Hosted Survey Pages

Besides launching in-app survey widgets, Refiner also allows you to publish dedicated pages for your surveys.

If you enable this option, a unique URL is generated for your survey which can then be communicated to your audience.

Example of a hosted CSAT survey page

Anyone in possession of the survey page URL can fill out the survey. There is no need to authenticate your users. You can however choose to identify your users and even pre-select responses for them (see below).

When to use hosted survey pages

Hosted survey pages are a great choice if you want to survey users that are currently not using your product. For example churned customers or leads that didn’t create an account yet.

Links to survey pages are typically sent by email. Either inside a dedicated email (e.g. Email NPS Survey) or in the footer of customer support emails (Customer Satisfaction Surveys).

Survey pages can also be used alongside in-app survey widgets. You can for example launch a survey within your application and send a link to the same survey in parallel by email.

Create a page for your survey

Creating a hosted page for your survey is easy. When editing your survey, scroll down to the end of the page and activate the “Survey page” option.

Once activated, you’ll see the URL of your survey page. A button next to the URL allows you to copy it to your clipboard.

Customizing survey pages

Survey pages are customizable in the same way you can customize our in-app widgets. The color scheme you chose for your widgets will also be used for your survey pages.

In addition to customizing the color scheme, you can also add your own logo to survey pages. To upload your logo, navigate to “Settings > Brand Identity” and click on “Upload logo”.

Finally, it is possible to go “full white label” with a custom survey page URL under your own domain name. Please contact our support staff for further instructions on setting up a white label survey page.

Identify users with URL parameters

As with survey widgets, you can choose to operate a survey page in “anonymous mode”.

We do however recommend to identify your users.

Identifying your users can easily be done by providing either a “contact_id” and / or a “contact_email” parameter in your URL.

The following survey page URL identifies the user as “ABC123” with and email address of “test@test.com”.

https://public.refiner.io/s/4dgo4m/f1cd5620-60e2-11ea-933e-c12a4e219567?contact_id=ABC123&contact_email=test@test.com

Provide additional user traits

In addition to the ID and email address of your user, you can provide any kind of user data within the URL.

Providing additional user data fields is easy. All you need to do is to add parameters starting with “contact_” to the URL of your survey page.

The following URL includes a user ID, an email address and additional user data.

https://public.refiner.io/s/4dgo4m/f1cd5620-60e2-11ea-933e-c12a4e219567?contact_email=test@test.com&contact_is_customer=true&contact_is_cool=yes

Providing additional user traits is a powerful method to better analyze your survey data.

All data points provided while identifying your users can be used to segment and filter your survey results in your Refiner dashboard later on.

Inject survey responses

Another powerful feature of our survey pages is to preselect survey responses with URL parameters.

This feature allows you for example to create one link for each possible response value and include them in your emails.

One example for this technique is to ask your customers if they are satisfied with your service and then offer one dedicated link for each possible answer (Very satisfied, Somehow satisfied, …).

Below you can see an example link that identifies your user by their email address (see above) and sets the response of a NPS survey to the value 9 / 10 by providing a ‘response_nps’ parameter.

https://public.refiner.io/s/4dgo4m/f1cd5620-60e2-11ea-933e-c12a4e219567?contact_email=test@test.com&response_nps=9

As you can see, the value is set by a parameter that starts with “response_” followed by the identifier of the question.

To find the identifier of a any question in your survey, click on “Show Advanced Options” in the survey editor and locate the field “Internal Identifier”.

Screenshot showing how to locate the identifier of a question
Locate the identifier of a question inside “Advanced Options”

Pro tip: This is method works even if there is no question having the provided identifier. You can add “hidden” response data by adding any “response_<identifier>” parameters.

https://public.refiner.io/s/4dgo4m/f1cd5620-60e2-11ea-933e-c12a4e219567?contact_email=test@test.com&response_how_satisfied=3&response_a_hidden_field=yes