Email surveys provide a direct channel to reach targeted customers through personalized surveys and professional templates. You can target specific customer segments, schedule sends for optimal timing and create surveys that match your brand perfectly. Benefits of creating email surveys:Targeted Outreach: Send surveys to specific customer segments based on conditions for more relevant feedback.Higher Response Rates: Email surveys typically generate better engagement compared to generic web-based survey distribution methods.Automated Survey publishing: Businesses can easily schedule surveys to improve response rates without manual intervention.Note: Since the initial survey creation process is the same for all the survey types, it is recommended to get a detailed understanding of how to create a survey.We will start from the component selection process since its initial steps are commonDesigning & Customizing Email SurveyStep 1: Navigate to the survey section > create survey > select Email SurveyStep 1: ​Set the name of the survey,  select the folder and select the predefined template for the list​Once the email survey is selected and created, move to the components section by clicking on Build from ScratchStep 2: Select questions for the survey by clicking on add new. There are different question types available, which can be used to match intent and brandingStep 3: Now move to the design section to customize your email survey Progress Bar: Displays a visual indicator showing how many of the survey respondents have completed.Remove Branding: Eliminates the default branding from your survey to maintain a professional appearance.Sub Header: A secondary heading below to provide additional context for the survey.Header: Main title at the top of your email survey that introduces the survey topic and purpose.Question Number: numerical indicators for each question to help respondents track the survey sequence.Note: You can easily add a logo in the survey by selecting an image from the local driveStep 4: Move to the message setting tabWhere you can set text and context for different buttons and a placeholder for the email survey​Step 5: Click on the target to set the target who will receive the email​You can set the respondent based on:Tag: Select the tag and the respondent labeled the tag, get the survey or upload CSV and all the names within it will receive the emailStep 6: Move to the settings section from the top navigation bar ​Manage all general settings related to the survey:Name: Assign to email survey for easy management purposes.Folder: Organize your survey within a specific folder structure.Default Language: Primary language that will be displayed to email survey recipients.Allow Partial Submission: Collection of incomplete responses from users who don't finish the survey.Set Response Limit: Control the maximum number of responses in the survey.Set Cut-Off Date: The mail survey will automatically stop accepting new responses.Schedule and launch Email SurveyTo schedule a survey Move to the settings section within the email survey. Under the survey schedule, you can set the timing for publishing the survey​Fields to consider:Schedule Now: Send the email survey immediately to all selected recipientsSchedule Later: Set the details for when the email survey should be automatically sent.Automated Recurring Surveys: Surveys to be sent automatically at regular intervals, like weekly, monthly or quarterly.Click on the Publish button to send it to your targeted respondentAnalyze your survey ResponseStep 1: To analyze your Email survey perform move to the survey sections from the main navigation menu of Omni24​Step 2: for the survey dashboard list, click on the Analytics symbol to analyze its performance ​There are other options available in the dashboard for any published survey:Delete - delete a publishedClone - duplicate any existing surveyMove - move a survey from one folder to anotherClose survey - stop an existing survey​

Web surveys offer flexible distribution options for reaching customers outside your application environment. This guide will walk you through the step-by-step process of building, customizing, and deploying effective web-based surveys.Use cases of web surveys:Gather insights from potential customers or broader audiences through website links.Collect detailed reviews and satisfaction scores after customers receive services.Create Web Survey​Step 1:From the dashboard menu of Omni24, click on Surveys. Click on Create Survey from the Survey list dashboardStep 2:Choose the web survey option from the listStep 2:Specify the name of the surveys and select the folder in which you want to receive responsesSelect whether you want to create a survey from scratch or use a predefined template and click on createStep 4:Once the survey is created, move to the components section you can set questions for the survey to receive feedback from respondents​To know more about all the types of questions, click here.Design your SurveyDesigning your web-based survey involves customizing the visual appearance to match your brand.The design process includes choosing themes and configuring layout options to enhance user engagementChoose web-type (conversational, transitional): Set the position where you want to set your survey. You can set in either a conversational way or a traditional wayBrand color: Customize the survey's color to align with visual identity and branding guidelines.Progress bar: Display survey completion to help respondents track their progress and encourage survey completion.Remove Branding: Hide Omni branding to create a fully white-labeled survey experience for your customers.Question number: Hide question numbering to guide respondents through the survey sequence.Set-Up Web-Survey Messaging Message settings allow you to customize all text that appears throughout the web survey experience..​​It includes button labels and placeholder text to create a cohesive and branded communication flow for respondentsSurvey Targeting ​Web survey targeting controls how your survey behaves for different users and usage scenarios. These settings determine how surveys refresh after completion to optimize data collection.​Step 1: Move to the target tab under the survey sectionStep 2: Enable the survey to collect repeated survey responses.Step 3: Enable automatic resets of the survey form after submission to prepare it for the next respondentOnce done, click on Next to move to the General Settings sectionGeneral Settings of your SurveyGeneral Settings provide essential configuration options for your web survey, including identification, organization and response collection preferences.Key options available: Name: Unique identifier for your survey for easy recognition and management.Folder: Organize survey within a specific folder structure for better categorization.Default Language: Primary language in which the survey will be collected.Allow Partial Submission: Enable collection of incomplete responses that it not been submitted Set the Response Limit For The Survey: Control the maximum number of responses your survey will accept.Set Cut-Off Date: Define when the survey will automatically stop accepting responseIt's time to launch your survey. Click on Next to move to the Share section How to Launch Your Web Survey The web survey sharing process with customers is very easy. Click on the Copy Link button and share the link directly with your targeted audience. Note: the link can also be embedded in an email and sent to targeted users

