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You can use your surveys and forms as a way to gather valuable Insight data based on your contacts’ answers. This is particularly useful for large surveys and forms with multiple questions and answers. Once your contacts have answered your survey or form, the Insight data can then be used to help you segment your contacts.
Before you start
Things you need to know:
This article assumes you are familiar with Insight data. Learn more in Insight data overview.
Surveys insights important information
Read the following information before creating a form with surveys insights enabled:
Each form with survey insights enabled creates a new Insight data collection.
These Insight data collections are not billable.
Each form's Insight data collection has its own data schema, based on the questions of the form. You can customise this by entering a Question key field that is available for each form question on the left side menu in the form builder.
If a question is left empty without a Question key, the Insight data collection creation for the form fails.
1. Create a form with question form blocks
The first step is to create a form with the questions and answers you want to convert into Insight data:
Go to Content > Surveys, pages and forms, and create a new survey, page, or form, or edit an already existing one.
Learn how in Create a survey or form and Edit a survey, page or form.
Make sure you add a block that can collect an email address or mobile number data field. If you don’t do this, the insight data information has nowhere to go because there’s no contact assigned to it. Learn more in Assign data fields to your form blocks.
In EasyEditor, expand the Form blocks drop-down menu in the left panel and drag any question blocks you want to use onto your canvas.
You can add an optional Question Key to define the data schema instead of the question:
Select the question block.
Select the Settings tab from the left side meu.
For Question key, enter a Question key.
Select SAVE.
2. Enable surveys insights
Next, you need to configure your submit actions and enable survey insights, which allows the questions and answers to convert into Insight data for each contact:
Under Respondents can complete the form choose either ONCE or MULTIPLE TIMES.
Under Enable surveys insights select ENABLE.
Select APPLY.
Once the form is published, all submitted answers are added as Insight data to your contacts’ profiles.
3. Check Insight data on the Single customer view
You can check your form’s answers are being saved as Insight data to your contacts’ profiles by going to the Single customer view:
Expand the Audience drop-down menu and select Contacts.
Find and select the contact you want to view.
You can find out which contacts have answered your form by using the form responses report. Learn more in Survey, pages, and forms reports.
On the Single customer view, select the Insight data tab.
Expand the Insight drop-down menu and select your form.
This shows all of your form’s questions and the contact’s answers.
4. Use form Insight data in Segments
Your form’s questions and answers can be used to construct your segment rules:
Create or edit a segment.
Learn how in Create a segment and Copy, edit or rename a segment.
On the segment builder, expand the Data drop-down menu in the left-side column, and drag your form’s Insight data collection onto the canvas.
Edit the form’s Insight data collection rules and select OKAY.
For example, you can select one of the form’s questions and choose which answer you want to filter by.
Select GENERATE SEGMENT.
That’s it! You now have a segment that filters your contacts based on their answers in your form.
Learn more about how to use Insight data in segments in Using Insight data for segmentation.