Getting Started

Introduction

Before you can launch surveys in your web-app, there are a couple of things you need to check first – mostly making sure that our Web-Client is installed correctly.

You only need to do this once before launching your first survey. All future surveys can be created and configured using the Refiner dashboard without touching any code.

Install Web-Client

Our Javascript Web-Client needs to installed whenever you want to launch survey widgets within your application or on a website.

Next to launching survey widgets, our client can also be used to identify your user, import user traits and track user events.

To make the installation process as easy as possible for you, we are offering different options depending on what technology you are familiar with. At the moment of writing, Refiner can be installed in following ways.

Javascript Code Snippet

Our Javascript code snippet is easy to install and works like most other 3rd party tracking scripts (e.g. Google Analytics). You need to have access to your HTML code or have a developer friend install the snippet for you.

Google Tag Manager

With our Google Tag Manager plugin, you can install Refiner on your website or app without requiring a developer to update the code. If you are already using Google Tag Manager, installing Refiner will only take a couple of clicks.

NPM Packager

Our official NPM wrapper class provides a simple installation for modern web applications using the NPM or Yarn package manager.

WordPress Plugin

Our official WordPress Plugin provides a simple installation of Refiner on your WordPress site. Launching Refiner pop-up survey widgets on your WordPress site takes a couple of clicks with our plugin.

We are working on providing more options to easily install Refiner on other platforms. Please don’t hesitate to reach out to our support team if you need help installing Refiner on your website or other platforms.

Identify your users

To make use of all the targeting options that are provided for Web-app Surveys, it is mandatory that you identify your users.

If you installed our client with the copy & paste method, or the NPM package, you can use the identifyUser method. If you are using Google Tag Manager, you can provide the User ID and traits directly through our GTM template.

If you can’t provide a unique identifier for each user, you won’t be able to use Web-App Surveys. In this case, you can use our Website Popup Survey instead.

While very similar to our Web-App Surveys from a visual point of view, Website Popup Surveys have a limited set of targeting options. Notable, you can’t use User Segments to define a Target Audience.

Troubleshoot installation

Our Web-Client comes with a built-in Debug Mode that will help you track down installation issues quickly. You can also find a couple of tips on the pages covering each installation method, for example how to troubleshoot the Google Tag Manager installation.

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