Loading...
  • Customer Experience
    Customer Experience
  • Employee Experience
    Employee Experience
  • Brand Experience
    Brand Experience
  • Product Experience
    Product Experience
  • Core XM
    Core XM
  • Design XM
    Design XM

Creating a Website & App Feedback Project

What's on This Page:


Was this helpful?


This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

The feedback you submit here is used only to help improve this page.

That’s great! Thank you for your feedback!

Thank you for your feedback!


About Website & App Feedback Projects

Website & App Feedback projects are a creative way to gain feedback on your website or mobile app. They allow you to display dynamic graphics on your website such as overlays, feedback buttons, embedded content, banners, and more. These graphics, called creatives, can appear all the time, or only under special circumstances, and they can link to a Qualtrics survey or to a website of your choosing. The feature that allows you to edit these conditions and links is called the intercept.

Projects are how you organize your creatives and intercepts. Every project can contain more than one creative and more than one intercept. But if active creatives and intercepts are in the same project together, that usually means they’re going to be displayed on the same website.

Example: Create a project for feedback buttons and popovers on your main website. Then create a separate project for feedback windows and popups that will appear on your support website.

Creating a Website & App Feedback Project

  1. Either navigate to the Catalog or click Create new project on the Projects page.
    Create Project button in Projects Page, catalog from navigation hamburger menu
  2. Scroll, filter, or search as needed to find the correct project type. This type of project can be made under CoreXM, CustomerXM, and EmployeeXM.Filters and search bar along the top of the catalog, chosen project appears as a tile. Once the tile is clicked, a menu opens on the right with a description and a get started button
    Qtip: This choice does not affect the Website & App Feedback features you have access to.
  3. Select Website & App Feedback.
  4. Click Get started.
  5. Name your project.
    Field for name, folders, then button bottom-right
  6. If desired, add this project to a folder.
  7. Click Create project.
  8. If you have access to the new guided workflow, then you’ll be immediately asked to choose how you want to collect feedback. We explain these options in detail on the rest of the page.

Choose How You Want to Collect Feedback

Right after you create your project and click Get Started, you’ll be asked how you want to collect feedback. There are various options you can choose from when building your Website & App Feedback project.

Deciding how to build your project is the key to getting the most out of Website & App Feedback. We recommend selecting Responsive dialog, Feedback button, or Embedded Feedback from the bigger tiles at the top for a completely guided experience, especially if you are new to Website & App Feedback. Guided intercept authoring allows for an easy set-up for your Website & App Feedback Project. However, if you already have experience with Website & App Feedback, you can scroll down for additional options. There, you’ll be able to make standalone creatives and intercepts that can be connected together.

Screen that says "Choose how you collect feedback." Enormous tiles at top for responsive dialog and feedback tab. below that, additional options

  • Responsive dialog, Feedback button, or Embedded feedback: See Responsive dialog, Feedback Button, and Embedded Feedback to proceed through these steps. We recommend these options because they’re the newest and easiest to set up, with the ability to set different web and mobile settings inside the same editor. These are also the only options that will take you through an extensive guided flow for the entire project setup. See below for a brief description of each.
    • Responsive dialog: Get feedback at key moments using a dialog that responds to any device size.
    • Feedback button: A feedback button (much like on the left of this support page) that slides out when visitors click it, so they can fill out a feedback survey right on the page.
    • Embedded feedback: Inline buttons that allow visitors to indicate whether content was helpful (much like the Yes / No buttons after each section of this page).
  • Intercepts: See Making an Intercept. “Intercepts” can be thought of as the rules that determine when and how your project will be displayed on a website or an app. You may want to start here if you’re a user who’s more experienced with Website Feedback or you have a need for additional creatives or features such as actions sets and publishing permissions. Note that this experience is not as guided, so you will need to add any additional creatives, publish changes, and deploy the code according to instructions on the support site, rather than being guided in the product.
  • Qtip: More advanced intercepts that leverage action sets, approvals, and so on can still be created standalone using this option.
  • Creatives: See Selecting a Creative. “Creatives” can be thought of as the visual element of your Website & Feedback project; for example, a banner, a window that opens over a webpage, or even a link. This option is recommended for users who feel the Responsive Dialog or Feedback button options won’t fit their needs, and need alternate creatives such as the InfoBar or mobile app specific creatives. Note that this experience is not as guided, so you will need to create an intercept, publish changes, and deploy code according to instructions on the support site, rather than being guided in the product.
  • Qtip: Each creative has a different use case it is specialized for. For a guide, see our support pages on creatives. Creative types are listed in the menu to the left.

