General
Day 1 - 5 Days to Success with Bucket.io - Getting Started
In this video, you'll get a high-level overview of the key features you need to get up and running immediately with Bucket.io. Additionally, you'll be provided with the resources you need in case you need help.
Day 2 - 5 Days to Success with Bucket.io - How To Create Your First Discovery Survey
A Discovery Survey is a series of online questions you ask to learn more about your current market, or even about a new market. In this video, we show you the steps you need to take to setup your first Discovery Survey.
Day 3 - 5 Days to Success with Bucket.io - Your First Segmentation Funnel
Putting people into buckets all starts with one word… Segmentation. And the best way to do that is to create what’s known as a Segmentation Funnel so that every new lead you get is automatically segmented into a specific bucket. In this short video, ...
Day 4 - 5 Days to Success with Bucket.io - How To Analyze Your Survey Results
Once you’ve collected data from your customers and prospects using Discovery Surveys and Segmentation Funnels in Bucket.io, your next step is to analyze all that data. We'll show you how in the following video.
Day 5 - 5 Days to Success with Bucket.io - 5 Advanced Features
In this short video, we cover advanced features that give you the “bells and whistles” you need to create more complex quizzes and surveys. These are the features used by some of the world’s most popular quizzes, diagnostics, and assessments. What ...
Definitions of Bucket.io Terms
Discovery Survey: Used to identify your buckets, identify natural language patterns, and gather feedback from your market Segmentation. Create fully-customized, multi-question segmentation quizzes, surveys, assessments, and segmentation funnels of ...
Editing Published Funnels and Surveys
Limited Editing for Active Surveys or Funnels Once a quiz, funnel or survey is published, Responses and other data provided by Survey or Funnel takers are ingested by Bucket.io and compiled into useful analytics data. If the Survey or Funnel is ...
What a Discovery Survey is and Why You Need One
What a Discovery Survey Is Discovery Surveys are used to gather marketing intelligence from your existing audience or to understand the needs of an audience in a new market. This allows you to pivot as needed with your existing products and services, ...
Plan a Discovery Survey
See how to map out your discovery survey and prepare your questions. Best practice #1: Use Mind Mapping Software Mind mapping software can be useful in laying out the roadmap of what you want the Discovery Survey to look like. Which application you ...
How to Change Your Avatar
Step 1: Navigate to Settings. Click the Settings tab in the navigational menu at the top of the screen. Step 2: Locate your existing avatar. Select My Account from the menu on the left, and then locate your existing avatar image in the pane on the ...
Changing Time Zone Settings
Step 1: Navigate to Settings. Click the Settings tab in the navigational menu at the top of the screen. Step 2: Locate the Time Zone settings. Select My Account from the menu on the left, then locate Time Zone in the pane to the right. Step 3: ...
How to Change The Name on Your Account
Step 1: Navigate to Settings. Click the Settings tab in the navigational menu at the top of the screen. Step 2: Locate Change your name. Select My Account from the menu on the left, then locate and click "Change your name" in the pane to the right. ...
How to Change Your Email Address
Step 1: Navigate to Settings. Click the Settings tab in the navigational menu at the top of the screen. Step 2: Locate your email address. Select My Account from the menu on the left, then locate your email address in the pane to the right and ...
How to Change Your Password
Step 1: Navigate to Settings. Click the Settings tab in the navigational menu at the top of the screen. Step 2: Locate Change Your Account Password. Select My Account from the menu on the left, and then locate Change Your Account Password in the ...
How to Update Your Billing Information
Step 1: Navigate to Settings. Click the Settings tab in the navigational menu at the top of the screen. Step 2: Locate your billing information. Select "Manage your plan, credit card, & invoices" from the menu on the left, then locate "Credit/debit ...
How to cancel your account
Warning: Before you begin. This article addresses how to permanently delete your entire Bucket.io account. Following these directions will cause you to lose all access to your account, and any information contained within (including segmentation ...
How to Analyze Segmentation Funnel Data
In the Segment section of bucket.io, choose the Segmentation Funnel that you would like to gather data from, then click on Analytics: You can then choose either stats or responses. By default, stats are shown. A. Stats Section 1: High-Level Stats ...
How to Analyze Discovery Survey Data
In the Discover section of Bucket.io, choose the Discovery Survey that you would like to gather data from, then click on Analytics: You can then choose either stats or responses. By default, stats are shown. A. Stats Section 1: High-Level Stats Left ...
How to Use Basic HTML in bucket.io
On the Welcome, Contact Information, and Thank You pages you will need to use basic HTML to bold, italicize, underline, and inject line breaks in your copy. On each of these pages the following code is available for you to use: Bold: <b>text</b> ...
How to View Your Discovery Survey Responses
In this article, you'll learn how to view your Discovery Survey responses. From the main Dashboard, click the Discover button in the top navigation menu. You'll be taken to your Discovery Survey list. Click the View Analytics button in the ...
