Survey Settings and Branding

1. Open your survey in edit mode
2. Scroll to Survey Settings section (below questions)
3. Configure options as needed
4. Click Save Changes

Purpose: Internal reference only (customers don't see this)

Best practices:

• Use descriptive names: "Post-Appointment NPS Q1 2026"
• Include purpose and timeframe
• Distinguish between similar surveys

Examples:

• ✅ "Toronto Location - Post-Service CSAT"
• ✅ "Q1 2026 Customer Loyalty NPS"
• ❌ "Survey 1" (not descriptive)

Purpose: Internal notes about survey purpose

Use for:

• Documenting survey goals
• Note-taking for team context
• Tracking changes and versions

Example: "Post-appointment CSAT survey sent 2 hours after visit. Updated March 2026 to include parking question."

Three status options:

Draft:

• Cannot be sent to customers
• Visible only to your team
• Perfect for building and testing

Active:

• Ready to send to customers
• Appears in send dialogs
• Can be used in sequences

Archived:

• No longer active
• Hidden from main survey list
• Responses preserved and viewable

Learn more in Survey Statuses.

What it affects:

• Buttons (Submit, Next, Previous)
• Progress bar
• Selected options highlight
• Links and accents

How to set:

1. Click the color picker
2. Choose your brand color
3. Preview updates instantly

Best practices:

• Use your business's primary brand color
• Ensure good contrast with white text
• Test on mobile for readability

Examples:

• Medical/Dental: Blue (#2563eb)
• Restaurant: Warm orange (#f97316)
• Salon: Purple (#a855f7)
• Professional Services: Navy (#1e40af)

What it does:

• Displays at the top of your survey
• Reinforces brand recognition
• Increases survey legitimacy

Requirements:

• Format: PNG, JPG, or SVG
• Max size: 2MB
• Recommended dimensions: 200x80 pixels (or similar aspect ratio)
• Transparent background recommended for PNG

How to upload:

1. Click Upload Logo
2. Select your file
3. Logo appears at top of survey
4. Click X to remove

Best practices:

• Use horizontal/wide logo format
• Keep simple (detailed logos hard to see at small size)
• Test on mobile (logo scales down)

What it affects:

• Survey page background
• Area around survey card

Options:

• White (default, clean)
• Light gray (#f3f4f6)
• Custom color

Best practices:

• Use subtle, light colors
• Avoid dark backgrounds (reduces readability)
• Match your brand if appropriate

What it is: Optional text shown above survey questions

Use for:

• Greeting customers
• Explaining survey purpose
• Setting expectations

Examples:

Simple: "Thank you for visiting us! We'd love your feedback."

Detailed: "Your feedback helps us improve. This quick survey takes less than 2 minutes to complete."

Personal: "Hi {firstName}! We hope you enjoyed your visit. Please share your thoughts below."

Best practices:

• Keep it short (1-2 sentences)
• Be friendly and appreciative
• Mention time commitment if long survey

What it is: Message shown after survey submission

Use for:

• Thanking customers
• Confirming submission
• Next steps (if any)

Examples:

Simple: "Thank you for your feedback! We truly appreciate it."

With action: "Thanks for your feedback! We'll review it and reach out if needed."

Incentive: "Thank you! Your 10% discount code is: SAVE10. Check your email for details."

Best practices:

• Express genuine gratitude
• Confirm their response was received
• Mention any next steps or incentives
• Keep it positive and brief

What it does: Redirect customers after completion

Use cases:

• Send to your website
• Show a special offers page
• Display detailed thank you page
• Track conversions

How to set:

1. Toggle Enable Redirect
2. Enter full URL (must start with http:// or https://)
3. Choose redirect delay (0-5 seconds)

Examples:

• https://yourbusiness.com/thank-you
• https://yourbusiness.com/special-offer
• https://yourbusiness.com (homepage)

Best practices:

• Use HTTPS (secure)
• Test the redirect URL
• Add delay so customers can read thank you message
• Mention redirect in thank you message: "Redirecting you to our website..."

