For the complete documentation index, see llms.txt. This page is also available as Markdown.
Understanding and Building Surveys
Learn how Digia Engage Surveys are structured and build a simple survey.
A Survey is a reusable questionnaire built in Digia Engage. It can collect structured feedback, route users through different paths, and show a final result or thank-you page.
Questions, answer options, branching, result pages, and global survey settings
Campaign
When the Survey is eligible to show, how often it can show, and the campaign key used for delivery
Create the Survey first. Then attach it to a campaign when you are ready to deliver it.
Survey Anatomy
The Survey builder has three working areas.
Use the left panel for structure, the center canvas for content, and the right panel for properties.
Area
Use it for
Blocks
Add, select, duplicate, and reorder Survey screens
Canvas
Edit the selected block and review the mobile layout
Properties
Configure the selected block, answer option, media, or style
Every Survey usually contains:
an optional welcome block
one or more question blocks
one or more result pages
Recommended Workflow
Build Surveys in this order:
Decide the feedback goal.
Create the Survey and add the main question blocks.
Add result pages.
Set branching only if different answers need different paths.
Configure global settings such as progress, display type, and close behavior.
Preview and test each path.
Attach the Survey to a campaign.
Keep the first version short. A good first Survey is usually 1-3 questions and one result page.
Build a Simple Survey
Start with the goal before opening the builder.
Goal
Good first question
Post-purchase feedback
How was your checkout experience?
NPS
How likely are you to recommend us?
Feature feedback
Was this feature useful?
Churn reason
What made you cancel today?
Go to Surveys and choose New survey. Use an internal name your team can recognize later, such as:
Then add the question blocks that match the answer you need.
Need
Recommended block
One clear answer
Single-Select
Multiple reasons
Multi-Select
Satisfaction score
Numeric 0-10, Smiley Faces, or Rate It
Written feedback
Long Text
Follow-up contact
Email
Use short question copy. On mobile, long questions make the Survey feel heavier than it is.
Every Survey should end with a result page that thanks the user and confirms the feedback was submitted.
When to Use Branching
Use branching when the next question depends on the answer.
Good uses:
Ask follow-up feedback only if the user gives a low rating.
Route promoters and detractors to different result pages.
Skip irrelevant questions based on the user's first answer.
Avoid branching when every respondent should answer the same questions. Linear Surveys are easier to test and usually perform better for quick feedback.
Preview Before Attaching
Use Preview to test the Survey like a respondent.
Check:
question order
button labels
progress behavior
result pages
any branching paths
whether text fits on a mobile screen
Once the Survey feels complete, attach it to a campaign.
