← Back to Blog

How to Create Custom Surveys by Using Sleeknote (Product Update)

  • Product Updates

You probably already know the power of surveying your customers.

With the right feedback, you can improve your product or service, measure customer satisfaction and gain valuable insight into their goals and challenges.

While surveying is common in email marketing, it’s not always the most effective way to target users.

The truth is the best time to survey users is when they’re considering making a purchase.

And that’s exactly why many companies are using Sleeknote to survey their visitors.

In this article, you’ll learn how one e-commerce company used on-site surveys to improve their conversions, and how to create a SleekBox survey so you can do the same for your business.

If you want a quick introduction to the benefits of using SleekBoxes for surveys, take a look at this video before you read on:

How Livingshop increased their conversion rate

Before diving into how to create a SleekBox survey, let’s look at how Livingshop, a Danish shop selling designer furniture, used Sleeknote to improve the user experience (UX) on their site.

To do that, though, they needed to find out what their visitors thought of their site and what could be improved, so they had an idea…

…“Why not use a SleekBox as a survey on our confirmation page?”

Sleeknote wasn’t made for doing surveys, but Livingshop “hacked the system,” so to speak, and found an innovative and creative way of using their SleekBoxes.

The result was this survey:

LivingShop Customer Feedback Survey Confirmation Page

More than one-third of visitors that saw the SleekBox answered the survey.

So far, this has given Livingshop 3675 responsesand they keep coming:

Livingshop Survey Sleeknote Statistics

Thanks to this survey, Livingshop is continuously gaining valuable knowledge about the user experience on their site.

Based on this knowledge, they’ve been able to improve the user experience significantly which has resulted in a higher overall conversion rate.

Now that we’ve covered Livingshop’s experience, let’s look at how to create a SleekBox survey of your own.

How to create a SleekBox survey in 4 simple steps

Step 1. Decide what your goal is

Before creating a survey, you need to determine your goal.

What are you currently struggling with? Where could you use more insight?

Do you have an unusually high bounce rate? Are users exiting before checking out? Is your conversation rate going down each month?

Having a clear goal in mind is important because your goal determines each choice you make when creating your SleekBox survey.

For instance, which page(s) the SleekBox should appear on, where the SleekBox should be positioned and which questions you need to ask in the survey will vary depending on what you want to achieve.

Once you’ve decided your goal, you can begin creating your SleekBox survey.

Step 2. Choose a template and position for your SleekBox

First, go to dashboard.sleeknote.com and log in.

Then, click “Create Sleeknote”:

Create Sleeknote

When in the editor, choose the “Contact” template for your SleekBox.

Then, pick a position for your SleekBox:

Choose Create Contact Template in Sleeknote

This can either be in the center of the screen if you want to catch abandoning visitors or in the bottom of the screen as a slide-in if you want it to be less intrusive.

Step 3. Design your SleekBox

Start by adding radio buttons and/or a feedback field to your SleekBox:

Add Radio Buttons and Feedback Field in Sleeknote

You can choose whether the elements of your SleekBox are required or not…

Edit Radio

Edit Text Area in Sleeknote

…and whether a radio button should be checked by default when a visitor sees the SleekBox:

Edit radio in Sleeknote

You should now have the form for your SleekBox survey ready and you can begin writing copy for it.

When writing copy for a SleekBox survey, it’s important to focus on your goal with the survey as well as on the benefit for the visitor. Why should they spend time answering your survey?

As a minimum, the copy should make it clear to the visitor what the survey is about right away. Otherwise, the visitor will quickly dismiss the survey without completing it.

The end result could look like this:

Sleeknote Survey Example

In this case, the focus is on feedback to improve the visitor’s experience.

You should always remember to thank your visitors for their feedback when they’ve completed your survey, too (everyone likes to feel appreciated).

This is what the “Success” step in the editor is for. Your success SleekBox might look like this:

Success Sleeknote Example

Step 4. Choose the right settings for your survey SleekBox

Finally, you need to choose the settings for your SleekBox.

Start by choosing a trigger for your SleekBox that matches the goal for your survey.

For instance, if you want to ask abandoning visitors about their experience, choose the exit-intent trigger:

Exit-intent Trigger

Next, consider whether to add the “Specific URL” condition.

This is important if you want your survey to trigger on a specific page.

For example, you might want to know what your visitors think about a specific product. In that case, you could choose that specific product page as the specific URL for the SleekBox to be shown on.

