Use a slide-out survey experience to quickly gather insights directly from your consumers—without interrupting their journey. Slide-out formats are especially effective for subtle engagement, such as collecting Net Promoter Scores (NPS), gauging satisfaction, or capturing preferences onsite.
Focus area | Ideal For | Difficulty | Key Success Metrics |
Retention and loyalty | Organizations looking to:
| Intermediate |
|
Skills required
Before configuring this campaign, you should have previous experience building and launching an Experience. This use case requires an intermediate skill level. It is assumed that you know how to:
Create and launch an experience, including using the editor to modify screens (both desktop and mobile view), adding, deleting, and modifying copy on screens, applying a style guide, using the builder map to navigate through the experience, adding splits as needed, creating attributes, and making any modifications to the standard experience. This includes knowing how to create launch links and how to save a copy to change the experience style if needed.
Before you begin
Prepare 3-5 survey questions. When creating your questions, think about what insight you are trying to uncover. (e.g., product preferences, satisfaction, intent)
Determine if you will provide an incentive (like a coupon code) for completing the survey.
Add the template to your brand
This template contains helpful hints, best practices, and guidance for this specific campaign. To add it:
Select Builder > Template Gallery.
Select Accelerators and choose Gather Feedback Seamlessly with Slide-Out Tab Campaigns.
Click Use Template.
Enter a name and leave the drop-down on Survey
Select the style guide you want to apply to the template.
Click Create.
Configure companion
Determine companion behavior
Navigate to the Launch tab.
Click on Website > Companion.
Determine when to display the companion under Behavior.
a. Page Load, which shows right after a user opens a page, or,
b. Scroll Depth, which triggers the companion when a visitor scrolls a certain % of a page. Select the percentage required.Determine how often to display the Companion.
a. Trigger at Most, which sets a limit on how often a visitor can see your companion, or,
b. Traffic Percentage, which only shows the Companion to a %
of visitors.
Adjust Preferences
Determine when the companion widget initially appears by selecting either Open or Closed.
Define the placement of the companion widget on the screen by selecting Left or Right.
Determine the devices on which the companion will be visible. Select All, Mobile or Desktop.
Manage the Privacy Policy link by selecting Jebbit, Custom URL or Don't Show.
Enable or disable the help feature with the 'What is this?' setting.
Define the action of the close button. Select Hide Bubble Text to only close the text element, or Hide Companion to close the entire feature.
Determine companion placement
Select All Pages to display the Companion on every page of your site.
Select Specific URLs to define rules for showing the Companion on particular pages.
Set rules using ALL conditions match (and) or ANY conditions match (or) logic. Most users use ANY.
Style companion icon
Companions can be displayed in two ways. This campaign uses the side tab. To modify the side tab:
Navigate to Icon Design.
Confirm Type is Side Tab.
Modify the text e.g., “Take a Survey” or “Give us Feedback”
Update the text font, size, aand text color.
Update the background color.
Click Save when complete.
Modify the template
Modify branding
Select each screen and determine if any branding edits are required. Consider:
Logo placement
Primary and secondary backgrounds (check both mobile and desktop views)
Font family and size for each text element
Button colors
Add and/or remove screens
Select the Intro Screen and update the existing text to invite customers to fill out the survey.
Determine which Q&A screens you want to utilize. The template contains five different question and answer types:
Q1: Standard buttons
Q2: Standard buttons
Q3: Number Slider
Q4: Free Text
Delete the screens you don't want to keep and duplicate the screens you want to use until you have 3-5 question screens in total.
Update the copy
Update the copy for each screen.
Add survey questions to each standard screen, along with responses that visitors will choose from.
Make any modifications to the Net Promoter Score Screen, and Lead Capture screen.
Hover over the screen name field to reveal the rename controls.
AI Naming: Click the AI icon to generate a descriptive name automatically.
Manual Naming: Click the text field and type your desired name.
Click Save.
Add and map Attributes
Mapping each survey question to a named attribute helps you organize and use the data effectively. When you tag responses with attributes:
Data clean and structured: Each answer is stored under a clear label, making results easier to analyze later.
You avoid duplicates and confusion: Consistent naming (e.g., visit_reason, not visitReason or why_here) prevents messy exports.
You streamline exports: When you're ready to download results, attributes make it easy to filter, sort, and review specific answers.
You can reuse attributes across experiences: This helps you track trends or compare responses over time.
Below are instructions on how to map attributes at the campaign level. If you are planning to use these survey attributes in multiple campaigns, follow the instructions in the knowledge base to create Brand Attributes.
