SatisMeter helps you understand how your customers see your product, by automatically collecting customer feedback using Net Promoter Score (NPS), Customer Satisfaction (CSAT or CES), or Product-market fit (PMF) surveys on an ongoing basis. Let's begin by setting up a Public Website or Web-App survey pop-up.
In this article:
Create a new survey
Go to your SatisMeter Dashboard and click the New survey button.
Follow the steps here to set up the survey until you reach the Channel section.
Choose the Web channel and click continue. You will view 3 installation options:
Public Website
- Add the code that appears in the box below step 1 (see screenshot above) to every page on which you want SatisMeter to appear. Copy and paste it before the <\body> tag on each page.
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Open your website in your browser and load any of your updated pages.
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Check your installation is sending data to SatisMeter by clicking the Verify Installation button. For more information on testing the installation, see the article How to test the survey installation.
Web-App
The installation process is very similar to the Public Website, with the addition of the User Traits and Events. It includes segments of code that must be replaced by your technical team.
Follow the instructions below to install a survey into your Web app:
- Add the code that appears in the box below step 1 (see screenshot above) to every page on which you want SatisMeter to appear. Copy and paste it before the <\body> tag on each page.
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Replace the highlighted lines of code marked as TODO with the data of any user logged in to your application.
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Log into your app as a user, then visit any page with SatisMeter installed.
- Check your installation is sending data to SatisMeter by clicking the Verify Installation button. For more information on testing the installation, see the article How to test the survey installation.
Segment.com
- To start collecting feedback first enable SatisMeter integration in Segment by clicking the Enable with Segment button.
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We need to identify the logged-in user for survey targeting. This is done by calling an analytics.identify method in your Segment snippet.
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Open your web app or website in your browser and load any page containing your Segment snippet.
- Check your installation is sending data to SatisMeter by clicking the Verify Installation button. For more information on testing the installation, see the article How to test the survey installation.
Single Page Apps
If your website is a Single-page app rather than a static website, the installation is not done inside an HTML code, but rather in a JavaScript code.
The code will look similar, but you will need to strip the <script> tag from it.
Here is an example of a React app that shows the survey after login.
Verify and Continue
Do not forget to verify your installation by clicking on the Verify Installation button available in all 3 options. For more information on testing the installation, see the article How to test the survey installation.
Once the installation is correctly done, you can click on Continue and follow the next steps on the Survey Designer. If you are not the person that can install the code, send a read-only link with instructions to the responsible person by clicking the Send Instructions button shown above. For more information, see the article Invite your developer.