How to create NPS & Forms or a Surveys?
NPS & Forms ( Surveys)
Beacon's 'NPS & Forms' functionality is a versatile tool designed to help organizations collect and analyze feedback from their customers, employees, or other stakeholders. It enables the creation of various types of forms tailored to specific purposes, including but not limited to:
Feedback Forms: These forms can be used to gather opinions, suggestions, and experiences from users regarding a product, service, or overall interaction with the organization. This allows businesses to identify strengths, weaknesses, and opportunities for improvement.
Surveys: Comprehensive surveys can be designed to delve deeper into customer preferences, behaviors, and satisfaction levels. These surveys can be used for market research, employee engagement assessments, or to capture general sentiment.
Net Promoter Score (NPS) Surveys: The NPS component specifically helps measure customer loyalty by asking users how likely they are to recommend a product or service to others. This is a quick and powerful metric to gauge overall satisfaction and identify promoters, passives, and detractors.
Custom Forms: Beyond feedback and surveys, the tool allows users to create forms for diverse use cases, such as event registrations, service requests, or issue reporting. These forms can be tailored with custom fields, layouts, and branding to suit organizational needs.
Key benefits of this feature include:
Ease of Use: The intuitive interface allows users to design, customize, and deploy forms quickly, even without technical expertise.
Data Insights: Collected data is organized and presented in a way that makes analysis straightforward, providing actionable insights.
Automation: The system can integrate with other tools or workflows, automating processes like follow-ups, data transfer, or reporting.
Scalability: Whether for a small-scale survey or a large feedback campaign, the feature supports a range of use cases.
Enhanced Decision-Making: The insights from these forms help businesses make informed decisions to enhance customer experiences, improve services, and align strategies with user expectations.
Overall, 'NPS & Forms' empowers organizations to stay connected with their audience, understand their needs, and foster long-term relationships through consistent and meaningful engagement.
Using Beacon Editor
Steps to initiate “Create NPS & Forms ( Surveys)”
Ensure the latest Beacon extension is installed and that the Beacon Bar & Visual Editor are enabled.
Note: Enabling this will activate the Beacon-related features on your Website/application.
Navigate to the “footer section” of the page to locate the Beacon Visual Editor as shown in the above image.
In the footer section we can navigate to creation of flows page in two ways. To create a “Create Surveys", The first way is to select the “choose existing” button in the footer section which will open a pop-up window, and in that pop-up window choose “Surveys”. This will open an editor which consists of an existing Surveys list as well as options for creating new ones.
Note: Do not modify the “Dropdown” on the editor page, as it is set to “Surveys” by default. If changed, it will navigate to different feature lists within the same pop-up window based on the selection.
An alternative way to access the flows page is through the footer section, where you will find the “Create” button click and select surveys from it.
Banners/Info-Island Template Design options: We can use the default pre-configured design template and edit on it or can create a design template for tooltips of our choice by using options as
Text Block: To insert content or text.
Header Block: To add header content or text.
Button Block: To include buttons.
Image Block: To insert images.
Video Block: To embed videos.
Embed Block: To include website content or specific URLs.
HTML Block: To write custom HTML code for a specific block and design the modal accordingly.
Section 1: Editor options section
After selecting a template from the list, the UI interface will appear as shown above. This interface provides users with various customization options to create and style their survey, making it visually appealing and functional. Below are the key options and their functionalities:
1. Name
This field is used to assign a unique name to the survey. The name is for internal use only, making it easier to identify and manage different surveys in the system.
Under Styles Tab:-
2. Styles > Placement
This option allows users to define the position of the survey on the screen.
Placement options include:
Center: The survey is displayed in the middle of the screen.
Left: The survey aligns to the left side of the screen.
Right: The survey aligns to the right side of the screen.
Additional positioning options may be available depending on the layout requirements.
3. Styles > Padding
This feature lets users control the space between the survey’s content and its edges.
Padding values can be customized to ensure the content appears well-spaced and visually balanced within the survey.
