Overview

Accessing the Builder

Navigate to the Builder from the dashboard to start crafting your survey.

Main Features

• A (Survey Name and Back Button): At the very top, you have the ability to edit the name of your survey. The arrow next to it allows you to quickly return to the Dashboard for an overview of all your surveys.

• B (Step Management Navigation Bar): This bar is your control center for managing the steps of your survey. It facilitates the navigation through different components of the experience you're crafting.

• C (Action Buttons): Here, you'll find multiple actions:

  • The 'Save' button to secure your progress. This button allows you to force save but the builder automatically saves your work regularly.

  • The 'In-app editor' to visualize and edit the survey within the context of your actual website. You just have to indicate the starting point URL on which you want to open your builder.

  • The 'Preview' to see a full simulation of your survey.

  • The 'Target & Publish' to set the criteria for who will see the survey and when.

• D (Feature Panels Access):

  • The 'Elements Selector' to add new interactive components to your steps.

  • The 'Navigator' to see a structured view of your survey's flow and elements.

  • The 'Themes' to apply consistent styling across your survey.

  • The 'Translations' to manage multi-language versions of your survey.

• E (Properties Sidebar): This sidebar is dedicated to the properties and parameters of the currently selected element in the navigator. Modify attributes like positioning, styling, and animations here.

• F (Live Step Preview): The central stage of the Builder provides a real-time preview of the currently selected step, showing you exactly how it will appear in the survey.