Surveys.

Create a New Survey

This guide covers setting up a new survey in Cxperium, from opening the creation form through to saving your completed configuration.

1. Open the Survey menu

   After logging into Cxperium, click the Survey button in the left menu.

2. Start a new survey

   On the survey screen, click the NEW SURVEY button on the right side to open the survey creation form.

3. Fill in the survey details

   Complete the form fields described below, then adjust the advanced settings if needed.

4. Save the survey

   Click the Save button to create the survey once all configurations are complete.

The creation form contains the following fields:

• Name — how the survey will be identified within the Cxperium system.
• Language — the language the survey will be presented in.
• Start Message — the description people will see on WhatsApp after the survey is shared, before they start it.
• Welcome Message — the first message participants see on the screen when they start the survey.
• End Message — the message delivered to participants after the survey ends.

Under the Advanced Settings dropdown, you can enable extra features by ticking the checkbox next to each option:

• One Time Participation — restricts survey completion to a single submission per phone number.
• Show Question Header — displays the default survey question title.
• Survey Reminder — sends a completion prompt to users who previously abandoned the survey.
• Collect User Information — captures the participant's name, surname and phone number.
• Timed Survey — applies a time constraint for completing the survey.

Cxperium Survey Preview

After adding your survey questions, you can test the experience before publishing.

1. Preview the survey

   Click the Preview area to view the survey you created as a WhatsApp demonstration. This lets you test the participant experience before publication.

2. Edit the survey

   To change the main features of the survey, click the Edit button and update the survey configuration.

Adding Questions to a Survey and Question Types

To add questions, open the Survey menu, select Survey Details, then click Add Questions. Cxperium offers a range of question types to match the answers you want to collect.

• Text — accepts written responses. Validation settings let you require answers in a specific pattern or length (see below).
• Interactive — presents participants with choices for the question. Add answer options with the Add Answer button. The optional Media Header makes the question more visually appealing but limits it to a maximum of 3 options.
• Email — accepts only responses in email format.
• Date — accepts answers in date format; choose between MM/DD/YYYY and DD/MM/YYYY.
• Time — accepts answers in time format; choose between the 12-hour and 24-hour system.
• NPS — used to understand the quality of a service or product, with scoring options such as "strongly recommend".
• Star — participants rate their answer using star ratings.
• Location — participants submit their location.
• Image, Video, Document — send visual or document-based questions to participants.

Text questions support the following validation types:

• Text validation — the answer must contain specific expressions.
• Number validation — equal, not equal, greater, greater/equal, less, less/equal, between or not among a set of values.
• Text length validation — minimum and maximum character limits.
• Media validation — minimum and maximum file counts.

Using Survey Templates

Instead of building from scratch, you can choose a template that matches your goal and edit it. All you need to do is pick a template and import it.

1. Open the survey templates

   Click the Survey Template button to browse the available templates.

2. Choose a template

   The available survey templates are listed on screen — preview them and select the one that fits your goal, then import it.

3. Edit the template

   On the Survey Edit screen you can add new questions to the template, delete existing questions and change settings such as Add GDPR.

Conditional Survey Questions (Logic)

You can add conditions to survey questions to create branching behavior. Depending on a participant's answer — for example a specific NPS score — the survey can skip questions, jump to a particular question or end entirely.

1. Open the Logic settings

   Click the options button under the survey question you added, then select the Logic object.

2. Configure the conditions

   Set the rule that should trigger for a given answer value: skip a question, move on to a designated question or end the survey.

Example conditions for an NPS question:

• If the user gives 8 points on the NPS score, move on to Question 3 ("Please give feedback to improve us!").
• If the user gives 10 points on the NPS score, end the survey.

Predefined Data Feature (Audience-Specific Analysis)

With the Predefined Data feature, you can prepare a clone of a survey you have built and run audience-specific analysis on the results.

1. Open the predefined data options

   On the Survey screen, press the dropdown button next to the survey to view and create predefined data entries.

2. Create a new entry

   Click the Add button to open the screen for creating a Predefined Data entry, then fill in the fields below.

• Keys — the name of the cell title to display in the Dashboard, e.g. "Store Name".
• Value — the values shown under the corresponding cell header, e.g. "Anatolian".

For example, a garment retailer sends satisfaction surveys across all of its store locations. Without classification, the responses produce only a general dataset. With Predefined Data, the responses can be segmented by store, enabling audience-specific analysis instead of aggregated results.

Survey Publishing

Once your survey is ready, sharing it takes a single click.

1. Copy the survey link

   On the Survey page, click the Copy Survey Link button. This copies a shareable link for your survey.

2. Share the link

   Distribute the copied link across the platforms and channels where you want to collect responses.

Create a QR Survey Link

If you want to turn a survey link created in Cxperium into a QR code, you can convert and download it with the Generate QR button.

1. Open the survey

   Go to the survey you have already created in Cxperium.

2. Generate the QR code

   Click the Generate QR button to convert the survey link into a QR code and download it.

The downloaded QR code is ideal for distributing your survey through printed materials and physical media, where scanning offers the most convenient access.