What Are Visitor Surveys?
This article explains what visitor surveys are, how they work in the platform, and why they are important for improving customer engagement and personalization.
Watch this video tutorial to see how visitor surveys function in action:
For information on how to create these surveys, refer to this article How to Create a Post-Claim Qualifier Survey.
What Are Visitor Surveys?
Visitor surveys are short, targeted questions shown to website visitors to capture intent and qualification details. They help improve lead quality, personalize customer follow-up, and enhance remarketing efforts.
What Triggers Visitor Surveys?
In the platform, visitor surveys are typically triggered after an offer is claimed. These are known as Post-Claim Qualifier Surveys.
Common prompts include:
- Purchase timeframe
- Vehicle interest
- Financing readiness
Survey responses enrich the lead data sent to your CRM and allow for better audience segmentation in both remarketing campaigns and on-site personalization.
How to View Surveys
- To view survey responses, navigate to your Insight Summary under Insights.
- Then scroll to Platform Conversions.
- Under Platform Conversions you will find the section Visitors Claiming Offers. Visitors who have completed the survey will have a clipboard next to their name. If you click on these visitors you will be able to see the results of the survey.
Why Are Visitor Surveys Important?
Visitor surveys provide valuable insights into customer needs and behaviors. Companies can use them to:
- Gather feedback after shoppers show interest in a product
- Understand customer preferences
- Improve the overall shopping experience
- Support more personalized communication and follow-up
How Companies Use Visitor Surveys
Some practical ways to use surveys include:
- Collecting product feedback
- Measuring purchase intent and timeframe
- Understanding customer experience
- Capturing demographic or preference data
- Identifying preferred communication channels
- Driving follow-up offers
- Comparing competitor interest
- Collecting post-purchase feedback
- Promoting referral opportunities
- Offering incentives for survey participation