Access Your Discovery Survey or Segmentation Funnel Analytics
In this article, we’ll cover how to access the built-in analytics for your survey or funnel. We will not cover Google Analytics here. For Discovery Surveys Click on Discover at the top of the page to access all of your Segmentation Funnels. On ...
Build a Discovery Survey Thank You Page
It’s important to thank your participants for taking a moment out of their day to fill out your survey. This doesn’t have to be elaborate, though you can include an image or video to enhance the experience. Step 1: Prepare the copy We’ll be using ...
Using Field Logic
Step 1: Watch the Explainer Video The following video provides additional insight into how Field Logic works within Bucket.io. This should be used as an aid to help elucidate the steps presented in this article. To get started, navigate to the ...
Optimizing a Segmentation Funnel for Conversions
In the following webinar video, the pertinent steps are shown. Following are the main points presented during the webinar: A. Welcome Page Use multimedia such as an image or video Have great copy with a call to action B. Questions Useful ...
How to Embed Your Survey in Your Website
Note: for Discovery Funnels, the only embeddable code you can retrieve is for placing a button on your site. This step is explained in this article as well and is identical for Segmentation Funnels and Discovery Surveys alike. There are five funnel ...
Adding Images to Your Segmentation Funnels
1. Adding Images in The Build Section Welcome Page On the welcome page, you have the ability to either upload an image or input a video embed code. If you choose to use video, you will need to use the embed code from a 3rd party provider such as ...
How to Add Meta Information to Your Segmentation Funnel
When you create your Segmentation Funnel, bucket.io gives you the opportunity to add metadata, including Title, Description, and Image. It is important to update this page because social media and search engines use this information to show the ...
Your First Segmentation Funnel: 5 Common Mistakes To Avoid
When you're ready to create your first segmentation funnel, it's important to avoid some common mistakes. Whether you are creating a quiz, assessment or diagnostic, or you want to amp up your funnel by giving people customized offers based on their ...
Using Branching Logic
The following video provides insight into how branching logic is implemented in a Segmentation Funnel. A sample branching logic page setup: Context In the following example steps, we’ll use the question “Is Science Your Favorite Subject?” If the ...
How to Set Up a Score-Based Quiz with Multiple Outcome Mapping
First, watch the following video which will guide you through the fundamental steps of setting the survey up. We’ve also included step by step instruction below. If you have any questions about this process, please reach out to support ...
Customization Options
Design Page The Design Page allows you to customize your Segmentation Funnel. By selecting Design from the navigation bar, you can begin customizing the following features: Header, Footer, Fonts & Font Size, Background Image / Color, and Color. ...
Understanding Branching Logic
What is branching logic? Branching logic enables you to control the path each participant takes through your Segmentation Funnel by mapping each possible answer in a radio button question to any question placed later in the funnel's flow. This allows ...
OLD - How to Create Outcomes
First you want to Login to your bucket.io account at www.bucket.io Go to “Segment” in the top navigation And get started by choosing create a Segmentation Funnel Choose the Segmentation Funnel Type you want to create from the options: Full Page ...
How to Map Answers to Outcomes
This article assumes that the selected Segmentation Funnel already contains one or more Questions and Outcomes which you would like to link together. For more information on creating new Segmentation Funnels, Questions, or Outcomes, check out the ...
How to Redirect Visitors to an External Outcome Page
Step 1: Before you begin. This article assumes that you have already created a Lead Capture page for your Segmentation Funnel, because the redirect function activates in the Lead Capture page after the user has entered his or her email address and ...
How to Change Your Font & Font Sizes
Step 1: Select Design from the navigation bar. Step 2: Click the Fonts & Font Size button. Step 3: Select the desired font size and font. Step 4: Click the Save Changes button to apply your changes. You're all set!
How to Customize Your Color Palette
In the Design section of a quiz,all the colors used though out the quiz can be customized. Please follow the steps below: Step 1: Select Design from the navigation bar. Step 2: Click the Color button. Step 3: Click the desired item and shade. ...
Embed Bucket.io Code in Your Website
In this article, we’ll show you how to embed Bucket.io code into your website. Things to know before you begin: You can copy your embed code directly from the main Discover or Segment pages. For example: You can also change the funnel type ...
How to Clone a Segmentation Funnel
Before you begin. The funnel you're going to clone can be either Active or Inactive, and it must be present on your account, as you can't clone a funnel that has been deleted. Step 1: Find the Segmentation Funnel you'd like to clone. Select the ...
Add a Custom Domain
Instead of using one of Bucket.io's domains for publishing your surveys, you can add your own. Step 1: Access the Custom Domains Section Click on the Settings tab, as shown here: On the left-hand side of the screen, click on Custom Domains: Click ...
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