Visitor Communication

1. Difference Between a Poll and a Survey
2. Overview & Main Table of Polls/Surveys
   1. General Structure of the View
   2. Settings & Actions 
3. How to Create a Poll/Survey
   1. Different Question Types
   2. Targeting Options
   3. Appearance 
   4. Publishing a Poll/Survey
4. Statistics and Evaluations
   1. General Statistics
   2. Question Results Detail / Survey Results
   3. Participants

• The poll will appear at the lower right corner of the website both for mobile and desktop. You can click the bubble to minimize the poll and then tap it again anytime to maximize it when ready to answer the questions. 
• The polls/surveys will be visible on your live site in the order of creation, even if they were saved as a draft at first, paused, or ordered differently in your list. The same rule applies when more polls/surveys are set to Active at the same time as well.
• A lot of elements contain options to hover information or further actions. Just let your cursor run over various elements and discover how much data is actually packed into a tile.
• You'll also find a little "Ø icon" on the left side of the "Completion Time" tab, giving you yet more information about the view/element. Just move your cursor there and you will see more information.

In general, the creation process of a poll and/or survey is identical. Also, the statistics and evaluations are the same. The main difference is that polls are being shown to your visitors directly integrated into your website, with the questions appearing in a little bubble. Surveys, however, are presented to visitors or participants on a separate URL.

It is recommended to use the surveys feature for longer questionnaires while polls should be chosen in case you only want to present a short series of questions to your visitors.

As described, the overview tables for created surveys and polls are somehow identical. You will see the following columns (from left to right):

1. Title: This shows you your self-set title of the poll/survey  
2. Status: See whether a poll/survey is active, inactive or saved as a draft
3. Created at: Date when the poll/survey was created 
4. Published On: Date when the poll/survey was published
5. Initiates: Number of people who clicked at least once into a reply field of a question
6. Responses: Number of participants that finished all questions of a poll/survey
7. Completion Rate: Ratio of participants that finished all questions of a poll/survey in comparison to the amount of people that replied to at least one question
8. Completion Time: Amount of time that participants spent on the average to complete all questions of a survey/poll
9. Settings, Actions & Stats: Different further options you can choose from for each poll/survey. Read more here.

1. For active or inactive polls/surveys you will have 5 options:  
   1. Share survey (survey only)
   2. Access stats and evaluations
   3. Pause active polls/surveys or re-activate paused polls/surveys
   4. Edit poll/survey
   5. Delete poll/survey (action cannot be reversed)
2. For polls/surveys in a draft state you will have 3 options:
   1. Activate poll/survey
   2. Edit/View poll/survey
   3. Delete poll/survey (action cannot be reversed)

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In order to make the creation of polls and surveys as simple as possible, the application provides you with pre-defined question types, which you can use however you like.

Hints Upfront:

• All questions that you define can be saved within a question bank for later use – i.e. when creating a new poll/survey.
• Additional options and settings for every question (type) can be found right next to the question type dropdown. Just click on the "..."-icon and further options will be revealed.
• At the moment, all the questions must have an answer before being able to submit the poll/survey. We'll soon add the option to mark only the desired ones as mandatory.

1. Short Text Answer: Here you can enter a text question – and add a small description – which should only have a text reply with a lower character limit (280 characters). 
2. Long Text Answer: Here you can enter a text question – and add a small description – which should only have a text reply with a a higher character limit (4000 characters). 
3. Multiple Choice: Enter a text question and define the amount of choices you want to present to your participants. Each choice can be named individually. You can also add a description to the text.
4. Slider:  Here you find a slider for which you can add a question and a description. You can also define the labels which will be shown on the slider for participants.
5. Shape Rating: This question type enables you to choose a certain pre-defined shape to be used instead of numbers on your rating scale (i.e. stars, hearts, thumbs up, etc.). You can define the number of rating elements just as their labels.
6. Numerical Rating: This question type allows you to set up a certain numerical scale that you can connect to self-defined labels. You can define the number of steps within a scale by clicking on the "..."-icon right next to the question type dropdown. 
7. Email: This question type was specially designed to retrieve email addresses from participants. You can define your own text, a description, and whether you want to validate the mail address (an email will be sent to the given mail address and the receiver needs to confirm it). You will see whether a participant has confirmed his email address in the poll's/survey's stats.
8. Phone Number: Here you can add a question type that allows your participants to easily add their phone number (incl. country code).
9. Website address: This question type is a bit like the short/long text questions. The application simply checks whether the participant has entered a link in his reply.
10. Date: For certain questions that require a date as an answer (i.e. "When would you like to attend the event we've just created?") this question type is the perfect fit.

After you have added all the questions to your poll/survey, you may customize it with the Rule based targeting options. In general, the application differentiates between the following targeting categories:

1. Display Poll On: Define whether you want to display the poll on all pages or specific pages only.
2. Hide Poll On: Choose the specific pages of your website on which this poll should not be displayed.

Important Note: If you selected Specific Pages, you can choose from the list of your existing website pages (all pages on which at least one visit has been recorded in the past will automatically be listed), or further URL options like "exact match", "starts with" (in which case you must include the URL's protocol and the main domain as well), "contains" (any part of the URL) or "ends with" (will include all pages that end with this part of a stated URL).

