Creating Link & QR Code Survey
With the new Lucidya UX, the process of creating a new survey is simple by following these steps:
Step 1: ➕ Accessing the Survey Page & Creating a New Survey
Open the Lucidya left-side bar.
Click on
SurveyProduct to view the Survey List Page: https://cxm.lucidya.com/survey/listClick on the
➕ New Surveybutton to start creating a new survey.Select
Link/ QR Codeoption. ForEmbedded on Websiteoption check this guide: Creating an Embedded SurveyEnter an internal survey name under
Survey Name. This field is for internal use only and will not be displayed to your audience.Now, you can add your survey!
Step 2: 🎨 Understanding Survey Builder Page
After creating the survey name, you'll be redirected to the survey builder page which provides you with a simple user experience and features to start building your survey. Now we'll cover the most important sections in this builder.
Content & Configs Bar (Left Section):
Content Tab: Here you can add various question types to your survey (such as Yes/No, Multi-Choose, Dropdown, NPS, Scale, and many more). This section also allows you to create additional sections to group related questions together.
Configs Tab: Customize your branding with options for logo, fonts, colors, themes, and languages.
Builder (Center Section): Manage your survey by adding content for each question, including Question Title, Description, and answer choices. This area also lets you create conditional paths within your survey.
Question Settings (Right Section): Configure settings for your selected question, including options like Required Question, Length Limits & Config, and Sorting. These settings vary depending on the question type you've chosen.
Step 3: ❓ Adding Questions on Survey
💡 Note
While adding questions, please note that each question has its own configurations and customizations depending on its type. Check this section to learn how to customize your survey questions: Step 4: ⚙️ Customizing Questions on Survey
Within the survey builder page, you can start adding your questions by clicking on the "➕" on the Content tab at the top-left of the survey builder.
✨ Tip
All questions must have a title (required) and description (optional). Additionally, Dropdown List and Multiple-Choice Questions must have options (required).
Lucidya Survey supports the following question types:
Contact Information Questions (Name, Email, Phone Number, and Social Card): Pre-configured fields for collecting customer contact details.
Yes/No Questions: Simple binary response options.
Multiple-Choice Questions (Requires Options): Allows participants to select from several provided choices.
Dropdown List (Requires Options): Offers a compact menu of options where participants select one answer.
Number Questions: Fields designed specifically for numerical input.
Free Text Response Questions: Open-ended fields for detailed, unstructured answers.
Net Promoter Score (NPS®): Standardized metric to gauge customer loyalty and satisfaction.
Customer Satisfaction Score (CSAT®): This represents the average satisfaction rating across all CSAT questions. We calculate this score (%) by dividing the sum of positive ratings by the total number of responses, then multiplying by 100.
Rating Scale Questions: Allows evaluation on a defined numerical or descriptive scale.
Step 4: ⚙️ Customizing Questions on Survey
With question settings (right section in your survey builder), you can customize selected questions with some configurations like:
Make the question required to answer: This setting is available for all question types.
Select Country Code for Phone Number questions.
Add colored themes for NPS and CSAT questions.
For Multiple Choice questions:
Allow multiple selections.
Randomize options.
Add an
Otheroption.
For Dropdown List questions:
Randomize options.
Sort in alphabetical order.
For Number questions:
Set minimum value (Min Length).
Set maximum value (Max Length).
For Free Answer (Text) questions:
Set maximum characters (Max Length).
For Scale (Rate) questions:
Set minimum and maximum rate values.
Add Low Value label (Optional).
Add High Value label (Optional).
Step 5: 🧱 Grouping Questions by Sections
Looking for a better user experience for your survey? You can use the sections feature to group your questions by sections. To do this:
Click on
New Sectionoption at the bottom left (from Content tab).A new section will be added at the bottom of your survey builder.
You can perform the following actions for each section in your survey:
Duplicate Section: Creates a copy of all questions in the selected section.
Change Direction (RTL or LTR): Customizes the text direction for multiple languages (🇸🇦 Arabic - 🇺🇸 English).
Delete Section: Removes all questions in your section.
Step 6: 📣 Publishing Survey
✨ Tip
Lucidya offers a preview option for your survey before publishing. Simply click the "👁️" icon in the top right corner of the survey builder.
After completing your survey with all sections, questions, customizations, and branding, you can publish it by clicking the Publish button in the top-right corner.
Lucidya provides three options to share your survey with your audience after clicking on the publish button:
Copy Survey Link.
Download QR Code.
Share on Social Media (X, Facebook, WhatsApp, and LinkedIn).
