Getting Started with Website / App Insights

1. Preparing Your Targeted Survey
2. Creating a Website / App Insights Project
3. Building Your Creative
4. Setting Up Your Intercept
5. Testing & Activating Your Website / App Insights Project

Key Terms

You can find quick definitions of the most commonly used terms for Website / App Insights below:

• Projects: Projects are how you organize your Creatives and Intercepts. Every project can contain more than 1 Creative and more than 1 Intercept. Projects are most commonly used for differentiating between different websites you may be implementing your Intercept on.
  Qtip: If you have more than 1 team/department in your company using the Website / App Insights platform, it is a good idea to use a different project for each team (marketing, HR, etc.)
• Creatives: This is what will actually display on your site. For the most part, your creative will either display your embedded target or link out to your target. There are a few different creative types you can choose from, the most common being a Responsive Dialog or Feedback Button.
• Intercepts: Intercepts are used to set the conditions that determine how your Creative is displayed. Each Intercept will contain specific conditions (Logic) under which the Creative should appear, the Creative that should appear, and where the visitor should be redirected if they click the Creative (Target).
• Targets: Where the links on your Creative should redirect visitors. Targets can also be Embedded, meaning the survey or page content will appear directly in your Creative.
• Bookmarklet: A bookmarklet is a tool that allows you to test your Intercept. By dragging it to your bookmarks, you can visit any page you want and click it to activate a preview of your Intercept.
• Deployment Code: The snippet of code that needs to be placed on your site in order to run your Intercept.

Best Practices

Interested in reading up on some best practices from other sources? Here is some information put together by subject matter experts:

• The Complete Guide to Mobile Customer Experience
• Digital Customer Experience: Everything You Need to Know
• Customer Feedback: What, When and How to Collect
• Closed Loop Feedback and Why it’s Important

Session Replay

While setting up your Website Feedback project, you can enable session replay to record how users experience your website. This enables you and your team to understand where any user frustration is happening so you can quickly and effectively improve the experience of your digital customers. For more information, see the Session Replay Tab support page.

Digital Feedback vs. CustomerXM for Digital

This section explains the differences in the features accessible with Digital Feedback versus CustomerXM for Digital.

FAQs