Create a Microsurvey Message

Messages offers the option to conduct customer-engaging microsurveys wherever you've installed your Beacon. From a quick thumbs up or thumbs down poll, multiple options to choose from, or even free text entry, microsurveys let you get the answers you need. 

This article will walk you through creating a simple microsurvey. The Do you like the Banana Shirts? Message in the example below will offer customers a happy or sad face to answer our question, along with an option to leave comments. This microsurvey Message will show to any visitor the first time they visit a page that has the J&G Beacon installed. 

You need to have the Messages & Beacons: Create, edit, delete permission to follow these steps. 

Head to Messages from the top menu and you're on your way!

1

Click Create Message in the top right corner if you're not already on the New Message screen. Give your Message a name that only your Help Scout Users will see. Choose Microsurvey for the Display type, then click Create.

2

Start on the Create tab. First up, choose the Beacon that will show this Message. Make sure the Beacon you choose is installed on the pages where you want this Message to appear on your site or web-based app. 

Set an optional Heading and Subtitle (up to 255 characters), then enter the Body of the Message (up to 500 characters). Choose an image to display if you would like. These elements will be visible in the final Message. 

For more on the options for the message body formatting, including inserting images or videos, see Style Your Message.

3

Action will default to Respond to a Survey. Choose the Survey type you want to present, and customize from there. To follow our example, unselect the meh face to only offer the happy and sad faces, and select Ask for comment upon selection to ask for more details. 

Check out Messages Actions, Events, and Audience for more details on each Action, including full details on the Microsurvey options available. 

4

Choose whether your Message will show a button, and if so if it should show the standard Beacon button or one of your User's avatars. An Edit link appears under the avatar option when selected. Click that link to choose which of your team's avatars will be this Message button. 

A preview of your Message will show on the right side of your screen as you fill in these fields.

5

Click the Events tab at the top of the page. Choose First visit to show your microsurvey Message to visitors the first time they land on a page with your Beacon.

Head over to Messages Actions, Events, and Audience for more detail on the Sequence of events or Manual options.

6

Click Audience as the top of the page. Choose Everyone to show the message to all visitors that meet the Event criteria.

See Messages Actions, Events, and Audience for more information on the Selected people option.

7

Click Schedule at the top of the page. Choose Now to start your Message showing as soon as you finish the setup. Choose At a certain time to specify dates for the start and end of the Message campaign. Choose Per customer to access repeat scheduling options (requires that your Beacon implementation use the identify method).

8

Click Save in the top right corner when you've set each option, then choose Review and Start to review your choices and start the Message, following the schedule you set. Click Start and confirm it to get things going. 

And ta-da — you've created a microsurvey Message! 🎉

Hop in there and try different options, and check out Messages Performance Reports for more information on how to view the responses.