Surveys with Typeform Integration

Surveys allow you to capture detailed feedback from your users about pretty much anything from your product, service to the value that they get from your business and these insights can in turn, power your strategy. MoEngage now enables you to embed surveys created using Typeform into MoEngage campaigns.

Create Survey using Typeform

Typeform allows you to create engaging and highly personalized surveys for a variety of use-cases. 

  • Personalized On-boarding: Turn data collection into an experience 

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  • Capture NPS from your users: Measure your customer loyalty by via engaging NPS forms

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  • Get feedback on your order delivery

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  • Understand the user experience with surveys shown on exit intent on the website

    Exit-intent-on-site-survey.typeform.jpg

For a detailed user guide on creating surveys on Typeform, you can refer the documentation here.

Please send an email to us at support@moengage.com or reach out to your customer success manager if you want to know more about setting up your Typeform account.

 

Typeform Essentials for MoEngage Integration

Below are a few essential things on Typeform that you would need to know for integrating surveys in MoEngage campaigns -

  1. Survey URL: A unique survey URL is generated for each survey. You can find this survey URL on the typeform dashboard as show below. This URL will need to be inserted on MoEngage dashboard when you want to embed a survey on MoEngage.

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  2. Personalizing the Surveys: You can personalize your surveys by recalling the earlier responses submitted for the same by the same user. You can refer this doc for more details on how to do this.

  3. Hidden Fields: Hidden Fields on typeform allow you to pass additional parameters with the survey. A common example of using Hidden Fields is to pass User ID along with the responses for analysis. You can refer this typeform doc for more details on adding hidden fields.

  4. Understand survey responses: You can analyze the responses on Typeform dashboard here. To know more about response analysis, refer the documentation here.
    You can also download a report with the detailed responses by following the steps mentioned here.

  5. Google Sheets Integration: You can connect your Typeform surveys to Google Sheets so that every time a response is recorded for a survey, it will be visible in the google sheet automatically. Follow the steps mentioned in this doc for more details.

On-site Messaging Campaigns

To embed surveys in On-site Messaging Campaigns, please follow the below steps -

  1. Select one of the two available survey templates before starting with campaign creation:
    Screen_Shot_2020-04-14_at_1.47.17_PM.png

    Survey Pop-up: This will render your survey inside a blocking popup on your website. The user will have to either close the survey or complete it. A survey pop-up will look something like this on your website -
    Screen_Shot_2020-04-14_at_1.55.57_PM.png

    Survey Sticky Banner: This will render on your website as a non-blocking banner. The user can continue to interact with the website and choose to take this survey at any time. The survey can also be closed when required. This will look something like this on your website - 
    Screen_Shot_2020-04-14_at_2.00.23_PM.png

  2. Once a survey template is selected, you can go to the step-2 and insert your survey URL as shown below -

    Screen_Shot_2020-04-14_at_1.52.54_PM.png

  3. You can personalize your survey URL with user attributes if you need to pass additional parameters for analysis.
    For example, if your Survey URL is this -  https://typeformsales7.typeform.com/to/OLMOfS?user_id=xxxxx
    you can pass the unique user id (User Attribute - ID) and save this in the response by updating the URL to be something like this - https://typeformsales7.typeform.com/to/OLUWfS?customer_id={{UserAttribute['uid']}}

    Please note that, to be able to pass additional parameters, you need to pre-configure the hidden fields in your typeform as mentioned in point 3 of this section.

For more details on creating On-site Messaging campaigns, you can refer the user guide here.

Email Campaigns

To link surveys to your Email Campaigns, please follow the below steps -

  1. Start Creating Email Campaigns as mentioned in the user guide here.

  2. On Step-2 of campaign creation, paste the survey URL as the call to action for one of the elements as shown below -
    Screen_Shot_2020-04-14_at_2.21.09_PM.png

  3. When the element on which the survey URL is linked is clicked by a user, the survey will open up in a new browser tab. This is how it will look on a mobile device -

    Screenshot_20200414-142326.png  Screenshot_20200414-142315.png

Mobile InApp Campaigns

To link surveys to your Mobile InApp Campaigns, please follow the below steps -

  1. Start Creating Mobile InApp Campaigns as mentioned in the user guide here.

  2. On Step-2 of campaign creation, paste the survey URL as the call to action for one of the template widgets.
    Screen_Shot_2020-04-14_at_2.29.51_PM.png

  3. Once the widget which has the survey URL as the call to action is clicked by any user, the survey opens inside a web view. 

 

Push Campaigns

To link surveys to your Mobile InApp Campaigns, please follow the below steps -

  1. Start Creating Mobile InApp Campaigns as mentioned in the user guide here.

  2. On Step-2 of campaign creation, paste the survey URL as the call to action as shown below.
    Screen_Shot_2020-04-17_at_3.36.53_PM.png

  3. Once the push notification is clicked by the user, the survey URL will open within a webview inside the app (Rich Landing Page) or open in a browser (deep link) based on the configuration selected.

 

SMS Campaigns

To link surveys to your SMS Campaigns, please follow the below steps -

  1. Start Creating SMS as mentioned in the user guide here.

  2. On Step-2 of campaign creation, you can insert the URL and paste it directly in your SMS Campaign as shown below -
    Screen_Shot_2020-04-17_at_3.45.28_PM.png
  3. Once the link in the SMS is clicked by a user, the survey will open in a new browser tab.
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