How to set up surveys in Remix

Feb 05, 2024

Posted by

Lior Neu-ner

On this page

1. Create a Remix app
2. Add PostHog to your app
3. Create a survey
Option 1: Use PostHog's prebuilt survey UI
Option 2: Implement your own survey UI
4. View results
Further reading

Surveys are a great way to get feedback from your users. In this guide, we show you how to add a survey to your Remix app.

We'll create a basic Remix app, add PostHog, create a survey, and then show you how to display the survey in the app and get responses.

1. Create a Remix app

First, ensure Node.js is installed (version 18.0 or newer). Then, create a new Remix app:

Terminal

npx create-remix@latest

When prompted in the command line, name it what you like (we chose remix-surveys) and choose all the default options.

Next, replace the code in app/routes/_index.tsx with a simple heading:

_index.tsx

export default function Index() {
  return (
    <div id="app">
      <h1>Remix surveys</h1>
    </div>
  );
}

Run npm run dev and navigate to http://localhost:3000 to see your app in action.

Basic Remix app

2. Add PostHog to your app

With our app set up, it’s time to install and set up PostHog. If you don't have a PostHog instance, you can sign up for free.

To start, install the JavaScript web SDK:

Terminal

npm i posthog-js

Then, go to app/entry.client.tsx and initialize PostHog as a component. You'll need both your API key and instance address (you can find these in your project settings).

entry.client.tsx

import { RemixBrowser } from "@remix-run/react";
import { startTransition, StrictMode, useEffect } from "react";
import { hydrateRoot } from "react-dom/client";
import posthog from "posthog-js";

function PosthogInit() {
  useEffect(() => {
    posthog.init('<ph_project_api_key>', {
      api_host: '<ph_instance_address>',
    });
  }, []);

  return null;
}

startTransition(() => {
  hydrateRoot(
    document,
    <StrictMode>
        <RemixBrowser />
        <PosthogInit/>
    </StrictMode>
  );
});

Once you’ve done this, reload your app and click the button a few times. You should see events appearing in the PostHog activity tab.

3. Create a survey

There are two options for displaying a survey using PostHog:

Use PostHog's prebuilt survey UI.
Implement your own survey UI.

This tutorial covers how to implement both options:

Option 1: Use PostHog's prebuilt survey UI

This is the simplest option. PostHog has many survey templates to choose from, handles all the display logic, and captures responses for you. You can also customize the questions, branding, and targeting as needed – see our survey docs for more details on how to do so.

To create a survey with a prebuilt UI, go to the surveys tab in PostHog and click "New survey".

Select any template, or you can create your own by clicking "Create blank survey". Then, configure your survey with the following details:

Ensure Presentation is set to Popover.
Set the targeting to All users.
Use the default values for everything else.

Then, click "Save as draft" and then "Launch". Your survey is now live and you should see it in your app. After submitting responses, you can view results in PostHog.

Popover survey in app

Option 2: Implement your own survey UI

If you prefer to have complete control of your survey UI and logic, you can still use PostHog to handle targeting as well as tracking and analyzing your results.

First, create a survey in PostHog like in option 1 above (for this tutorial, we use a Net Promoter Score survey template). The only difference is you must set Presentation to API.

Then, there are four parts to adding code for our custom survey:

Create the survey UI.
Fetch the survey from PostHog.
Add the logic for displaying and hiding it.
Capture interactions from it.

1. Create the survey UI

We've created an example survey UI for this tutorial. To use it, create a new folder called components in the app directory. Then create two new files: Survey.tsx and styles.css

Terminal

cd ./app
mkdir components
cd ./components
touch Survey.tsx
touch styles.css

Paste the following code into Survey.tsx:

