Configure a Web Overlay Survey

Back to Help Center

Web overlay surveys are a great way to engage prospects and visitors when they visit your site. Add a GetFeedback web overlay survey directly to your site for all visitors to see, or use settings to target specific visitors, leads or prospects to ask for feedback.

Getting Started

First, build your GetFeedback website survey. Keep the content of your survey short and sweet. Web overlay surveys appear inside a small widget or light-box on your site, so you'll want to keep the language and survey questions concise.

You can't use merge fields to personalize web overlay surveys, however merge fields can be added for tracking purposes.

Web overlay surveys collect a webpage_url merge field by default. This allows you to track where on your site the response was collected. If you want to personalize your survey with merge fields -  use GetFeedback Web Embed surveys instead.

Configure the Survey

Next, we'll configure the location, style, and targeting options for your survey by navigating to Distribute > Web Overlay.

WebOverlayNavigation

On the Web Overlay page, there are three sections of settings: Appearance, Appears On, and Triggers. As you make these changes, you'll see them reflected in the survey preview pane on the right side of the page.

Appearance

appearance web overlay menu
  • Type- Determine the type of website survey you'd like to have. You can choose between a drawer or a lightbox. With the "Drawer" option, a drawer will be placed at the bottom right or left of your website while the "Lightbox" option will place a lightbox as a pop up after the survey icon has been clicked. You can toggle between the options to see which would work out best for your website.

  • Place- You'll have two options here for placement on your website: lower left or lower right. Keep in mind for the lightbox option this is only where the button will appear, the lightbox will always appear in the middle of your survey taker's screen once the button has been clicked to start the survey.

  • Label- Adding a label allows you to add a call to action such as "Contact Us", "Provide Feedback", or ask a question such as "Need help?".

  • Mobile- While our surveys are mobile friendly, you can choose to show or hide surveys on devices such as iPads and smartphones.

  • Icon- Finally, pick an icon and color that best fits your website theme and survey.

Appears on

appears on

You can use this section to control where on your site your web overlay will live. There are three conditions you can choose from prior to entering your URL(s):

- URL is exactly

- URL starts with

- URL contains

Each of these options controls what webpage your survey will appear on.

Triggers

WebOverlayTriggers

Set conditions for survey placement on your webpage including:

  • How long a visitor must be on the page prior to pop up.

  • Where on the page the survey pop up should open.

  • How often a survey is triggered for a single visitor.

    when scrolled set triggers

  • Trigger the survey for a certain percentage of visitors.

  • Close the survey window once a response is submitted.

WhenScrolled

Install your Web Overlay with Javascript

Next, add the javascript snippet to each page where your GetFeedback web overlay survey will appear.You only have to do this one time, and you will never have to do it again (even if you create more surveys for your webpage). Copy this javascript snippet by clicking on View instructions at the bottom of the Web Overlay builder.

View Instructions

Copy the text to your clipboard and paste at the bottom of every page where you want your survey to be shown on your website, before the </body> tag. If you don't have access, type in your web developer's email address in the field below to easily send the instructions to them so they can help out.

view instructions popup
enable web overlay

Add Merge Fields to your Web Overlay Survey

Track details of your respondents by using merge fields in your survey.  This involves a bit of coding within the javascript snippet.

Add your merge fields to the javascript snippet. We're using Contact ID as our example here:

gf('setParameters', {'ContactID': 'FIELD_VALUE'});

Replace FIELD_VALUE with the information you'd like associated with the survey results. 'ContactID' is the field name and can be edited to whatever you'd like displayed as the column title within the GetFeedback results.

When adding this to your code, this merge field will be added as a separate script tag that contains the function call to set the desired field. This might look like:

<script>
(function(w,d,s,u,g,a,b){w['GetFeedbackObject']=g;w[g]=w[g]||function(){ (w[g].q=w[g].q||[]).push(arguments)};a=d.createElement(s),b=d.getElementsByTagName(s)[0];a.async=1;a.src=u;b.parentNode.insertBefore(a,b) })(window,document,'script','//websites.cdn.getfeedback.com/embed/dywem81odF/gf.js','gf') </script>

<script>gf('setParameters', {'ContactID': 'FIELD_VALUE'}) </script>

No Consultation Available

This is provided as an example of where to start with your implementation, and may not cover all use cases or work in all organizational settings. The GetFeedback Support team isn't able to offer consulting services for coding issues because of the many nuances that may occur within your organization. We recommend working with your team's Salesforce administrator, who can troubleshoot directly in your organization to find a solution to any code issues.

Enable your Web Overlay Survey

Now that you've installed the javascript on your site, and you've added merge fields, you can make the final edits to your overlay and turn the survey On.

EnableWebOverlay

Finally, press Save. You can always make changes to your web overlay survey in the future, as long as you always save your changes.

If your survey isn't displaying - review your network settings, firewall, or browser extensions that might affect javascript loading on your site.

© 2020 GetFeedback, Inc.|888-684-8821|Terms of use|Privacy notice|California privacy notice

*Net Promoter, Net Promoter System, Net Promoter Score, NPS and the NPS-related emoticons are registered trademarks of Bain & Company, Inc., Fred Reichheld and Satmetrix Systems, Inc.