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Using the voice of customer capabilities provided by CardioLog Analytics you can create online surveys for all visitors or specific target segments to learn more about your users in real time.

Create surveys based on either single answer, write-in answer, multiple choice or required input fields, and create dynamic responses based on the answers provided.
Deliver a defined surveys to specific visitor segments.
Direct your visitors to further action, depending on their survey response.

In the main Surveys window under Visitor Engagement, you can view the status of each survey and filter surveys by status (active / inactive), by type (initial / consecutive) and by visitor segment.

Surveys main user interface

Survey sample

How to create a survey

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create survey
create survey
How to create a survey

In the Surveys main Surveys user interface, window click Add Survey .

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New survey dialogSurvey Dialog
In the General Details dialog, enter the a Survey Name.
Select where
Decide Where should this survey appear - select appear? and select the website item in which where the survey will be displayedappear using the Object Explorer. You can enter * to display the survey on all pages of your SharePoint environment.

Selecting Show survey on any sub-all page in URLs beginning with this section - Show URL address will display the survey on all page URLs beginning with this URL address
Survey Status - Choose pages defined.

Use Survey Status to choose whether or not to activate the survey immediately.

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Survey General Details dialog
In the General Behaviour dialog, select who Behavior dialog choose Who should be prompted to take this survey - survey? from the drop-down menu to select the visitor segment for which you would like to view the survey will be displayed. You can select "Anyone" to display the survey to all visitors. For more information about visitor segments Visitor Segments see "How to create Visitor Segments," or access Segments from the Settings menu in the Navigation Pane to edit or add new segments.

Select how often to show the survey:
- ~~Show as long as visitor did not answer or closed survey~~ Show as long as visitor has not answered or closed survey
- Show only once per visitor
- Show survey even if visitor already answered
- Show survey even if visitor already answered (once per visit)
Select when When should this survey be prompted -prompted?
- When the visitor is part of the selected visitor segment
- When the visitor is part of the selected visitor segment and he/she moves the cursor towards the browser close button
- When the visitor is part of the selected visitor segment and he/she scrolls down the page
Select what Enter text for What do you want to have on the submit button button? - by default the survey submit button text is "SUBMIT".
Select how
Choose either opened or closed for How do you want the survey to appear - opened / closed?

Survey opened

Survey closed

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Survey General Behaviour dialog
In the Appearance dialog, select the survey theme Theme, color palette and position on the SharePoint page.
Palette and Position as you'd like it to appear on your site.

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Appearance dialog

Survey Default Theme with Dark Palette

Survey Basic Theme with Blue Palette

Survey Basic Theme with Yellow Palette

Survey Designed Theme with Light Palette

Survey Designed Theme with Dark Palette
In the Question dialog, enter begin by entering the Question , select enable as you'd like it to appear,

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Question Dialog

Select Enable segmentation based on this question if you want would like to create a new segment for visitors who answer the question. For more information about visitor segments see "How to create Visitor Segments.".

Select Required - specifies that a to specify that the question must be answered before submitting the survey. Required questions are will be marked with an asterisk (*).

Add a Description (optional) that will be placed before the question / after the question / hidden.
Question dialog
an optional Description. From the adjacent drop-down menu you can choose Place before question, Place after question, or Hide description to decide how the Description text will be displayed to the user.

Select the Answer type. There are several answer types available:

(1) Text-based answer ( - free response) - : The visitor types his own answers within a text box.

Text-based answerAnswer

(2) Write-in answer which includes field validation (: Defined as either short text / , Email / , Phone / Number) - , or a Number. The visitor will have to type the selection in a short text , phone number, Email or number within a text box.

Write-in answerAnswer

(3) Single answer selection (- radio button) - : The visitor will have to select one predefined answer (you can define from a list of two or more answers ).
Single answeryou will be asked to enter. The Answers options will not appear until you choose Single Answer - Radio Button.

Single Answer

(4) Multiple answer selection (checkboxes) - The - checkboxes: The visitor can select more than one answer out of the predefined answers.
Multiple answerone or more answers from the predefined answers you will be asked to enter. The Answers options will not appear until you choose Multiple Answer Selection - Checkboxes.

Multiple Answer

Click on Add another answer to add a predefined answer to a single /or multiple selection answer type selectionquestion.

Select No explanation / , short explanation / , or long explanation to add an explanation text box that will be displayed after the visitor selects the answer.

Click on Delete to delete an answer.

