This article will show you how to create your first survey and how you can start utilizing Segmanta's survey creation and distribution platform.
Getting Started
To help get you started, the + New survey button on the Survey Dashboard enables you to create a survey in two ways.
Start from scratch
🔨 How it works
- If applicable, select which account you would like your survey to be built in.
- Name your survey.
- Select whom you would like to access the survey – either all account members or account admins only – and whether you would like to notify them via email.
Choose from templates
Each category of templates is tailored to specific needs. To find the best-suited survey templates for your organization's goals, click on each category name and review the breakdown of options.
Consumer Understanding
Understand consumer motivations, opinions, behaviors, brand recall, and more.
Customer Experience
Measure and monitor customer experiences with your product or service.
Marketing Personalization
Collect Ethically Gathered Data® to enrich and grow your existing customer database.
Consumer Understanding
Survey Template |
Description |
Use it to … |
Brand Awareness |
Understand, measure, and track brand awareness including how your current or prospective customers perceive your brand, product or service. |
Measure a variety of elements of your offering including:
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Ad Concept Test |
Evaluate an advertising concept, before launching your campaign in order to ensure your advertisement is getting the right message across and avoid budget spend on ineffective ads. |
Measure the following about your advertisement:
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Claim Testing |
Run a pre-launch claims test in order to evaluate your claim concepts on the following factors:
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Test claims for use on product packaging or marketing campaigns in order to launch with the claim that gets the right message across and has the most value potential for your business. |
Product Concept Test |
Evaluate a concept, such as a new product or service, and see how consumers will respond to your idea before introducing it to the marketplace. The goal of a Product Concept Testing survey is to:
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Test the following elements:
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Campaign Effectiveness |
Measure or compare the effectiveness of a marketing campaign. |
Perform the following actions:
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Consumer Insights |
Identify consumer habits and shifts to better understand your customers and market. Use these insights to promote smarter, more effective organizational decision making. |
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Segmentation |
Identify and segment distinct consumer groups by dividing respondents based on their lifestyle, attitudes, values, habits, or opinions. |
Allow marketers to:
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Pricing Sensitivity |
Measure potential price points for a product/service and gauge the impact the price points could have on market's purchasing behavior. |
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Product Market Fit |
Directly ask your customers how they’d feel if they could no longer use your product. Take advantage of the product fit score and narrow down the market your product has the most potential in. |
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Customer Experience
Survey Template | Description | Use it to … |
NPS® |
It is crucial for a company to measure their Net Promoter Score in order to evaluate its customer experience and predict growth. By using the Net Promoter Score® 0-10 scale, companies can easily measure and benchmark customers’ overall perception of your brand. |
Perform the following actions:
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Product Feedback |
Ask consumers for direct feedback regarding your product in order to optimize and improve your product’s appearance, function, or branding. |
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CSAT |
It is crucial to a company’s growth to measure how satisfied customers are with your company’s products or services. Use CSAT surveys to analyze specific events in your user’s journey and determine if the consumer is having positive experiences. |
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Customer Experience (CX) |
It is crucial to a company’s growth to measure how satisfied customers are with a company’s products or services. Analyze specific events in your user’s journey and understand if the consumer is having positive experiences. |
Perform the following actions:
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Website Feedback |
Your company’s website is often a customer’s first chance to interact with your products/platform, and today this digital experience is becoming one of the most vital and direct interactions you have with your customer. Therefore, it is critical to ensure your customers have a positive experience, are immediately engaged and in the case of e-commerce, ultimately convert. |
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Cart Abandonment |
A whopping 76% of website visitors abandon the site after adding items to their cart and do not complete their purchase. Use this template to collect feedback from these prospective customers and determine why you are not succeeding in converting them. |
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Marketing Personalization
Survey Template |
Description |
Use it to … |
Data Enrichment |
Empower your marketing team with aggregated data that can be used to engage your audience with timely, relevant messaging. |
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Enriched Lead Generation |
Build lead generation forms directly into surveys to exponentially increase the value of your leads. |
Perform the following actions:
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Trivia Quiz |
Get customers engaged with your brand by letting them test their knowledge on relevant topics or fun trivia facts. This is a great way to engage your customers to ensure their first experience with the product or platform is a positive one. Build lead generation, data enrichment, or consumer segmentation questions directly into your trivia quiz for added value. |
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Interactive Quiz |
Give existing or potential customers an opportunity to interact with your brand. This is a great way to engage your customers to ensure their experience with your brand is a positive one. Utilize Interactive Quiz responses to build segmented audiences for remarketing and lookalikes, enrich your database and maximize personalization capabilities. |
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Other templates
Survey Template |
Description |
Use it to … |
Recruitment Questionnaire |
Optimize your recruitment process to generate qualified job applicants based on a screening questionnaire by asking specific information related to their experience and interests. |
Provide candidates the chance to:
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Self Assessment |
Measure how satisfied and dedicated employees are to your company's mission. |
Perform the following actions:
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Employee Feedback |
Keep your employees engaged and optimize your company's internal health based on employee perceptions and feedback.
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Exit Survey |
Employee turnover has plagued many companies. That is why companies are placing importance on uncovering what exactly motivated employees to leave and what they can do to retain their talent. |
Perform the following actions:
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