Overview

Quickly design and modify interactive surveys that captivate and guide your users.

Accessing the Builder

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

First time in the survey builder

When creating a new survey from scratch it will start by asking you to .

Refer to the components to know which one to choose.

Main Features

Survey builder

• 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 .

  • The 'In-app editor' to visualize and edit the survey within the context of your actual website. You just have to indicate 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.

Tooltip step properties

• 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.

Depending on the configuration, users can reopen surveys they previously answered and edit their answers.

In Jimo, only the latest version of the answers is retained in the survey analytics, with previous data being purged upon new submission.

To maintain a history of all submitted answers, we recommend using the Slack or Zapier integration to collect answers externally.