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Making Standalone Intercepts & Creatives

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About Making Standalone Intercepts and Creatives

If you already have experience with Website & App Insights, you can make standalone creatives and intercepts that can be connected together. You may prefer this approach if you want to use graphics not yet supported by our guided setup, such as a banner or a pop under. Standalone intercepts also allow you to create more complex action sets, such as different types of creatives appearing based on different criteria.

Qtip: If you don’t have access to any of the features described on this page, reach out to your Account Executive. For more information about the differences between Digital Feedback and CustomerXM for Digital, see Digital Feedback vs. CustomerXM for Digital.

Feature Compatibility

By comparing the features that are or are not supported by standalone intercepts and creatives, you can decide whether you’d prefer to use these or the guided setup.

Qtip: If you’re new to Website & App Insights, we recommend starting with the guided setup.

Supported features

Standalone intercepts and creatives support some functionality that the guided setup does not.

Features that Require Additional Setup

Certain features are not built into the editor of standalone intercepts and creatives, and require additional setup instead. The guides below show how you can implement common goals.

Qtip: To translate standalone creatives, you must use multiple action sets in your intercept with unique conditions that lead visitors to different translated creatives, depending on the visitor’s language.

Making Standalone Creatives

Creatives can be thought of as the visual element of your Website & App Insights project; for example, a banner, a window that opens over a webpage, or even a link. Standalone creatives are different from guided creatives because they do not have intercept options attached, and instead need to be combined with a standalone intercept.

Standalone creatives include:

To make one of these standalone creatives, follow these steps:

  1. Go to the Intercepts tab.
    create new button in intercepts list
  2. Go to Intercepts list.
  3. You can visit either the Intercepts or Creatives section.
  4. Select Create new.
  5. Scroll down to Creatives.
    a list of creative types, including responsive dialogs, pop overs, sliders, and feedback buttons
    a series of creatives, included those you embed in pages and mobile app friendly ones
  6. Select a creative.

    Qtip: To help explain their purpose, creatives are grouped into three categories:

    • Active: Creatives that display as dialogs or overlays on your website.
    • Passive: Creatives that are always present on your website, but more subtle in how they appear, like a button off to the side.
    • Embedded: Creatives embedded in sections of your website.
    • Mobile app: Creatives made to collect mobile app feedback.
  7. Name the creative.
    new window where you name creative
  8. Click Done.
  9. Edit your creative.
    page where you edit creatives

    Qtip: In addition to the page on generally editing creatives, you can check your specific creative’s support page for more settings unique to that type.
  10. When your edits are done, publish changes.
  11. Now you’re ready to create an intercept.

Making Standalone Intercepts

Intercepts can be thought of as the rules that determine when and how your project will be displayed on a website or an app. For example, you can show different elements depending on user information or portions of the URL. The intercept is where your target survey, creative(s), and the conditions of a visitor’s session come together.

  1. Go to the Intercepts tab.
    create new button in intercepts list
  2. Go to Intercepts list.
  3. You can visit either the Intercepts or Creatives section.
  4. Select Create new.
  5. Scroll down to Intercepts.
    intercepts you can select from represented in the menu as tiles
  6. Determine whether you are collecting website feedback (Web intercept) or running a mobile app feedback project (Mobile app intercept).
  7. Name your intercept.
    new window where you name intercept
  8. Click Done.
  9. You can now edit your intercept, customizing the conditions under which intercepts will be displayed to website visitors.
    intercept editor

    Qtip: For further guides, please see:

  10. Choose a creative for your intercept.
  11. Select a target for your intercept.
  12. Activate your intercept.
  13. Once all of your intercepts and creatives are complete, it’s time to publish and deploy.
  14. When you’re finished editing and publishing your Intercept and are ready to deploy the code on your website, see:
Qtip: If you’ve saved intercepts in the library that you want to reuse, see creating an intercept from the library.

Building Website & App Insights Piece by Piece

The pages below provide a very basic overview of how to create a website insights project using standalone creatives and intercepts. This can be a great place to start to familiarize yourself with all of the moving parts.

  1. Preparing Your Targeted Survey
  2. Deploying the Code to your Site or App
  3. Building Your Creative
  4. Setting Up Your Intercept
  5. Testing & Activating Your Website / App Insights Project