Creating surveys with Kno takes just minutes!
To get started navigate to Surveys and click the button + Create survey.
You've got the option to build a survey from scratch, or use our template bank. Check out more on how to utilize survey templates here.
A few things to note:
Each plan has a limit to the number of questions you can add to a survey. For information on all available questions, read more here.
STARTER: 3 questions
ANALYST: Unlimited questions/actions
PRO: Unlimited questions/actions
Looking for inspiration on questions? Check out our list of of our favorite questions here!
Survey building and Editing
Update the survey title by clicking on "Survey Example"
To add questions, click on "+ Add content"
You can toggle between empty questions, or Kno's predefined question templates from there
To edit the question, head to the "Content" section to input your question under "Question Title"
Add response options by clicking on "+Add option"
Toggling the "Other" option will add ability for your customers to type out what you're missing!
To add logic to your survey, simply head over to the Logic section and check out this article that outlines your options.
Once you have all of your questions, response options, and logic set up, you can make sure that your survey matches your branding. You can adjust the design on the lower left-hand corner of the page.
You can also add custom css (only available for use on the order confirmation screen), and change the next/previous button text. Read here for more info.
Click on Confirmation to update the page at the very end of your survey experience- although we recommend making the final question in your survey an action and setting the logic to be "End Survey Here" instead!
Picking your Channels
Great work! Now let's go through the Channels section of the survey builder.
The first step is survey delivery! You'll want to decide if you want to add the survey to your Shopify Confirmation and Order Status pages ("Embed in Shopify's checkout page"), embed the survey on any non-Shopify checkout page ("Embed in a web page"), or send the survey to your customers wherever you'd like ("Share with a link"). Check out those hyperlinks for more information.
If you're Embedding the survey and are on a higher tier plan, your survey can be shown to a specific type of customer using our audiences feature. Audiences can be created using different order, customer, and survey response data points. Read more details here.
Once you've read up on audiences and have created the ones that you want to use, you can then apply it to the survey that you're building
Ready to go live? If you're on Shopify, make sure that you've added your KnoCommerce Survey to your checkout pages!! Find out more here.
All that's left to do is to Enable the survey (toggle "Enable on Shopify checkout", "Enable custom embed", or "Enable sharing Survey with a Link" depending on your channel. Then hit the "Publish" button at the top right of the page and start collecting data! You can always just Save the survey if you aren't ready yet.
Then hit the "Publish" button at the top right of the page and start collecting data! You can always just Save the survey if you aren't ready yet.
If you have any questions, let us know. :)