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Deployment Section

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About the Deployment Section

When you’re finally ready to deploy your Website Feedback project on your website, head over to the Deployment section of the Settings tab. Here, there are also several options you can adjust before deploying.

Project Deployment Code

The project code contains all the active intercepts and their creatives in the project. It comes with two options that you can modify.

Deployment section of a Website Feedback project

Intercept Version

With the Published version of the code, changes you make to intercept and creatives in the project won’t go live until you click Publish.

The publishing system helps with quality control and is highly recommended. When using Editing code, any changes you make to creatives or intercepts will automatically go live on your website. Editing code may be appropriate for testing on a development or test version of your website.

Sampling

When sampling is in place, deployment code is only run for a percentage of your website visitors or website page views. Changes to this setting actually modify a portion of the code, which means if you already have the code on your website, you will need to implement new code each time you want to modify the sample rate.

Qtip: Remember you can also manage the sampling in the Change Options menu of the individual intercepts, and that this does not require you change the code on your website.
  • No Sampling: No sampling (except that set in Change Options) will take place.
  • Sample Visitors: The intercepts will only run for a portion of your website visitors. For each visitor, it will either run on every page they visit, or on none of the pages they visit.
  • Sample Page Views: The intercepts will run the code a random number out of 100 page views for any visitor. Because the code does not run on every page, certain data points tracked by Qualtrics (such as Site History, Time Spent on Site, Page Views, etc.) will be incomplete.

Implementing the project code

The project code can be placed on any page where you may want to display creatives to your visitors. In addition, you will also want to place the code on any pages for which you’d like the Website Feedback project to track or collect information.

Attention: If your project is within our FedRAMP environment, and your website’s domain does not end in .gov, you will need to contact FedRAMP Support to request that your domain be allowlisted. If you attempt to run an intercept prior to doing so, you’ll encounter a console error of “No Access-Control-Allow-Origin”. This enhanced security measure will need to be completed for any subdomain that doesn’t end in .gov, as well.
Example: Showing a pop over to all visitors on the home page only requires code to be placed on the home page. However, showing this pop over to only those home page visitors who have previously been to the shopping cart page requires the Website Feedback project to know that a visitor has visited the shopping cart. Therefore, code must be placed on the shopping cart page as well.

Adding the Code Snippet to Your Site on Your Own

  1. Copy the code snippet.
  2. While you can place the code snippet anywhere within the page HTML, it is typically placed within the page header or footer.
Qtip: For the easiest implementation, we recommend placing the code in a global header or footer, so it loads on all pages of the website. This is the most flexible and useful implementation because it allows you to run intercepts on any page of your site. However, this method will also lead to a higher level of usage, since each time the code runs on a page it will be considered a page view. Be sure to check that your license will accommodate this volume of usage.

Sending the Code Snippet to Your Website Developer

Instead of updating the website code yourself, you can also choose to have your website developer do it for you. In that case, simply copy the code snippet and email it to your website development team.

Your developer can put the code in the header or footer of each page’s HTML, or in the global header or footer, so it loads on all pages of the website.

Using a Third Party Tag Management Solution

Another option for implementing Website Feedback projects on your site is to add it to a tag management system instead of applying it directly to the site code. Code can be copied and pasted from the Qualtrics interface right into a tag manager. Check out our Using Tag Managers page for more information!

Common tag management systems that our clients use in conjunction with Website Feedback projects are Tealium, Adobe,  Google Tag Manager, and Ensighten. Tealium has a wizard built that allows for easy implementation of Website Feedback projects.

Qtip: Qualtrics Support is not able to troubleshoot issues with code applied to tag managers because we aren’t able to view or adjust the settings that have been enabled on your end. Please refer to our Using Tag Managers page!

Testing Your Project Code

Just like you can test individual intercepts, you can also test your project code!

Underneath where the Javascript code field appears is a grey bar known as a bookmarklet

Use the bookmark highlighted in the image to test your projects on any website. See the Test Intercept Section page for more details.

Manage Project

The Manage Project button appears at the top-right of the page on both sections of the Settings tab.

Manage Project dropdown includes Project Options, Project IDs, Deactivate Project, and Rename Project

It includes the following:

Project Options

Go to Manage Project and select Project Options to bring up a new window of settings for your project.

Project Testing Setup

Project Testing Setup options are used to specify which intercepts are active by default every time you pull the Editing Version of the project code (e.g., you could implement this on a test server).

Project Testing Setup section in the Deployment section

Simply check the box next to any intercept to have it be active when the editing version of the Deployment Code is used. If you change these settings, you do not have to re-copy and paste the code.

Project Loading Options

Project Loading Options. The description says To manually unload a Project, use the Javascript API. Manually Load Project checkbox.

