Demo App Help

Help with configuring your survey to test in the Pulse Insights demo app.

Overview

Getting Started

Triggering an Inline Survey

Trigging other Widget Types

Checking if Survey has been Answered

Resetting Device UDID

Console Setup Help

Getting Started

Download the Pulse Insights Demo app for:

• Android

• iOS

On the Setup screen, type in you Pulse Account ID and click the "Save Settings" button.

Account ID can be found in the Pulse Insights Console, or in your tag integration guide. The Account ID starts with "PI-" and is followed by 8 numbers. (E.g. PI-99999999)

Once you are setup with your Account ID, you will be taken to the Home screen. From here you can:

• Trigger a Survey

• Check if a specific survey has been answered on your current device

• Reset Device UDID to enable an to trigger an answered survey again

Trigger an Inline Survey

1. On the Home page, Click "Trigger a Survey"

2. You will be asked If your survey is an Inline widget. For Inline widget surveys, click "Yes"

3. (Optional) Set a client key if your survey has "Display only if client_key is displayed" targeting enabled - see Targeting for more details:

   1. Scroll down to the Type anything in the "Set a Client Key (Optional)" section of the page

   2. Enter a value in the input box

   3. Hit "Save"

   4. To clear the client key, hit "Clear"

4. Click the Trigger button that matches the View Name that the survey is targeted to (this is set in the Pulse Insights Console).

   • Make sure to match the View Name targeting and Inline SDK target formatting in the Pulse Insights Console to the Trigger you select.

   • Please refer to the chart below for View Name & Inline Selector information and check out the Console Setup Help section below:

Device	View Name	Inline Selector Name
Android	inlineTestActivity	InlineTestActivity
iOS	inlineXibView	InlineXib
iOS	inlineTest	Inline Scroll

5. You will be taken to the demo screen and your survey will display inline with the content of the screen.

6. If you answer the survey, return home and follow the process of resetting your device UDID to enable the survey to show again on your device.

Trigger a Survey (non-inline)

1. On the Home page, Click "Trigger a Survey"

2. You will be asked If your survey is an Inline widget. For non-inline widget types, click "No"

3. (Optional) Set a client key if your survey has "Display only if client_key is displayed" targeting enabled - see Targeting for more details:

   1. Scroll down to the Type anything in the "Set a Client Key (Optional)" section of the page

   2. Enter a value in the input box

   3. Hit "Save"

   4. To clear the client key, hit "Clear"

   
4. Click one of the Trigger buttons that matches the View Name that the survey is targeted to (this is set in the Pulse Insights Console). If, the survey's View Name targeting is set to:

   • mainActivity, then click the first "Trigger Survey" button and the survey will display on the current screen.

   • subActivityA, then click the second "Trigger Survey" button. You will be taken to the corresponding demo screen and your survey will display.

   • subActivityB, then click the third "Trigger Survey" button. You will be taken to the corresponding demo screen and your survey will display.

Please refer to the chart below for View Names and check out the Targeting Setup section below.

5. If you answer the survey, return home and follow the process of resetting your device UDID to enable the survey to show again on your device.

Check if Answered

You can check to see if a particular survey was answered on the current device. To check:

1. From the Home Screen, click "Check if Answered/Reset Device UDID"

2. Enter the survey's ID in the input box

3. Click "Check if Answered"

4. A message will display:

   • If the survey has not been answered, you can proceed to follow the steps to trigger the survey.

   • If the survey has already been answered, then it may be ineligible to show on the device again. Follow the steps to Reset Device UDID below.

   

Reset Device UDID

If the survey has already been answered, click the "Reset Device UDID" button to make the survey eligible to show again on this device.

1. From the Home Screen, click "Check if Answered/Reset Device UDID"

2. Click the "Reset Device UDID" button

Console Setup Help

Navigate to the survey editor, then click the "Targeting" panel in the right sidebar.

Targeting Setup

Devices & Channels:

In the Targeting panel in the right sidebar, select the iOS and/or Android icons in the "Devices & Channels" section.

View Name

In the "URLs & Events" targeting section, there are two rules you can choose for display if/suppress if rules:

1. View Name Contains

2. Regex View Name Matches

Please refer to this chart for Demo app View Name targeting:

Device	Widget Type	View Name Contains
Android	Inline	InlineTestActivity
iOS	Inline	inlineXibView
iOS	Inline	inlineXibView
Both Android & iOS	Non-Inline	mainActivity
Both Android & iOS	Non-Inline	subActivityB
Both Android & iOS	Non-Inline	subActivityA

Client Key

If you'd like to only target devices where the the client_key is set, then check the box next to "Display only if client_key is defined" in the "CRM Targeting" targeting section.

See the instructions above on how to set the client key in the Demo App to test this targeting feature.

Formatting Setup

Navigate to the survey editor, then click the "Formatting" panel in the right sidebar.

Widget

Native mobile supports fewer widget types and uses native mobile components (such as input fields). Currently, we support the following widget types for Native mobile:

• Full screen overlay

• Bottom Bar

• Inline (see additional setup required for Inline widget-type below)

Choose one of the supported widget types from the the Formatting panel in the right sidebar and set the SDK Widget Height:

Inline Target

If you choose the Inline widget-type, make sure to set the SDK target to the appropriate name for the desired device and view, choose the location within the target (above/inside/below), and, if inside, choose the order with the target (first/last).

Device	View Name	Inline SDK Target Name
Android	InlineTestActivity	InlineTestActivity
iOS	inlineXibView	InlineXib
iOS	inlineTest	Inline Scroll

Theme

In the Formatting panel in the right sidebar, scroll down to the "Theme" section.

You must select a native JSON theme for the SDK theme. Select a compatible theme from the "SDK Theme" dropdown.

To create a mobile app compatible theme in the Pulse Insights Console:

1. Click the Settings dropdown menu from the top navigation bar

2. Select "Themes"

3. Click the "New Theme" button

4. Give a name to your theme

5. In the "Type" dropdown menu, select "Native"

6. Input your Native JSON theme into the code box

7. "Update"

For more help with themes, visit our help section here.