Easily collect feedback and gauge sentiment with the new Rating Element for SourCherry Forms, Surveys, and Quizzes. This feature lets you add visually engaging rating options — like stars, hearts, or thumbs-up — to boost response rates and capture more meaningful data from your audience.
TABLE OF CONTENTS
- What is the Rating Element for Forms, Surveys & Quizzes?
- Key Benefits of the Rating Element
- How To Set Up the Rating Element
- Rating Element Configuration Options
- Custom Field Mapping
- Submission Visibility and Tracking
- Frequently Asked Questions
- Related Articles
What is the Rating Element for Forms, Surveys & Quizzes?
The Rating Element is a customizable field in that lets you capture user feedback through visually intuitive icons. You can add this element to Forms, Surveys, or Quizzes to enable respondents to rate an experience or product using icons such as stars, hearts, thumbs-up, and more. This visual approach makes it simple for users to provide feedback and helps you gather actionable insights at a glance.
With the Rating Element, you can tailor the icon type, number of steps in the scale, labels, color, and storage format. All collected ratings are seamlessly integrated into your CRM, automations, and reporting tools.
Key Benefits of the Rating Element
Get consistent and user-friendly feedback across all types of SourCherry inputs.
Consistent Feedback Collection: Use the same rating system across touchpoints for standardization.
Flexible Icon Choices: Choose from icons like stars, hearts, thumbs-up, flags, or light bulbs.
Customizable Rating Range: Define scale length (1–10) and set labels like “Poor” to “Excellent.”
Versatile Data Storage: Save values as absolute numbers, percentages, or fractions for easy analysis
CRM Integration: Map ratings to custom fields for use in automations and contact records.
How To Set Up the Rating Element
Setting up the Rating Element in your Form, Survey, or Quiz is straightforward and ensures you capture actionable feedback efficiently.
Step 1: Navigate to the Form, Survey, or Quiz builder within your SourCherry account.
- From the Sub-Account Dashboard → click Sites → choose Forms, Surveys, or Quizzes.
- You can create a new form/quiz/survey or select an existing one to edit.
Step 2: Drag the Rating Element into your desired location.
- Click the Add Form Element button (➕ icon at the top-left).
- Scroll down to locate the Rating Element.
- Drag the Rating Element from the builder’s panel into your desired location.
Step 3: Configure the Rating Element
After placing the element, click on it to open its settings on right side of the screen. You'll see configuration options grouped into three dropdown sections:
- General Settings: Set the label, width, and mark it required.
- Rating Settings: Choose your icon type, alignment, number of rating steps, labels and data storage type
- Advanced Settings: Map data to a custom field.
For a full breakdown of every customization option, see Rating Element Configuration Options below.
Step 4: Preview the Element
Click Preview to test the form. Hovering over the rating icons will highlight them in your selected color, providing immediate visual feedback.
Rating Element Configuration Options
After placing the Rating Element, click on it to access three dropdown menus. These control the element’s appearance, behavior, and data handling.
General Settings
- Label: Text shown to users (e.g., “Rate your experience”).
- Short Label: Internal field name.
- Field Width: Set width (e.g., 100% or 50%).
- Required: Toggle ON to make this field mandatory.
Rating Settings
- Icon Type: Select from stars, hearts, thumbs-up, flags, or lightbulbs.
- Icon Alignment: Choose left, center, or right.
- Count: Set from 1 to 10 options.
- Lowest & Highest Labels: Customize for lowest and highest (e.g., “Poor” to “Excellent”).
- Data Storage Options: Control how data is saved. This can Impact your reporting and automation strategies.
- Absolute Value: Stores the raw rating (e.g., 4).
- Percentage: Converts the rating to a percentage (e.g., 80%).
- Fraction: Stores as a fraction (e.g., 4/5).
- Absolute Value: Stores the raw rating (e.g., 4).
- Icon Selected State: Color icons turn when selected.
- Icon Unselected State: Color icons are when not selected.
Advanced Settings
- Custom Field Name: Assign a custom field for tracking and use in automations. Integrating ratings into your CRM enables powerful automation and segmentation.
For a full breakdown of custom fields for the rating element, see Custom Field Mapping below.Custom Field Mapping
Mapping the Rating Element to a custom field allows you to store user feedback directly in the contact record, making it actionable across your CRM.
Assign the rating to a custom field to capture responses at the individual contact level.
Use the stored rating to trigger automations, apply conditional logic, or personalize follow-ups.
Ratings stored in custom fields can also be used for list segmentation and performance tracking.
Submission Visibility and Tracking
Access and analyze rating submissions across multiple locations for full context.
- View ratings in the Submission Table.
- See individual ratings on the Contact Record.
- Export ratings as part of PDF exports. In PDF exports, all rating activity is logged in the contact timeline for comprehensive tracking.
Frequently Asked Questions
Q: Can I use different icons for different forms or surveys?
Yes, you can select unique icons for each Rating Element you add to a form, survey, or quiz.
Q: Is the Rating Element mobile-friendly?
Absolutely! The Rating Element is designed to be fully responsive and works smoothly on both desktop and mobile devices.
Q: Can I map the rating to an existing custom field?
Yes, you can map the Rating Element to any compatible custom field in your CRM for seamless data integration.
Q: Can I use the rating value in automations?
Yes, once mapped to a custom field, the rating value can be used as a trigger or condition in your automation workflows.
Q: What happens if I change the rating scale after responses have been collected?
Changing the scale may affect how previous responses are interpreted. It’s best to finalize your configuration before publishing.