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Create a Source

A source is a workspace where you create and manage surveys and product tours for a specific website, web application, mobile app, or shareable link. Each source is independent and unique.

In the Told interface, sources are also called projects. Both terms refer to the same thing.

The four source types​

When you create a new source, Told asks you to pick a type. There are four:

CardDescription shown in the UI
Product tour (New)Guided product tours displayed as overlays on your website or web app
In-app SurveyShow survey on your digital products
Shareable link surveyUse a classic link survey to ask questions to your users
I want to installI am a developer, and I am setting it up for my team

The I want to install option is a generic flow for developers who want to install the SDK without yet committing to a specific use case (survey or tour). It leads to the same configuration screens as In-app Survey.

Open the create source flow​

There are two entry points depending on whether your team already has at least one source:

  • No source yet (onboarding) — right after you finish team setup, you land on the Create your first project screen, which shows the four type cards directly.
  • At least one source — from the My projects screen (sidebar Projects), click the New project button at the top right.

In both cases the next steps are the same. Click on a card, then click Next.

This is the simplest flow — only one step.

  1. On the create source screen, click Shareable link survey, then Next
  2. Enter a name for your project (e.g., Customer feedback Q2)
  3. Click Create project

You're immediately redirected to the templates screen where you can pick a survey template or start from scratch. No SDK installation needed — your survey will be accessible via a public URL.

Create an In-app Survey source​

The In-app Survey flow asks for a platform (Web or Mobile) and then collects different information depending on the platform.

If your team already has a source​

When you have at least one existing source, the first step of the In-app Survey flow asks you to Select the installation source:

  • New installation — "Install script on a new website/app mobile" — creates a brand new source with its own SDK installation
  • An existing source — reuses the SDK installation you've already set up. Pick this if your new survey will run on the same website or app as a previous project. You won't need to reinstall the script.

Pick one and click Next.

Step "On what type of platform?"​

Choose between:

  • Web — for websites and web SaaS applications
  • Mobile — for iOS or Android apps

Web flow​

After picking Web, you fill two fields:

FieldDescription
What's your website / SaaS URL?The full URL of the site, e.g., https://mywebsite.com
Env / TagThe environment label of the source — see the list below

The 7 available tags are: Production, Pre-production, Test, Beta, Alpha, Staging, Local.

Click Create project. You're redirected to the Installation page (described below).

Mobile flow​

After picking Mobile, you choose the OS and enter a project name:

FieldDescription
What type of OS?IOS or Android
What is the name of your project?A free-form name for the source

Click Create project.

Create a Product tour source​

Product tours run as overlays on websites, so the flow is web-only — there is no mobile option.

  1. Click Product tour, then Next
  2. (If your team already has at least one source) Pick New installation or an existing source, then click Next
  3. Fill the website URL and pick an Env / Tag (same fields as the In-app Survey web flow)
  4. Click Create project

Create a generic source ("I want to install")​

This is a developer-oriented entry point that mirrors the In-app Survey flow without committing to a specific use case.

  1. Click I want to install, then Next
  2. Choose Web or Mobile
  3. Fill the same fields as the In-app Survey flow

The Installation page​

After creating any web source, you're redirected to Settings → Installation. This page guides you through 4 numbered steps to install the Told SDK on your website.

1. Add the script​

This step shows your Source ID (a unique identifier for the source) and the JavaScript snippet to insert into the <head> tag of your website. Use the Copy code button to copy the snippet.

2. Add your domain​

A small table lists the domains registered for this source, with three columns:

ColumnDescription
DomainThe URL you provided when creating the source
StatusWhether Told has detected the SDK on that domain
ValidationA Verify domain button to trigger domain validation

You can register additional domains from this table.

3. Verify installation​

A button to Verify installation. Click it after you've added the script to your website. Told checks that the SDK is correctly loaded and that the source can communicate with the server.

4. Identify your users​

This step provides a snippet for the told('identify', { ... }) function, used to associate Told sessions with your authenticated users. Use the Copy code button to copy it.

The page also offers two helper buttons at the top:

  • Book a meeting — schedule a call with the Told team to help with installation
  • Invite my dev team — invite a developer to your team so they can finish the setup

Source settings​

Each source has its own settings menu in the sidebar (sidebar Settings), with three sub-pages:

Next steps​