SurveyMonkey: Reclaiming Market Leadership Through Design Innovation

Upon taking the position of Director of Product Design for Pre-Deploy at SurveyMonkey in early 2024, I was met with a daunting challenge. SurveyMonkey, once a pioneering force in the survey and market research landscape, found itself struggling amidst years of leadership upheaval, failed acquisitions, and shifting product strategies. My immediate mission? To revitalize our design approach and reclaim SurveyMonkey’s status as a market leader.

Recognizing the Challenge

The moment I stepped into my role, it was clear that we were at a crossroads. SurveyMonkey’s product was no longer aligned with the evolving expectations of our users, nor was it competitive against emerging entrants in the market. The design and user experience had become bogged down by complexities, leaving our customers overwhelmed rather than empowered. With a team demoralized by constant changes and layoffs, I understood that building trust and clarity would be essential in revitalizing our design philosophy.

A view of the Connect user flow, highlighting the customer pain points in integrating a third-party application and configuring it correctly between it and SurveyMonkey.

Building Trust and Alignment

To lay the groundwork for a successful transformation, I prioritized collaborative relationships across departments. By engaging with cross-functional partners early on, I conducted a comprehensive analysis of our existing product, uncovering areas where we could simplify processes and enhance features. This collaborative spirit not only built trust but also helped align our vision with the broader goals of the organization.

Our direction for Connect showing the flow and interaction path for users as they find, install, and configure third applications into the SurveyMonkey ecosystem. Enabling integration workflows and quick actions allows our customers to get more meaningful use out of our product, connecting our survey data and information to their tools.

Conducting a UX Audit

Armed with my team, we embarked on a rigorous UX audit that revealed more than 20 significant pain points within the authoring experience. From perplexing menus to insufficient styling options, we meticulously cataloged issues that inhibited user satisfaction. This audit was not merely a checklist—it was a foundation for informed decision-making that would guide our design direction.

Various interactions in the flows that a user might take in the non-linear survey creation path. Friction points are riddled through the experiene; either through an ineffective upgrade strategy that locks out most of Create’s capability or poorly planed UI that overwhelms the user with every possible option, leading to increased cognitive load.
A view of our basic user flow for Logic (which is completely locked out of the basic experience.) Once capabilities were unlocked with a paid upgrade, the introduction of overwhelming options and with an outdated and clunky UI caused more friction than delight.

Fostering a Collaborative Design Process

With insights from the audit in hand, I cultivated a highly collaborative design environment that emphasized the value of our collective efforts. We worked shoulder-to-shoulder with product and growth teams, setting measurable goals and running experiments to validate our design choices. This approach fostered a culture of innovation and adaptability, with every team member empowered to contribute creatively.

Embracing Iterative Development

From one of our early working session on mapping design process and PDLC together; identifying how we may work in lock step with our box team and defining requirements for each phase.

Our strategy also embraced a “hybrid to GA” approach, allowing us to test early designs with select customer segments. This iterative process was critical, as it provided real-time data and qualitative feedback that informed our design refinements. Each round of testing was a stepping stone, enabling us to enhance our offerings based on genuine user input while maintaining momentum toward our project goals.

Our ongoing visual roadmap showcases the latest UI direction to highlight when/where to dig in, ask questions, and identify where to help/partner. We used this model of current thinking, next quarter, and future state to show how we progressed and refined our work each work.

Key Initiatives and Their Impact

With our team growing from seven to ten globally distributed designers, our focus sharpened on transforming the survey creation process itself. We introduced several key enhancements that revitalized the user experience:

  • Enhanced Survey Preview: Users could now visualize their surveys in real-time, facilitating quicker iterations and greater satisfaction.
  • Integrations with Popular Platforms: New features, including Slack, Microsoft Teams, and Salesforce web link encryption, streamlined workflows and encouraged user adoption.  
  • Innovative Application Solutions: Our newly established mobile team focused on rapid iterations for the Rewards app and developed a proof of concept for voice-powered AI survey creation, pushing the boundaries of our mobile offerings.

Celebrating Success

One of our verified customer reviews on G2 in Q4 2024. A recurring sentiment with customers that creation and analysis enables them to quickly create and deploy a survey and within a day get meaningful data pouring in for deeper analysis.

Our collective dedication bore fruit: we launched over 15 major releases and enhancements, resulting in not just improved user experiences, but also recognition in the market. Our efforts culminated in achieving the #1 ranking for Online Form Builder on G2 for three consecutive quarters, alongside a G2 rating of 4.7/5. Furthermore, increased critique participation by 65% and a remarkable 92% on-time release rate exemplified our team’s commitment to clarity and iteration.

SurveyMonkey ranking the top spot for Online Form Builder in Q2 2024.

Throughout this transformation at SurveyMonkey, I harnessed my skills as a design leader to navigate complex challenges while inspiring my team to reclaim our position in the marketplace. By emphasizing collaboration, innovative thinking, and a user-centered design approach, we redefined our product’s trajectory and revitalized our brand’s legacy. Looking ahead, I remain committed to further elevating the user experience and propelling SurveyMonkey into a new era of innovation.