Surveys
Use surveys to gather direct feedback and insights from your target audience.
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.
- e.g. 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.
Can surveys be used to update customer information? (If I added a phone number or email field to a survey, does that edit the persona info?)
No, surveys do not update persona information. The best way for a customer to update their phone, email, or other info would be to do it on the profile page of their wallet.
