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Survey Settings

This is where you set up the core elements of your survey - the questions you'll ask, the email subject line, and when your survey is active. This is usually the first place you'll start when building a new survey.

Survey Settings Page

Activating Your Survey​

The Activation Toggle​

Use this toggle to turn your survey on or off:

  • Active: Your survey is live and will be sent to recipients
  • Inactive: Your survey is paused and won't send to new recipients
Before You Activate

Make sure you've completed these steps first:

  • Add both survey questions (the score-based question and the open-ended question)
  • Configure your email subject line
  • Upload recipients (optional - but without recipients, nothing will happen)
  • Set up your survey design (optional but recommended)

Status Indicators​

You'll see different indicators depending on your survey's state:

  • 🟢 Active: Survey is running and sending emails
  • 🟡 Draft: Survey is being set up and hasn't been activated yet
  • 🔴 Inactive: Survey is paused

Email Setup​

Subject Line​

This is what recipients will see in their inbox, so make it count! You have up to 200 characters - keep it clear and action-oriented.

Some examples:

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

Send a Test Email​

Before you go live, send yourself a test email to see exactly what recipients will get.

Always Test First

Sending a test email helps you catch issues early:

  • Make sure the email looks good
  • Verify that survey links work
  • Check that your subject line displays correctly
  • Confirm all content renders as expected

Your Survey Questions​

Every Unwrap survey has two questions: a score-based question and an open-ended question. This combination gives you both quantitative ratings and qualitative insights.

Score-Based Question​

This is your rating question - recipients will score it on a scale from 1 to 10.

Some examples:

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

Open-Ended Question​

This is where recipients can share detailed feedback in their own words.

Some examples:

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

Personalizing Questions with Parameters​

Want to make your surveys more personalized? You can use dynamic placeholders that get filled in with data from your CSV file for each recipient.

How it works:

  • Use {parameter_name} in your question or subject line
  • When you upload recipients, the parameter gets replaced with their specific data
  • Works in both questions and the email subject line

Rules to remember:

  • Parameter names are case-sensitive and must match your CSV headers exactly
  • Use only letters and underscores (like product_name)
  • Every parameter must exist as a column in your CSV
  • Every recipient needs a value for each parameter you use
  • You can use multiple parameters in a single question
  • firstName and lastName columns work as parameters too

Example​

Your question: What did you think about {product_name}?

Your CSV:

email,firstName,lastName,product_name
jane@example.com,Jane,Smith,Acme Pro
john@example.com,John,Doe,Acme Lite

Jane will see: "What did you think about Acme Pro?" John will see: "What did you think about Acme Lite?"

Parameter Validation

If you're using parameters, make sure every recipient has values for them. Missing or empty parameter values will cause an error when you upload recipients, and those recipients won't be added. Test with a small CSV first to make sure everything works!