Building a survey

Note: SMART Surveys is an add-on feature for Q2 SMART. If your FI is interested in SMART Surveys, contact your Q2 Relationship Manager.

Complete the following tasks to build a survey.

1. Select a campaign type

  1. On the Campaigns page, select Build campaign (Build campaign button) to open the Campaign builder. Alternatively, you can select Build campaign from the Home page.
  2. Below the Recommended campaigns list, select Build a custom campaign.
  3. Enter the name of the survey in the Campaign name field.
  4. From the What would you like to do? list, select Run a survey.
  5. From Survey topic, select the type of survey you want to create.
  6. Select Build this campaign.

2. Select a survey audience

  1. From the Target people who match list, select either any traits below or all traits below.
  2. To determine the target audience of the survey, select Add a trait to your audience. Then, select traits or a user list and select Add.
  3. For each trait, complete the additional options to further specify the target audience.
  4. (Optional) To include your entire user base in the survey, select Target all online banking users.
  5. (Optional) To exclude users from the survey audience, select Exclude people > Add an exclusion to this audience. Then, select an exclusion or user list from the lists provided.
    6. Note: After you have added traits or a user list, you can view the audience size for the survey in the Overview section.
  6. After you select the survey audience, select Next: Add / upload creatives.

3. Upload creatives

  1. Under Survey trigger, select one or more calls to action that will launch the survey.
  2. If you choose to use a Banner - account tile as the survey trigger, complete the following steps:
    1. Select Click to add image.
    2. Choose an image from the library or select the Upload new ad tab to import your own image. Then, select Use ad.
    3. In the Alt Text field, describe the image or call to action for the visually impaired.
  3. If you choose to use Text and icon as the survey trigger, complete the following steps:
    1. Select Add icon.
    2. Select an icon from the library, and then select Use icon.
    3. In the Text field, enter the text that will appear next to the icon.
  4. Under Survey intro text, enter the Headline and Body text the user will see before they start the survey.

    5. Survey intro

  5. Complete the following steps based on your survey type:
    • Custom surveys
      1. Write your survey question. Survey questions must be written to allow for a Yes/No response.
        2. Note: Avoid writing questions in a specific order. Survey questions display randomly.
      2. In the Trait Name field, write the name of the trait you want created based off of the end user's response.
        3. Note: The name you choose for the trait is permanent. We recommend selecting a name that you can use for future campaigns.
      3. (Optional) Select Add a question to add another question to your survey.
        4. Note: You can add up to three survey questions for custom surveys.
    • Other surveys
      1. From the Survey topic list, select the topic of the survey.
      2. Under Survey questions, select questions to include in the survey.
  6. Under Survey last page, enter the Headline and Body text the users will see upon completion of the survey.
  7. Select Next: Details.

4. Enter survey details

  1. On the next page, enter the survey details by completing the following fields:
    • Start date and time—when ads begin appearing for users
    • (Optional) End date and time—when ads stop appearing
  2. Select Next: Review campaign.

5. Review the survey

  • Review the details of the survey, and then select Launch. Alternatively, select Save as draft to save the survey and return to it later.