Use Surveys to test your design ideas and concepts. Create a Survey to test logos, wireframes, new designs, or other visual elements of your website. Customize your Survey setup by targeting a specific subpage or User Attribute.
In this article, you can learn more about:
How to set up a Survey for concept testing
Visit your Surveys page and click New survey.
Click Start from scratch in the upper-right corner. Enter Name and Description (optional). Click Next.
Choose the Type of the Survey: Popover, Button, Bubble, Embedded, Full Screen, or Link.
You can use all types of Surveys for concept testing.
Choose the Question type, add text. Click Add image.
Explore the examples of use cases below to find the right question type for your scenario.
Add further questions to get more insights or request the user's contact information.
Short and long text answers are great for learning more about user's thought process behind the initial answer. Radio buttons can be used to create polls. Take a look at the full list of question types you can use in Surveys.
Finish configuring your Survey according to your preferences and business goals.
Customize Appearance, add Targeting, or choose the Forward Response options. To get step-by-step instruction on how to finish this process, read How to Set Up Surveys.
Click Create Survey.
To make the Survey start collecting responses from users right away, change the status to Active in the final Review & Activate set up section, before clicking Create Survey.
Use cases for concept testing in Surveys
Wireframe testing
Your Product team has a new UI idea for your most popular feature. You want to find out whether your highest-paying users would be satisfied with the new design.
Setup suggestions:
- A series of questions with 1-5 Rating scales or reactions presenting the new UI.
- A question with a long text answer at the end of the flow to understand the reasoning behind the users’ decisions.
- Targeting based on a specific User Attribute.
- Use the Concept test template to speed up the setup process.
Preference test
Your company is going through a rebranding process. Your marketing team created two new logo designs and wants to find out which resonates more with your audience. Set up a preference test by adding an image showing different logo options to help you with the final decision.
Setup suggestions:
- A Popover Survey on the pages with the highest traffic to quickly collect as many responses as possible.
- An image showing two logos with radio buttons as answers.
- Follow-up questions based on the initial choice: short text answers, radio buttons, or others.
- Targeting set up only for Specific pages.
- Use the Preference test template to speed up the setup process.
Feature naming
You're preparing a new feature release. Your team has several naming options, but they’re not sure which one is the best choice They also wonder whether users would have better naming ideas. Set up a Survey to ask your users: "What would you call this feature?" or create a poll to find out which name they prefer.
Setup suggestions:
- A question with short text answers showing a screenshot of the feature and/or its description.
- Follow-up questions with long text answers to learn more about the reasoning behind the choice.
- A final question with radio buttons that serves as a poll to validate your naming ideas.
Marketing assets test
Your marketing team is working on design assets to use in an ad campaign. They want to find out which will likely get the highest click-through rate (CTR). To predict this, you can ask users how well the image communicates a concept and set up a Survey. Test as many marketing assets as you want. To make sure this survey pops up only for your Ideal Customer Profile (ICP), use User Attributes in Targeting.
Setup suggestions:
- Questions with a 1-5 rating scale or reactions to understand how well the image communicates a concept.
- Targeting based on a specific User Attribute.