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The UserLeap Developer Hub

Welcome to the UserLeap developer hub. You'll find comprehensive guides and documentation to help you start working with UserLeap as quickly as possible, as well as support if you get stuck. Let's jump right in!

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Web

Designing and launching a microsurvey for websites and web applications

There are many ways that UserLeap can help you to conduct user research via your websites and web applications. To get started, we’re going to outline the two easiest ways which are either through our Web - JavaScript code snippet or integration with Google Tag Manager.

Getting started with UserLeap is easy! Frequently, a UserLeap base implementation takes as little as 30 mins. Of course, this varies from customer to customer and really depends on the availability and the complexity of your research needs.

1. Deploy SDK

UserLeap provides both a web SDK via Javascript and a Google Tag Manager integration that lets your website or web application recognize customer interactions on your web and application pages. These interactions are referred to as events for UserLeap. We’ve provided a list of considerations to decide which installation option is right for you:

Considerations

UserLeap Web SDK

UserLeap Google Tag Manager Integration

Availability

Web SDK Environment IDs are available from the UserLeap Account.

Likely already installed on your website.
Easy to add UserLeap to your GTM container.
Environment IDs are available from the UserLeap Account.

Skillset, Access and Permissions

Knowledge, permission, access of your codebase and repository.

Novice to basic Google Tag Manager knowledge.

Time to Complete

30 minutes.

30 minutes.

Website or Web App Surface

Easy to install on either.

Often already installed on your marketing site and possibly part of your application if the application is hybrid.

Following are the most basic steps for installing UserLeap’s SDK via Javascript or the Google Tag Manager integration. A more detailed description of installation and configuration options can be located in the installation guide section of these documents.

  1. Add a team member
    1. Identify a colleague who has access to your code base and code repositories
    2. In the Navigation Pane, click Settings.
    3. Click Team
    4. Click Add Member
    5. Enter their first and last name, plus email address and assign them the developer role
    6. Click Save
  2. Request that the JavaScript snippet be installed or that Google Tag Manager add UserLeap to its deployment.
    1. In the Navigation Pane, click Connect.
    2. Click JavaScript or Google Tag Manager so you can provide the information to your colleague.
    3. Using the sample copy below, email or message your colleague asking them to install the snippet on your website or web application.
Hi there - 

Can you find 30 minutes to accept the UserLeap invite that I 
sent you and install the [JavaScript snippet or Google Tag Manager]? 

The invite was sent via your email address from UserLeap. 

Once you’ve accepted the invite, the snippet is described here in this link under 
https://app.userleap.com/connect 
on the card at the top. 

Make note that you'll need the Environment IDs contained there. 

If you need any help, you can contact the UserLeap Customer Success team
https://docs.userleap.com/userleap-support

Thank you, 

[Your Name]

If you need any help with either of the deployment, please reach out or book time with our Product Support and Customer Success teams. We’re happy to lend you a hand getting started!

2. Add Event

Your website or web application has many pages, buttons, and interactions with UI elements that can be tracked as an event and recognized by UserLeap in order to conduct In Product research.

To get started, once you’re clear on what you would like to research you’ll need to spend time in your website or web application to determine which page or what button you’d like your microsurvey to trigger in order to collect user insights.

Your pages, buttons, interactions on the UI, and style sheet definitions translate to concepts in UserLeap and are considered to be part of UserLeap’s No Code events.

  1. Choose a page or a button on your website or web application.
  2. Keep that page open as you navigate to the next step; you're going to need to copy information from this page into the UserLeap application.
  3. Open the UserLeap application.
  4. In the Navigation Pane, click Events.
  5. Click Add.
  6. Click No Code Event.
  7. Click Page URL for a trigger based on page loading or Inner Text for a trigger based on a button, link, or UI element event on the page.
  8. In the Name field, enter the Event name.
  9. In the Description field, enter the Event description.
  10. If Page URL was clicked, in the URL Pattern field, enter the Page URL.
  11. If Inner Text was clicked, in the Inner Text field, enter the inner text of the element.
  12. Click Save.

This event is now available for both immediate and future use within your microsurveys.

3. Choose Template

In the Navigation Pane, click Templates to browse the microsurvey templates. Templates are organized into use case collections to help you easily find what you need, for example:

  • Onboard More Customers
  • Create Better Content
  • Launch a New Product or Feature
  • Recruit Interview Participants
  • Reduce Customer Churn
  • & more!

Choose the collection that best fits your business problem. Then browse, preview, and select the template that best supports your research.

  1. Place your cursor over each template.
  2. Observe the preview on the right side.
  3. To choose the template, either select the template card or click the green Customize and Launch button on the right.
  4. If you'd rather not use a template, you can always choose to Create from Scratch via the purple button in the top right corner to create your custom survey.

4. Customize Microsurvey

For the Question selection:

  1. Review the questions.
  2. Customize by changing the wording, deleting a question, or adding a question.
  3. Click Save Changes after customizing. Saving the changes of your microsurvey places it into a status called Draft.

For the Audience selection:

  1. Choose Web as the platform.
  2. Under the Survey Trigger, choose the No Code Event that you added in the step above.
  3. Select the dropdown to search and choose the correct event for your mobile microsurvey.
  4. Add a filter in your microsurvey to refine the target audience that should receive your microsurvey. Similar to your survey trigger, select an event or attribute to segment your eligible users for this microsurvey.
  5. Click Save Changes. Saving the changes of your microsurvey places it into a status called Draft.

To learn more about designing microsurvey questions, visit the following topics:

5. Launch Microsurvey

  1. Click the purple Launch Survey button in the top right corner, you should start to see responses come in as time progresses.

If you need any help with either of these installations, please reach out or book time with our Product Support and Customer Success teams. We’re happy to lend you a hand getting started.

Updated about a month ago


Web


Designing and launching a microsurvey for websites and web applications

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