What it does: Hide respondent identity

Toggle on if:

• You want honest, unbiased feedback
• Anonymity increases response rates for your audience
• Sensitive topics where people might hold back

Toggle off if:

• You need to follow up with specific customers
• You want to link responses to customer records
• You're sending to known contacts (they're tracked anyway)

Note: Truly anonymous means:

• No email/phone pre-filled
• No contact association
• Can't identify who responded

What it does: Force email/phone collection

Use when:

• Following up on all responses
• Offering incentives (need to send them something)
• Building contact list

Skip when:

• You already have contact info (sending to known customers)
• Anonymity is important
• You want maximum completion rate

Privacy Notice (optional): Add text about how you'll use the data

Example: "Your responses will help us improve our services. We never share your information with third parties. View our privacy policy."

Consent Checkbox (optional): Add required checkbox for explicit consent

Example: "☐ I consent to demeterrr storing my responses"

Receive an email when:

• New response submitted
• Survey reaches X responses
• Detractor response (NPS ≤ 6)

Configure:

1. Toggle Enable Notifications
2. Enter email addresses (separate with commas)
3. Choose trigger (every response, detractors only, milestone)

Post responses to Slack channel:

1. Connect Slack integration
2. Choose channel
3. Select trigger (all, detractors, promoters)

Learn more in Integrations.

What it does: Stop accepting responses after X submissions

Use for:

• Limited-time campaigns
• Controlling sample size
• Incentive limits ("First 100 responses get 10% off")

How to set:

1. Toggle Enable Response Limit
2. Enter maximum number
3. Survey auto-closes when reached

What it does: Stop accepting responses after specific date

Use for:

• Event feedback (close week after event)
• Time-bound campaigns
• Seasonal surveys

How to set:

1. Toggle Enable Closing Date
2. Select date and time
3. Survey auto-closes at that moment

After closing:

• Survey shows "This survey is closed"
• No new responses accepted
• Existing responses remain viewable

What it does: Shows completion percentage

Toggle on if:

• Survey has 5+ questions
• You want to encourage completion
• Multi-page surveys

Toggle off if:

• Very short survey (1-3 questions)
• You don't want to discourage if survey is long

What it does: Display "1.", "2.", "3." before questions

Toggle on if:

• You have many questions
• You reference questions by number elsewhere
• Formal survey style

Toggle off if:

• Short, conversational survey
• Questions are in logical sections
• Modern, minimal design preferred

What it does: Display helper text below questions

Toggle on if:

• Questions need clarification
• Instructions are important
• Complex question types

Toggle off if:

• Questions are self-explanatory
• You want minimal design

What it does: Break survey into steps (one question per screen)

Toggle on if:

• Long survey (reduces overwhelm)
• Mobile-first audience (easier scrolling)
• Conversational feel

Toggle off if:

• Short survey (unnecessary clicking)
• You want overview of all questions
• Desktop-first audience

Test all settings:

1. Click Preview button
2. See survey exactly as customers will
3. Test on desktop and mobile
4. Verify:
   • Logo displays correctly
   • Colors look good
   • Messages are clear
   • Redirect works (if enabled)

Learn more in Preview Mode.

• Don't over-customize
• Stick to your brand colors
• Use clear, friendly language
• Test on mobile (most surveys opened on phones)

Across all your surveys:

• Use same logo
• Use same color scheme
• Use similar welcome/thank you messages
• Maintain consistent tone

Before activating:

• Preview on desktop
• Preview on mobile
• Click all buttons
• Test redirect
• Verify logo displays

• Refresh welcome message seasonally
• Update logo if rebranding
• Review thank you message periodically
• Keep completion page relevant

Now that you understand survey settings:

1. Add custom CSS - Advanced styling
2. Set up bilingual content - English and French
3. Preview your survey - Test thoroughly
4. Activate and send - Go live

Can I change settings after sending the survey? Yes! Settings changes apply to future views. Already-sent surveys keep their original settings.

Why isn't my logo showing? Check file size (max 2MB) and format (PNG, JPG, SVG only). Try re-uploading.

Can I use different colors for different questions? Not in basic settings. Use Custom CSS for advanced styling.

What color should I choose? Use your primary brand color. Ensure good contrast with white text for readability.

Ready to make your surveys look professional? Customize your settings! 🎨