4. Styles > Width & Height
Users can define the exact dimensions of the survey by setting its width and height.
This ensures the survey fits perfectly within the desired screen space and aligns with the design requirements.
5. Styles > Background
The background color or image of the survey can be customized to match the brand or theme.
Users can also adjust the border radius to round the edges of the survey, adding a softer, more modern appearance.
6. Styles > Overlay
This option allows for the addition of an overlay behind the survey, which enhances focus on the survey by dimming or obscuring the background content.
When the ‘Toggle’ button is enabled:
The overlay prevents interactions with other elements on the screen.
Only the survey remains interactive, ensuring user attention is directed solely to it.
7. Styles > Border Stroke
Users can customize the border stroke of the survey to make it more prominent or visually distinct.
This option is applicable to both types of surveys (e.g., informational or interactive), providing consistency across various designs.
These features collectively enable users to design highly customizable and interactive surveys. The flexibility provided by the interface ensures that the final output aligns with both functional requirements and aesthetic preferences.
Under Settings Tab:-
Who (Specifies the audience for the surveys):
“Everyone” Radio Button: Select this option to display the surveys for all users of the application.
“Segment” Radio Button: Choose this option to restrict the surveys to specific users or user groups, based on pre-defined "Segment" rules within Beacon.
Where (Determines where the surveys is shown):
“Everywhere” Radio Button: This option will make the surveys appear on any page within the application, ensuring it is seen throughout.
“Segment” Radio Button: Use this option to restrict the surveys to specific pages or URLs based on the rules you have set up under the "Segment" functionality.
Trigger (Configures when the Banners/Info-Island should be activated):
“Immediately”: This trigger will make the Banners/Info-Island appear immediately, based on the settings you have configured.
“Delay”: Use this option to display the Banners/Info-Island after a specified delay, allowing time before it is shown.
“On Event”: This setting activates the Banners/Info-Island when a specific event occurs within the application, such as user interaction or system action.
Till (Determines how long the Banners/Info-Island remains visible):
“Number of times per user”: Limits how many times a single user will see the Banners/Info-Island in total.
“Number of days”: Defines the number of days for which the Banners/Info-Island will remain active before being deactivated.
5. The Submit Action under the Settings tab offers a dropdown menu with two primary options:
Submit: Selecting this option will simply submit the form data as configured. This is ideal for straightforward use cases where no additional processing or integration is required.
Integration: Choosing this option allows users to connect the survey with external tools or services. Upon selection, the interface will prompt users to specify the type of integration required, such as connecting to third-party platforms like Zendesk, Salesforce, or other supported applications. This feature is particularly useful for automating workflows, such as creating tickets, sending notifications, or updating customer records directly after submission.
Section 2 : Beacon Editor tools
In Section 2, the main “Beacon Editor” provides options such as “Preview,” “Save,” and “Publish” after initiating the “surveys” process.
Preview: Allows users to view their work within the same screen. To close the preview, hover over the top (header section) and click the “Close” button.
Save: Saves any changes made.
Publish: Deploys the surveys with the configured settings.
Using Beacon Dashboard
The Beacon Dashboard is a dedicated interface provided to every client of Beacon to manage all available features efficiently.
Steps to Initiate “Create Surveys”
Verify Access Permissions Ensure you are an admin or a user with access to the Beacon Dashboard for your application. Note: If you lack access, request the admin to add you as a member by navigating to:Beacon Dashboard > Settings > Team > Add Member.
Navigate to the “Surveys” Section
Go to Engagements > NPS & Forms > Surveys
This will take you to the “Surveys List” page.
Click on the “Create Survey” button to open the create page.
Choose a Template or Start from Scratch In this page, you can either:
Select a pre-defined template, or
Choose the “Start from Scratch” option.
Section 1: Editor options section
After selecting a template from the list, the UI interface will appear as shown above.
