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Once a survey has its questions, you need to put it in front of people. There are two ways to do that: share the survey’s public link, or attach it to a widget popup that appears inside your Sleekplan widget. You can use both for the same survey. Every saved survey has its own web address that opens the survey as a standalone page, with no widget or site navigation around it. It is the quickest way to collect answers: paste the link into an email, a support reply, a chat message, or a “give feedback” button anywhere.
1

Open the survey

Go to Surveys and select the survey. Its Public link appears in the Overview panel on the right, below the stats.The survey Overview panel showing the stats and the public link field
2

Copy the link

Use the copy control on the Public link field. You can also copy it from the survey’s row menu in the list with Copy link.
3

Preview before you send

In the editor, the Preview (eye) control opens the public page in a new tab so you can see exactly what respondents will get.
The public link works for anyone who opens it, so it is best for audiences you are already reaching directly, like people on an email list. To target people inside your product by who they are or what page they are on, use a widget popup instead.

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Attach a widget popup

A popup shows the survey inside your Sleekplan widget while people are using your product, and lets you choose who sees it, when, and on which pages. The easiest way to create one is straight from the survey, so the survey and its prompt stay together.
1

Save the survey first

Open the survey in the editor. A popup can only point at a saved survey, so the Create a popup action stays disabled until the survey exists (“Save the survey first to add a popup”).
2

Select Create a popup

In the editor inspector, under Distribution, select Create a popup. A panel opens with this survey already linked, so you only set the targeting. Any popups already attached to the survey are listed here too.
3

Set who sees it and when

Choose the popup’s audience, timing, and page rules (described below), then save. The new popup appears in the survey’s Popups list, and the survey’s results count how many popups point at it.
You can also create a survey popup from Settings → Public Portal & Widget → Outbound messages: select New message, pick the Survey type, and choose the survey there. The result is the same. See Popups for managing all your popups in one place.

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Choose who sees the popup

A survey popup uses the same targeting as every other popup. In short:
  • Audience. Show it to Visitors (people who are not signed in), Users (signed-in users, which needs single sign-on), or narrow it to a single user segment. Segments apply to signed-in users only.
  • Timing. Set an Initial delay before it first appears, optionally Follow up to re-show it a set number of times if it is not answered, and optionally Repeat the whole flow after a delay.
  • Pages. Limit the popup to specific URLs (use * as a wildcard), and exclude pages where it should never show, like a checkout or login screen.
The popup targeting panel with the Audience, Timing, and Pages sections For the full detail on each targeting option, see Popups.
Targeting a survey popup to a user segment requires a Business plan. Building and saving the survey itself already requires the Surveys module, also on the Business plan and above.

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Next steps

Popups

Manage every popup and learn each targeting option in depth.

User segments

Build the audiences you can target a survey popup to.

Read survey results

See the answers your published survey collects.

Create a survey

Add or adjust questions before you share the survey.