This option allows you to load the entire project using JavaScript code. Despite the project being active, intercepts will not begin evaluating logic, nor will any creatives display, until the project code is loaded manually with the JavaScript code, QSI.API.run().

Browser Storage

Browser Storage section of project options window, with fields listed in order read below

  • Specify cookie domain: Specify where the cookie that records the visitor’s site history will be stored. This can be useful for websites with multiple subdomains (e.g., shop.siteintercept.com and about.siteintercept.com). By default, cookies are saved independently for each subdomain so that each would have its own Site History, Time On Site, and Page Count. You can only add one cookie domain at a time.
    Example: Setting the cookie domain to siteintercept.com would ensure just one cookie is used for the entire website.
  • Storing page visit history information: This refers to how visit history is stored when your intercept’s action set logic is based off of Site History or Page Count.
    Qtip: For older projects, the default is Use Cookies. For all projects made after May 7, 2019, the default is Session Storage.
    • Use Cookies: Browsing session history and page count are stored as a cookie on the browser.
    • Session Storage: Browsing session history and page count are stored in that particular browsing session.
  • Maximum Storage size: In bytes, the maximum storage size you’d like site history and / or page count information to take up on a session or cookie. This setting overrides the organization-level one.

Intercept & Creative Approval Requirements

Approval requirements can be used to ensure only quality content is published to your website. With the approval system, you can specify individual users or groups of users who must be given permission for a creative or intercept to be published.

Approval Requirements Section for intercepts and creatives

See the Approval Process section for more information.

Notification Emails

In addition to requiring approvals, you can enter email addresses in the Notification Emails area if you wish for yourself or others to receive notification when creatives or intercepts are published or activated.

Notification Emails description says Receive a notification when Creatives and Intercepts are published or activated. There is a field marked Email.

For information on how to set up this process, see the Approval Process section below.

Approval Process

Approval requirements can be used to ensure only quality content is published to your website. With the approval system, you can specify individual users or groups of users who must be given permission for a creative or intercept to be published.

Adding approval requirements

In this section, learn how to make it so that users must be granted approval before their changes are published.

  1. In your project, make sure you’re in the Settings tab.
    Navigating to the Project Options in the Deployment section; Project options are selected from the Manage Project dropdown
  2. Navigate to the Deployment section.
  3. Click Manage.
  4. Select Project Options.
  5. Navigate to Intercept Approval Requirements or Creative Approval Requirements.
    The intercept approval options in the Project Options menu
  6. Clicking Change adds a new approval requirement.
  7. If set to User Type, you can decide how many users of this type must approve an intercept or creative before it can be published.
    Example: In this image, creatives and intercepts need the approval of a brand administrator and the Qualtrics Demo user.
    Qtip: Regardless of who the user is, the system will still explicitly require an approval. For example, let’s say you are a brand administrator. If you have configured an intercept to require an approval from one brand administrator user, you will still need to explicitly approve your own request to publish.
  8. If set to User, you specifically search for and select the user who must approve an intercept or creative before it can be published.
  9. Click the plus (+) sign to add additional approval requirements to the same feature.
  10. Save your changes.

Approvee Process

When a user goes to publish new content, they will see a Request Approval to Publish button instead of a Publish button.

Request Approval to Publish button at the top right corner of a creative

After clicking this, the user will have to select an individual or group from your list to approve their change. That person will receive an email with the opportunity to either approve or reject the changes.

Approval Required window; the user must request approval to publish

Approver Process

If you are one of the users being asked to approve an intercept or creative, you will receive a notification email. Upon logging in, you will see all pending approvals at the top of your Projects page.

Pending approval requests at the top of the Projects page

Click Review to take a look at the creative or intercept.

Preview of a Creative

Preview of an Intercept with Action Sets written out

You may decide to Send Request Back to reject it or Approve Request to allow it to be published.

Drop down on the pending approval with additional options

Click the dropdown next to Request for Approval for additional options.

  • If you select Approve, you will be asked if you’re sure. Click Approve Request on the next window to publish the changes.
    Approve Request button is indicated in the Approve Request window
  • If you select Send Back, the changes will not be published. You will be able to submit a comment explaining to the user why you did not approve so they know what edits to add next time.
    Send back window; when an approval must be rejected, there is an option to leave a comment

Deactivate Project

Deactivating a project will prevent any network requests from being made by a project code that may be live on your website. Many users will deactivate a project in order to conserve their usage, as measured by page views. If you want to start running your intercepts again, don’t forget to reactivate your project from this same menu.

Deactivate Project warning window

Qtip: The option to deactivate a project will only work for code that was retrieved from Website Feedback projects after April 2013.

Rename Project

  1. Click Manage Project.
    Rename Project option in the Manage Project drop down menu in the top right
  2. Select Rename Project.
  3. Enter a new name in the field.
    Renaming a project in the Rename Project window
  4. Click Save.

FAQs