Update: There has been some changes at iperceptions since this post was published. There is now a much easier way to implement an iperceptions survey on your website. No longer do you need to implement different scripts to run different projects; the Universal Code is the only script you will need. To learn more, check out our free webinar that explains everything you need to know about Universal Code.
Have you already finished designing your survey, and are looking for guidance for what to do next to launch this survey on your website?
While implementations can often differ from website to website, below are some pointers to keep in mind when implementing iperceptions surveys on your website to ensure that it goes smoothly.
First things first
Before getting started, we always recommend checking out our documentation for Desktop and Mobile/Tablet surveys. These documents provide detailed overviews of the implementation processes for both types of surveys, and also provide introductions to their respective invitation methodologies.
Make sure you obtain the iperceptions code for your survey on the “Invitation Code” page in the “Collect” section of the iperceptions Active Research platform. If you have added language packs to your survey with the goal of collecting feedback from different language versions of your website, make sure to check out these additional tips.
Step 1 - How to implement the iperceptions code
Now that you obtained the code for your survey on the iperceptions portal, here are some ways in which you can implement it on your website:
- Using a tag manager (For more information read our blog post – The power of tag managers)
- Using one of iperceptions’ plug-ins available for a number of different Content Management Systems (CMS), including WordPress and Drupal.
Step 2 - Where to implement the iperceptions code
Survey invitations will only be served on pages where the iperceptions code has been implemented.
- For Desktop surveys, the iperceptions code can be placed on your desired pages. We often recommend implementing it in the global footer of your website, which helps ensure that invitations are served as early as possible during a visitors’ session.
- For Mobile / Tablet surveys, the iperceptions code should be placed in the global footer to ensure that the Mobile / Tablet survey invitation methodology can be properly executed.
Step 3 - What options to include for the iperceptions code for your survey
If you are using the standard “Desktop” version of the iperceptions code for your survey, there are a number of options with which you can modify your code, including “On Load” and “Session Cookie”.
- If implementing the iperceptions code directly in your website code, we often recommend using the “On Load” version of the iperceptions code, which helps ensure that the iperceptions code will only be called once all other content on the page has finished loading.
- On the other hand, if using a CMS or one of iperceptions’ plug-ins to implement the code, you should avoid the “On Load” option and instead control this behavior using the native features of these products.
- While this is optional, enabling the “Session Cookie” option can help ensure that invitations are served as early as possible during a visitor’s session. This option can come in handy especially if you implement the iperceptions code in your global footer, and are using a low invitation rate for your survey.
Step 4 - Testing your survey before launching
Before launching your survey on your website, we strongly recommend first testing it either within a staging environment, or on a test page which is not linked to your website’s navigation. Here are some things to keep in mind to make sure that you receive the invitation for your survey during testing:
- Activate your survey in the “My Projects” section. By default it is set to “Offline”, which prevents invitations from being given to visitors.
- A 90-day cookie is given to those who receive the survey invitation which prevents them from receiving the invitation again during this time period. As such, make sure to clear your cookies before each attempt
- Set an invitation rate. During testing, you might want to set an invitation rate of 100% to make sure that you receive the invitation during each attempt.
Step 5 - Launching your survey
So the moment has arrived, you are ready to launch your survey live and start collecting valuable insights from your website visitors. Here are a few things you remember:
- Activate your survey (if ever you had chosen to deactivate it after performing your tests)
- Reduce the invitation rate of your survey down from 100% to your desired level. We often recommend starting at a low invitation rate (5%, for example), monitoring collection for a couple of days, and then adjusting it accordingly to reach a level of collection with which you are comfortable.
An easy way to monitor your level of collection for your survey is by referring to your survey on the “My Projects” page, while you could also refer to the “Survey Statistics” reporting tool, which will also provide you with the number of invitations that have been served.
If you have any questions when implementing an iperceptions survey on your website, please feel free to refer to our support forum.