NPS Survey: Collect Feedback from Your Site Visitors

Updated 15 days ago ​by Conley Ernst

Get useful feedback from your customers using an NPS Survey. They can be sent from the chat widget or email, and can be targeted like any other campaign. 

Want to know what NPS Surveys can do for you? Click here.

 

Here’s how to Set up a NPS Survey... 

Create New Campaign 

Go to the Campaigns page in your Drift account and click the button in the upper right corner labeled New Survey.

After you click New Campaign, select NPS Survey. 

  

Select Delivery Method 

The two options you have for delivery method for your survey: Slider or Email.

A slider will appear as a conversation bubble from your Drift widget when customers visit your page while the Email will land directly in your customer’s inbox. 

Click the button on the title Delivery Method, and select either Slider or Email.

 

If You Chose Email…

Write the Subject of your email in the first text field that appears.

Check your company logo.

If you have a company logo in your team settings, it should auto load here. If you want to change it or if it is not set, you can drag and drop an image here.

Write the body of your message.

This is an optional step if you would like a message to go along with your email.

  

If You Chose Slider… 

Continue on! There are no extra steps.

 

Write Your Question 

In the text field under the header 0-10 Question, write the question you would like your survey to ask.

Your Question has an 84 character limit and cannot be formatted (it will be bold by default)

 

Follow Up Question

In the text field under the header Follow Up Question, write the question you would like to be asked after the customer takes the survey. This is a prompt to get useful information about why your customer answered the way they did.

Your Follow Up Question has an 84 character limit and cannot be formatted (it will be bold by default)

 

Set Your Button

 

In the text field below button, write the label you would like on the button that sends your survey response. 

Your Button label has an 29 character limit and cannot be formatted (it will be formatted for the Button by default)

Once you fill this field, hit the green Next button!

 

Set Your Targeting  

Who do you want this campaign to go to? 

Under the title Segment, select the group of users you will like to target with your campaign from the drop down menu. 

When do you want this campaign to show? 

Under the title Display When, select the conditions for when you want your campaign to display from the drop down menu or create a new condition with the Create New button to the top right of the drop down menu.

For information on how to set up Display When conditions, click here.

How long do you want this campaign to run? 

From the drop down menu under Send This, select whether you want the campaign to run Until You Manually Shut it Off or Until a Specified Date (if you select this option, you will be prompted to enter an End Date for the campaign).

If you select Right Now, the Repeat check box will not appear. If you are using a Slider campaign, a Retarget via Email box will appear.
You can target people by their URL, for more information click here.  

Once you have filled all the field, click the green Next button.

 

Send Your Campaign! 

Give your campaign name so you can find it in the future and review your campaign details.

Once you’re done, hit the green Send Campaign button to get your campaign going!

 

If you run into any trouble or have any questions, let us know. We’re here to help!


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