Creating a Survey

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

  1. If applicable, select which account you would like your survey to be built in.
  2. Name your survey.
  3. 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.

Other templates

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:

  • Identity
  • Loyalty
  • Recollection
  • Perception
  • Trust

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.

This template enables Monadic Testing by exposing each respondent to one advertisement concept and asking them to evaluate the advertisement without any bias from additional concept exposure.

Measure the following about your advertisement:

  • The advertisement's effect on purchase intent and brand awareness
  • Understand which emotions and reactions your advertisement evokes
  • Which visuals and copies convert the best

Claim Testing

Run a pre-launch claims test in order to evaluate your claim concepts on the following factors:
  • Resonate with your audience
  • Impact purchase intent
  • Produce the desired impression
  • Are clear and concise

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:

  • Validate your concepts or send them back to the drawing board
  • Discover which concepts to eliminate from your pipeline and were well received by consumers
  • Understand which product has the most market potential
This survey enables Monadic Testing by exposing each respondent to one concept and asking them to evaluate the concept without any bias from additional concept exposure.  

Test the following elements:

  • New product or service concepts
  • Product elements and features
  • Upgrades to existing products

Campaign Effectiveness

Measure or compare the effectiveness of a marketing campaign.



Perform the following actions:

  • Determine if the campaign influences purchase intent
  • Measure the impact your campaign made on your brand’s awareness or message
  • Review the campaign to assess your message’s strengths and weaknesses
  • Understand if your campaign message resonated with your respondents

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.

  • Build consumer personas
  • Enable accurate predictions about consumer needs
  • Track consumer trends
  • Understand consumer behaviors, opinions, and preferences

Segmentation

Identify and segment distinct consumer groups by dividing respondents based on their lifestyle, attitudes, values, habits, or opinions.

Allow marketers to:

  • Determine how you will personalize and deliver marketing campaigns
  • Effectively strategize to make better use of your time and money
  • Target specific audiences
  • Understand which product has the most market potential

Pricing Sensitivity

Measure potential price points for a product/service and gauge the impact the price points could have on market's purchasing behavior.

  • Ascertain how price changes could effect your product sales.
  • Determine whether or not your product's feature developments are generating increased value.
  • Uncover consumers willingness to pay.
  • Discover which price points will enable you to maximize profits.
  • Understand how to price your product accordingly.

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.

  • Segment the audience by how they feel if they give up using your product and identify the customers that need your product most urgently
  • Leverage Segmanta’s sentiment analysis to extract the features and functions customers like or dislike the most
  • Learn why your competitors’ products are more superior through survey analytics and define your space to improve
  • Adjust product strategy to fit the demands from customers with high expectations and prioritize your marketing efforts accordingly

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:

  • Assess long-term customer satisfaction with a brand or product
  • Determine if the company met the consumer’s expectation and if the consumer is willing to make future purchases
  • Measure how unsatisfied customers are with their product/service experience
  • Make informed decisions regarding your product line, inventory, branding strategies, etc. to immediately repair
  • Implement changes to retain current customers and reduce churn

Product Feedback

Ask consumers for direct feedback regarding your product in order to optimize and improve your product’s appearance, function, or branding.

  • Gauge the marketplace’s general perception of your product
  • Explore how motivated your customers will be to purchase the product based on the product’s characteristics or branding
  • Improve the product based on of contextual feedback
  • Make informed decisions regarding your product line, inventory, production etc.

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.

Asking customers for their feedback and making informed decisions based on customer suggestions signals the value you place on prioritizing and retaining consumers and proving you value their opinions. By taking action to improve aspects of the company and listen to their customer base, companies can turn customers into brand ambassadors.

  • Assess short-term consumer loyalty to the brand or product
  • Determine how loyal consumers are to your brand
  • Discover how your brand is perceived in the marketplace
  • Measure how motivated your customers are to make future purchases
  • Uncover insights as to what is or is not working well

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.

Making informed decisions based on customer suggestions signals the value the company places in prioritizing and retaining their consumers and proving that they value their customers’ opinions. By taking action to improve aspects of the company and listen to their customer base, companies can turn customers into brand ambassadors.

Perform the following actions:

  • Assess short-term consumer loyalty to the brand or product
  • Determine how loyal consumers are to your brand
  • Discover how your brand is perceived in the marketplace
  • Measure how motivated your customers are to make future purchases
  • Uncover insights as to what is or is not working well

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.

  • Benchmark your brand
  • Collect feedback on your website’s content, brand, inventory, and usability
  • Generate enriched leads
  • Improve website conversions based on real-time contextual feedback on new site pages, features or experiences
  • Measure and track loyalty and satisfaction
  • Understand visitor intent

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.

  • Identify why your customers left your website.
  • Learn more about the customer's concerns about website features, product, pricing, or checkout process.
  • Pinpoint trends regarding why customers are ending their website journey.
  • Discover specific areas where your company can improve.

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.

  • Enable personalized marketing at scale
  • Provide highly relevant product recommendations
  • Reach out to your customers with the right message at the right time
  • Improve the overall customer experience
  • Optimize customer acquisition
  • Expand your reach to new segments and markets

Enriched Lead Generation

Build lead generation forms directly into surveys to exponentially increase the value of your leads.

Perform the following actions:

  • Collect new leads and behavioral data already enriched with vital profiling information
  • Connect directly with consumers
  • Convert leads to sales

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.

  • Engage your existing or potential customers
  • Collect Ethically Gathered Data for personalization and enrichment
  • Create fun and engaging experiences that add value and deepen your brand-customer relationship

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.

  • Build questions directly into your trivia quiz for added value.
  • Engage your existing or potential customers.
  • Collect Ethically Gathered Data for personalization and enrichment.
  • Create fun and engaging experiences that add value and deepen your brand-customer relationship.

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:

  • Identify what is important to their experience at a company such as expectations, growth, workplace culture, etc.
  • Invite candidates to show off their skill set
    Share more about themselves
  • Why they are interested in the role

Self Assessment

Measure how satisfied and dedicated employees are to your company's mission.

Perform the following actions:

  • Encourage development and learning
  • Gauge an employee's knowledge
  • Pinpoint where the employee needs to improve
  • Test their understanding

Employee Feedback

Keep your employees engaged and optimize your company's internal health based on employee perceptions and feedback.


Collecting feedback and making informed decisions based on employee suggestions signals that the company highly values their employees and creates a better work environment.

  • Devise strategies based on the results to increase and improve performance
  • Gain insights regarding your employees general feeling at every level in your business
  • Motivate employees to perform better and build better working relationships

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:

  • Improve the company’s health by collecting insights from leaving employees
  • Learn what the general perception of your company is according to the employees who are leaving
  • Make informed decisions based on feedback
    Reduce employee turnover