The Settings tab in Sentiment allows you to manage settings for individual surveys, including when and how the survey is shown to visitors to complete. For information on configuring NPS survey settings, see Set up an NPS survey. This article explains the different settings available for CSAT, PMF, and UX-Lite surveys.
Settings are displayed in a grid, with tiles representing a different setting. This article explains what you can do with each setting.
Activation
Set your survey to activate when it's ready to be published.
- After the survey is activated, the survey status is set to Public.
- Review and secure approval from your organization before activating. Once a survey is Public, its content is locked and can't be edited.
- If you need to remove a survey, you can change its status to Disabled.
- To edit a published survey, clone it, make your changes, and publish the new survey. Disable the original survey at the same time.
Edit in my app
You can select Edit in my app to adjust the survey's placement in your product using the Visual Design Studio.
Note: Editing capabilities are limited in the Visual Design Studio. You can't change survey content in the designer, this must be done in the Question tab of the survey. You can still modify placement, activation, and styling in the designer.
Segment
The Segment section displays the number of visitors who are eligible to receive the survey after it's activated.
- Eligible visitors are users who've already used your app and match the targeting criteria.
- Visitors added manually, for example, through a CSV file import, are excluded from this list.
To target or exclude visitors based on whether they viewed a survey, use the Guide rule in the segment. For more information, see Segment rules.
Scheduling
Control when and how a survey is published using the Scheduling options.
Note: If a visitor completes the same survey more than once, their latest response overwrites the previous response. Repeated submissions count as one response per visitor for that survey, not a separate response for each recurring delivery.
- By default, a survey is shown to each visitor once, or until they complete or dismiss it.
- To repeat the survey, you can schedule recurring deliveries by configuring the following options:
- Frequency. How often the survey reappears.
- Start date and time. Date and time of first activation.
- Evenly distribute delivery. Spread survey activation over time no not all visitors receive the survey on the same day. For more information see, Even Distribution for surveys in Pendo. Surveys with email delivery must use a recurring schedule with even distribution.
Email delivery
Deliver a survey by email as well as in your app. When a visitor who's eligible for the survey doesn't respond in-app, Pendo emails them the survey through Orchestrate, once per recurrence cycle. Visitors who unsubscribe from survey emails don't receive it.
Note: Email delivery for surveys is available in beta. A subscription admin can turn on the Sentiment email beta from Settings > Subscription settings > Beta enrollment. For more information, see Subscription settings.
Email delivery requires a recurring schedule with Evenly distribute delivery turned on, and can't be combined with snooze. You can choose In-app + email when you create the survey, or add email delivery later from the survey's settings.
To add email delivery, open the survey's Settings tab and, under Delivery channels, select Email. In the Email delivery card:
- Turn on email delivery.
- Select an Email profile to send from. If you don't have one, select Set up sender. Senders need a verified email domain; select Go to Domains to verify one.
- Enter a Subject.
- Select Save. On a survey that's already Public, select Enable email delivery instead. The email campaign starts according to the survey schedule.
After you save, select Send a test email to check the sender, subject, and survey before it goes out.
On a live recurring survey, you can't turn off email delivery. You can still change the email profile and subject; the changes apply to the running campaign immediately.
Localization
Add and manage translations of your survey. This is only available to edit if localization is active for your subscription. For more information, see Localization.
Snooze
Allow visitors to dismiss the survey for 24 hours. The snooze option appears on the first step of the survey, giving visitors a way to respond later. You can also enable snooze during survey creation. Snooze isn't available for surveys with email delivery.
Slack notifications
Send new survey responses automatically to selected Slack channels. After you connect Slack in the Integrations page, you can manage which channels receive survey responses. You can configure positive, negative, and neutral responses to be sent to different channels. For more information, see Send survey responses to Slack.
Listen
If you have Pendo Listen as part of your subscription, you can send survey responses automatically to Listen to be saved as feedback. You can send future responses or backfill existing survey responses to Listen. For more information about configuration, see Send survey responses to Listen.