Access, Set Up, and Manage Surveys – VWO

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Feature Availability: This feature is available with VWO Pulse on all plans. However, certain advanced functionalities within Surveys may vary based on your subscription plan. For more details, see VWO Pricing & Plans.

This article covers the following:

Overview
Access the VWO Pulse Survey Dashboard
Set Up a Survey
Manage Surveys

Overview

This article provides an overview of how to access the VWO Pulse Surveys dashboard, set up a new survey, and manage your existing surveys. Use the dashboard as your starting point for creating and organizing all survey activities.

Access the VWO Pulse Survey Dashboard

To access the Survey dashboard:

Log in to your VWO account.
From the main navigation panel on the left, go to Pulse > Surveys.

The Survey dashboard appears, listing all previously created survey campaigns that are created across all platforms (website, mobile app, and link).

From here, you can start creating new surveys and manage your existing ones.

Note: If Pulse or Surveys is missing from the navigation menu, it may be because your account does not support these features. They are unavailable on older non-Data360 accounts and on certain Starter plans of VWO Insights (Data360). Contact your account manager for more details.

Set Up a Survey

The VWO survey builder is a step-by-step interface that allows you to create and configure your survey through a structured setup flow. Within the builder, you can choose where the survey will be published, define who should see it, add questions, customize its design, and adjust delivery settings before launching it.

As you progress through the builder, you will work through the survey setup in the following order:

Step 1: Create the Survey and Choose your Survey Platform

Step 2: Configure Survey Audience and Triggers (Web)/Configure Survey Audience and Triggers (Mobile App & Link)/Configure Link Surveys in VWO

Step 3: Add and Configure Survey Questions

Step 4: Customize the Survey Appearance (Web)/Customize the Survey Appearance (Mobile App & Link)

Step 5: Configure Survey Delivery (Advanced Options)

Step 6: Launch the Survey

Once the survey is launched and run for a specific duration, you can analyze the survey report. You can use the data collected to identify and address the roadblocks that prevent your visitors from converting.

For detailed instructions on each step, refer to the respective articles.

Manage Surveys

From the VWO Survey dashboard, you can also manage existing surveys. VWO provides the following tools to help you organize and control your surveys:

Use this option on the dashboard	To
Search	Quickly locate a specific survey. Enter its Name or the page URL where it is running in the search bar.
Filter	Narrow down your list based on: Status: View only campaigns that are Running, Paused, Archived, Drafts, or Trashed. Label: If you use labels to organize your surveys, you can filter them to see only surveys with specific tags.
Sort	Organize your survey list. Click the Sort by dropdown to view campaigns by Creation Time, Started Time, Modification Time, Campaign Name, or Creator Name.
Bulk Actions	Manage multiple surveys efficiently. You can select multiple surveys using the checkboxes on the left and perform bulk actions such as Start, Pause, Archive, or Delete directly from this page.

Need more help?

For further assistance or more information, contact VWO Support.

Articles in this section

Overview

Access the VWO Pulse Survey Dashboard

Set Up a Survey

Manage Surveys

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