Surveys
Craft and customize interactive surveys with Jimo's Builder. Gather feedback, measure satisfaction, and learn about your users. All directly within your product.
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Craft and customize interactive surveys with Jimo's Builder. Gather feedback, measure satisfaction, and learn about your users. All directly within your product.
Last updated
Was this helpful?
Surveys are a specialized type of Jimo experience that let you collect valuable user feedback right in your product. Like Tours, Surveys consist of sequential steps, but each step is optimized to capture responses, whether it’s a quick multiple-choice question, an open-ended field, or a satisfaction rating.
Surveys seamlessly integrate feedback collection into your product, turning every interaction into an opportunity to learn and improve.
Sequential Steps: Like Tours, Surveys consist of a series of steps, but each is tailored to gather specific types of data, such as multiple-choice answers, open-ended responses, or ratings.
Data Reuse: Collected data isn’t just for analysis—it can also be leveraged to segment users, refine targeting, and trigger other experiences.
Customer Satisfaction: Gather quick feedback after feature launches or interactions.
Onboarding Insights: Understand user pain points and success rates during the onboarding journey.
Market Validation: Validate new ideas by asking targeted questions to a relevant user segment.
User Profiling: Capture demographic or preference data for personalization and future feature planning.
Navigate to Experiences:
Create or Select a Survey:
First-Time Users: Click on "Create Your First Survey".
Returning Users: Click the + New Survey button in the top-right corner.
Choose a Template or Start from Scratch:
Templates: Select from a variety of prebuilt surveys tailored for common use cases.
From Scratch: Build your survey step-by-step for complete customization.
Unlike Tours, Survey steps all share the same style type (e.g., Snippet, Modal, Tooltip). You choose this style in the Type section within the Content Builder, and it applies to every step of the survey.
If you switch to a targeted style (like Tooltip), you’ll only set the target once, and it will position all steps accordingly.
If you need different placements mid-flow, you must split your questions into multiple separate surveys
To avoid this issue, open the builder out-app and build each step individually by opening the builder in-app on the exact URL where the steps need to appear.
Focus on Clarity
Use straightforward, concise questions to maximize response rates. Avoid jargon or overly complex language.
Keep It Short
Aim for 3-5 well-targeted questions to respect users’ time. Users are more likely to complete brief and relevant questionnaires.
Time It Right
Trigger surveys when users are most likely to provide feedback (e.g., post-onboarding, after using a feature). Avoid interrupting critical workflows.
Iterate and Improve
Start small, gather feedback, then refine your questions or add more depth if needed. Continuous improvement ensures data remains accurate and actionable.
Leverage Data
Reuse collected survey data to further segment users and tailor subsequent experiences, making feedback a driving force in your product strategy.
Leverage Segmentation
Show surveys to specific user groups or behaviors using custom attributes to target effectively. Targeting the right audience yields more relevant insights.
Explore our to see examples of Surveys in action. Choose between different experience examples to see how a survey can be effectively implemented in context.
From your , go to .
Jimo’s Surveys come equipped with a robust set of tools designed to give you full control over your data collection experiences. Below is an overview of the overall process. For a detailed breakdown of survey question types and customization, visit our .
The is your central hub for creating and customizing Surveys. It features two main tabs, Flow Builder and Content Builder, allowing you to manage the structure of your survey and refine each question’s content.
Back to Dashboard: Use the arrow next to the name to quickly return to the overview of all your surveys.
Visualize and edit the survey within the context of your actual website by indicating the starting point URL.
Simulate a full survey flow to see how it appears and behaves.
Set the criteria for who will see the survey and when it will be displayed.
The tab allows you to design the sequence and logic of your survey. Add and arrange question steps, integrate conditional paths, and guide users smoothly from one question to the next.
⇒ Style Type (Applied to All Steps): Switch between snippet, modal, tooltip, etc., in the All steps use the same style.
The tab is where you fine-tune each question’s text, answer types, and conditions. Customize everything from the wording to the validation rules, ensuring your survey aligns with your brand and objectives.
Switch back to the Flow Builder tab.
Manage and edit elements within the step.
Add condition-based actions (if/else logic).
Apply consistent styling across your survey.
Manage multi-language versions.
Use the quick access pop-up to apply CSS selectors to steps needing specific placement. Adjust the position from the step parameters in the sidebar.
IIf the reloads each time you change steps or if the next button doesn't work, it may be caused by the initial URL where the builder was opened.
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