Feedback Forms

The Feedback & Research Area

Creating a Feedback Form

Building a Feedback Form

Launching and Sharing a Form

The Participant Experience

The Results Page

The Feedback & Research Area

The Feedback & Research area provides a unified building experience for both Feedback Forms and Research Surveys.

On the dashboard:

• Use the Type filter at the top of the page to filter between All Items, Feedback Forms, or Surveys.

• Each tile shows an indication of what type it is:
  
  • Feedback Form
  • Survey: BYO
  • Survey: Panel

Creating a Feedback Form

Follow the steps below to get started with a new Feedback Form.

1. Click the Create New Form button.
   
2. Enter the Form Name. This name is internal, and only your team sees it.
   
3. If you are creating the form from within a product, the product will be populated for you. If you are in the All Products view, select the product this form is for.
   
4. Select the 'Feedback Form' Type. You can also duplicate from an existing form.
   
5. Choose a template or start from scratch, then click the Next button to continue building your form.
   

Building a Feedback Form

The Feedback Form builder is a single page, with a live preview link.

1. Define the settings for your Feedback Form. In the Form Title field, set the external-facing title. In the Form Instructions field, enter any applicable instructions.
   
2. Customize the questions on your Feedback Form with the following options:
   1. Click the Add New Question button to start a new question.
   2. Enter the question and select the question type: Text input, Multi-choice, or Rating system (0 to 10).
   3. Multi-choice can be single-select or multi-select, and can include an Other free-text option.
      
3. Mark each question as required or optional. Use the drag and drop function to reorder questions.
   1. Name and email are required and always collected.
   2. Title and description are required and always collected.
      
4. Use the Live Preview button at the top of the page to preview the form.
   
5. Click the Launch Form button.
   

Launching and Sharing a Form

After clicking the Save Form button, a modal will open with two copy-and-paste links:

• Share Link: A public URL to share with anyone outside your account.
  
• Embed Code: An embed URL to place the Feedback Form in another site, such as an internal wiki.
  

The Participant Experience

When a participant views your Feedback Form, they will be able to view the questions and submit their responses from a single page.

• The Form Title and Form Instructions display at the top, if set.
• The participant will enter their name and email, and provide answers to the questions in the form.
• A Google reCAPTCHA checkbox handles anti-spam.
• Once submitted, the response is visualized in the Feedback Form results as well as in the Unassigned Signals drawer.
  

The Results Page

To view responses to a Feedback Form, open an active form and view the Participant Feedback page.

• The Participant Feedback page will show responses as they arrive.
• Responses are grouped by respondent. Click a name to open the response in a new tab.
• Downloading a CSV of responses can be done through the Download CSV button at the top-right of the Participant Feedback page.