Overview
The Survey Builder is your central workspace for customizing and managing your Experience Surveys in RaveCapture. Whether you're creating a survey for product feedback, brand perception, or post-review follow-ups, the builder provides full control over your survey content, appearance, and delivery logic.
There are three main tabs inside the builder:
General – Manage survey settings, activation, and design.
Questions – Add, edit, and organize survey questions.
Emails – Set your trigger logic, email design, and reminder schedule.
🛠 1. General Tab
This tab controls the overall survey settings, including whether the survey is active, how it's shared, and how it looks.
Main Subtab
Survey Name – Internal label (not shown to customers).
Enable Survey – Must be turned on for auto-send or sharing to work.
Disabled Survey Settings (only appears when the survey is turned off):
Show Disabled Message – Display a message to anyone trying to access the link.
Redirect URL – Automatically send users to another page instead.
Survey Title – The headline shown at the top of your survey.
Survey Nickname – Used to create the survey URL.
Survey URL – Direct link to your hosted survey.
QR Code – Auto-generated QR code for sharing offline or in print.
Exit URL (optional) – Redirects users to another page after completing the survey.
Allow Repeat Submissions – When unchecked, the same customer (email) can only complete the survey once.
Appearance Subtab
Customize the visual design of your survey to match your branding:
Fonts and Text Colors
Button Text and Brand Color
Upload cover page and background images
See real-time updates in the preview window
💡 Tip: Always preview your survey on both desktop and mobile for best results.
🧩 2. Questions Tab
This is where you add and organize your survey questions.
New Question Subtab
You can choose from multiple question types, including:
Text-Based: Free Text, Description, Consent
Rating & Metrics: Star Rating, NPS, Slider
Multiple Choice: Single or Multi-select
Visual & Media: Image/Video Upload
Location-Based: Map Question
Data Collection: Product Select, Customer Info
Advanced Grouping: Question Groups (for theming)
Each question includes:
Required Toggle – Determines whether the question must be answered.
Private Toggle – Keeps answers hidden from public review displays.
Tagging Options – Auto-assign product tags, customer service tags, or visual tags based on answers.
Existing Questions Subtab
View all current questions in order
Reorder questions with drag-and-drop
Edit, duplicate, or delete existing questions
Add more questions directly from this view
🔎 Important: To qualify a response as a Product Review, your survey must include:
Product Select
Star Rating
Free Text
✉️ 3. Emails Tab
Controls how the survey is delivered, including automation logic, delays, and reminder emails.
Settings Subtab
Trigger Configuration – Choose your survey type trigger (Enterprise Plan only). Options include:
Instead of Product/Company Review
In Addition to Product/Company Review
Follow-up after Product/Company Review
Send Delay – Set the number of days to wait before sending.
Product Tags – (Product-type only) Limit survey sending to tagged products.
Email Content – Customize subject lines, body text, CTA buttons, layout, and colors.
Dynamic Tags – Personalize email content with customer/order-specific data.
Smart Reminder Subtab
Set up to three reminder emails
Customize each reminder’s delay, subject, and content
Works similarly to reminder emails in regular review campaigns
Multiple Products Subtab
(Visible only for product-type surveys)
Choose how the survey behaves when multiple products are in an order:
Send one survey per product
Combine into a single survey
Only send for the first product
💡 Tip: When building product-type surveys, use product tags to control exactly which products the survey applies to.
Best Practices
✅ Preview your survey frequently to ensure mobile and desktop versions look clean.
✅ Disable your survey before making major structural changes to avoid live edits affecting respondents.
✅ Test your survey manually before activating auto-send, especially if using new triggers or product tags.
✅ Use Question Groups to neatly organize related questions (e.g., shipping experience, onboarding feedback).