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Guided Intercepts

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About Guided Intercepts

Guided intercepts, also known as guided setups, are an excellent tool for collecting feedback on websites and apps, and are suitable for both new and experienced users. They streamline the setup process by combining the visual design, display settings, and deployment of a traditional Website Insights project into a single, user-friendly experience.

Guided intercepts offer visually appealing designs tailored to specific, common digital use cases, eliminating the need to start from a blank canvas. Unlike with standalone setups, it’s also faster to add translation, mobile, and accessibility settings, with certain features even built-in by default.

image of white and green feedback window in the new website insights editor

List of Guided Intercepts

For Websites (desktop and mobile view)

Responsive Dialog: Responsive dialogs open over a webpage, asking visitors to give feedback. Dialogs come ready with a header, question, and a place to put your logo, so you can hit the ground running with your customization.

Feedback Button: A button visitors can click that will expand to show a survey. See the left of this page for a real-time example.

Templated Embedded Feedback: Ask for feedback while embedding your survey directly into the body of the page. As the name suggests, templated embedded feedback includes several common options you can choose from.

For Mobile Apps

Embedded App Feedback: Ask for feedback while embedding your survey directly into the body of a mobile app. Much like with templated embedded feedback, embedded app feedback provides several common options you can choose from.

Creating Guided Intercepts

A guided setup walks you through every step of a Website and App Insights project. When created using the steps below, responsive dialogs, feedback buttons, templated embedded feedback, and embedded app feedback become guided intercepts.

  1. Either create your project or open an existing one.
  2. Go to Intercepts.
    open intercepts tab, then intercepts list, then create new button on right
  3. Stay in the Intercepts list, either the Intercepts or Creatives section.
  4. Click Create new.
  5. Choose one of the options under Build your intercept with a guided setup.
    tiles along top of page under the header "choose how you want to collect feedback - build your intercept with a guided setup"
  6. Follow these steps to complete the guided setup.
  7. Once you’re finished with your entire project, your guided intercepts can be deployed to your website or app with the help of your organization’s IT or web development team, often using tag managers. For more details, see Creating a Project & Deploying Code.

Locating guided intercepts in a project

Once a guided intercept is created, it can always be found in the Intercepts section of the Intercepts list.

intercepts section of intercepts list

For more on managing intercepts (such as copying, deleting, and more), see Managing Intercepts in the List.

Benefits of Guided Intercepts

Qtip: If you’re new to Website & App Insights, we recommend starting with a guided intercept.
  • Mobile-friendliness: By default, all guided intercepts are created to adjust to screen size changes, meaning they look great on desktop and mobile browsers. Intercepts also have additional mobile customization according to their use case, such as the ability to switch logos on responsive dialogs.
  • Translation: While customizing your intercept, you can easily upload translations for all of your text strings. See Translating Guided Intercepts.
  • Accessibility: Each guided setup has accessibility features unique to it. For example, feedback buttons make it easy to add alt text for the button itself, as well as add a title to your iframe, if you’re embedding your target survey.
  • User friendly: Guided intercepts are designed with common use cases in mind, and offer base-level customization options that make it faster and easier to end up with a professional-looking result. Furthermore, by guiding you through each step, you don’t have to separately piece together the visual parts of your website project and the logic of how you want it to appear.

Action Sets

You cannot create multiple action sets with a guided intercept, but that’s because many of the features you’d use multiple action sets for are already built directly into the guided setup. For example, you don’t need to make separate creatives for each screen size or language on your website.

Example: You want mobile users to see a responsive dialog, but web users to see a feedback button. All you have to do is create one of each, then give each guided intercept unique targeting logic based on device type. Here is an example of the responsive dialog’s logic:

add targeting logic window says to show intercept if device type is mobile

Here is an example of the feedback button’s logic:

add targeting logic window says to show intercept if device type is not mobile

In addition, while you can’t have multiple action sets with a guided intercept, you can add advanced targeting logic. That means guided intercepts can have multiple conditions in multiple logic sets, as shown below.

screenshot shows two separate logic sets; that means you can set more conditions like what's shown, where there are 2 possible URLs to individually target, but then the same time spent on site to pair them with

You can use any type of digital logic with a guided intercept, including user info conditions, browsing session, website, date time, Qualtrics survey, intercept, and frustration behaviors. The only exception is “this action,” which makes sense, because there aren’t multiple action sets to reference.

Guided Creatives vs. Guided Intercepts

If you selected the responsive dialog, feedback button, templated embedded feedback, or embedded app feedback in the Creatives section instead of the guided setup section, it will act differently from the guided intercept setup. In this case, we’ll call them guided creatives instead.

longer tiles under creatives header, not the guided buttons at the top

Guided creatives are different from guided intercepts in the following ways:

  • They appear on the Creatives side of the Intercepts list, not the Intercepts section.
    creatives section of intercepts list
  • They can be added to a standalone intercept as its Creative.
    old intercept editor - select a creative dropdown expanded
  • Because of this, when you make a guided creative, you can’t immediately add targeting logic or embedded data. Instead, this happens after you add it to a standalone intercept.
Qtip: We do not recommend making a guided creative unless you want to use an existing intercept with a responsive dialog, feedback button, templated embedded feedback, or embedded app feedback. Instead, create a guided intercept.

Approvals

Responsive dialog, feedback button, templated embedded feedback, and embedded app feedback can be used with approval rules.

Guided intercepts only follow intercept approval requirements.

Guided creatives only follow intercept approval requirements.

FAQs