Omni24 helps to create In-app surveys for collecting real-time responses directly in the application while users are actively engaged with the product. Let's understand the complete process of building, customizing and deploying surveys that appear within the app interface.Building In-App SurveyStep 1: Navigate to the survey section > create survey > select In-App surveyStep 2: Set the name of the survey,  select the folder and select the predefined template for the listOnce done, click on the Build from Scratch to start designing the surveyDesign & Customize SurveyStep 1: Customize and design your survey by navigating to the “design section.” ​There are various customization options available to make your In-app survey more engaging and match your brand:Choose Theme Type: Select survey display format like full-width, small size or pop-over.Brand Color: Customize survey color scheme with brand-specific colors.Logo: Upload the logo for brand consistency in the survey interface.Show Question Number: indicators for each survey question for easy monitoringIndicate Mandatory Questions: Mark mandatory questions with visual indicatorsShow Progress Bar: For survey completion, display a visual progress indicator.Step 3: Click on the message settings from the left navigation menu for the survey. It allows you to change the text of your survey button for language flexibilityStep 4: Move to the target tab from the top navigation menu for targeted responseControl when and where your in-app survey appears to users based on specific conditions and behaviors. ​Different trigger options available are:Instantly, when a user lands on a screen, it will trigger the survey as soon as your user lands on the screenAfter screen load with delay: Set the delay time so the survey is displayed after a delay on the page.When a user is about to exit, a Survey will pop up just before the user is about to exitWhen a user has scrolled the pages, when the user scrolls the page to a certain percentage survey appearsFrequency​You can adjust your survey frequency to run a single In-app survey regularly. If you want to allow your customers to complete the survey multiple times, select the condition.Note: By default, your survey will be shown only once for a respondentLaunch a SurveyWith Omni24, you can easily launch surveys straight from your dashboard. Two different ways you can launch your In-App survey:Sharing Installation InstructionsManual installation with code snippetManual Installation with Code SnippetCopy the survey code for manual installationPaste the tracking code into all the Apps you want to launch surveys on.Insert the tracking code at the bottom of the <body> part.Share Installation InstructionWhen someone else is managing your website, you can send them an email followed by instructions. They will receive a link with the installation documentation in no time.Move to the Share section under the created surveySelect the email address to which you want to send the instructions.Once done, click on send instruction

Surveys help in gathering valuable customer insights and feedback. The guide covers the essential features and best practices for creating effective surveys in Omni24.Understanding features, how to design and deploy surveys effectively, helps to collect data that drives better customer experiences. From question types to distribution methods, mastering these ensures you capture what you need for business decisions.Note: This is a general overview of the survey feature in the platform. Detailed guides are also available for specific survey types and advanced configurations.​Web Survey Email SurveyIn-App SurveyGetting Started with Different Survey TypesStep 1: From the dashboard menu of Omni24, click on SurveysStep 2: Click on Create Survey from the Survey list dashboard​Step 3: Choose from the three different types of surveys that can be used to collect customer feedback​In-App Survey: Collect real-time feedback directly within your application interface while users are actively engaged.Email Survey: Send targeted survey invitations to customers via email with customizable templates.Web Survey: Deploy standalone web-based surveys that can be shared via links or embedded on websites & landing pages.Survey Creation TypesOnce you select a survey type, it will redirect you to the survey creation page of the selected survey type. You can mention names and descriptions here, but the main thing is the survey creation type. Note: This is only for the In-App survey and the Web-based survey. For the Email survey, we only have a pre-defined templateOmni24 offers to way of survey creation option:Classic Survey Control: Build fully customized surveys from scratch with complete control over question types, logic and design.Customer Experience Survey: Utilize pre-built survey templates specifically designed to collect customer feedback and measure CX..Know in detail about each survey templateNPS: Measures customer loyalty by asking how likely customers are to recommend your product or service.CSAT: Evaluates overall customer satisfaction with service or specific interaction experience.CES: Ask questions to assess how easy it was for customers to resolve an issue.Question and Design SurveyYou can set questions and types for your survey but only when you are building your survey from scratch.  There are different question types available:Single-answer questionMultiple answer questionText answer rating scaleSmily scale​Note: To know more details about different survey questions and types, click hereWhen you select a pre-defined template, it will include some questions or a welcome message based on the template and the survey type you choose. For example, in an In-App survey, the pre-defined NPS template includes some starter questions​You can change the order of questions by using the drag and drop feature, or duplicate and remove them after choosing the three dots iconCommon Survey DesignThese are common survey design options to customize the visual appearance and branding of your surveys across all survey types.​Features included are:Theme Type SelectionBrand Color CustomizationLogo UploadLayout PositioningSurvey PreviewThe preview section enables you to see exactly how your survey will appear to respondents before publishing.Survey Targeting and LaunchingIt helps to define specific audience segments and control when and how your survey type will be delivered to users. Ensures your surveys reach the right people at the optimal time for maximum response rates and relevant feedback.Survey Targeting:Audience segmentation based on user behavior, demographics, or custom attributesTrigger conditions to launch surveys at specific moments in the user journeyGeographic and device-based targeting options​

