1. Select Create new micro survey or Create with AI. Add a survey name and choose the ownership level:

   

2. Click OK, in Question 1, within the Question field, add the question you want to ask the visitor.

3. Within Answer Type, choose one of the following:

   • Rating - Visitors can rate their answer from one to five. With this option you can also select an Answer Style from stars, circles and smiley faces.

     

   • Multiple choice - Visitors select the answer from a list of predefined choices. To add a choice, click Add choice, you can have a maximum of five choices.

     

   • Text box - Visitors can type their answer into a free text box.

     

4. To add another question, click Add question. You can have a combination of different answer types within one survey.

5. Complete the survey settings as follows:

   Survey name	Shows the survey name, you can amend, if required.
   Survey introduction text	Add a short introduction to the survey so the visitor knows why they have received it.
   User can opt out of the survey	Visitors can choose to opt out of the survey.
   Include within visitor's access journey	The survey appears when the visitor logs in to the WiFi as part of the access journey. The visitor must complete the survey to gain access to the WiFi.
   Delay and send via email	Sends the survey approximately two hours after the visitor's visit.

6. Click Save.

   To see how the survey presents to your visitors you can preview it. To start sending the survey to visitors you must publish it and add it to an access journey.

To preview a survey to see how this presents to your visitors, within the micro survey, click Preview.

Once the survey is published you cannot edit the questions, if you need to change the questions you must set up a new survey.

Create a survey with AI

If you don't have access to our Survey functionality, contact us at customers@purple.ai.

The Create with AI functionality simplifies the survey creation process. It allows surveys to be created quicker with continued refinement of questions and supports prompts in over 55 languages.

Selecting ‘Create with AI’ from the Micro Surveys page has the same first stage of adding a survey name and choosing the ownership level:

You then need to write a description of you survey and state the number of questions (up to a maximum of 4) you want included:

The type of question can be stated when using AI to create the survey. A prompt of, for example, “Generate a multi-choice question for what drinks the customer ordered”, will create a multiple-choice question complete with list of potential drinks. Up to 180 characters can be input.

Selecting ‘Create with AI’ allows users to fine-tune the initial prompt they gave.

Prompts from other languages can be generated. The prompt will be generated in the same language as the question was written, or it can be written in English with a request to “generate questions in X language”. All ChatGPT supported languages are included, meaning over 55 languages are included.

If a question isn’t satisfactory, there is a ‘Generate new question’ button. To better avoid repetition, the new question includes the context of the original prompt that was used, as well as taking into account the content of other questions around it.

A tooltip displays the first time you load the page to assist with utilization. Once dismissed, it won’t show again.

Upload a logo

The ability to display a logo to end users helps to create a consistent brand experience and helps companies with numerous venues to tailor branding to specific locations.

On the Micro Surveys edit page, there is the option to upload a survey logo:

Select ‘Browse’ to find the logo you want to upload. Selecting ‘Preview’ at the top of the page will show how the image displays.

The logo shows at each step of the survey, at the top of the page. If ‘Delay and send via email’ is selected, the logo will display at the top of the email.

If no logo is provided it will default to your company’s logo, or the data controller logo if no company logo is available.

The logo needs to be between 100x40 and 800x250 pixels in size, and can be in SVG, JPG, JPEG, GIF, or PNG format. The maximum file size is 2MB. 

1. Click Onboarding > Access journeys, select the access journey you want to add the survey to.

2. Click Micro Survey, from the Micro survey template drop-down, choose the survey you want to add.

3. Save and publish the access journey. For more information about how to set up and configure access journeys, refer to Access Journey.

To view the responses of a survey, click Campaigns > Micro Surveys and select the required survey. For more information about the results, refer to Campaigns.