Formatting Embedded Targets

About Formatting Embedded Targets

The target of a creative is where you want your link to appear. An embedded target isn’t just a link, but an embedded window where, instead of simply linking out, you show the target site or survey.

How you add an embedded target depends on the creative you select. With guided setups like responsive dialogs and feedback buttons, it’s extremely easy to embed a survey. With older, standalone creatives, there are a few extra steps.

Adding an Embedded Target to a Feedback Button

The feedback button appears on the side of a webpage. When someone clicks it, it can expand to show an embedded survey, or open a new overlay on the page where the survey is embedded.

1. Create a feedback button.
2. Customize the look and feel as desired.
3. Go to Survey display.
   
4. For Web display, choose one of the following to use an embedded target:
   • Slider: The survey will show up in a dialog that slides in and out from the side of the webpage. (Like on the support pages.)
   • Overlay: The survey will open up in a window that covers the screen.
5. From there, you can set the Survey size related to the dialog.
6. Set the iframe title.
   Qtip: Adding an iframe title is important for ensuring your embedded survey is accessible, giving context to visitors who use screen readers.
7. In mobile settings, the embedded option is Pull up, which shows the survey in a dialog that pulls upward over part of the screen. You can set the iframe title for mobile, too.
   
8. See the Feedback Button page for other customization options.

Adding an Embedded Target to a Responsive Dialog

The responsive dialog is an overlay where you can add a message or embed a survey.

1. Create a responsive dialog.
2. Go to Size & Style.
   
3. Select Display survey directly in the dialog.
4. For the best experience, select Automatically resize dialog to fit your survey.
5. Add an Iframe title.
   Qtip: Adding an iframe title is important for ensuring your embedded survey is accessible, giving context to visitors who use screen readers.
6. See the Responsive Dialog page for other customization options.

Adding an Embedded Target to a Standalone Creative

These steps are for older, standalone creatives, like pop overs.

1. Go to the Intercepts tab.
   
2. Go to Intercepts list.
3. Select Creatives.
4. Select your creative.
5. Stay in Edit.
   
6. In the toolbar, click the embedded target icon.
7. Drag and drop your embedded target to the desired size and location on your creative.
   
8. You may also use the toolbar above to adjust dimensions, border, opacity, and more for the embedded target.

Adding an accessibility title

Adding an accessibility title is important for ensuring your embedded survey comes with context for visitors using a screenreader.

1. Make sure you clicked your embedded target.
   
2. Click the arrow on the right of the toolbar.
   Qtip: If you don’t see this arrow, try adjusting your browser size, or scroll to the right.
3. Select Add accessibility title.
4. In the field, add the title.
   
5. Click Save.

Eliminating Scrollbars

One of the primary concerns most users have when creating an embedded target is fitting it inside the creative so it doesn’t scroll. Especially if your survey is a single question, it doesn’t hurt the visitor’s experience to make sure the survey fits on the creative without the visitor having to scroll.

To format the embedded target, you will not work in the Website Feedback platform, but primarily in the survey itself.

Question Length

In general, to get a survey to fit onto the creative, you want to make sure your questions are short and succinct. You shouldn’t sacrifice crucial information, but try not to write overly complicated sentences where a simpler one will do.

In general, keeping questions short and sweet also enhances your visitor’s overall experience, keeping your survey easy to understand and quick to complete.

Survey Taking Experience

When designing your survey, we recommend using the New Survey Taking Experience. The experience is designed to make your survey more mobile-friendly, easy to use, and accessible for your respondents. For example, matrix tables are always in a mobile-friendly accordion format in the New Survey Taking Experience, even if the mobile-friendly option hasn’t been enabled in the question itself. The New Survey Taking Experience is now the default layout for surveys, but older surveys or surveys made from a copy may not have this layout applied yet.

Space Between Questions

If you want to keep a multi-question survey from scrolling, it’s important to minimize spacing between questions. You can do this with the Look and feel menu. Make sure the Question Spacing in the Style section is set to Compact.

Page Breaks

If your survey absolutely needs multiple questions, you can add page breaks between the questions to eliminate scrolling. Instead, the visitor will click a Next button to see additional options.

Font Sizes

To make a survey fit on a creative, you’ll want to adjust the font type and size. Navigate to the Style section of the Look and feel menu to change the survey fonts. You can globally edit question or answer text independently of each other.

Headers and Footers

Headers and footers can add extra unnecessary space on your survey. Consider adding logos and such to the creative instead, and making sure the survey is free of headers or footers.

To do this, go to the General tab of the Look and feel menu and select Edit on the Header or Footer settings.

Theming

Every theme has its own default settings and formatting built into it. Therefore, the theme you pick may affect how much editing you do to make the survey fit in the embedded target. Generally, minimalist themes without logos and excess features will take up less room.

To select a theme, go to the Theme tab of the Look and feel menu and choose an available theme.

Custom CSS

You can also add custom CSS in the Style tab of the Look and feel menu to adjust any theme’s settings, including the spacing between questions.

Creative Dimensions

There is one change within the Website & App Insights platform itself that may help eliminate the scrollbar. Since your survey will be responsive within the creative, adjusting the height or width of your embedded target may impact how your survey will appear. To make this change, you will go to the Edit tab of creative and adjust the embedded target within your creative.

Testing

The most important tool when editing your embedded target is the Test Intercept section. Once you make the desired changes to your survey, return to the Test Intercept section and use the bookmarklet to see how your edits will look on the intercept when it’s live.

FAQs