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Opt-In Survey Upon Site Exit

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About Opt-in Surveys Upon Site Exit

Site exit surveys ask visitors to provide feedback after they leave a website.

Most site exit surveys pop under the webpage without asking the visitor to opt-in. For example, a standard Pop Under creates a window containing a survey invitation and hides behind the web page until the visitor ultimately exits the site. Once the visitor exits, the survey invitation window comes forward. However, in recent years, major browsers now prevent this behavior the same way they block Pop Ups.

By asking the visitor’s consent (allowing them to “opt-in”) before giving them your site exit survey, you can circumvent ad blockers. In the initial Creative, the visitor is asked whether they’d be okay with the Pop Under window appearing, thus bypassing any blocking behavior from the browser. Using this opt-in method for site exit surveys is widely regarded as a best practice for collecting site satisfaction scores and other information from a representative audience.

Qualtrics' home page, with a pop over asking if the visitor would like to participate in a feedback survey

Setting up an opt-in site exit survey involves three main steps:

  1. Building two Creatives: one that invites visitors to take your survey and one that is the actual Pop Under survey.
  2. Setting up an Intercept that shows the invitation Creative.
  3. Linking your Pop Under Creative to the Intercept Target.
Qtip: This outline assumes basic understanding of the following concepts: building Creatives, Responsive Dialogs, Pop Unders, and building Intercepts.
Attention: Pop Unders are not compatible with mobile browsers. Prevent these Intercepts from activating on mobile browsers by using Device Type logic.

Building Your Creatives

  1. Build a Creative to display your survey invitation. This is typically built as a Responsive Dialog, but other Creatives such as Sliders and Info Bars may be used as well.
    In the creative editor, a pop over asking if the visitor would like to complete a feedback survey

    Qtip: Be sure to publish your Creative.
  2. Create a Pop Under Creative.
    A Pop Under. ITs only feature is a text box with a message asking the visitor to please not exit the window because it will contain a survey when the visitor exits the site
  3. We recommend including a text box on your Creative explaining that the window must be left open and that your survey will appear there. Some version of the following text is usually appropriate: “Thanks for participating in our survey. Please leave this window open and a survey will appear in its place after your visit.”
  4. For the Pop Under, go to the Options page. First, enable Show Intercept target on specific events and then enable Site Exit.
    Image of the Site exit and Show Intercept target options

    Attention: You may see a yellow warning message about Pop Unders and Chrome. This warning message refers to the use of Pop Under Creatives without the opt-in portion. When you add the opt-in portion, this ensures that the Pop Under appears after the visitor closes their page.

Setting Up Your Intercept

image showing setting up the intercept

  1. Create an Intercept and if desired, set up your display conditions. These conditions will determine which visitors qualify for the initial invitation and are totally up to you.
  2. Select the Creative that invites users to take the survey. This was the Creative you made in step 1 of the Building Your Creative section above.
  3. Select the Target. This is the survey that should display when the Pop Under window appears.

Connecting Your Pop Under

  1. Click on the Action Set Options and select Advanced Options.
    image showing how to access the advanced options menu
  2. For the Display Options, select Open Target in a PopUnder Window.
    Open target in popunder window is selected on the left and content to display on load is set to the site exit pop under on the right
  3. For the Content to display on load dropdown, select the Pop Under that you made in steps 2-4 of the Building Your Creatives section above.
  4. Click Save.

The Result

  1. The visitor receives a Responsive Dialog asking them to participate in the survey.
    Qualtrics' home page, with a pop over asking if the visitor would like to participate in a feedback survey
  2. If the visitor agrees, the Pop Under pops up over the screen with its message.
    A window over the page saying the site exit survey will appear after the visitor exits

    Qtip: Any Embedded Data being collected by your intercept is set the moment the Pop Under loads (i.e. when your visitor opts-in to the survey). For example, if you’re recording Site History, the Site History is not updated in the Pop Under if the visitor navigates to a new page after the Pop Under loads.
  3. The visitor can freely browse the site, making the Pop Under go back under.
  4. Once the visitor navigates to a different website and then revisits the Pop Under, or exits the browser within your website, the Pop Under will load the site satisfaction survey.
    A window that no longer has the Qualtrics home page pulled up, but another one. Under the window is a site exit survey in a new window

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