Fuze | Onboarding - Step 2 - Create a survey

Onboarding - Step 2 - Create a survey

Surveys are crucial aspects of creating a funnel for a merchant's online business. Step 2 provides the possibility for the merchant to add a survey to the funnel created on Step 1 of the Onboarding, thus, allowing them to gather valuable feedback from their customers. The survey feature comes equipped with various question types such as single-choice, multiple-choice, open-ended, and other.

The question type selection allows the merchant to manually create and customize the questions and their corresponding answers. This feature gives the merchant the ability to tailor the questions to their specific needs, making it easier to gather the information they require.

The Preview section offers the merchant a real-time view of the changes made to the survey. This feature is useful for ensuring that the questions and answers are accurately set up and will produce the desired results. By utilizing this feature, the merchant can save time and reduce the chances of errors during the survey creation process.

Let's take a closer look into the Survey step.
The Select Template Survey section provides the option to select a template for the survey. Currently, this option is not available. It's in our pipeline to add the templates that can be used and edited according to the merchant's needs.

The Type of question section allows to select the question and answer type as follows:
Single - The Single type of question allows customers to select only one answer.
Multiple - The Multiple type of question allows customers to select multiple answers.
Open ended - The Open ended type of question allows customers to provide an answer in text form.
Other - The Other type of question combines the functionality of Single and Open ended type of question - the customers can select a single answer or add their answer in text form.

After selecting the type of question, the Question's title section provides the option to manually add the question and the available answers to that question.



If you don't wish to add a survey to your Post-purchase funnel, you can skip the step. If you change your mind later on, you can always go back to the Post-purchase funnels tab content and add the survey step from there.

Wrap-up
Overall, Step 2 (Surveys) is a crucial part of creating a successful funnel for any merchant. The ability to add surveys and customize the questions to fit their specific needs, combined with the real-time preview, ensures that the merchant will receive accurate and valuable feedback from their customers.

Updated on: 28/03/2023