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Understanding and Building Surveys

A Survey is a reusable questionnaire built in Digia Engage. It can collect structured feedback, route users through different paths, and show a final result or thank-you page.

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For a quick visual walkthrough, watch Creating Native NPS Survey Experiences. If you are updating a Survey that is already live, watch How to Update a Live Survey Campaign in Digia Engage.

The most important thing to remember:

ObjectWhat it controls
SurveyQuestions, answer options, branching, result pages, and global survey settings
CampaignWhen the Survey is eligible to show, how often it can show, and the campaign key used for delivery

Create the Survey first. Then attach it to a campaign when you are ready to deliver it.

Survey Anatomy​

The Survey builder has three working areas.

Digia Engage Survey builder with blocks, canvas, and properties highlighted
Use the left panel for structure, the center canvas for content, and the right panel for properties.
AreaUse it for
BlocksAdd, select, duplicate, and reorder Survey screens
CanvasEdit the selected block and review the mobile layout
PropertiesConfigure the selected block, answer option, media, or style

Every Survey usually contains:

  • an optional welcome block
  • one or more question blocks
  • one or more result pages

Build Surveys in this order:

  1. Decide the feedback goal.
  2. Create the Survey and add the main question blocks.
  3. Add result pages.
  4. Set branching only if different answers need different paths.
  5. Configure global settings such as progress, display type, and close behavior.
  6. Preview and test each path.
  7. Attach the Survey to a campaign.

Keep the first version short. A good first Survey is usually 1-3 questions and one result page.

Build a Simple Survey​

Start with the goal before opening the builder.

GoalGood first question
Post-purchase feedbackHow was your checkout experience?
NPSHow likely are you to recommend us?
Feature feedbackWas this feature useful?
Churn reasonWhat made you cancel today?

Go to Surveys and choose New survey. Use an internal name your team can recognize later, such as:

Post Purchase Feedback Survey

Then add the question blocks that match the answer you need.

NeedRecommended block
One clear answerSingle-Select
Multiple reasonsMulti-Select
Satisfaction scoreNumeric 0-10, Smiley Faces, or Rate It
Written feedbackLong Text
Follow-up contactEmail

Use short question copy. On mobile, long questions make the Survey feel heavier than it is.

Every Survey should end with a result page that thanks the user and confirms the feedback was submitted.

When to Use Branching​

Use branching when the next question depends on the answer.

Good uses:

  • Ask follow-up feedback only if the user gives a low rating.
  • Route promoters and detractors to different result pages.
  • Skip irrelevant questions based on the user's first answer.

Avoid branching when every respondent should answer the same questions. Linear Surveys are easier to test and usually perform better for quick feedback.

Preview Before Attaching​

Use Preview to test the Survey like a respondent.

Check:

  • question order
  • button labels
  • progress behavior
  • result pages
  • any branching paths
  • whether text fits on a mobile screen

Once the Survey feels complete, attach it to a campaign.