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Survey Settings Page

The Survey Settings Page is where you configure the core functionality and behavior of your Unwrap survey. This page allows you to control survey activation, email settings, test functionality, and define the questions that will be presented to your survey recipients.

Overview​

Survey settings control how your survey behaves and what questions are asked. This is typically the first tab you'll configure when setting up a new survey, as it defines the fundamental structure and delivery method of your survey.

Survey Status Control​

Survey Activation Toggle​

The survey status toggle allows you to activate or deactivate your survey:

  • Active: Survey is live and will be sent to recipients according to your configuration
  • Inactive: Survey is paused and will not send to new recipients
Activation Requirements

Your survey must meet certain requirements before it can be activated:

  • Both survey questions must be configured
  • Email subject line must be set
  • At least one recipient must be added

Status Indicators​

Visual indicators show your survey's current state:

  • 🟢 Active: Survey is running and sending emails
  • 🟡 Draft: Survey is being configured
  • 🔴 Inactive: Survey is paused or stopped

Email Configuration​

Email Subject Line​

Configure the subject line that recipients will see in their inbox:

  • Character Limit: Maximum 200 characters
  • Best Practices: Keep it clear, concise, and action-oriented
  • Personalization: Subject line applies to all recipients
  • Preview: Real-time character count helps you stay within limits

Example Subject Lines:

  • "Help us improve your experience - 2 minute survey"
  • "Your feedback matters: Quick survey about [Product Name]"
  • "Share your thoughts - Customer satisfaction survey"

Test Email Functionality​

Send test emails to verify your survey appears correctly:

  • Send Test Email: Sends a preview of your survey to your email address
  • Validation Check: Ensures subject line is configured before sending
  • Preview Accuracy: Test email shows exactly what recipients will receive
Testing Best Practice

Always send a test email before activating your survey to ensure:

  • Email formatting appears correctly
  • Survey links work properly
  • Subject line displays as intended
  • All content renders properly across different email clients

Survey Questions Configuration​

Score-Based Question (Quantitative)​

Configure the rating/scoring question for your survey:

  • Question Text: Customize the question recipients will see
  • Auto-Resize: Text area automatically adjusts to content
  • Character Limit: 100 character limit keeps questions concise but allows for detail
  • Rating Scale: Standard 1-10 rating scale (configured automatically)

Example Score-Based Questions:

  • "How likely are you to recommend our product to a friend or colleague?"
  • "How satisfied are you with your recent experience with our product?"
  • "How would you rate the quality of our customer service?"

Open-Ended Question (Qualitative)​

Configure the free-text question for detailed feedback:

  • Question Text: Customize the follow-up question for detailed responses
  • Flexible Input: Recipients can provide detailed written feedback
  • Auto-Resize: Text area expands as you type your question
  • Integration: Responses automatically flow into Unwrap's NLP analysis

Example Open-Ended Questions:

  • "What specific improvements would you like to see?"
  • "Please tell us more about your experience..."
  • "What additional features would be most valuable to you?"

Footer Text (Past User Experiences)​

Add contextual information or examples to help guide responses:

  • Character Limit: Maximum 300 characters
  • Markdown Support: Rich formatting options available
  • Purpose: Provide context or examples to improve response quality

Formatting Options​

The footer supports several formatting options:

Headers:

  • # [Header 1 Text] → Largest text size and black color
  • ## [Header 2 Text] → Second largest text size and grey color
  • ### [Header 3 text] → Third largest text size and grey color

Bullet Points:

  • - [bullet point] → Formatted bullet point

Example Footer Text:

# What we've improved:
- After feedback about "long checkout lines", we opened new registers in stores
- After hearing about "slow help times", we added support representatives

Question Parameters (dynamic placeholders)​

You can personalize question text with parameters that are replaced per-recipient using CSV metadata.

  • Syntax: use {parameter_name} in your question text
  • CSV requirement: every parameter you use must exist as a column in your CSV, and every recipient must have a value in that column
  • Where it works: both the Score-Based and Open-Ended questions
  • Multiple parameters: allowed in a single question
  • Case sensitivity: parameter names are case-sensitive and must match CSV headers exactly
  • Allowed characters: letters, numbers, and underscore (e.g., product_name)

Example​

  • Question: What did you think about {product_name}?
  • CSV:
email,first_name,last_name,product_name
jane@example.com,Jane,Smith,Acme Pro
john@example.com,John,Doe,Acme Lite
Parameter validation
  • If your questions include parameters, it’s mandatory that all recipients have those parameter columns populated in the CSV upload.
  • Missing parameter columns or blank values will produce an error during upload and those recipients won’t be queued for sending.
  • Tip: test with a small CSV first to verify parameters are recognized and filled.