Answer type dialogType Dialog

Short explanationExplanation

Long explanation
* Once Explanation

Note - Once a survey is saved there is no way to modify the answer type.
Click on Add Question In order to add multiple questions.

Drag and drop the question Question, or click Up / Down in or Down in order to change rearrange the order of the questions.

Click on Delete in order to delete a question.

Multiple Questions
You can leave choose to display a " Thank you" You message to the visitor visitors who answered submit the survey and create that may include dynamic responses based on the answers provided.

In the Thank you message behaviour dialog, select whether You Message Behavior dialog you can choose to show the same thank you message for all answersresponses, show a conditional thank you message based on the visitors' responseresponses, or to take further actions.

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Thank You Message Behavior Dialog

When selecting show the same thank you message for all answers enter the thank you message text and how long (in seconds) the thank you message will appear.

You can execute JavaScript code after a visitor submits a survey. For example, you can create a survey for registering visitors to a webinar. The survey will contain a few required fields such as the visitor's name and email. When the visitor submits the survey, you can execute JavaScript code to register the visitor to the webinar.

Survey example: Register to a webinar

When selecting show the survey results, the survey results (the answers that others provided) will appear after the visitor submits the survey.

Survey results

When selecting redirect the user to a different page, enter the page URL (or select it from the Object Explorer by clicking on the "..." button) that the visitor will be redirected to after submitting the survey. Select Open in a new window in order to open the page in a new browser window.

Thank you message behaviour dialog

When selecting redirect the user to a different survey, select the survey that will appear right after a visitor submits the survey. For more information see "How to create a multi-page survey".

Thank you message behaviour dialog

When selecting show a conditional thank you message (based on visitor's response), you can display different thank you messages, or take further actions (such as redirecting the visitor to a different page or a continual survey), based on the visitor's response.
Select the question you want to display conditional thank you messages for and select the behaviour for each answer.

Conditional thank you messages
Finally, you may preview and save the survey you have created.The preview feature is also available in the main Surveys UI after creating the survey.

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add user details
add user details
How to add personal user details to a survey

You can add personal details about the current visitor to the survey question and description automatically, by placing dynamic labels for user categories. In order to import user categories information into the tool see "How to configure visitor segmentation for authenticated users".

In the Survey question dialog, add a dynamic label with the user category name to the survey question or description text boxes, in the following format: [User Category Name]. To find out which available user categories you can use, create a new advanced segment as detailed here and find the user categories in the advanced segment details dialog, under user information.

Add user categories dynamic labels to survey question and description
When the survey appears on the website, the label will contain the current visitor details.

Personalized survey

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add images
add images
How to add images to a survey

You can add images, such as your company logo, to the survey question description and thank you message text boxes.

For example, add the following HTML image tag to the survey question description or thank you message, to display the Intlock company logo:

<img src="http://www.intlock.com/intlocksite/images/intlockLogo.png" width="100" />

Add logo to survey question description

Add logo to survey thank you message

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create multipage survey
create multipage survey
How to create a multi-page survey

You can create a multi-page survey by creating a continual survey that will appear right after a visitor submits a survey.

In the Survey General Behaviour dialog, under who should be prompted to take this survey, select No one (this is a continual survey).
In the Thank you message behaviour dialog of the original survey, click redirect the user to a different survey and select the continual survey.

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example display
example display
Example - How to display a survey on the SharePoint search results page when no results are found

You can create a survey that will appear on a page only when specific conditions apply. In this example we will show you how to display a survey to visitors immediately after they perform a search that returned no results.

In the main Surveys user interface, create a continual survey that will appear on the SharePoint search results page when no results are found.
In the Survey General Behaviour dialog, under who should be prompted to take this survey, select No one (this is a continual survey).
Create a new segment (for more information see "How to create a segment") with the following parameters:

Segment Type - Basic segment
Segment Scope - Page
URL - contains "osssearchresults.aspx" (the SharePoint search results page)
Add a pixel of type Script to the segment and enter the following script path - /_layouts/CardioLogAgent/searchresults.js
Contact your system administrator in order to edit the survey ID in the searchresults.js script (var survey_id_to_show).
When using the CardioLog tracking agent feature, the searchresults.js script is located under the SharePoint web application _layouts folder on all WFEs.
The survey ID can be retrieved from the tab_voc_surveys table in the CardioLog database.
Contact Intlock if you need any assistance.

Note: The code in this example is compatible with SharePoint 2013 default search.

When a visitor will visit the search results page, it will be added to the segment and the script will be executed (the pixel will be fired). The code will display the survey only when the search returns no results.