Skip to main content

Surveys List

The Surveys section provides an overview of all your surveys, including their status (active/inactive) and the number of submissions for each.

Surveys list

From this list, you can:

  • Filter and sort surveys using the table headers
  • Edit, delete, or clone a survey
  • Click the submission count to view individual responses

Surveys Editor

Survey settings

Surveys Settings​

When you edit a survey, you'll land on the Survey Settings screen, where you can configure:

General Options​

  • Brand: Useful for multi-brand environments
  • Language: Set multiple if the survey is multilingual
  • Notify on Submit: Email addresses that will receive alerts on new submissions
  • Pager Style: Choose between:
    • Previous/Next (step-by-step navigation)
    • Numbered (quick access to any question)
  • Name: Internal reference, not shown to respondents
  • Code: Unique identifier for programmatic access
  • Is Transaction-Based: Enable for post-purchase surveys targeting specific transactions
  • Is Active: Allows users to fill out the survey
  • Is Online: Specify whether the survey targets online or in-store purchases
  • Active From / Until: Define the availability window
  • Title: Displayed as the survey's main heading
  • Intro: Introductory text shown before the first question
  • Start Button Text: CTA text (e.g., “Let’s begin”, “Start answering”)
  • Thank You Page: Message shown after completion
  • Already Submitted Page: Message shown if a user attempts to take the survey again (for non-anonymous surveys)

Styling Options​

  • Logo: Shown in the survey header
  • Favicon: Shown in the browser tab
  • Background Image: Optional survey background
  • Photo (960×910): Decorative image for all questions on desktop
  • Photo (414×268): Decorative image for the intro screen on mobile
  • Show Intro: Toggle whether to include an intro screen
  • Display Mode:
    • Fullscreen: One question per screen
    • Split Fullscreen: Question on the left, image on the right (desktop only)
    • One-Pager: All questions on a single scrollable page

Theme Selection​

Theme Selection

Choose the visual style for your survey by selecting a theme from the thumbnails. Themes control the overall look and feel — including fonts, colors, backgrounds, and more.

➡️ Learn how to customize themes in the Theme Editor.

Build​

In the Build tab, you can structure your questionnaire by adding, editing, reordering, or removing questions.

➡️ Explore all question types and layout options in the Survey Builder.

Submissions​

In the Submissions tab displays all received responses. Click View next to a submission to see the answers of a specific respondent in detail.

Survey actions​

At the top-right corner of the survey editor, you'll find key actions:

Report​

Survey Statistics

Once survey responses begin coming in, click Report to access detailed analytics, including:

  • Total Submissions
  • Response Distribution for each question
  • Average Scores on rating-scale questions
  • NPS Score for Net Promoter Score-type questions
  • Text Answers from open-ended questions

For individual-level responses, navigate to the Submissions tab, where you can review each participant’s answers in detail.

Preview​

Use Preview to see exactly how your survey will appear to respondents — including styling, layout, and logic.

Export​

Click Export to download all submissions as an Excel file. Use this export to create pivot tables, generate custom reports, or perform deeper data analysis.

Automate Survey Send-Out​

Surveys in Mercury can be distributed either manually or automatically:

  • Manual Distribution: Copy and share the survey’s direct link with your recipients.
  • Automated Distribution: Use predefined automation flows to send surveys after specific customer events, such as a purchase or a lapse in activity.

To set up automated delivery:

  1. Choose a Trigger
    Select a relevant trigger in the Automation Setup screen (e.g. Purchase Thank You, Retention - Missed You).

  2. Assign a Survey
    In the campaign or automation settings, select the desired survey from the dropdown menu.

  3. Insert the Survey Link in the Message

    • Known (Personalized):
      Use the “Survey Link” from the personalization tag list. This embeds recipient metadata and ties each response to the corresponding customer.
    • Anonymous:
      Preview the survey and copy the public link. This link does not include any personal data and can be shared freely.