TSX

import React from "react";
import "./styles.css";

interface SurveyProps {
  title: string;
  onDismiss: () => void;
  onSubmit: (value: number) => void;
}

const Survey: React.FC<SurveyProps> = ({ title, onDismiss, onSubmit }) => {
  const handleSelect = (value: number) => {
    onSubmit(value);
  }

  return (
    <div className={"survey-popup"}>
      <h2>{title}</h2>
      <div>
        {[...Array(10)].map((_, i) => (
          <button className={"button"} key={i + 1} onClick={() => handleSelect(i + 1)}>
            {i + 1}
          </button>
        ))}
      </div>
      <div>
        <button className={"button"} onClick={onDismiss}>Dismiss</button>
      </div>
    </div>
  );
}

export default Survey;

Then, add the following to styles.css:

styles.css

.survey-popup {
  position: fixed;
  bottom: 20px;
  right: 20px;
  width: 400px;
  padding: 20px;
  background-color: #ffffff;
  box-shadow: 0px 0px 10px rgba(0, 0, 0, 0.2);
  border-radius: 5px;
  z-index: 1000;
}

.button {
  margin: 5px;
}

Finally, integrate the component into _index.tsx:

_index.tsx

import { useState } from 'react';
import Survey from '../components/Survey';

export default function Index() {
  const [showSurvey, setShowSurvey] = useState(true);
  const [surveyTitle, setSurveyTitle] = useState('Survey title')

  const handleDismiss = () => {
    setShowSurvey(false);
  };

  const handleSubmit = (value: number) => {
    setShowSurvey(false);
  };

  return (
    <div id="app">
      <h1>Remix surveys</h1>
      {showSurvey && (
        <Survey
          title={surveyTitle}
          onDismiss={handleDismiss}
          onSubmit={handleSubmit}
        />
      )}
    </div>
  );
}

This shows a survey popup every time you visit your app's homepage.

Custom survey UI

2. Fetch the survey from PostHog

PostHog keeps track of all active surveys for a user. This is especially helpful if you set up custom targeting options.

To fetch the active surveys, we use posthog.getActiveMatchingSurveys(). This returns an array of survey objects that looks like this:

JSON

[
   {
     "id": "018cfcd5-107e-0000-49a1-8e7c6b825947",
     "name": "Net promoter score (NPS) API Survey",
     "description": "",
     "type": "api",
     "linked_flag_key": null,
     "targeting_flag_key": null,
     "questions": [
       {
         "type": "rating",
         "scale": 10,
         "display": "number",
         "question": "How likely are you to recommend us to a friend?",
         "description": "",
         "lowerBoundLabel": "Unlikely",
         "upperBoundLabel": "Very likely"
       }
     ],
     "conditions": null,
     "start_date": "2024-01-12T08:41:20.614000Z",
     "end_date": null
   }
]

We fetch these surveys inside a useEffect() hook:

_index.tsx

import { useState, useEffect } from 'react';
import Survey from '../components/Survey';
import posthog from 'posthog-js';

export default function Index() {
  const [showSurvey, setShowSurvey] = useState(true);
  const [surveyTitle, setSurveyTitle] = useState('Survey title')
  const [surveyID, setSurveyID] = useState<string | null>(null);

  useEffect(() => {
    posthog.getActiveMatchingSurveys((surveys) => {
      if (surveys.length > 0) {
        const survey = surveys[0];
        setSurveyID(survey.id);
        setSurveyTitle(survey.questions[0].question)
      }
    }); 
  }, []);   

  // ... rest of your code ...
}

3. Add the display logic

We want to make sure we don't show the survey again to users who have either submitted or dismissed it. We use localStorage to store this data and use it to check whether to show the survey or not.

_index.tsx

// your imports

export default function Index() {
  const [showSurvey, setShowSurvey] = useState(false); // update this to be false by default
  const [surveyTitle, setSurveyTitle] = useState('Survey title')
  const [surveyID, setSurveyID] = useState<string | null>(null);

  useEffect(() => {
    posthog.getActiveMatchingSurveys((surveys) => {
      if (surveys.length > 0) {
        const survey = surveys[0];
        setSurveyID(survey.id);
        setSurveyTitle(survey.questions[0].question)

        // Check local storage to see if the user has already seen this particular survey
        const hasInteractedWithSurvey = localStorage.getItem(`hasInteractedWithSurvey_${survey.id}`);
        setShowSurvey(!hasInteractedWithSurvey);
      }
    }); 
  }, []); 

  const handleDismiss = () => {
    setShowSurvey(false);
    localStorage.setItem(`hasInteractedWithSurvey_${surveyID}`, 'true');  
  };

  const handleSubmit = (value: number) => {
    setShowSurvey(false);
    localStorage.setItem(`hasInteractedWithSurvey_${surveyID}`, 'true');  
  };

  // rest of your code
}

4. Capture survey interactions

The final step in setting up our survey is capturing interactions. This enables us to analyze the results in PostHog.

