This module can be accessed from the side navigation menu under the menu item, Surveys.
The Surveys Module allows you to browse through the results of your past surveys. From here, you can also create new surveys to be sent out.
Surveys are best used to quickly and automatically collect information from a large volume of your contacts. By sending surveys, you are able to collect and record qualitative data as well as save important information as custom fields.
From this table, you can see a summary of all the surveys that have been added to the platform.
The name given to identify the survey
The unique ID to identify the survey when integrating with an API
A short brief of the survey and the expected outcome
The total count of users participated in the survey
The date of when the survey was added
You can perform the following actions with surveys :
Step 1: Navigate to Survey Module From the side navigation menu, select Survey from the menu
Step 2: Press ADD SURVEY At the top bar, press the blue ADD SURVEY button and the Create New Survey dialog should open up.
Step 3: Name the survey and describe it Enter a name for the new survey along with a short description. These fields will help you identify the survey to be sent and understand the intentions.
Step 4: Add a Question By default, you will be presented with a text question. If you do not wish to proceed with a text question, you may add another question type and remove the text question.
The Question Prompt is the actual question message that the contact will see. Try to be concise and specific so the contact can understand exactly what you are asking.
If you wish to save the response as a contact's custom field, it is possible by checking the box Save as Custom Field. When the box is checked, you will need to select which custom field to save the value to.
You can continue to add more questions to the survey by pressing the blue ADD QUESTION at the bottom.
You can select from the following question type:
This field will accept any text-based answers from the contact.
This field will only accept a number value for an answer. You also have the option to set minimum and maximum values for your expected answer.
This field will only accept a phone number value for an answer.
This field will only accept a specific date as an answer.
The contact will be given several options to select from.
Each option is limited to 20 characters only.
This field will only accept an email address
This looks for website URLs.
The contact will be given an option for ratings of 1-5 stars.
This field will only accept valid URLs
Any answer that does not conform to the selected response format will be rejected.
If the contact's response does not match the response format, you have the option to send them a Fallback Message. This is useful for restating the question more clearly or to be more specific on the expected response format.
You can also add multiple fallback messages by pressing the blue plus button, in which case a random Fallback Message will be chosen each time.
If this is left blank, the platform will simply restate the original question once more.
Step 7: Define a Survey Success Message
The survey success message will be shown when a contact completed the survey. It can help manage the contact's expectation when the survey has ended.
Step 8: Define a Survey Error Message
The error message will be displayed to contacts who exited the survey without completing it.
Some contacts do not wish to participate in surveys and hence, they will quit the survey on purpose. You can use this message to apologize to them or teach them how to opt-out from future surveys to prevent a bad user experience.
You can send a survey to your contacts with the following method:
While responding to your contact, you can send a survey by pressing on the clipboard icon, 📋 on the messaging bar.
A survey can be set as one of action defined in a automation rule. You can send a survey to a contact automatically when an event is triggered. Refer here on how to create an automation rule.
If you need to send out a survey to a large number of your contacts, you can do so with the broadcast module by specifying survey as one of the content. Refer here on how to create a broadcast.
You can view a list of the responses to a specific survey by accessing its Surveys Results page. Navigate to this page by selecting Survey Results under the More Actions dropdown,
You can update any existing survey by pressing the Edit button under the More Actions dropdown.
From here, you can make necessary changes to an existing survey and press the UPDATE button to save your changes.
If a survey is no longer relevant or it went out of context, it can be deleted from the space by choosing Delete from the actions menu.
When you delete a survey, the responses will be deleted too.