For both polls and surveys, you are given various options to personalize the look and feel of either the poll's bubble or the survey view.

Polls

1. Language: You can customize your poll's language by selecting one of the pre-defined languages such as English, German, Spanish, Portuguese, Romanian, etc.
2. Main & Background Color: For polls, you can choose the main and background colors. Play with it in order to find the perfect fit for you!
3. Bubble Location: Select whether you want the bubble to be displayed at the left-bottom corner or at the right-bottom corner of your website/page. 
4. Add Logo: To make it more personalized, you can upload your own logo which will be shown directly in the bubble's top section. Please note the supported formats and sizes (PNG, JPG, SVG, with a max. size of 1 MB).
5. Padding: You have the option to add horizontal and/or vertical padding in pixels for the bubble's position. 
6. Allow to dismiss poll: You can enable the option to dismiss the poll.

Important Note: If you are subscribed to the required minimum pricing plan, you'll have the option to remove the label "Created using...".

Surveys

1. Language: You can customize your poll's language by selecting one of the pre-defined languages such as English, German, Spanish, Portuguese, Romanian, etc.
2. Main & Background Color: For surveys, you can also choose the main and background colors. Mix and match to find the perfect one for you!
3. Add Logo: You can upload your own logo. Please note the supported formats and sizes (PNG, JPG, SVG, with a max. size of 1 MB).
4. Estimated Time to Complete: Show your survey's participants the amount of estimated time it takes them to submit the survey and define the number of minutes.

Both polls and surveys can be easily published or activated. After you finished adding all the questions, selecting potential targeting options, and customizing the appearance, you can click on the "Publish" button in the upper right corner.

Hints:

• You also have the option of saving a poll/survey as a draft and activating it later.
• The polls/surveys will be visible on your live site in the order of creation, even if they were saved as a draft at first, paused, or ordered differently in your list. The same rule applies when more polls/surveys are set to Active at the same time as well.

In order to evaluate the results and participants of your published polls and surveys, you have three main tabs for each published item available:

1. General Statistics
2. Question Results Detail (for Polls only) or Survey Results (for Surveys only)
3. Participants (for Polls only)

The General Statistics tab will give you a detailed view of the following information:

1. Initiations: Shows the actual number of participants, which is the sum of "initiators" and those "participants that have fully completed the poll/survey". Initiators do not refer to participants who have fully completed the poll/survey. An initiator simply has initiated the poll/survey by answering at least 1 question but has not answered all questions.
2. Responses: Shows the total numbser of responses or answers given by all participants to all questions. 
3. Dismisses: (Only available for Polls) Shows the number of participants who left the poll without moving on to the next question.
4. Completion Rate: Displays the completion rate which is calculated for all participants. It cannot be fully determined until at least one participant has fully completed the poll/survey.
5. Completion Time: The average is calculated for all participants. The number cannot be determined until at least one participant of a poll/survey has fully completed the poll/survey. Note: The time of completion cannot be determined for one-question polls/surveys. The poll needs to contain at least 2 questions overall so that the completion time can be calculated.

Below the above-mentioned KPIs, you will see a funnel analysis of the polls/survey questions. Each question and question category are placed in a vertical column. On the right side of each question, you will see the number of participants that responded to the question and how many left the poll/survey without moving on to the next question. This helps you identify questions that hold participants from submitting the entire poll/survey.  

The second tab, Question Results Detail (for Polls) or Survey Results (for Surveys), will give you a more detailed view of the results. You’ll find the following information on this tab:

1. Question: It shows the corresponding question number, the question type, and the entire question as they appeared in the poll or survey.
2. Percentage: Shows the percentage of this answer to the overall answers for this question.
3. Number of Responses: This shows the number of responses for this specific answer.
4. Number of Participants who replied to this question: Shows both the number of participants who answered this question and the overall number of participants for the poll.
5. Status of the Visitor: Shows New, Returning, or Converting visitor.
6. Completion Date: This shows the date of the completion of the response.

The last tab in the statistics section of each poll provides you with precise information about the participants who have initiated/submitted the poll. 

Important Hint Upfront: If you want to see only replies by a certain visitor type or from a specific country, you can use the filter option located in the upper right, just above the table.

On this tab, you are being presented with the following information (from left to right):

1. Visitor Type
   1. New Visitor: this visitor has not visited your website before
   2. Returning Visitor: this visitor has visited your website before
   3. Conversion Visitor: this visitor has visited a page you defined as a conversion page during his visit. Could be both a new or returning visitor.
2. Visitor Location: Shows you which country/city a participant originates from
3. Visitor Details: This shows more information about the participant - device used, OS, and browser.
4. Completion time: This shows the amount of time it took the participant to complete the poll – only participants that fully submitted a poll will have this information displayed. Note: If partially answered, would only display "Could not be determined".
5. Completion rate: Shows the percentage of completion which is computed from the number of questions answered compared to the total number of questions.
6. Completed at: Displays the date when the participant has completed/submitted the poll. 
7. Further Options: Shows a link "View Responses" which allows you to view the complete list of the responses of the selected participant.