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Create a Survey

Creating a survey allows you to collect structured feedback from customers and optionally associate responses with existing personas. Surveys can be distributed through campaigns or shared directly via link.

Updated over 2 weeks ago
Academy Course: How to Create a Survey 🎬

Prerequisites

Before creating a survey, ensure you have:

Required Permissions

Surveys are accessible to users with:

  • Analyst

  • Marketing

  • Marketing + Analyst

  • Operator

  • Owner

Other Requirements

  • A Marketing Pro subscription (or higher)

How to Create a Survey

  1. Navigate to Customers > Surveys

  2. Click Add (+)

  3. Complete the survey setup (Information, Questions, Content, Design, Extras)

  4. Click Save

Step 1: Information

Internal Survey Name

  • Internal reference name only. Not visible to customers.

Internal Description

  • Optional internal notes to provide additional context.

Start Date

  • Date the survey becomes available.

  • Before this date, users will see: “Survey going live on X.”

End Date

  • Date the survey stops accepting responses.

  • After this date, users will see that the survey is no longer available.

Step 2: Questions

Survey responses are stored in the Persona profile (when identifiable).
Personas can be segmented based on survey answers. See Using Surveys to Create Audiences.

Required vs Optional

  • Required questions display a red asterisk (*)

  • Optional questions may be left blank

Managing Questions

  • Delete a question: Click the trash icon

  • Reorder questions: Use up/down arrows or manually enter position number

  • Add a question: Click Add Question

    • Create new

    • Select from existing

Question Fields

Label Text

  • The visible question text.

Placeholder Text (Optional)

  • Suggested input shown inside the field.

Description (Optional)

  • Additional guidance displayed beneath the field.

Type

  • Select the input type (text, dropdown, date, etc.).

Do I Need to Add Phone or Email to My Survey?

No — unless collecting that information for your own purposes.

Here’s how it works:

Surveys Sent Through Campaigns

  • No phone/email field required

  • AIQ automatically associates the response with the persona

Surveys Not Sent Through Campaigns

  • Users are prompted for phone/email

  • Used to match the response to an existing persona

⚠️ If no persona exists for the provided PII, an error will appear.
Surveys cannot create new personas due to consent requirements.

Anonymous Responses

If Anonymous Responses = Enabled:

  • PII capture becomes optional

  • If PII exists (e.g., campaign send), response attaches to persona

  • If no PII exists, response is stored anonymously

  • Anonymous responses cannot be used for audience segmentation

If Disabled:

  • Non-campaign surveys will always require phone/email

  • Ensures responses are linked to a persona

Step 3: Content

Header Text

  • Displayed at the top of the form.

Subheader Text

  • Describes what the survey is about. Leave blank to hide.

Consent Text

  • Appears beneath the Submit button.

Thank You Popup

  • Optional confirmation message shown after submission.

Step 4: Design

By default, surveys inherit your Global Branding Settings, including:

  • Logos

  • Text styles

  • Form styling

  • Button styles

You may override these settings per survey.

Submit Button

  • Customize the button copy.

Redirect URL

  • Optional. Redirect users after form submission.

Step 5: Extras

Popup Form

Toggle ON “This survey is a popup” to display as a popup form.

⚠️ Pixel tracking must be implemented for popup forms to function properly.

Need Help?

If you need help creating or configuring surveys, contact AIQ Support via the chat widget in your AIQ Dashboard.

Academy Course: Surveys & Reviews 📚
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