Or, maybe you want to do what Livingshop does and only ask customers who have just completed a purchase. In that case, you would add the success page for your e-commerce store as the specific URL.

Here’s how to use the Specific URL condition:

Specific URL

If you want to make sure your visitors aren’t overexposed to your SleekBox, add the “Show count” condition and pick the maximum number of times you want your visitors to see the survey:

Show Count

Pro tip: On the bottom of the Settings page, you can add your email to get notified every time a visitor responds to your survey. That way, you’ll be sure not to miss urgent feedback that needs to be addressed immediately:

Edit Email Notifications in Sleeknote

Lastly, save and activate your SleekBox.

Soon you’ll know more about your visitors’ likes and dislikes and be able to incorporate their feedback in your business.

How to get the results of your SleekBox survey

When you’re collecting data other than names and emails with your SleekBoxes, the data doesn’t go into any system. This means you only have this data in your CSV file.

To export the CSV file for a SleekBox, click “Options” and select “Generate CSV”:

Generate CSV in Sleeknote

Then, go to “Account” and you’ll find your newly generated CSV file in the bottom of the page:

Download CSV
When you’ve downloaded your file, open it in Excel to see the survey answers.

How Livingshop used feedback to improve their UX

Now that you know how to create a survey with SleekBox, let’s dig a little deeper into Livingshop. I’ll also show you some other examples of survey SleekBoxes.

But first, back to Livingshop.

Their survey has given them valuable feedback which they’ve been able to evaluate and implement on their website.

For example, some customers found it difficult to see their shipping cost:

Livingshop Survey Response Before

(Translation: It’s difficult to see the shipping prices from your phone (iPhone). It would be nice if there were a category where the prices were described. I couldn’t find information about it in the terms and conditions and I didn’t notice that you need to find the shipping price under each product.)

Livingshop understood some visitors could view this as a barrier so they decided to make their shipping prices more visible on their site.

Now there’s a link to the shipping costs under every product (“Se fragtpriser”):

Livingshop Products

When you click the text, this window with information pops up:

Livingshop Shipping Costs

They also added a small information box in the top of their site to make sure visitors can always see the shipping costs:

Livingshop Shipping Costs Box

(Translation: “Fast delivery 1-3 working days. 30 days right of return. Free shipping over DKK 399,-“)

This change alone increased their conversion rate by 6.5%.

Some months after the above feedback and changes, Livingshop received this response through their SleekBox survey:

Livingshop Survey Response After

(Translation: It’s super useful that you can see the shipping costs directly from the product when you’re considering adding it to your cart.)

As you can see, Livingshop can also use the survey answers to evaluate the changes they’ve made based on previous feedback. Judging from the above survey response, these changes were successful and a vast improvement of the user experience of their site.

Another customer was dissatisfied with their site’s navigation. Specifically, when you clicked on a product on a product page and clicked back, you returned to the top of the page and not to the product you were looking at:

Livingshop Survey Response Example

(Translation: I find it very annoying that EVERY time (when you’ve added something to your cart and want to keep shopping), you’re sent back to the top of the site you came from. And then you have to scroll all the way down to the product you added to your cart. You should be sent to the same product you clicked on in the first place.)

Livingshop agreed with the feedback and made improvements as you can see below:

Livingshop Back to Products

Livingshop has been able to improve the user experience on their site greatly based on the feedback they’ve received through their survey.

Further, with the use of radio buttons, Livingshop have made it easy for users to quickly answer their survey and left it up to the customer to choose whether to elaborate on their answer or not in the text area. This was to get as many answers as possible.

This has resulted in a response rate of 34.9%.

Another company who has made use of a survey SleekBox is B&O Play.

They asked visitors which color they preferred while promoting their new product:

B_O Play Survey

Falck, an international rescue company, also used their SleekBox as a survey. They chose to ask abandoning visitors why they were leaving the site:

Falck Survey Sleeknote

With this survey, Falck gained more insight into why visitors chose to leave their site and. like Livingshop, they used this information to improve their site.

Over to you

As you can see, on-site surveys are a valuable way of improving the user experience.

After all, the best way to discover your customers’ preferences is to ask them.

I hope this blog post has shown you the value of SleekBox surveys and how easily you can set up your own.

However, if you need any help setting up your survey SleekBox (or anything else), just contact uswe’ll be more than happy to help you.

Have you made a SleekBox survey yet? What was your goal with it and what did you learn? Leave a comment below and tell us about your experience.