How to Choose the Right White Label Survey Platform


In this article, we'll show you how to choose the right white label survey tool

Choosing the right white label survey platform is essential for any business that wants to gain valuable customer insights and feedback. 

State of Personalization Report 2022 by Twilio found that 62% of consumers expect personalization to stay loyal to a brand.

By investing in a reliable and user-friendly platform, offering such a personalization to your surveys, you can ensure that you can collect and analyze data quickly and accurately. This will help you make informed decisions about your business and help you maximize your customer experience. 

With so many different survey platforms to choose from, it can be difficult to know which one is best for your business needs.

This article will provide guidance on how to choose the right white label survey platform, so that you can get the most out of your survey data. By understanding what to look for in a survey platform, you will be able to make an informed decision and find the right solution to meet your unique needs.

But first things first.

What is a white label survey?

A white label survey allows you to customize a survey that another company makes and rebrand it as your own. This means that you have the opportunity to add your brand's personality when designing surveys that you want to send to customers and employees.

For instance, if you choose Checkbox as a solution, instead of using in the URL address bar, you'll be able to customize it by adding your company's domain for every survey that you create.

With white labeling, you don't have to worry about third-party interference and the long process of building a survey from scratch. You can simply add your branding touch like your company logo, colors, and website URL to a pre-made survey and take full ownership of it.

This way, you can improve your brand identity and boost employee engagement and customer experience.

Now that we've explained the basics of white label surveys, let's move on to the important factors you must consider when applying white labeling to your surveys.

Five points to consider when choosing the right white label survey for your business 

Your white label survey can have increased response rates when you apply the right practices. In this section, we'll highlight five important points to consider when choosing the right white label survey for your business.

1. Your data management platform (DMP)

Data management platform (DMP)

If you receive a lot of survey responses, it can be challenging to keep track of them. For this reason, it's important to choose a white label survey solution that will help you store all your survey results in one place. 

Apart from survey storage, you also need a white label survey platform that will help you do more with your survey responses such as:

  • Export your survey data – a good white label survey solution should help you export survey data to a wide range of formats. For instance, export individual responses as PDF files or Word documents. Or move bulk responses to Google spreadsheet, Excel, or Word. 
  • Longer data storage – It'll be pointless to have all your data and then lose them all because of limited storage time. When managing survey data, you need a platform that will store your data as long as you need it. If you need to delete any data, you can select the survey by date or manually. 
  • Easy search – with a good white label survey solution, you should be able to search for relevant survey results. So, you don't need to go through large storage of results when you need an individual survey response. 

Our white label survey solution, Checkbox, offers a data management platform via API. With this feature, you can easily sort through your survey responses and manage them.

Data management platform (DMP)

With Checkbox, you can:

  1. Export your survey responses as a .csv or .sav file, for use in Excel or SPSS
  2. Use our API to automatically export your survey data at any time. This feature will help you save time and automatically save your new survey results to another database or reporting system.
  3. Filter report so that you can view and analyze survey data based on user information, date range, user answers, and more.
Data management platform (DMP)
  1. You can refresh your report to obtain real-time survey results

To learn more about this feature, you can sign up for a free trial and give our white label survey solution a try.

2. User Experience (UX)

When it comes to choosing the right white label survey platform, you need to consider the user experience. Imagine yourself in your customer’s shoes and ask yourself important questions that will improve their survey experience. 

  • Will a mobile-optimized platform be helpful?
  • Is the user interface intuitive enough for the user? 
  • How organized are the platform's features? 

These are some of the most important questions that you must answer to deliver a positive user experience. 

It would be best if you also thought about the flexibility and visual appeal of your white label survey. Imagine sending a white label survey with a dull design and misplaced characters. Your customers could be less motivated to participate in your survey.

So, you must choose a white label survey platform that can update colors, fonts, and other design elements.

Our white label survey platform offers the option to use a custom domain to stay true to your brand. This will help your survey participants feel like they are not just taking a standard survey from an unfamiliar company. 

3. Logic & Skipping Conditions

When designing a white label survey, you need to set the right flow for increased response rates. With logic and skipping conditions, you can customize your surveys to suit the choices of your respondents. This means that respondents can skip certain questions or go to a different question or survey. As a result, only the most important survey questions will be shown to them based on their answers. 

Let's use an example to explain this point better. Suppose you're conducting a survey on a travel experience. If someone says they like to travel, you can skip specific questions and keep the survey brief. On the other hand, if a person answers that they don't like to travel, you may want to ask more questions. In the process, you can suggest more ways for respondents to travel more. 

