Overview
This article walks you through the high-level process of creating a new Experience Survey in RaveCapture. Experience Surveys allow you to collect structured feedback from customers based on their interactions with your products or brand. Once active, these surveys can be sent automatically using triggers or shared directly using unique links.
Step 1: Navigate to Experience Surveys
From your My Campaigns page, scroll down to the Experience Surveys section.
If you’ve already created Experience Surveys, you’ll see them listed in a table.
If not, you’ll see a thumbnail-style section prompting you to add a new one.
Click the Add New button to begin.
Step 2: Choose Your Survey Type
A modal will appear allowing you to select the type of survey you'd like to create.
Power Plan users can create one type of survey: the General Link Survey.
Enterprise Plan users can choose from seven types:
Product Surveys: Product Review Survey, Add-on Survey, Follow-up Survey
Company Surveys: Company Review Survey, Add-on Survey, Follow-up Survey
General Survey
Once selected, you'll proceed to the setup step.
Step 3: Survey Setup
In the next modal, you’ll be prompted to configure basic settings:
Survey Name – internal label for your reference.
Survey Title – what your customers will see at the top of the survey.
Product Targeting (if creating a product-type survey):
All Products – survey will apply to all products in your catalog.
Product Tags – target specific groups of products using existing tags. You can search or select from a dropdown, or click View Product Tags to open your Product Tags page in a new tab.
After you complete these settings, click Continue to finish setup.
Step 4: Customize Your Survey
You’ll be taken into the Survey Builder, which has three main sections:
General Tab – where you manage overall settings and activate the survey.
Questions Tab – edit existing questions or add new ones. Pre-filled questions are included based on the survey type.
Emails Tab – configure your email trigger, customize the email content, and enable features like Smart Reminders.
Step 5: Activate Your Survey
To begin using the survey, go to the General Tab and click Enable Survey. Then, click Update Survey to save this change.
Once enabled:
Enterprise users can configure automatic sending using triggers.
All users can share survey links manually, or use the links in their own email systems.
Have a question about the Experience Survey system?
Please contact our support team via the Live Chat icon on the bottom right or via email at support@ravecapture.com