To add attributes at the campaign level, select the Attributes option from the toolbar in the upper right corner of the builder map.
In this menu, you can map all screens. Start by clicking on the Add Attribute under 'Attributes 1' column dropdown to either search, select an existing attribute, or create a new attribute for each question screen that you plan to add attributes to. This will allow you to start typing out your attribute label.
If you are creating a new attribute, type out your attribute label. As you type, you'll notice text appear below your cursor. Click on this text to map the attribute to your screen.
After mapping the attribute to the screen, you have the option to either type in a custom attribute value or select the three-dot menu to add response labels as attribute values to each response.
Form attribute mapping differs from mapping attributes to question screens. Here, you map attributes directly to form inputs by selecting from the dropdown menu or creating a unique label by typing it in.
Optional additions
Add the coupon code element
Add a coupon code as an incentive after completing the survey.
Add a Text Content screen to your experience.
Click on Add Element from the left-hand menu.
Add the Coupon Code element from the General section.
Clicking on the element opens its editing options in the left panel. Configure the element as a static or unique code.
Configure pixels to track events
It's not required, but you may want to use pixels to track events for this experience. If so, follow the setup instructions for the desired pixel and test to ensure data passes as expected.
Test mappings and style
From the editor, select Preview.
Click through the experience and confirm it looks and behaves as expected.
Confirm attributes are being mapped correctly.
Publish and Launch
When satisfied with testing, click Publish.
Add the global snippet code
Click on your brand name in the upper right corner and select Settings from the drop-down.
Click Onsite Deployment from the left panel.
Click Copy Snippet.
Add it to your website by embedding it directly within the <head> or <body> tags.
Enable companion
Toggle the Disabled switch to Enabled. This will make your Companion unit live on your website.
You have the flexibility to control when and where the Companion unit appears on your site using either Google Tag Manager's triggering features or the settings within the Experiences platform. Google Tag Manager
Generate your launch links using the Launch Options panel.
Choose your preferred format: standalone URL, embed code, or link for pop-ups.
Launch the experience on your channels:
Embed on your website
Link in an email or SMS campaign
Include in paid or social media campaigns
It's important to use custom launch links for each channel so you can clearly measure conversions as compared to the source. This gives you greater clarity regarding the success of launching on one channel vs. another.
Measure your success
Baseline: Track core metrics in Experience Analytics
These metrics are built into the platform and reflect user engagement and intent:
Monitor the companion's performance using the Channel Analytics dashboard.
Completion Rate of Experience: Measures the percentage of users who finish the survey. A high completion rate indicates a compelling and clear value exchange.
Export Survey Data
Export your survey data for further analysis.
Create a question data export
Click on the Analytics tab to enter the main dashboard.
Within the dashboard, choose Question Analytics.
Set your desired date range for the data you wish to export.
Click the Export button located on the right side.
In the export menu, you'll find several options:
Event Level Question Data: Provides detailed user-session interactions and lead capture data depending on the settings that you apply before you export.
Aggregate Data: Offers a summary of data by screen without individual user details.
Event Level Attribute Data: Displays user sessions with attributes collected during the session.
Event Level Product Data: Breaks down which products each user interacted with, clicks or views.
Select the specific data fields you wish to include in your CSV file.
Under Additional Data to include, decide whether to:
Include consumers without lead capture.
Exclude duplicate emails.
Include data for archived screens
Choose the appropriate region under Region Data (e.g., EU or Non-EU) based on your data origin.
Click Email CSV. The CSV file will be generated and sent to your specified email address.
Level-up your campaign
Integrate with the CDP
Integrate with the BlueConic CDP. Use data collected via Experiences by Jebbit to refine customer segmentation and personalize marketing efforts within BlueConic and its integration partners.
Track revenue & attribution metrics with external tools
For customer behavior insights, and channel analysis, we recommend the following:
Add UTM Parameters
Apply UTM parameters to all launch links and redirect URLs within your product URLs. This enables you to tie experience traffic to specific marketing channels.
Example UTM tags:
iniCopyEditutm_source = email utm_medium = newsletter utm_campaign = summer_quiz
Tip: Enable “forward URL params” when configuring redirect URLs to retain UTM data through the click path.
Connect with GA4 & GTM
If you’ve configured GA4 or GTM:
Track events like survey completions, redirect clicks, or coupon views.
Use these platforms to generate channel-specific conversion rates or revenue performance by UTM tag.