In another instance, if you're conducting customer satisfaction surveys. You'll need to design a logic flow that suits your customer's answers because the experience of each customer is different. 

With survey logic and skipping conditions, you can design a logical flow that will automatically show or hide questions based on the answers that your respondents give.

As you can see, survey logic is important when choosing a white label survey solution. It allows you to customize your survey questions to only ask relevant questions based on your participant's response. This, in turn, will lead to lower dropout rates and higher data quality. 

4. Integrations and APIs

When creating a white label survey, you also need to consider integrations and APIs. Survey data integration provides additional context, sentiment, and value when you connect to other apps. 

With integrations with your CRM, marketing automation apps, and collaboration apps, you can glean valuable insights that you may not have noticed with only your survey data. 

For instance, when you connect your survey results with your customer data, you can easily measure customer satisfaction, identify gaps in the customer journey, and take necessary steps to improve the overall customer experience. 

As for integration with marketing apps, you can gain a better understanding of your prospects and use the information to create better-personalized campaigns. This, in turn, will help you build a solid relationship with customers that will generate increased conversions and sales. 

The right white label survey solution will be able to provide integration options with your frequently used apps like HubSpot, Salesforce, Market, Zoom, etc. via API. 

5. Branding options

As you create your white label survey, branding is a must-do if you want to stand out and look more trustworthy. 

How you tailor your white label survey branding can make a strong impression. It tells your survey respondents that there's no third-party bias and that your survey questions are personalized. 

This is why you need the right white label survey software that provides the right branding options for you. 

Checkbox provides different branding options so that you can customize your surveys and give them a branding touch. 

Even more, it provides different styles and templates that give you complete control over the appearance of your white label surveys.

Data management platform (DMP)

With Checkbox, you can:

  • Use our style sheets to add your company logo, background images/colors, and customize headers/footers
  • Choose your preferred survey font style and color to keep your branding efforts consistent
  • Create a single default style for all your surveys or can you customize a specific survey for your clients or brand
Data management platform (DMP)

Here are some of the branding options that Checkbox provides:

  1. Branded email – this option helps you to add your company's branding touch to the surveys you send via email. It enables you to add your logo, colors, signature, and much more.
  2. Branded reports – allow you to customize your survey reports to suit your business preferences and needs.
  3. Custom CSS – lets you change the entire layout of your survey, including the appearance and feel using options like progress bars and radio buttons, and much more.
  4. Branded account URLs – let's create your very own domain when building your surveys. With this feature, you have the option to create a semi-custom account URL that you can include in the survey link you send to respondents. Alternatively, if you'd like full credit to the account URL, you can create your own domain with our Enterprise plan.

With these branding options, your white label survey won't look like a general survey from a third-party app. You'll be able to send a survey with a custom domain or company URL that reflects your branding message. 

Wrapping up

The truth is that sending a standard Google form to conduct can be quite boring. You also miss out on the opportunity to reveal your brand's personality in all its truest forms. SaaS or on-premise white label survey platforms have made it easier to create white label surveys so that you can expand your brand's presence and improve your survey response rates.

Whether you want to collect customer feedback or run an employee satisfaction survey, you can use reliable white label survey software to personalize your surveys and make your respondents perceive your organization as a trustworthy brand.

With Checkbox, you can access all the features you need to create a white label survey. Our white label survey solution provides integrations and APIs, many branding options, a data management platform, and more. This way, you can connect your survey data with your frequently used third-party apps, customize your survey to your taste and analyze your survey reports with less hassle.

You can sign up for a 14-day free trial and test our features.

Or contact us to discuss White-label option.


What is a white label survey?

A white label survey allows you to personalize surveys that another company created. By white labeling your surveys, you can add your branding features like logo, custom URL, email signature, and more. This will help your respondents easily recognize your brand and be more willing to answer your questions.

How do I brand a survey monkey?

There are many ways that you can incorporate branding in your surveys using Survey Monkey. Here are some of them:

  • Include your logo in the survey header
  • Create a custom URL for every survey you create
  • Design a custom theme for your survey
  • Include a white label URL for your survey link

What are the best white label survey tools?

Some of the best enterprise white label survey tools include:

  • Checkbox
  • Survey Monkey
  • Survey King
  • Zoho Survey
  • Survey Planet
December 30, 2022
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