to edit the Welcome text screen.
Edit the 'Get Started' button on the screen: Hover the mouse on the middle button to edit the text on it.
Edit the below text to add/change the quote: Hover the mouse on the bottom of the screen to add/change the survey quote.
On the right-hand side of the screen, you find the following options,
Welcome Screen Toggle: Toggle this option to activate or de-activate the Welcome Screen
Background Image: Use this option to add/change the background in the survey. The background image can be uploaded from your computer files and once used can be found in the media library.
Background Color: Adjust the color code to set the background color in the survey in case you are not using any image as a survey background.
Custom Heading Color Toggle: Toggle this option to activate/de-activate the custom color of the heading text in the Welcome and Survey quote text. If activated, you get the option below,
- Heading Color: Adjust the color code to set the color for heading text.
Adding Questions to your Survey
In the builder, on the left-hand side, you have the category of questions to add to the survey. To add the questions in the survey, click on the respective question and the question gets reflected on the survey builder.
To know more about our available questions for the survey, please refer to our Question Bank section.
Adding Survey Logic
In Zonka Feedback, you can add Survey Logic to Questions in your Survey. Survey logic helps in skipping a set of questions when a certain condition is met in the survey. For example, if in an optional question Question 1, Option 1 is selected, then skip to Question 3 else continue moving with the next question that is, Question 2.
To set up the logic in Zonka, follow the below points,
In the Survey Builder, navigate to the question to which you'd like to add the logic.
Hover your mouse to the question in the Survey Builder and click on the Manage Logic Icon.
A pop-up will open wherein you can add details for the Logic. Click Add Logic.
The pop-up will have four drop-downs to select Answer Choice, Condition, Action, and Question.
The Answer Choice dropdown is the Answer Choices in the Question. (right to If in the blank).
The Condition drop-down has two choices 'Selected' and 'Not Selected' (in case of Single-Selection Questions) and 'Filled' or 'Not Filled' (in case of Text Fields and Comment Boxes).
The Action drop-down has two choices 'Skip to' or 'Hide'.
The Question drop-down has all the Questions following the selected one in this survey.
For each Answer Choice, you can choose the Condition, Action, and the Question to which you'd like to send the Survey Respondent. You can also send the Survey Respondent to the Exit Screen based on any Answer Choice.
5. Click on Save Logic to save the logic and close the pop-up.
Adding Language to your Survey
In Zonka Feedback, by default, all new Surveys you create are in the English Language. You can add more languages to your Survey or create a Survey in a different language and remove English from it completely. The following languages are currently supported by Zonka Feedback,
English | Arabic | Bengali |
Portuguese (European) | Portuguese (Brazilian) | Marathi |
Malayalam | Spanish (Latin) | Spanish (European) |
German | Danish | Azerbaijani |
Indonesian | Vietnamese | Gujarati |
French | French (Canadian) | Telugu |
Hindi | Italian | Hungarian |
Haitian Creole | Norwegian | Russian |
Swedish | Dutch | Finnish |
Punjabi | Romanian | Malay |
Tamil | Japanese | Odia |
Burmese | Chinese | Korean |
Kannada |
|
|
If you're looking for more languages, we can definitely look into it. Contact us at hello@zonkafeedback.com for the same.
To add Language to your Survey, follow these steps.
Navigate to Surveys and click to open the Survey to which you'd like to add Languages.
Go to Build from the top navigation to edit the Survey in the Survey Builder.
Click the Settings from the top left corner of the Survey Builder.
From the pop-up, go to Languages.
Scroll down to Add/Remove Languages and check the languages you'd like to add to your Survey.
Once done, click on Close.
Note: When you add a new language, all the language translations of the Default Language get copied into the new language and can be edited anytime. The Language Translations don't take place automatically and have to be added by you manually.
To know more about our Multilingual feature in Zonka, please refer to our help article Multilingual Surveys in Zonka Feedback.
Setting up your Exit / Thank you Screen
In Zonka, you can set up the Exit / Thank you Screen as per your own taste and preferences. The following options are available on the screen to set up. Hover the mouse on-screen to find the following options,
Add a logo on the top of the survey: Hover the mouse on the top of the screen to get an option to add a logo
Edit the Exit note text on the screen: Hover the mouse in the middle to edit the Welcome text screen.
Edit the below text to add/change the quote: Hover the mouse on the bottom of the screen to add/change the survey quote.
On the right-hand side of the screen, you find the following options,
Exit Screen Toggle: Toggle this option to activate or de-activate the Exit Screen
Background Image: Use this option to add/change the background in the survey. The background image can be uploaded from your computer files and once used can be found in the media library.
Background Color: Adjust the color code to set the background color in the survey in case you are not using any image as a survey background.
Custom Heading Color Toggle: Toggle this option to activate/de-activate the custom color of the heading text in Exit and Survey quote text. If activated, you get the option below,
- Heading Color: Adjust the color code to set the color for heading text.
FAQs: Creating your First survey with Zonka Feedback
Can I preview my newly designed survey before sending it out to my customers?
In Zonka Feedback you have the option to preview or test the survey before sending it out to your respondents. There are various ways of previewing your survey before sending it:
By sending Test Email
Before sending out an email survey, you can preview your survey by sending a test email survey to an email you know. To send a test email, follow the below steps:
After completing the survey design, on the top navigation bar, choose
Distribute.On the Distribute page, choose Email as the option.
Click ‘Send’ in the tab ‘Send Email Now or Later’. You will enter the section Compose’.
On the Compose page, scroll below to find the button ‘Send Test Email’.
Click on the button and enter the email to which you want to send out the test.
By sending Test SMS
Before sending out an SMS survey, you can preview your survey by sending a test SMS survey to a mobile number you know. To send a test SMS, follow the below steps:
After completing the survey design, on the top navigation bar, choose
Distribute.On the Distribute page, choose SMS as the option.
Click ‘Send’ in the tab ‘Send SMS Now or Later’. You will enter the section ‘Compose’.
On the Compose page, below you will find the button ‘Send Test SMS’.
Click on the button and enter the number to which you want to send out the Test SMS.
By previewing the survey link
You can preview the survey with the help of the survey link that gets created. To preview the survey with the help of the link, follow the below steps:
After completing the survey design, on the top navigation bar, choose Distribute.
On the Distribute page, choose Getting Started or Links as the option.
Beside the URL or the survey link, you will find a tab ‘Copy’. Click on it to copy the link.
Once the link gets copied, paste the link on the browser with the below modifications,
If you want to preview the survey by seeing how the questions in the survey work by entering dummy responses (responses won’t be submitted), follow the survey link format https://us1.zonka.co/preview/surveycode
If you want to preview only the template of the survey irrespective of how the questions are working, follow the survey link format https://us1.zonka.co/previewTemplate/surveycode
Note: In both the preview link options above, the responses don't get submitted.
Can we import an external survey into the survey builder and then further customize it?
No, in the Zonka survey you can’t import an external survey and customize it. The software has a builder that gives you the ability to design a survey from scratch.
Can we print the survey pages for offline manual feedback?
Zonka doesn’t have any print option to print the survey pages. However, you can print the pages through external means by opening the survey pages in a browser.