Web Widget Campaign

Using a website widget for survey distribution is a convenient and effective method of gathering information from your audience. We will provide a code snippet that can be easily integrated into your website.

To create a web campaign:

• Go to the Campaigns page.
• Click on the New Campaign button.
• Give your campaign a name.
• Select Web Widget campaign type.
• Click on the Next button.

Caution

Campaign type can not be changed later.

You will be redirected to the Form Builder page, where you can start building your form.

Build a Form

A simple drag-and-drop interface makes it easy to create custom forms. To start building your form drag a widget from the toolbox and drop it into form building area. The forms's appearance and formatting can be easily customized to better match your design or branding requirements. Learn more about how to build a form here.

Preview a Campaign

To ensure that your form looks proper before launching it, you can preview the form.

• Click on the Preview button. You will be redirected to the Preview Campaign page, where you can preview your campaign in 📱 mobile or in 🖥️ desktop view.

  

  

In case you wish to make any modifications to the form, you can click the Back button. Otherwise, if you find the form's appearance satisfactory, you can proceed with launching your campaign by clicking on the Next button.

Before launching your campaign, it is essential to specify a destination for responses. This can be achieved by selecting a suitable option that allows you to receive, store, or analyze the responses collected from your survey.

Info

Learn more about Destination options here

Add a New Destination

• Click on the New Destination
• Select a Destination. In this tutorial, we will choose Formsy Managed Storage as the destination.

• Check the destination

• Click on the Launch Campaign.
• A pop-up modal will appear stating that once the campaign is launched, no changes can be made. By clicking on the Launch Campaign button you will be redirected to the Campaigns page, where you can see your campaign's live status.

Distribute the Campaign

To distribute your campaign, you can click on the    icon. By clicking on the icon, you can access a dropdown menu that has the distribution link.

• Click on the Distribute link. You will be redirected to the Distribute page, where you can see your code snippet.

Info

Learn more about how to distribute Web Widget campaign here.

• Click on the Copy icon to copy the code to the clipboard and paste it into your website.

  • The widget will appear in the bottom right corner of your website.

  

• Click on the widget to see the form

• Once your recipients have completed the survey, you will be able to view their responses.

View Results

• Got to the Campaign page.

• Click on the Formsy Managed Storage link or Click on the    icon and then click on the Responses link.

  

• Check the responses.

View Reports

Our reports can assist you in assessing whether your campaign has accomplished its intended goals, enabling you to make any required adjustments for future campaigns and optimize them for enhanced results.

• Got to the Reports page.

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Learn more about Reports here.