Create a survey

To get started, click and select Survey. After completing a step, click in the header to move on. Click if you want to change the survey name or flag it as a test.

Settings

Enter the survey name. The name should represent the purpose of the survey, e.g., “Loyalty NPS.” The name appears in reporting and Messages OverviewA view of all your project’s messages, with options for editing their settings, content, status, and more..

After entering a name, configure optional features.

Audience

Select your survey audience:

• All Users: Display the survey to your entire audience.
• Test Users: Predefined recipient groups. After choosing Test Users, select a test group. See: Preview and Test Groups.
• Target Specific Users: Create a recipient group based on available conditions. See: Target Specific Users: In-App Experiences.

  

Content

Configure the content of your survey. A preview updates as you type and make selections. See About surveys: Appearance and behavior for configuration details.

First select a template and click Continue with selected template. You cannot change template selection after continuing.

Click Settings in the sidebar to choose the survey style and configure the dismiss button. Enter a hexadecimal color value for the button color.

Click Design in the sidebar to set the appearance of the survey background and buttons, and the text for any header, body, question, and answer. Header and body configuration do not appear here until you add them to the survey. These settings are for this survey only and override your project-level design settings. Enter hexadecimal color values for colors. Enter text size in points.

Edit or delete the default questions to suit the purpose of your survey. To add more content, click Add content and make a selection, then configure:

• Header and Body — Enter text.

• Question — Surveys support up to 10 questions.

  1. Select a question type: Single Choice, Multiple Choice, or Open Text.
  2. Enter question and answer text.
  3. (Optional) Check the Required checkbox to make answering the question a requirement for submitting the survey.
  4. (Optional for Single Choice and Multiple Choice questions) iOS SDK 16.6+Android SDK 16.6+ Check the Randomize order checkbox to present the answers in random order when the survey is viewed in the app.
  5. (Optional for Single Choice questions) Enable Store as Attribute to store responses as text or number AttributesMetadata used for audience segmentation and personalization. They extend the concept of Tags by adding comparison operators and values to determine whether or not to target a user, helping you better evaluate your audience., then:
     1. Search for and select an attribute.
     2. Enter a value next to each answer. The value entered must match the attribute type (text or number). If empty, the response is not stored as an attribute. You must add attributes to your project before you can use them in surveys. You cannot use the same attribute in multiple questions in a single survey.

• Media — Enter an HTTPS URL that will be accessible by your mobile audience. If your Airship plan includes CDN support, you can also upload media or select from previously uploaded media.

  1. Select Upload and click Insert Media.

  2. Select Choose file and select a file to upload or select from previous uploads.

     • The default sort order is most recent upload first.
     • You can search by file name or keyword.
     • A file preview appears after upload or selection. Select the play icon () to preview audio and video files.

  3. (Optional) Add or edit keywords for the file to help organize your uploads.

     • Enter a term in the search field below the preview and select from results, or select Add keyword: [term].
     • Select the clear icon () to remove a keyword.

  4. Select Insert selected media.

  

  See also Media library. Contact Support  if you are interested in enabling CDN media hosting.

To reorder your content, including question answers, click and hold and drag and drop in new positions in the survey. The answer order is ignored if you checked Randomize order.

Buttons

Customize the Submit button and add more buttons.

• Submit button text — You can edit edit the button label. A label is required.

• Add more buttons — Click Add button, then enter a button label and select an action. If there are two buttons total, choose a button layout: separate, joined, or stacked. After selecting a button action, you can:

  • Add or remove a TagMetadata that you can associate with channels or named users for audience segmentation. Generally, they are descriptive terms indicating user preferences or other categorizations, e.g., wine_enthusiast or weather_alerts_los_angeles. Tags are case-sensitive. when a user taps a button. See: Set Tags.
  • Opt a user in to or out of a Subscription ListAn audience list of users who are opted in to messaging about a specific topic. Users can manage their opt-in status per list using a preference center. when a user taps a button. See: Subscription List Opt In/Out.

• Confirmation screen — Enable this setting to create a screen that appears after clicking the Submit button. Then:

  1. Select a layout.
  2. Configure the media and text fields.
  3. (Optional) Configure buttons as described above for buttons in the survey content.
  4. Click Done.

     

Privacy Terms

Enable Privacy Terms to add a link to privacy terms to help users understand your data collection practices. Enter the link text and add the URL.

Behavior

Configure the trigger that will cause the survey to appear to users. You can also configure cancellation events, display conditions, and set a tag when the survey is displayed.

Review

Review your survey. If you want to make changes, click EDIT, make your changes, then either click or click the central navigation dot to return to the Review step. If you exit before this final step, the survey is still a draft and not yet active.

Click Finish to make the survey active.