Omni24 offers a wide selection of question types to help you collect precise feedback tailored to your specific objectives. This guide will help you explore various question formats and their optimal use cases for effective survey design.Want to get a complete guide on how to create a Survey? Click here for everything you need to knowNote: These question types are common for all types of surveys Welcome MessageA welcome message serves as the opening introduction that greets respondents when they access the survey. It sets the tone and explains the survey's purpose to encourage participation.​Provides context about survey length, purpose, and how responses will be usedYou can customize this screen by editing the button label.Single Answer SelectionSingle-answer selection questions require respondents to choose exactly one option from two different options. It works best when you need mutually exclusive responses and want to prioritize their preferences.​​Ensures clear decision-making by eliminating ambiguity in responsesAdd an introduction, submit button and enable the mandatory field to receive more precise feedback.Multiple Answer SelectionMultiple answer selection allows respondents to choose several options from a provided list of choices simultaneously. It captures feedback when respondents have multiple relevant experiences to share.Text AnswerThe question type provides an open-ended input field where respondents can write detailed responses in their own words. This format captures specific feedback that predefined options might not adequately address or represent.Great way to collect more information about your score in NPS, smiley, or rating scale Allows respondents to express unique perspectives that structured questions might overlook entirelyRating ScaleRating scales ask respondents to evaluate using numerical values typically ranging from one to ten. This format makes it easier to measure satisfaction levels and track changes over time.You can choose from stars, numerical, or like scales and change the text on the left and right.Facilitates easy comparison between different aspects of your product or service offeringSmiley ScaleSmiley scale questions with emoji faces ranging from very unhappy to very happy to help your survey respondents express satisfaction levels. It makes surveys more engaging and intuitive, especially for measuring emotional responses.Saves screen space while accommodating extensive lists of options.Generates higher response rates by making the survey experience more enjoyable and less intimidatingDropdown ListThis question presents options in a collapsible menu format where respondents click to reveal and select choices. This format works well when you have many options but want to keep the survey interface clean.It's different from "Single answer selection" in that all options become accessible after clicking on the arrow, but in it only one.Allow respondents to select one value from a dropdown list. DateAllow respondents to input specific dates using calendar or date picker interfaces for accuracy. It captures temporal information essential for tracking events, appointments or time-sensitive feedback.

​Survey themes control the visual layout of your surveys to match your brand identity. The theme you choose determines how your survey appears to respondents and affects engagement rates. Each theme offers unique positioning and display characteristics for various feedback collection scenarios.Note: Available themes depend on the type of survey you are creating. To get a complete overview of the survey, click hereThe theme options are available under the design section in each survey type. Find out the theme types by following the steps:Click on survey > create survey > survey type. Enter required detailsNow move to the design section under the survey configuration menuNote: These steps to find the theme type are the same for all survey types1. In-App SurveyFull Width: Survey displays across the entire width of the application interface, providing maximum visibility.Small Size: Survey appears as a compact widget positioned on a selected side for minimal disruption.Pop Over: Survey launches as an overlay on top of the current application screen.2. Web-SurveyConversational: Creates a chat-like experience where questions appear one at a time in a list format.Traditional: Displays questions in a standard form layout with everything is visible on a single page.Note: For the Email survey, no themes are available. You can also preview your survey theme for the preview section before launching to match it with your brand