Set up & install
Setting up collection is the one-time plumbing job that connects your website, app, or store to e-satisfaction. You add a small script (or use a tool like Google Tag Manager) once per workspace, and from that point on you control everything else — which surveys run, where they appear, and who sees them — straight from the dashboard.
The script is deliberately lightweight. It loads the collection runtime, identifies your workspace by its application ID, and gives you one method to push extra context about each respondent. That's it. It does not decide what your survey looks like or when it shows up — those choices live in the dashboard, so you almost never have to touch the code again once it's in place.
What "installing" actually does
Once collection is installed, three things become possible:
- The widget can appear on your pages and invite visitors to take a survey, using whatever display rules you've configured.
- You can push metadata — facts about the respondent or the transaction — so each response arrives already tagged.
- Everything you collect flows into the rest of Survey Manager, ready to be filtered, targeted, and acted on.
After the script is live, you design questionnaires in Surveys, control where and how they appear in Web integration, and target the right people with Segments.
One installation per workspace
The install snippet is tied to a workspace through its application ID, not to an individual survey. Install it once and every survey under that workspace shares the same installation.
Pick your install method
Choose the path that matches where your respondents are. Most organizations start with the website snippet and add metadata once the basics are working.
Install on your website
Paste one small async snippet into your site's head and you're collecting. The standard path.
Google Tag Manager
Install with no edits to your site code — add the snippet as a Custom HTML tag on All Pages.
Pushing metadata
Send facts about the respondent and the transaction so every response is tagged for targeting.
E-commerce
Wire collection into your store and push order details like value, items, and store.
Mobile app
Run collection inside your native or hybrid app and tag responses with in-app context.
Badges
Show a feedback or rating badge that opens a survey on demand.
Developer reference
The full API surface — the config object, methods, and advanced options.
Troubleshooting
The survey isn't showing or metadata isn't landing? Start here.
Display settings live in the dashboard
The snippet only loads collection and lets you push metadata. The widget's look and behavior — type, position, mobile, language, and frequency — are all set on the Web integration page.
Related articles
Web integration
Choose the widget type, set allowed domains, and tune the display rules from the dashboard.
Public links
No installation needed — share a survey URL anyone can open, with shortening and QR codes.
Segments
Group respondents by their answers and metadata to target and analyze results.
Surveys
Build and organize the questionnaires you distribute once collection is installed.