Updated 2/23/2025

White Label Survey, Assessment Software

A white-label survey or assessment allows you to customize an external platform to match your company's branding, enabling you to market the platform as your software. A white label form will include custom CSS and HTML to match your brand's style. A tool that offers a true white-label should also have a custom form domain and URL.

The custom form domain and URL is the most important feature of a white label solution. With this feature enabled, instead of using surveyking.com in the URL address bar, survey links use surveys.test-corporation.com (or your company) for each form you create. This feature requires an enterprise license and your IT department's help to set up the SSL certificate. Contact us to get started.

How to Design a White Label Form

When choosing a white label survey or assesment platform an essential feature is making sure the form matches your company branding. This includes the page headers, footers, font styles, borer widths, and checkbox styles. You can add custom CSS in the survey builder under "Design and Options." Below is the information you need to customize each section.

You can use these design options for a specific survey or create a global style when creating a form. To create a global style, access the account settings page and make the design under branding options. You can also copy previously used designs. For CSS, you can use inline styles of header and footer HTML, or the custom CSS file can use all necessary styles.

General Design

The form background is the HMTL body element. The survey form, by default, has a box shadow and max-width. The survey page is 100% wide on mobile. Controls such as the submit buttons are at the bottom of the reach page and have their own container div.

Each question is in its div, and each answer has its own div with a grey background. Answers that use a checkbox have a class for the border of the checkbox and the center fill of the checkbox. Companies often create a white label survey, change the outline checkbox outline, and center fill to match the company branding.

If further customization is needed, such as displaying answer choices in groups of columns instead of rows or more complex layouts, SurveyKing offers consulting services to customize the layout fully. The consulting services would be billed in hourly increments for the work needed to complete your retweets.

Survey Header

By default, the survey header contains a solid-colored top bar, the logo image (if uploaded), and the survey title. You can use custom CSS to change the colors of the bar, logo image size, and title font. The top solid color bar, logo, and title are in separate container divs, so you'd need to hide each if you want to customize the header fully.

The survey builder includes an option to upload custom HTML for the header. If using custom HTML, be sure to hide the default header.

Survey Footer

One of the most important parts of a white-label survey is using a custom footer. The footer can include your company logo or even links to your company's privacy policy or terms. You can hide the default footer in options or, in your account settings page, choose to hide it across all surveys.

As with the header, you can upload custom HTML for the footer. If you use a custom one, be sure to hide the default footer.

Assesment Results

If you're creating a white label assessment or even a simple survey where you want to share results with respondents, it is essential that the report given to the respondent matches your brand. This can be similar to the overall survey design in terms of headers and footers, but also consider items like font size, page margins, and chart types that your brand may already use when presenting data.

You can choose to either share results in PDF or a web link. Both options can share CSS, but the PDF option will likely require more confirmation to match your brand. The platform will provide you with an area where you can toggle and test PDF styles.

White Label Form Domain

The most important part of a white label survey or assessment is changing the domain to match your company. Most software only offers the ability to use a simple subdomain while the original domain is still visible. Some platforms only allow you to use a generic ".net" domain they own.

If creating an assessment, this domain option is even more critical, as the end user is replying to your company to calculate and display results. Using an external platform may reduce trust with your audience, lowering customer satisfaction and possibly conversions.

On the SurveyKing platform, creating a white label survey involves a few steps:

1) Choose the subdomain you want to use and input this into your account settings page. In the example above, the subdomain is "surveys." A subdomain is an extension of your domain name and appears before the domain name at the front of the URL.

2) Upload the two records that we give you into your DNS settings. You will upload a CNAME record that points to "surveyking.com." You will also upload a TXT record that generates the SSL on your website.

3) Choose how you want survey links and QR codes to be displayed in your account settings section. You can select any subdomain you create (for example, surveys.test-corporation.com) or revert to the standard SurveyKing links.

4) Design and upload any custom headers or footers. These can be used to customize the survey design to match your brand.

The survey should also redirect to your website, not SurveyKing, upon completion. We recommend creating a custom thank you page on your company website. You can set up all your surveys to be directed to that page after responses are submitted.

The Benefits of a White Label Form

Higher Completion Rates, Honest Feedback

Since your customers have already built trust with your product or service, consistent branding on a survey will maintain that trust, leaning toward higher completion rates and honest feedback.

Custom Results

When doing an assesment you want to be able to send customers a copy of their results. A white label asssesment tool will endure the data sent to clients machtes your company branding.

Boost Client Services

A white label survey allows you to brand a survey platform as your own. With the help of the API, you can create and send surveys on behalf of your clients. API access to a survey tool will help boost the number of services you can offer your clients, leading to possible upsells in revenue.

Tech Company Resource

Surveys and assessments can get complicated. Sometimes, users may need custom calculations in their assessment results or custom features in the survey itself. A platform that can produce a proper white-label option will have the support staff to help turn any project into a success.

Choosing a White Label Survey Platform

A good white label survey platform should include enough options to customize the survey fully, including many survey tools that advertise white labels and offer little control over the form design.

Design Options

It is essential to remove default branding, but it is also necessary to be able to upload your company branding. Make sure your software offers the option to upload custom HTML, upload custom CSS, and change the default layouts.

Research Tools

The software should include the proper question types because white label surveys are often used for important projects like product research or customer feedback. Using one survey tool, including white label projects, will eliminate duplicate work using separate project tools.

Question types Like MaxDiff, Conjoint, and Gabor Granger enable you to collect actionable data that your company can use to build better products. For example, MaxDiff and Conjoint help identify important product features, while Gabor Granger enables you to find an optimal price range for a product.

Research tools are also critical for assessments. The semantic differential scale, for example, can be used for personality assessments. MaxDiff can also be customized to show attributes in a custom order based on the research objectives. This data can then be used in a custom PDF sent to clients.

Cost Considerations

Some platforms only offer white-label features under an expensive enterprise package. While this may be cost-efficient for large origination or big research projects, start-ups, and small organizations may not find it feasible. With SurbeyKing, the white-label feature is still part of the enterprise package, but the cost depends on how many responses you collect annually.

White Label Survey, Assesments Best Practices

When creating a white label project, keep in mind the following tips. Since white label surveys will require help from your IT department, they could also help you complete other IT-related survey requests.

  • Use query strings to embed information such as a customer or purchase ID automatically. This will help reduce the survey length by eliminating the need to ask questions such as 'When was your last purchase?' or 'Enter your email address.' This data can be used to segment and filter your results to spot hidden trends across customer regions or project categories.
  • Use skip and disaply logic. Skip logic allows you to skip pages based on answers to prior questions. If using embedded data from a query string, you can also base rules on them. If a certain product category needs additional feedback, you can process that using skip logic. Display logic can be used to ask follow-up questions.
  • Always use a net promoter score question when conducting employee or customer feedback research. This will make it easy to track and benchmark results over time.
  • You can still use the anonymous link with your own domain for employee surveys, but it may be best to use the surveying domain. Anonymous surveys have better trust when a third party fails them.
  • Ask support staff if a custom feature can be created. Assessments, especially ones in the academic research field, generally have unique requirements. A small project to build a custom feature could save time trying to configure yourself.
  • When sending assessment results to respondents, keep the email address you use in mind. Make sure it's a company email address. To ensure delivery, your domain records would need to be updated to reflect the white label provider. Support staff can guide you through this process.
  • When using the enterprise package, you would also have access to the survey API. This can streamline other survey functions, such as sending responses to your database and building scripts to notify employees based on specific actions, such as a low rating.