Embedding a Survey Or Using Popup Invitations

You can add a survey to your website using a couple of different methods. Both involve adding a snippet of code into the back end of your webpage where the survey is to appear. You can do this by:

  • Embedding the survey on your website
  • Adding the survey as a pop-up
Watch our video to get started, or follow the written instructions below. (Note: This video is currently available only in English.)



Embedding a Survey on Your Website:

  1. To create this type of collector, click the [Collect] icon collect on the My Surveys page that is associated with the survey. (If saved collectors already exist, click the [Add New Collector] button.)
  2. In the collector wizard, choose the 3rd option of Website. Name the collector.
  3. Click the [Next Step] button. 
  4. Under the Survey Configuration section, select the website survey type you wish to use: Embed, Invitation Popup, Survey Popup 
  5. On this same page, define the Display Options.
  6. Click [Save] when you are finished. This will direct you to the [Get Website Code].  
  7. Copy and paste the code from the [Get Website Code] section into your web page. If you aren't familiar with editing html, ask a technical person at your company or your webmaster to help.
  • With the embed option, the survey will appear as a preview embedded on this page. You can then test the survey directly in this frame. It does record a response that is visible in the Analyze section.
  • With the invitation/popup option, you can click the [Preview] button to view the popup.

 

Display Options:

1. Embed Options:

  • Define the width and height of the survey as you'd like it to appear on your site.
  • Show a border.
  • Choose to hide the survey once it is completed. 

NOTE: Within the [Change Settings] section, survey completion options are not available as you won't be able to redirect respondents to a different website upon completion of an embedded survey. However, Pro and Unlimited users will be able to include a customized thank you page to appear just before our designated home landing page. Choose the option of Display a Thank You Page to activate this feature.

2. Invitation Popup Options:

  • Message - Edit the invitation colors, size, and frequency of popups
  • Popup Buttons - Review and/or edit the buttons for Now, Never, or Later. Visitors to your site can then choose if they want to take the survey now, never, or later.

3. Survey Popup Options:

  • Set the size of the popup window and the popup frequency.
  • Continue to pop up until respondent completes survey or not.

 

Invitation Button Functions and Popup Frequencies:

These settings are cookie-dependent per web browser to prevent the window from appearing if a user has already answered or declined a survey. 

  • It is activated only when the webpage is opened.
  • There is not a way to have the pop-up open as a respondent leaves your page.

A. [Later] Button:

If the [Later] button is clicked and the frequency is set to open for every [1] visitor, the invitation prompt opens each time your page is accessed. The frequency is a global count, meaning it is based on a global visitor. You can edit the frequency at any time under the settings.

What is a Global Count?

  • The global count means that there is only one frequency count being made, and it goes up by each time any visit is made to the page. It does not matter who makes the visit, after every [X] visits the pop-up appears (where X is the frequency).
  • The count is not done separately for each individual person accessing the page, but there is a single count that adds up all total visits.
  • If someone clicks [Later], then we set a cookie that prevents their browser from showing the pop-up for one hour. When testing this function, the invitation window will not open again until that "later" cookie has expired.

EXAMPLE: If a respondent clicks [Later], then depending on the frequency for the pop-up, it can appear again on the same page or on another page. If you have that same link located on a different page of your site, then if the persons visit again at a later time, it will open again at either location.

 

B. [Never] Button:

If a respondent clicks [Never] on the invitation, the pop-up will not open again when that page is accessed on the same browser. 

 

lightbulb Tips! Popup Consideration:

Since many people set their browsers to block pop-ups, possible respondents may never see your survey. You may want to also add the actual Web Link collector to your webpage. You could then have a visible link on your site for a respondent to click if s/he voluntarily wants to take a survey. 

arrow Learn more about how to post a hyperlink vs. embedding a survey on your website: Hyperlinking vs. Embedding Surveys.

 

Why does the pop-up not work when I test it?

  • Are you using Internet Explorer? If so, click here to learn more.
  • Are you editing the provided code? If so, the pop-up cannot work if anything is changed in the basic code. (Ex: This includes writing the cookie required to prevent the pop-up from opening again when respondents click Never or Later.)
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