Surveys & Reviews
Create and track surveys in order to review feedback on questions!
In your left nav select the Surveys section. Click the green Create Survey button to start building your survey.
First is the General section, which will walk through the essential info required to get started on the survey. Survey name - the internal name to help keep track of each one, not shown to the customers. This is a required field in order to be created & saved. Internal Description - used to give more details regarding this particular survey, also only seen internally but gives more context or notes on what it may be used for. Archived - hide the survey entirely and do not contribute its stats in totals
Start Date - when this survey will be available, before this date users will be shown a "Survey going live on x" screen End Date - when this survey stops taking responses and becomes unavailable, users will get a screen that they will no longer be able to take the survey
This section allows the changing of text in certain sections at the start of Survey. 1. Title - displays at the top 2. Body text - displays in the middle, medium size 3. Body Sub-text - displays under the Body in a smaller size 4. Button Sub-text - displays under the Submit button 5. Footer Text - displays at the bottom of the section, ideal for privacy policies/consent reminders
Here is where Questions are created for the Survey. Keep in mind that Surveys can allow anonymous responses, however, if you do so we won't store those responses on their Persona!
You can create new questions or select from ones used prior!
Each question has several fields that need to be configured. Type - the type of question the user interacts with, there are many to chose from but keep in mind what type of data you want to gather. Here are the most commonly used:
Text Input | Allows for strings to be typed, good for gathering opinions or feedback |
Select | Give a choice of answers, and lets them pick one |
Multi Select | Allow many answers |
Number input | Numeric entry |
Radio | Force the user to pick one option between choices |
Label - the Question you are looking to be answered and is displayed to the customer Placeholder - useful to show a suggestion to the customer what they can answer in a text box Enabled - toggle on will include the question, off will hide it Required - forces customer to provide an answer in order to allow completion
Responses to questions are stored within the Persona profile of the submitter. Personas can be segmeneted based on their answers within the Audinece builder. Keep in mind that if you allow anonymous responses, those will not be stored on their actual persona!
Very similar to our Sign Up forms, Surveys can be customized to fit the look and feel closer to your desired branding:
Header Content - hide/show different elements near the top of the page
Form Input Section - change the entry appearance
Submit Button - alter the look and behavior of the button
Thank You Popup - change the outcome of what happens after the submission of the Survey
Custom CSS - allows further customization via targeting elements directly
The share tab is how you generate your link to provide to the customers! You can put it on your website or print out physical QR codes to have in store. Main Signup URL - stand alone page
Campaign URL - used to be pasted into the campaigns wanted to send to customers
Main Signup Embed - iFrame code to host on your own website
The best way to get Surveys sent out to your customer base is to attach them to our Campaigns! 1. In order to do so, you must create your Survey. Then once you have one saved and finished, make note of the Survey ID number - found in the left column of the Survey page. 2. Head to the Campaign and click on the Attach survey button:
3. In the pop up, locate the Survey and click the copy in the Copy macro column to grab the snippet:
4. Paste the code copied into the section you want your CTA on:
5. The customer's will be now directed to the Survey link to click on after receieving the campaign!
Note: Surveys can be tracked via campaigns, but the link can also be shared outside of messages so keep that in mind while reviewing stats and responses.
Once responses have been collected for a survey you will see the View insights option.
Viewing the response insights will provide you with the following metrics:
- Sends
- Visits
- Submissions
- Questions
- Start
- End
- Last Submission
You will also see a table with all of the survey questions, organized by question number, containing the number of results, the number of submissions, the question type, and whether the question is required per question.
Clicking on a question will present that question's individual data. This data includes deeper insights into the number of submitters, the number of submitted answers, the submission date for each submission, and the submission location for each submission (if it is avalible).
If you would like to conduct your own data analysis, you can download your survey submission data or a single question's response data by clicking the Download CSV option at the top right of the data table for each respective view.
After collected review data on your products you can see an overview of the product feedback in the Reviews tab. Review data comes from product reviews submitted by the consumer in the app or after purchase. Review data can also be manually uploaded to Alpine IQ via the our REST API endpoint.
The Reviews functionality allows you to scope your data from a highlevel overview to a granular view. You can do this by using the following data filtering functionaility:
Search: Allows you to filter by product name or ID.
Date filtering: Makes it easy to view data for All time or select a specific time range. You can choose from a present range (ie. the past 90 days, 30 days, 15 days, or 7 days) or use the Start date and End date filters to select a specific date range.
Locations: Filters your data between one or more of your selected locations. This data can be especially effective in comparing A/B testing results between product marketing within two different but similar stores. For example, if you wanted to see how putting a product on an endcap in one store effected its sales compared to a similar store.
Product: Sorts your reviewed products in alaphabetical order.
Average Rating: Sorts products by highest or lowest average rating.
Reviews: Sorts products by highest or lowest review count.
Last Reviewed: Sorts products by most recent product review.
Product Category: Sorts product categories in numerical order.
Clicking on a product name will present that product's individual data. This data includes deeper insights into each review of the product by aligning the review to the customer ID, customer name, rating, comment, date/time, store location, and purchase ID. In addition to introducing these additional data fields, you can further sort the data by each field.
If you would like to conduct your own data analysis, you can download all of your reviews or a single product's reviews by clicking the Download CSV option at the top right of the data table.
- Survey Name (That's it!)
- Though marketing channels using the {{survey-id}} macros
- QR codes
- By URL / link
IF Survey is anonymous
- We do NOT require knowledge of who is submitting the survey.
- Submitters will NOT be asked to provide their phone/email if unidentifiable
IF Survey is NOT anonymous
- We DO require knowledge of who is submitting the survey.
- Submitters WILL be asked to provide their phone/email if unidentifiable
If a survey has NOT been sent though a marketing channel (campaign) we have no knowledge of who is receiving or filling out the survey. Therefore, that user is unidentifiable (without them providing a phone/email) which we can use to look them up internally.
Any time a user clicks the "submit" button and completes the survey.
IF Survey is anonymous
- Required survey answers must be completed & valid
- No other information is required
IF Survey is NOT anonymous
- Required survey answers must be completed & valid
- IF ContactID is known
- We do not require any further information
- ELSE
- We require a phone OR email
Keep in mind, non-required questions are 'optional' and will not force user input.
Any insights attached to that survey will be lost when you edit the type of survey question to an incompatible data type.
- IE. Switching a Text input "Example" with 1,000 submitted text responses to a Date input. We are unable to convert text ➝ date, so the question's ID will be updated, detaching it from it's survey responses.
- Recommended Flow: Rather than editing the question after it's had successful responses, try disabling it instead (removing it from the form). Insights will still show for this question in the insights drawer and will prevent data loss.