Responsive Dialog, Feedback Button, and Embedded Feedback

After you select either Responsive dialog, Feedback button, or Embedded feedback, you’ll be asked to complete the following steps:

  1. Name your intercept.
    New window opens over the "choose your feedback" screen. Window has a field for naming the creative and a dropdown for choosing the survey you'll connect to it

    Qtip: It helps to choose something that explains when or how visitors will be prompted for feedback, e.g., “Feedback Tab,” “Weekday Feedback Request,” “Support Site Only,” and so on.
  2. Determine the target site being linked in this intercept.
    • Choose a survey: Choose a survey from your account.
    • Enter a custom URL: If you want to link to something other than a Qualtrics survey in your account, paste the full URL in the field provided.
      Example: We want to collect support site feedback. We have a survey we wrote that asks for this feedback. We link it in this step.
  3. Click Next.
  4. Customize the appearance. Complete each of the sections listed to the left before you proceed. For more information:
    Tabs along the left for customization

  5. When you are done customizing the appearance, click Next.
    Qtip: If you need to stop here and continue setting up later, click Save and close.
  6. Click Add targeting logic to determine when your button or dialog should be displayed to respondents.
    Tiny white button top-left where it says "add targeting logic"

    Qtip: You can limit appearance based on a lot of different information, from cookies placed on the browser, to whether it has already been displayed to website visitors recently, to the URL of the page, and more. See the support pages listed under Action Set Logic for more information.
    Qtip: You can press Shift on your keyboard when clicking the plus sign ( + ) to create separate logic sets. For more details on building conditions, see Advanced Action Set Logic.
  7. When you’re done adding conditions, click Next.
    Example conditions added. "If the day is monday at 8am pacific time, and the current URL contains /support"
  8. Determine how often your button or dialog will display. For more details on each of these options, see Intercept Options.
    Intercept options
  9. If you have XM Directory, you can choose to Link with XM Directory. This allows you to automatically link responses to contacts, use contact frequency rules, and target specific segments.
    Settings under "XM Directory" heading; toggle to show more options; next button in lower-right of window

    • If you have multiple directories, select which directory you want to connect this intercept to.
    • Determine whether you want to manage how often a signed-in visitor sees an intercept survey by using the directory’s Contact frequency rules.
  10. Click Show advanced options to see additional intercept options.
  11. When you’re finished, click Next.
  12. Follow the steps on the page to save the bookmarklet and test your intercept. If you need to, you can open your website on another browser tab to test what the intercept will look like on your website.
    Steps showing how to drag the provided bookmark onto your bookmarks bar of your browser, open the website you want to test on in a new tab, and then simply click to test on the desired website
  13. When you’re done testing, click Next.
  14. You’ll be given a code snippet to share with your web developers.
    Box with a code snippet. Button underneatht hat lets you copy it. Bottom-right of screen is a button that lets you proceed to the next step

    Qtip: If you’re responsible for your site’s code, see more about code deployment options.
    Qtip: This code can be copied and sent to your developers at any time, including now. However, the changes you made in Qualtrics will not be reflected on your website even if your developers push this code; for those changes to be live, you need to publish. See the next steps.
  15. Click Next.
  16. Review your changes. If you want to edit anything before it goes live, click the pencil icon to go back to that step.
    A summary of all edits
  17. If you are ready for all changes to be live on the website that hosts the code snippet, click Publish. If not, click Save and close.

Selecting a Creative

Qtip: Creatives are the visual components of a Website & App Feedback project. For example, the Feedback button on the right of every page, the “Was this helpful?” question after every section, or the banner that displays when someone visits a website for the first time.

This option is recommended for users who feel the Responsive Dialog or Feedback button options won’t fit their needs, and need alternate creatives such as the InfoBar or mobile app specific creatives. Note that this experience is not as guided, so you will need to create an intercept, publish changes, and deploy code according to instructions on the support site, rather than being guided in the product.