This interface provides users with various customization options to create and style their survey, making it visually appealing and functional. Below are the key options and their functionalities:
1. Name
This field is used to assign a unique name to the survey. The name is for internal use only, making it easier to identify and manage different surveys in the system.
Under Styles Tab:-
2. Styles > Placement
This option allows users to define the position of the survey on the screen.
Placement options include:
Center: The survey is displayed in the middle of the screen.
Left: The survey aligns to the left side of the screen.
Right: The survey aligns to the right side of the screen.
Additional positioning options may be available depending on the layout requirements.
3. Styles > Padding
This feature lets users control the space between the survey’s content and its edges.
Padding values can be customized to ensure the content appears well-spaced and visually balanced within the survey.
4. Styles > Width & Height
Users can define the exact dimensions of the survey by setting its width and height.
This ensures the survey fits perfectly within the desired screen space and aligns with the design requirements.
5. Styles > Background
The background color or image of the survey can be customized to match the brand or theme.
Users can also adjust the border radius to round the edges of the survey, adding a softer, more modern appearance.
6. Styles > Overlay
This option allows for the addition of an overlay behind the survey, which enhances focus on the survey by dimming or obscuring the background content.
When the ‘Toggle’ button is enabled:
The overlay prevents interactions with other elements on the screen.
Only the survey remains interactive, ensuring user attention is directed solely to it.
7. Styles > Border Stroke
Users can customize the border stroke of the survey to make it more prominent or visually distinct.
This option is applicable to both types of surveys (e.g., informational or interactive), providing consistency across various designs.
These features collectively enable users to design highly customizable and interactive surveys. The flexibility provided by the interface ensures that the final output aligns with both functional requirements and aesthetic preferences.
Under Settings Tab:-
Who (Specifies the audience for the surveys):
“Everyone” Radio Button: Select this option to display the surveys for all users of the application.
“Segment” Radio Button: Choose this option to restrict the surveys to specific users or user groups, based on pre-defined "Segment" rules within Beacon.
Where (Determines where the surveys is shown):
“Everywhere” Radio Button: This option will make the surveys appear on any page within the application, ensuring it is seen throughout.
“Segment” Radio Button: Use this option to restrict the surveys to specific pages or URLs based on the rules you have set up under the "Segment" functionality.
Trigger (Configures when the Banners/Info-Island should be activated):
“Immediately”: This trigger will make the Banners/Info-Island appear immediately, based on the settings you have configured.
“Delay”: Use this option to display the Banners/Info-Island after a specified delay, allowing time before it is shown.
“On Event”: This setting activates the Banners/Info-Island when a specific event occurs within the application, such as user interaction or system action.
Till (Determines how long the Banners/Info-Island remains visible):
“Number of times per user”: Limits how many times a single user will see the Banners/Info-Island in total.
“Number of days”: Defines the number of days for which the Banners/Info-Island will remain active before being deactivated.
6. The Submit Action under the Settings tab offers a dropdown menu with two primary options:
Submit: Selecting this option will simply submit the form data as configured. This is ideal for straightforward use cases where no additional processing or integration is required.
Integration: Choosing this option allows users to connect the survey with external tools or services. Upon selection, the interface will prompt users to specify the type of integration required, such as connecting to third-party platforms like Zendesk, Salesforce, or other supported applications. This feature is particularly useful for automating workflows, such as creating tickets, sending notifications, or updating customer records directly after submission.
Section 2 : Main Navigation Bar options
The "Main Navigation Bar" in Section 2, includes the following options: Save, Menu, and a Status dropdown button.
Save: Use this button to save any changes you have made.
Status Dropdown: This menu allows you to set the visibility of your content with the following options:
Public: Live for everyone as per behaviour settings.
Private: Can be invoked only through chrome extension
Unlive: To remove from public
Draft: To save your work in progress.
4. Menu: it has the option to Duplicate & Delete buttons. ( After Creation it enables )
Duplicate : will duplicate it.
Delete : will delete with conformation.
Note: If you have any questions, please don't hesitate to reach out to us at Support@beacon.li
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