Embedded Flows: Website Feedback Survey

Embedded flows (survey questionnaires) let you collect feedback through an online form available across your website. Before you start using embedded flows, make sure you’ve already created at least one Flow.
Without flow settings completed, you won’t be able to create any embedded flow, not even as a draft.

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How to create an embedded flow?

Start by clicking on the “Staffino embed code” option. A new pop-up window opens, where you must fill in the domain (URL) where the embedded flow will appear. When the embedded flow should be placed on multiple domains, use the “Add domain” option to add more websites. Confirm the URL selection by clicking the “Save” button.

Then, continue with the blue button “Create embed.” A new page will appear, where you can start filling in the necessary information.

If you didn’t start with the “Add domain” settings, a message appears at the top of the configurator. You have to go through the “Set up Staffino web tracker” first to continue with the configuration.

DETAILS TAB
Embed name: usually represents the campaign or use case the feedback collection applies to (Call centre, Claims, etc.).
Description: you can add more details connected to the feedback collection campaign when necessary.
Widget ID: set a tag for the widget when necessary.

PREREQUISITES TAB
Flow: select the desired survey from the dropdown.
Language: if the survey is available in more languages, select the default language of the survey.

PARAMETERS TAB
N/A

TARGETING TAB
Visibility of devices: check which devices (desktop/tablet/phone) will support and show the embedded flow.
Visibility of pages: select a specific part of the website/websites (multiple URLs can be set) where the embedded flow will appear, or allow it on the whole website. Use the “x” option to remove specific sites, or use the “Exclude from” option to specify parts of the website which will be excluded from the feedback collection
Base reduction: limit visibility of embedded flow to page visitors by setting up the percentage of customers who will be targeted (100% meaning every visitor can leave feedback)

APPEARANCE TAB
Widget type: choose between a fixed feedback button or an inline feedback button
Fixed button: you can configure and preview the button position on the website and its style, with an option to customise the text and colour. You can also configure the language variations, when to show the button to customers (specify the time/delay), and how the questionnaire opens (popup/slider/full page/new tab).
Inline button: you can configure the button look (text and colour), with real-time preview available, as well as how the questionnaire opens (popup/slider/full page/new tab).

THROTTLING TAB
Frequency of displaying the feedback button: select how often the website visitor can leave feedback.
Feedback draft: specify the time after which we convert an unfinished feedback survey into a saved draft.

Once you fill out all the fields, use the “Save” option to save your embedded flow as a draft, or use the “Save and activate” button for the embedded flow to be ready for use. If you want to discard what you have created, choose the “Cancel” option.
If everything is set up properly, a widget snippet code will be created. To start with the feedback collection, you have to place this code on the page where you want the embedded flow to appear.

After you create a new embedded flow, it automatically appears in the table. Whether the embedded flow is active or not can be determined by the green/grey colour of the status (green = active, grey = inactive).

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How to duplicate an embedded flow?

Do you need to create a similar embedded flow to the one already in use? Duplicating an existing one instead of creating a new one can save time.
Click on the context menu (three dots), displayed at the end of the row of the embedded flow you would like to duplicate, and choose the “Duplicate” option.

A new embedded flow is automatically created in an inactive status with the word “copy” added to its name.

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How to adjust an embedded flow?

Any embedded flow is fully adjustable based on your preferences.
Click anywhere in the row where the embedded flow you want to adjust is placed, or click on the context menu (three dots), displayed at the end of the row of the embedded flow you want to adjust, and choose the “Edit” option.

In both cases, a new window appears where you can proceed with your changes.

⚠️ Please note that once you save the changes, they are automatically applied.

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How to pause/activate an embedded flow?

Whether the embedded flow is active or not can be determined by the green/grey colour of the status (green = active, grey = inactive). To change the status, click on the context menu (three dots) at the end of the row of the embedded trigger you want to adjust and choose the “Pause/Activate” option. The same option is available when selecting the embedded flow and clicking the “Action” button.

⚠️ Note that pausing the embedded flow affects the visibility of the feedback button on the website—once the embedded flow is active again, it will be placed on the website automatically.

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How to delete an embedded flow?

Did you create an embedded flow by mistake, or is any embedded flow no longer valid? Click on the context menu (three dots) at the end of the row for the embedded flow you want to delete and select the “Delete” option. A new window pops up where you must confirm you are sure about the embedded flow deletion. After your confirmation, the embedded flow will be successfully deleted.

⚠️ Please note that once you delete any active embedded flow, it will be automatically removed from the website, and no feedback will be processed.

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How to restore an embedded flow?

Currently, there is no option to restore a deleted embedded flow. The only option is to create a new one.