In Pathlight, you have 16 types of question pages, one of them being a rating questions. The rating questions are pages where customers can select the number of stars they would rate a specific experience or brand/product.
Whether you started a new survey from scratch or from a template, you can start adding questions. Here you can learn about how to use templates and how to start a post-purchase survey from scratch.
Adding a scale question
You can use the Add questions button to start selecting from Pathlight's list of question types. In this example, we will add a rating question.
Once you've added it you will see a page like below showing a starting empty preview on the right and the menu in which we will customize the question on the left.
You can start writing the question in the placeholder "Question," and add a short description that will appear right under it. For this particular type of question, you also have an option to set the maximum number of stars that are displayed in the question.
Rating logic
Right after you set up your question and description you can also customize special rules based on the rating.
Under the Max. stars section, you can see the Rating logic button. This helps you create rules for your survey takers to redirect them to a different next step based on their selection. You can start by adding the Add a new rule button on this page.
How the rules are constructed is by creating a custom sentence starting with "If the rating is", then you can choose from a selection of operators (equal to, greater than, less than etc.) and the rating you want to refer to. This will create something like: "If the rating is equal to 1 star" and dictate what should happen in this case, more specifically, choose where to send the customer if they fit in that rule. You can choose to send them to a specific follow-up or end the survey as the next step. You can add as many rules as you want at this step. Remember to Update Logic from the bottom right corner when you add any new rule.
Advanced settings
Now we can move to the Advanced settings, which you can access by clicking the Show advanced settings link.
The next option under the Advanced Settings is "An answer is required" meaning you can't go to the next question unless an answer is provided and given in the input bar. There is also the option to "Only display once per customer" which will display the survey only once per customer and avoid showing the same survey questions to repeat customers each time this survey is triggered.
The "Next action" is part of the logic tree of the survey in which you can choose where to go next after an answer to this question is provided. You can choose to go by default to the next question, to choose any other question from the suvey or end the survey.
You can also update the Submit button text and choose the style of the button and alignment. Below we've selected the button to fit just the text it contains and align it centrally. The Default value you see under the button label can be either the built-in Pathlight text we show, or you can customize it globally in the survey in Settings. You can check this article on the global setup for Settings to learn more about global set elements.
The last 2 options give you the option to either Tag customers or Tag orders. This means that when enabled, a tag will be added to the order in Shopify with the answer the survey taker has selected. You can select for each of them a specific prefix to identify the tags more easily.
