Edit your NPS survey content

After you've created an NPS survey, you can:

• Edit the NPS survey settings from the Settings tab of the NPS survey.
• Edit some aspects of the styling and content of the NPS survey from the Visual Design Studio, including the following:
  • Add more steps to the NPS survey. If you chose In-app + Email as part of Step 1 in the NPS survey setup process, any additional steps can’t include actions.
  • Edit text of the NPS survey. You can edit the styling and phrasing of the NPS questions and button text in the survey.
  • Choose a different location for your NPS survey. We recommend keeping your NPS survey as a banner. Other formats can interfere with the styling and activation method for your guide.
  • Add color to your NPS survey by adding a custom code block to your NPS survey. This is only available for NPS surveys delivered on a web application.

If you edit an NPS survey, visitors who have already seen the survey won’t see it again until the next recurrence time frame starts.

Edit the NPS survey settings

The overall format of an NPS survey must stay the same for it to be a valid NPS survey. For this reason, you can’t change most aspects of the survey beyond the options provided to you as part of the initial setup process.

However, you do have access to the following guide settings, which you can access from the Settings tab of your NPS survey after you’ve created it:

• Activation. We recommend keeping this set to Automatically. You must keep the activation method set to Automatically if you’re using even distribution. All other activation methods override even distribution behavior. For information about even distribution, see Net Promoter Score (NPS) in Pendo and Even Distribution for NPS in Pendo.
• Segment. Review and edit the segment, or choose a different segment. For information about segments, see Segments.
• Scheduling. Review and edit how frequently the survey is delivered, the start date and time of the survey, and whether you want to evenly distribute the survey. Even distribution controls when visitors are eligible to see the survey within its time frame. For information about scheduling, see Set up an NPS survey or Set up an NPS survey for Mobile.
• Localization. Add and manage translations of your survey. This is only available to edit if localization is activated for your subscription. For more information, see Localization.
• Email settings. If you built an NPS survey for a web application, you can turn on or off backup email settings. You can turn on Email Backup using the toggle in the Email Settings card after you’ve set a recurring delivery frequency and turned on even distribution in the Scheduling card of the Settings tab. For information about even distribution, see Net Promoter Score (NPS) in Pendo and Even Distribution for NPS in Pendo.

Add more steps

You can add more steps to NPS surveys. If you chose In-app + Email in the setup process for a web-based NPS survey, any additional steps can’t include actions. If you want more freedom over additional steps, you can instead create a number-scale poll guide. For instructions, see Create a guide and Add guide content using building blocks.

To add more steps to an existing NPS survey:

1. Go to NPS, and then find and open your NPS survey.
2. From the Settings tab, select Manage in my app.
   
   
   
   
3. Enter your application URL and then select Launch Designer. This opens the Visual Design Studio for editing your NPS survey.
4. From the center of the Visual Design Studio toolbar at the top of the page, expand the View steps tab.
   
   
   
   
5. Select + Add Step. This opens an Add New Step screen.
   
   
   
   
6. Under 3. Select layout card, choose your step layout. The previous two cards aren’t editable for an NPS survey.
7. Optionally, drag and drop the step to where you want it to appear in the survey flow.
8. Edit the step’s building blocks, content, styling, location, and behavior as needed. For more information, see Create a guide.
9. When you're done, select Save and then Exit from the top-right of the toolbar.
   
   

Edit text

While you can’t edit the overall format of the NPS survey, you can edit the styling and phrasing of the survey from the Visual Design Studio.

To edit the text of an existing NPS survey:

1. Go to NPS, and then find and open your NPS survey.
2. From the Settings tab, select Manage in my app.
   
   
   
   
3. Enter your application URL and then select Launch Designer. This opens the Visual Design Studio for editing your NPS survey.
4. From the center of the Visual Design Studio toolbar at the top of the page, expand the View steps tab.
   
   
5. Select the step of your NPS survey that you want to edit the text for.
6. Select the text that you want to edit. This can be any of the questions, the hint text, the text inside the Submit button, or text for the success message.
7. Edit the text wording, style, and spacing in the Edit Text or Edit Button window as required, and then select Done.
8. When you're done, select Save and then Exit from the top-right of the toolbar.
   
   

Choose a different location

You can change the location of the first step in your NPS survey to change where it displays in your application:

1. Go to NPS, and then find and open your NPS survey.
2. From the Settings tab, select Manage in my app.
   
   
   
   
3. Enter your application URL and then select Launch Designer. This opens the Visual Design Studio for editing your NPS survey.
4. From step 1 in your NPS survey, open the Location tab of the Edit container. Step 1 is selected by default.
5. Edit the location options of the NPS survey as required and then select Done.
6. When you're done, select Save and then Exit from the top-right of the toolbar.
   
   

Add color to your NPS survey

You can add color to an NPS survey delivered on a web application using a custom code snippet. You can't add code blocks to an NPS survey delivered on a mobile application.

Warning: The example that follows is written to help you to extend the capabilities of Pendo. However, there's no warranty, SLA, or support available for its use. All code snippets are free to use, but custom code is outside the remit of our support team’s responsibility. To request new code snippets, help modifying existing snippets, or customized functionality, contact Pendo Professional Services (services@pendo.io) instead. These requests require a custom services contract with Pendo.

1. Go to NPS, and then find and open your NPS survey.
2. From the Settings tab, select Manage in my app.
   
   
   
   
3. Enter your application URL and then select Launch Designer. This opens the Visual Design Studio for editing your NPS survey.
4. Hover over the preview of the NPS survey and select the blue plus icon (Add Row) to open the Building Blocks window.
   
   
   
   
5. Under Advanced, select Code Block. This is the only selectable option.
   
   
   
   
6. Within the code block, add the following code to the CSS tab and then select Done. Your survey now has color added to it.
   
   

   /* Detractor Color */ ._pendo-nps-poll-0, ._pendo-nps-poll-1, ._pendo-nps-poll-2, ._pendo-nps-poll-3, ._pendo-nps-poll-4, ._pendo-nps-poll-5, ._pendo-nps-poll-6 { background-color: #E97451!important; } 
   
   /* Passive Color */ ._pendo-nps-poll-7, ._pendo-nps-poll-8 { background-color: #FFFF8F!important; } 
   
   /* Promoter Color */ ._pendo-nps-poll-9, ._pendo-nps-poll-10 { background-color: #AFE1AF!important; }

   
   
   

7. Select Save and then Exit from the top-right of the toolbar when you're done editing your NPS survey.