Create a UX-Lite survey

You can create a User Experience Lite (UX-Lite) survey in Sentiment to measure how useful your product is and how easy it is to use. You can customize the phrasing of the questions to better match your organization's tone. For more information about UX-Lite surveys, see User Experience Lite (UX-Lite) surveys.

Set up a UX-Lite survey

To create a UX-Lite survey:

1. Go to Sentiment.
2. Select the User Experience Lite (UX-Lite) tile.

3. Configure your survey with the following fields:
   • Product name (required). This product name is inserted into the survey questions. Ensure you choose a suitable visitor-facing name.
   • App (required). Select the relevant app.
   • Product Area (optional). Select the relevant Product Area.
   • Theme (required). Select a theme to apply to the survey. For more information, see Manage NPS themes and insights.
4. Select the position of the survey:
   • Overlay. Display the survey as a lightbox in the center of the page.
   • Footer. Display the survey as a banner at the bottom of the page.
5. Select a layout for the survey questions:
   • Survey over multiple steps. Display survey questions over multiple steps.
   • Survey in a single step. Display all survey questions in a single step.
6. (Optional) Select Don't show "Thank you" message at end of survey to exclude this step.
7. Select Create. This opens the survey editor to allow you to customize the survey content.

Edit survey content

UX-Lite surveys include two key rating questions that together determine the overall UX-Lite score, and an optional open answer feedback question. The two key questions can't be removed or reordered.

The key questions are:

• [Product Name] capabilities meet my requirements. Measures product usefulness.
• [Product Name] is easy to use. Measures ease of use.

To edit the survey fields:

1. For each key question, you can edit any of the following:
   • Question. Responses to this question determine the overall UX-Lite score.
   • Left label. Describes the most negative answer (for example, strongly disagree).
   • Right label. Describes the most positive answer (for example, strongly agree).
   • Range. Select a 5-point or 7-point scale.
2. Use the preview panel to review the survey.
3. For the optional open answer feedback question, you can edit the following field:
   • Question. Use familiar language that your visitors will recognize to improve response chances and quality.

Note: If you delete a survey question and save your changes, you can’t restore the question. To include the question again, create a new survey and delete the current survey.

4. Edit the confirmation message text by typing in the Heading field.
5. Review the full survey flow across all steps.
6. Select Save changes.

Add and reorder questions

You can add new questions and reorder non-essential questions to tailor your UX-Lite survey to your feedback goals. The two key questions that determine the overall UX-Lite score are fixed and can't be moved or removed.

Add a question

1. In the survey editor, select Add question.
2. Choose a question type:
   • Open answer. A free-text response field.
   • Rating scale. A numeric scale for visitors to rate their response.
   • Multiple choice. A set of predefined options where visitors select one answer.
3. Configure the question text and options.
4. Use the preview panel to review the survey.
5. Select Save changes.

You can't add questions to the confirmation message step.

Reorder questions

1. In the survey editor, use drag and drop to move non-essential questions into your preferred order.
2. Use the preview panel to review the updated question order.
3. Select Save changes.

Advance steps automatically

In a UX-Lite survey with multiple steps, you can set a step to advance automatically. When a visitor answers every question on the step, the survey moves to the next step without them selecting anything.

Automatic advance is set per step. It isn't available for single-step surveys.

To advance a step automatically:

1. In the survey editor, open the Questions tab.
2. At the bottom of the step, select Advance automatically.
3. Use the preview panel to review the survey.
4. Select Save changes.

The Advance automatically checkbox is only available for steps that meet these requirements:

• Every question on the step is required.
• The step doesn't include an open answer question.

If a step doesn't meet the requirements, the checkbox is unavailable and a tooltip explains why. The checkbox is also unavailable if the app's web SDK is on a version earlier than 2.343.0.

After a step advances, visitors can select Previous to go back and change their answers. When they return to a step, a Next button appears so they can continue.