This screencast and article walks you through creating an inline survey campaign in Retently and installing it in your web application.
What is an inline survey?
An inline survey is embedded directly inside a page of your web application. Unlike an in-app survey, it does not appear as a pop-up over the page content.
1. Create the inline survey campaign
Go to Campaigns in Retently.
Click Create new campaign.
Select your metric.
Choose Inline Survey as the survey channel.
2. Configure the survey template
After creating the campaign, assign a survey template.
In the template editor, you can:
Customize the default survey template or create a new one
Edit the main rating question
Edit the open-ended follow-up question
Add additional questions
Configure the thank-you screen
You can also personalize additional questions and the thank-you screen based on the respondent’s rating, for: Promoters, Passives, Detractors
In the template settings, review these sections:
Branding: Choose a preset or adjust the widget styling
Settings: Decide how the survey is displayed
You can choose between:
Step-by-step: One question appears at a time
All at once: The full survey appears on a single screen
Save your changes once the survey looks the way you want.
3. Define the audience
In the Audience tab in the campaign editor, choose who should or should not see the survey.
You can filter respondents using the properties you pass to Retently with the Inline survey script.
This allows you to control survey visibility based on customer attributes.
4. Configure triggers
In the Trigger tab, configure where and how the survey should appear.
Important options include:
Allowed domains: Add the domain where the survey will be installed
Page targeting: Show the survey on all pages where the widget is embedded, or only on selected pages
Throttle: Prevent the same person from seeing the survey again for a set number of days
Audience sampling
Daily response limit
Tip: If your developers install the widget on multiple relevant pages, your team can later control page-level visibility from Retently without additional code changes.
5. Install the survey scripts
Go to the Guide section of the campaign. This is where Retently provides the scripts needed for installation.
Required components
For a basic inline survey installation, you need:
The SDK script
The survey container
Add the SDK script
Copy the SDK script from the Guide section and place it in your web application according to the instructions shown in Retently.
Add the survey container
Copy the survey container code and place it exactly where you want the survey to appear on the page.
The container includes two important IDs:
Account ID: Unique to your Retently account and stays the same across campaigns
Campaign ID: Unique to the specific Inline survey campaign
Make sure the campaign ID matches the exact campaign you want to display on that page.
Optional: identify respondents
If you only install the SDK script and survey container, survey responses will be collected anonymously.
If you want to identify respondents, also install the identify script from the Guide section.
Important: The identify script must be added before the SDK script.
The identify script can pass customer data such as:
Email address
First name
Last name
Tags
Custom properties
Note: In production, these values should come from your application dynamically rather than being hard-coded.
6. Test the installation
After saving your changes:
Load the page where the survey is embedded
Submit a test response
Check the Feedback page in Retently
Installation summary
A complete inline survey setup includes:
The survey container where the survey should render
The optional identify script to associate responses with known users
The SDK script to load the survey
Once these are installed, your inline survey is ready to collect feedback from your web application.