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Buyer-guided discovery with an Intent Survey

Let buyers rate each playlist section as Highly important, Less important, or Not relevant before the demo starts, and see their priorities in Insights.

Updated Oct 15, 2026

Buyer-guided discovery with an Intent Survey

Overview​

An Intent Survey (shown as Section ranking in some places) turns the entry screen of a playlist into a short survey: before the demo starts, the buyer rates each section as Highly important, Less important, or Not relevant. The playlist then plays only the sections they care about, most important first. Their answers also power Insights, so you can see what buyers actually prioritize across every viewing of the playlist.

Use an Intent Survey when you want to:

  • Ask a buyer what matters most before they navigate, instead of guessing from clickstream data afterward.
  • Serve several personas from one playlist, instead of building one playlist per persona.
  • Roll up buyer priorities across viewers and feed that back to product and marketing.

Watch demo to learn more

Turn on the Intent Survey for a playlist​

The Intent Survey is one of the playlist's entry-screen options, alongside Welcome Page and No Entry Screen.

  1. Open the playlist in the editor.
  2. Open the entry-screen menu at the top of the editor and choose Intent Survey.
  3. Write the opening line (for example, "What matters most to you?") and, optionally, a line of context beneath it.
  4. Set up your sections in the survey table:
    • Click + Add section to add a section, and give it a name.
    • Add the content items (demos, screens, embedded content) that belong to each section, or drag items between sections.
    • Drag sections to reorder them. This is the order the buyer sees in the survey, and the order sections play in within each rating.
  5. Edit the Start button label if you like (the default is Let's start).
  6. Publish the playlist.

Only sections that contain at least one item appear in the survey.

You can switch back to a Welcome Page or No Entry Screen at any time. The survey uses the playlist's own sections, so nothing is lost when you switch.

What the buyer sees​

On the entry screen, the buyer sees:

  • Your opening line and context at the top.
  • A table listing every section, with three columns: Highly important (shown first), Less important (shown after), and Not relevant (left out).
  • A Select all link under each column, to rate every section the same way in one click.
  • The Start button.

No rating is pre-selected. The Start button stays disabled until the buyer has rated every section (the screen shows how many still need a rank), and it also stays disabled if every section is marked Not relevant ("Mark at least one section as relevant to start your playlist.").

When the buyer clicks Start, the playlist plays the Highly important sections first, then the Less important ones. Not relevant sections are left out.

If the buyer wants to change their answers mid-demo, the Change my ranking button in the player sidebar takes them back to the survey with their previous ratings already filled in. Confirming the new ratings restarts the playlist from the top with the updated set of sections.

Insights and analytics​

Once buyers start answering, Intent Survey data appears in Playlist Insights alongside your existing analytics.

KPI tiles

  • Ranking completion — the share of viewers who reached the survey and submitted their ratings.
  • Sections per viewer — the average number of sections a viewer marked Highly important, across viewers who submitted.

Buyer priorities card Shown next to the items table, with the subheading "How viewers rated each section". Each section gets a bar split into Highly important, Less important, and Not relevant, with a legend, so you can compare sections at a glance. Sections are sorted by how often they were marked Highly important.

Sessions table

  • A Top priority column shows the first section (in playlist order) that each viewer marked Highly important. It shows Nothing marked as highly important or Ranking not submitted when there's no answer to show.
  • Top priority is also included in the CSV export.

Session details Open a session to see What they said mattered: the sections that viewer rated in each group, plus a one-line summary of how many sections they marked Highly important and how much of their time they spent there.

FAQs​

Can I still use a normal Welcome page instead?​

Yes. Choose Welcome Page (or No Entry Screen) in the entry-screen menu to switch away from the Intent Survey.

Do buyers have to answer the survey?​

Yes. A buyer can't start the playlist until they've rated every section and marked at least one as Highly important or Less important. Select all makes this quick when most sections share the same rating.

What happens to sections marked Not relevant?​

They're left out of the buyer's playlist. If the buyer changes their mind, they can use Change my ranking to bring a section back.

Can buyers change their answers mid-demo?​

Yes. Change my ranking in the player sidebar reopens the survey with their last ratings filled in. Their new ratings replace the previous ones, and the playlist restarts with the updated sections.

Where do I see who rated what?​

Open Playlist Insights for the playlist. The Buyer priorities card gives you the roll-up; the Sessions table's Top priority column and each session's What they said mattered panel give you the per-viewer detail.

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