There are 3 events to capture:

"survey shown"
"survey dismissed"
"survey sent" (for responses)

You can capture these events using posthog.capture():

_index.tsx

// ... rest of your code ...

  const handleDismiss = () => {
    setShowSurvey(false);
    localStorage.setItem(`hasInteractedWithSurvey_${surveyID}`, 'true');
    posthog.capture("survey dismissed", {
      $survey_id: surveyID // required
    })  
  };

  const handleSubmit = (value: number) => {
    setShowSurvey(false);
    localStorage.setItem(`hasInteractedWithSurvey_${surveyID}`, 'true');  
    posthog.capture("survey sent", {
      $survey_id: surveyID, // required
      $survey_response: value // required
    })
  };

  useEffect(() => {
    if (showSurvey && surveyID) {
      posthog.capture("survey seen", {
        $survey_id: surveyID // required
      })
    }
  }, [showSurvey, surveyID]);

 // ... rest of your code ...

Altogether, your _index.tsx should look like this:

_index.tsx

import { useState, useEffect } from 'react';
import Survey from '../components/Survey';
import posthog from 'posthog-js';

export default function Index() {
  const [showSurvey, setShowSurvey] = useState(false);
  const [surveyTitle, setSurveyTitle] = useState('Survey title')
  const [surveyID, setSurveyID] = useState<string | null>(null);

  useEffect(() => {
    posthog.getActiveMatchingSurveys((surveys) => {
      if (surveys.length > 0) {
        const survey = surveys[0];
        setSurveyID(survey.id);
        setSurveyTitle(survey.questions[0].question)

        // Check local storage to see if the user has already seen this particular survey
        const hasInteractedWithSurvey = localStorage.getItem(`hasInteractedWithSurvey_${survey.id}`);
        setShowSurvey(!hasInteractedWithSurvey);
      }
    }); 
  }, []); 

  const handleDismiss = () => {
    setShowSurvey(false);
    localStorage.setItem(`hasInteractedWithSurvey_${surveyID}`, 'true');
    posthog.capture("survey dismissed", {
      $survey_id: surveyID // required
    })  
  };

  const handleSubmit = (value: number) => {
    setShowSurvey(false);
    localStorage.setItem(`hasInteractedWithSurvey_${surveyID}`, 'true');  
    posthog.capture("survey sent", {
      $survey_id: surveyID, // required
      $survey_response: value // required
    })
  };

  useEffect(() => {
    if (showSurvey && surveyID) {
      posthog.capture("survey seen", {
        $survey_id: surveyID // required
      })
    }
  }, [showSurvey, surveyID]);  

  return (
    <div id="app">
      <h1>Remix surveys</h1>
      {showSurvey && (
        <Survey
          title={surveyTitle}
          onDismiss={handleDismiss}
          onSubmit={handleSubmit}
        />
      )}
    </div>
  );
}

Our survey is now ready to go! The next step is to ship the changes, get responses, and view your results.

4. View results

After interacting with your survey, you can view results by selecting the survey from the surveys tab. You'll see data on:

How many users have seen the survey.
How many users have dismissed the survey.
Responses.

You can also filter these results based on user properties, cohorts, feature flags and more.

How to set up surveys in Remix

1. Create a Remix app

2. Add PostHog to your app

3. Create a survey

Option 1: Use PostHog's prebuilt survey UI

Option 2: Implement your own survey UI

1. Create the survey UI

2. Fetch the survey from PostHog

3. Add the display logic

4. Capture survey interactions

4. View results

Further reading