Creating and Configuring Conversations

After reading this article, you will be able to create a conversation (survey) in Oomiji, choose the right conversation type for your goal, add questions, configure settings, and prepare your conversation for distribution.

First Time Use experience

Understanding Conversation Types

Oomiji uses the term "conversation" rather than "survey." Traditional surveys often include many questions, but response rates drop significantly after 8 to 12 questions. Conversations are designed to be shorter, which produces higher completion rates and more usable data for segmentation and follow-up. To maximize completed responses, aim for 2 to 5 questions per conversation.

There are two conversation types, and the one you choose depends on how you plan to reach your audience.

  • Conversation for Web is a full multi-question conversation that lives at its own URL. It supports all question types, multiple pages, images, branching logic, and custom styling. Use this when you need to collect detailed feedback, run a multi-question survey, or gather structured and open-ended responses you want to analyze in depth. Once created, you share it via its link or embed that link in an email built in Interaction.
  • Conversation for Email is a single-question conversation designed to be embedded directly inside an email as interactive HTML. Because email technology only supports a single interaction, the available question types are limited to Rating, Radiogroup (select one), Checkbox (select multiple), and Yes/No.  If you use Checkbox, the respondent can only select one option inside the email itself and will need to finish in a browser. 
    • Use this type for quick pulse-checks alongside existing communications: NPS scores, event attendance confirmations, or filling in a missing Database field like Primary Interest across a large contact list. For the full workflow of building and embedding an email conversation, see  Embedding a Conversation Question in Email.

Creating a Conversation for Web

Navigate to Insights > Create Conversation > Conversation for Web. This opens the Create New Conversation screen, which has three tabs across the top: Conversation Designer, Test Conversation, and Conversation Logic.

Set Up the Conversation Designer

The Conversation Designer tab is where you build your conversation. The left side is your working canvas. The right side contains the Toolbox and Properties panels.

Give your conversation a title and description. The title appears at the top of the conversation and is the first thing respondents see. The description appears directly below it. Write a short, clear introduction that tells respondents what they are being asked and approximately how long it will take.

Upload your logo. Click "Add logo..." in the upper right of the canvas to add your brand's logo to the conversation header.


Add pages. Every conversation starts with a Start Page. If you need additional pages, click Add New Page + to create them. You can add a title and description to each page. Splitting a long conversation across multiple pages reduces visual overwhelm and lets you enable a progress bar so respondents know how far along they are (see Configuring Conversation Settings below).

Every conversation requires an Email field, so one is automatically included and cannot be removed. For Conversation for Email, this field is hidden from respondents because the platform already knows their email from the distribution. It exists to connect the response to the correct record in the Database.

Add Questions from the Toolbox

The Toolbox panel on the right side of the screen contains three categories of elements you can add to your conversation: Content Blocks for non-question elements like images and text, Frequently Used Questions that map directly to Database fields, and Custom Questions for research-oriented question types.

To add a question:

  • click it in the Toolbox and it appears on your canvas
  • write your question text and define answer options directly on the canvas.

To access advanced settings for any question (such as limiting the number of selections, mapping a response to a Database field, or randomizing answer order), click Properties > at the bottom of the question on the canvas.

The question types you choose determine what kind of data you collect. Closed-ended questions like Radiogroup, Checkbox, and Rating produce structured responses you can segment and compare immediately. Open-ended questions capture language that reveals motivations, perceptions, and themes that structured questions cannot surface, and those responses are what Oomiji's AI can analyze and auto-categorize once enough data has been collected.

For a complete reference of every question type, what it does, when to use it, and how to configure its Properties settings, see Choosing and Configuring Question Types.

Test Your Conversation

Click the Test Conversation tab to preview how your conversation will look to respondents. Use the Choose device dropdown to switch between Desktop and other device views. Toggle Show invisible elements to reveal any hidden fields, such as the auto-included Email field in a Conversation for Email.

The Test Conversation tab gives you a functional preview, but you should also test outside the builder before launching. Send the conversation link to yourself and several colleagues so you can verify that all questions display correctly on real devices, logic rules trigger as expected, and the completion experience works as intended.

Any responses submitted during testing will appear in your conversation data. Before you activate the conversation for your actual audience, return to the Insights dashboard, click the three-dot menu next to the conversation, and select Remove Responses to clear test data so it does not skew your results.

Set Up Conversation Logic

The Conversation Logic tab is where you create conditional rules that control the flow of your conversation based on how respondents answer. For example, you can set a qualifying question that ends the conversation early if a respondent does not meet your criteria, or you can skip respondents past irrelevant questions based on a previous answer.

For a full walkthrough of building logic rules, including qualifying questions and branching, see Using Conversation Logic to Control Flow.

Creating a Conversation for Email

Navigate to Insights > Create Conversation > Conversation for Email. This opens a simplified version of the conversation builder with two tabs: Conversation Designer and Test Conversation.  There is no Conversation Logic tab because email conversations contain a single question and do not support branching.

The Toolbox for email conversations contains only the question types that work within email technology constraints:

  • Rating
  • Radiogroup (select one)
  • Checkbox (select multiple)
  • Yes/No

The Email field is auto-included and hidden from respondents, just as in web conversations.


Select a question type from the Toolbox, write your question text, and define your answer options on the canvas.

If you want the response to update a field on the respondent's Database record (for example, collecting Primary Interest), click Properties and select the target field under "Map with contact field."

Click the Test Conversation tab to preview how the question will appear. Because the final version will be embedded inside an email, the preview here shows the standalone form. The actual appearance inside an email depends on the email template and the recipient's email client.

Configuring Conversation Settings

Click Edit Conversation Settings in the toolbar to open the full Properties panel for the conversation.

This panel controls global conversation behavior. The key settings are:

  • Show on Completed controls what happens after a respondent submits their final answer. You can display a default thank-you message, redirect respondents to a specific URL (make sure to include http:// or https://), or both. Expand this section and enter your URL in the "Navigate to url" field. If you want the platform's built-in completion page to appear before the redirect, check the "Show the completed page at the end (completedHtml)" option.
  • Navigation controls page-level navigation behavior.  

If your conversation has multiple pages, you can enable a progress bar under Navigation. Under "Show progress bar," select whether it appears at the top, the bottom, or both. Under "Progress bar type," choose whether progress is measured by pages or by questions. A visible progress bar reduces abandonment on longer conversations by showing respondents how much is left.

  • Logo in Survey Title controls whether your uploaded logo appears in the conversation header.
  • Template sets the overall visual layout of your conversation. The default is "Immersive."
  • Send notification to admin on submit is a toggle at the top of the screen that sends an alert to the admin email when a respondent completes the conversation.
  • Url alias is the text that appears in the conversation's URL after oomijiapp.com/respond/. You can customize this for readability or branding.

Saving and Activating

Click Save Conversation frequently as you work. If you navigate away without saving, the platform displays an "Unsaved Changes" warning with options to go Back or Discard Changes.

After saving, your conversation is not yet live. Conversations are created in a deactivated state. To make a conversation available to respondents, return to the Insights dashboard, click the three-dot menu next to the conversation, and select Activate. A deactivated conversation will not capture responses even if its link or embed code is already in use. When you are finished collecting responses, you can deactivate the conversation from the same menu.

This activation step is separate from saving. A conversation can be fully built and saved but will not accept responses until you explicitly activate it.

Building the email conversation is the first half of the workflow. The second half is embedding it in a mailing template in Interaction, where you select the conversation, copy the embed HTML, and paste it into an HTML block in your email. For that full walkthrough, see Embedding a Conversation Question in Email.

What's Next

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