Surveys

A survey is a form built to ask questions and analyze the answers. You create and design surveys the same way as any other form — in Z1 Canvas → Popups & Forms — and run them in Reach, where a dedicated results view aggregates responses per question instead of leaving you to read submissions one by one.

How a survey differs from a regular form

A regular form collects contact details: a visitor fills in an email and a name, and lands in a list. A survey collects opinions and answers. The differences that matter in practice:

• Question blocks. Surveys use question-type blocks — multiple choice, rating scales, open text, and others — instead of only contact fields.
• A results view. Survey responses get an aggregated results view in Reach, so you can see how answers distribute across a question rather than scanning individual submissions.
• Same everything else. Publishing, popup display rules, and list connection work exactly like other forms. A survey can still collect an email and add respondents to a list.

If you just need a signup or contact form, see Creating a form or popup instead.

Create a survey

1. Open Z1 Canvas → Popups & Forms and create a new form, starting from a survey template if one fits.
2. Add question blocks for each question you want to ask. Pick the question type that fits the answer — a choice question for structured data you can chart, an open text question for feedback in the respondent's own words.
3. Spread longer surveys across multiple pages. A page per question, or per small group of questions, keeps completion rates up.
4. End with a thank-you page so respondents know their answers went through.
5. Publish.

Deep design options for question blocks belong to the Z1 Canvas documentation — this article stays with the Reach side.

Decide how respondents reach it

Surveys run anywhere forms do:

• As a popup on your site. Display rules — which pages, delay, exit intent, frequency — are set on the Pixel Triggers page, not in the editor. See Controlling when your popup appears (pixel triggers).
• Linked from an email. Send the survey to an existing list in a broadcast — see Sending your first broadcast.

Connect it to a list (optional but recommended)

If your survey collects an email address, connect it to a list so respondents become contacts you can follow up with. This works the same as any form — see Connecting a form to a list. Anonymous surveys without an email field still record responses.

View results

1. In Reach, open your survey and go to its results view.
2. Review the per-question breakdown — choice and rating questions are aggregated so you can see the distribution of answers; open text answers are listed for reading.
3. For individual responses, use the Submissions page, where survey responses appear alongside other form submissions and can be filtered and exported. See Viewing and exporting submissions.

Tips for better response rates

• Keep it short. Every extra question costs completions. Ask only what you'll act on.
• Lead with the easy question. Respondents who answer the first question tend to finish.
• Put the email field where it earns its place. If you need an email, ask for it once respondents are invested — often on the last page.
• Time the popup. For on-site surveys, a delay or exit-intent trigger reaches visitors who have actually experienced your site, and frequency rules stop you from re-asking people who already answered.