Creating an in-product survey
Create the study
Section titled “Create the study”- Click In-Product Surveys in the top navigation.
- Click New →
/in-product-surveys/new. - You enter the builder at
/in-product-surveys/{id}/edit.
In-product surveys use a configure-first flow (less wizard steps than surveys/tests).
Minimum setup checklist
Section titled “Minimum setup checklist”- Build — add at least one question.
- Build panel (in-product settings) — set display mode, targeting URL, and at least one trigger.
- Configure — title and workspace.
- Integration Guide — copy the script tag with your API key.
- Set status to Live.
- Install the script on your site and test on a matching URL.
Status
Section titled “Status”| Status | Behavior |
|---|---|
Inactive (DRAFT) | Not returned to SDK for live display |
Live (ACTIVE) | Eligible for SDK after targeting/trigger rules pass |
Also supported in API: PAUSED, COMPLETED, ARCHIVED.
Per-survey embed page
Section titled “Per-survey embed page”/in-product-surveys/{id}/embed — embed snippet and testing tools for a single survey.
Test without production traffic
Section titled “Test without production traffic”- Preview tab or
/in-product-surveys/{id}/preview - Iframe test page
/in-product-surveys/{id}/iframe - SDK
debugmode inFromUsers.init()(see Integration Guide)