Surveys: Collecting Customer Data & Allowing Customizing of Subscription Price

This article is a quick overview of capabilities and what you can do with the survey builder feature of Subbly. For additional clarity on how you can attach created surveys to product checkouts and for regular FAQ please see here. For expected behavior and logic of changing the survey questions please see here.

Typical use cases of the survey builder

Before we start off, if you're wandering to see the survey builder in action on the example, you can find one here.

Our survey builder is the answer to all your questions and dreams when it comes to any of the following:

Collecting data from your customers to allow personalizing their experience
Letting customers pick and choose the products they receive (which alters the price)
Offering upsells and addons during the checkout flow
Allowing customization per subscription (including price)

Regardless if you're a pre-made meal delivery service (with a food menu), food subscription box, pet subscription box or toiletry subscription box the survey builder really does give you the flexibility you need.

A question is synonymous with a "step" on the checkout flow. And an answer is synonymous with a "choice" or "preference" or even a product the customers chooses.

Types of questions you can use through the survey

There are 4 types of questions:

Text: this allows free text input of the customer, perfect for asking open questions
Single choice: the customer can only choose 1 answer of many, the answer can alter the price of their total subscription
Multiple choice: the customer may choose more than 1 option, their choices can also alter the final price
Quantity selector: This is perfect for subscriptions boxes with menus or where the customer can choose not only multiple, but also multiple of each. Each unit can alter the price as well! For example: 1 option may be $1/unit and the customer chooses 3 of them which adds $3 to their total subscription.

Setting minimum/maximum limit for the survey options

It's possible to set the minimum or maximum limit for number of survey choices the customer will be able to choose from the checkout. Validation on the checkout for the survey option can be done either:

by number of answers - for example, customer needs to choose at least 2 out of 5 options in order to proceed
by amount - for example, customer will need to choose at least $50 worth of survey options in order to proceed

Two validation options at the checkout can be combined as well and applied simultaneously.

Setting survey options as mandatory or optional

You can make a step/question required or you can make it optional. If you leave the Required switch switched off customers will be able to proceed past that question without providing an answer or choosing an option on it.

Setting surveys options as default

You can mark the default checkbox on any of the question answers, and they will be prompted as selected when the question is prompted in the survey.

What does "Multiply price add-ons by number of shipments" do?

This is associated with the survey setup and controls whether the price modifiers on the survey will be multiplied by the number of shipments within the billing period or whether these will be charged only once.

Take the following example, you have created an incoherent type of product, the one that's being prepaid by the customer for 12 months (a year) in advance, but you're sending out 12 monthly shipments as a result of a yearly payment (customer pays today for 12 months in advance, and gets the product every month for 12 consecutive months). Now imagine that you've added the survey to this product that lets the customer choose whether he/she would want to include the $5 item to the base price of the product. Would you want this customer to be charged $5 only once for the yearly sum? Or do you want to multiply the $5 charge with 12 to match the number of shipments customer will receive in a year? This is what you can use this toggle for.

Video tutorial

For more clarity and closer explanation on the surveys, we suggest taking a look at video instructions below:

Other notes and considerations

Questions, answers and surveys can be edited any time but please be aware as of just now we have specific behavior about how we handle changes for existing customer responses.

Surveys can be used on multiple products at once! And you can change them any time in the product settings.

Customers can edit their responses any time by logging in, except for when their payment is due (3 hours before and until their payment is taken successfully).

You can change the order of questions (steps) and answers by dragging and dropping.

We hope you love and enjoy the survey builder!

If you'd like to know some typical setups of the survey, take a look here.