  1. From the Intercepts tab, click Create new in the upper-right corner.
    Intercepts tab. blue create new button in upper-right hand corner
  2. You’ll be taken to this screen:
    Screen that says "Choose how you collect feedback." Enormous tiles at top for responsive dialog and feedback tab. below that, additional options
  3. Scroll down and choose a creative.
    List of creatives, split by general categories. ach has a name, description, and thumbnail
  4. Name it.
    New window for adding a name
  5. Click Done.
  6. You’ll be taken directly to the Edit Creative page where you can customize your appearance.
    Page for editing creative, has a palette and editing interface
  7. When your edits are done, publish changes.
  8. Head to the Intercepts tab.
    Intercepts tab. blue create new button in upper-right hand corner
  9. Click Create new.
  10. Scroll down.
  11. Select something from the Intercepts section. Follow the steps in Making an Intercept for more details.
    Intercepts options
  12. When you’re finished editing and publishing your Intercept and are ready to deploy the code on your website, see:

Making an Intercept

Qtip: Intercepts are the logic behind when a creative will appear to website visitors. For example, your dialog only appears once a day so it doesn’t bother visitors, or the feedback button only appears on pages whose URLs contain “support.”

You may want to start here if you’re a user who’s more experienced with Website Feedback or you have a need for additional creatives or features such as actions sets and publishing permissions. Note that this experience is not as guided, so you will need to add any additional creatives, publish changes, and deploy the code according to instructions on the support site, rather than being guided in the product.

  1. From the Intercepts tab, click Create new in the upper-right corner.
    Intercepts tab. blue create new button in upper-right hand corner
  2. You’ll be taken to this screen:
    Screen that says "Choose how you collect feedback." Enormous tiles at top for responsive dialog and feedback tab. below that, additional options
  3. Scroll down to Intercepts.
    Intercepts options
  4. Determine whether you are collecting website feedback (Web intercept) or running a mobile app feedback project (Mobile app intercept).
  5. Name your intercept.
    New window for adding a name
  6. Click Done.
  7. You’ll be taken directly to the Edit Intercept page where you can customize the conditions under which intercepts will be displayed to website visitors.
    Editing an intercept. You can see a list of intercepts tot he left, and a toolbar along the top, and in the center of the page all the action sets

  8. When your edits are done, publish your creative.
  9. Head to the Intercepts tab.
  10. Click Create new.
  11. Scroll down.
  12. Choose a creative. Follow the steps in Selecting a Creative for more details.
  13. When you’re finished editing and publishing your Intercept and are ready to deploy the code on your website, see:

Editing an Existing Feedback Project

This section will go over how to navigate a Website & App Feedback project.

Showing what the main page of this project look like

  1. Both intercepts and creatives are listed under the Intercepts. Once you click into them, navigation / available features are the same as they’ve always been.
    Qtip: Standalone intercepts and guided-flow intercepts (Responsive dialog and Feedback buttons) appear under the “Intercepts” section of this tab. Standalone creatives appear under “Creatives.”
  2. Statistics still goes to project-wide statistics.
  3. Settings still has the same Project Users and Deployment
  4. You can also click Get code snippet at the top of the Intercepts tab to get the project code.
  5. Click Create new to add more creatives and intercepts to the project.

Managing Website & App Feedback Projects

On the Projects page, there are additional actions you can perform with your projects.

Project Actions Dropdown

Dropdown menu next to a Website / App Feedback project

  • Deactivate/Activate: When a project is active, all the Intercepts and Creatives inside it (that haven’t been individually deactivated) will continue to function on whatever website you paste your project’s deployment code to. When a project is deactivated, all the Intercepts and Creatives inside it are shut off. This lets you remove Website / App Feedback projects from your webpage without having to remove the code, and it allows you to deactivate many Creatives and Intercepts at once without having to individually edit them.
  • Collaborate: Determine which users can help you edit your Website & App Feedback project.
  • Rename Project: Change the name of the project.
  • Delete Project: Delete the project.
    Attention: This will permanently delete all Creatives and Intercepts within the project. Proceed with caution.

Project Information

Bars with project information on the Projects page

  • Status: Active projects can be loaded onto a website. Inactive projects’ code are shut down, so none of the Creatives or Intercepts loaded into the project will work.
  • 30 Day Impressions: The Impression metric is incremented every time a Creative is shown to a visitor. The 30 Day Impressions are a measure of the Impression metric over 30 days.
  • 30 Day Clicks: The Click metric is incremented every time the Target within a Creative is loaded. This means that whenever a link on the project has been clicked over the course of the most recent 30 days, it will increment this metric.

FAQs