Survey Best Practices

Do: Limit the number of questions and the content brief to respect the end users’ time. It can also result in a higher completion rate of Surveys.

Avoid: Using long verbose sentences when a shorter one is better.

Do: Customize the End Message to provide a clear Success Message or Failure Message (for quiz templates).

Avoid: Neglecting to set up the End Message as that can confuse the user about the Survey's outcome.

Do: Use the Copy feature to duplicate an existing question and modify it slightly for efficiency. Plan your question order and branching logic before adding conditions to prevent accidental deletion.

Avoid: Creating similar questions from scratch. Rearranging or deleting a question with an attached condition may delete all the associated conditions in the Survey.

Do: Enable the Allow anonymous responses toggle under the CONTROL section to avoid collecting user data.

Avoid: Failing to check the Allow anonymous responses setting if user privacy or compliance is a concern.

Do: Use single choice when the user must select only one option (for example, gender selection).

Avoid: Using single choice for questions that might require multiple selections.

Do: Use multiple choice when the Survey enables users to select one or more options.

Avoid: Using multiple choice when a single, definitive response is required.  

Do: Use opinion scale to enable users to choose their experience, typically using a 5-point or 7-point scale.

Avoid: Using opinion scale vague labels. Clearly define the start and end labels (for example, "Strongly agree" to "Strongly disagree").

Do: Use NPS specifically to measure user satisfaction using the standard rating scale.

Avoid: Altering the standard NPS scale or context.

Do: Use star rating for quick, visual ratings on a 5-point scale.

Avoid: Using star rating for complex questions that require open-ended text.