Overview
Survey builder is where you define content, flow, branding, distribution helpers, and report-related options. A vertical tab list on the left switches between sections; the preview updates as you work (including desktop and mobile preview modes where available).
What you can do here:
Preview — see how screens look on different devices; some tabs automatically align the preview to the matching experience step
Save draft — persist work without going live
Publish — create or update the live version customers can take
Builder tabs (in order)
Tab | What to use it for |
General | Survey name, URL slug, which locations can use the survey, status, browser page title, optional data mapping attachment, contact capture (collect name/email and when it appears), partial tracking; optional closing comment field; language for typography where applicable; and the main overall rating question plus style (stars, NPS, and so on) and routing threshold. |
Experience | Wording and flow around the core experience (for example introductory copy, thank-you content, and how the pacing feels between steps). |
Categories | Group the survey into categories respondents see and rate or complete in order. |
Questions | Per-category questions and structure that appear after category selection. |
Platforms | Which review platforms you steer happy customers toward after the survey logic completes. |
Branding | Colors, logos, and visual feel so the survey matches your brand. |
Distribution | Copyable links, QR generation, email/HTML helpers, and per-location URL patterns aligned with your public survey host (see Data mapping for query parameters). |
Reports | Settings that affect what you see later in Survey reports (for example reporting-oriented options configured with the survey). |
Preview
Use the preview toolbar to switch device frame (for example monitor vs phone). The preview is live relative to your current draft state; publish to change what the public URL serves.
Save vs publish
Save (draft) stores your configuration without necessarily changing what respondents see on the live link.
Publish runs the publish flow so an Active survey (or new version) is available at the public URL and in destinations like Campaign Links.