Surveys

use surveys to gather direct feedback and insights from your target audience you can also using surveys to create audiences docid\ g3f4ya8d0vp naez01wdc survey page the surveys page shows you aggregate high level metrics about all of your surveys note archived surveys are not included in these metrics how to show/hide columns in the surveys table navigates to customers > surveys click the columns icon in the upper right in the slideout, toggle the columns on/off to customize your table view click save how to download the survey list click the more ( ) menu click download csv if you've used any filters on the table (e g locations), the download will respect those filters set surveys have 3 steps create a survey docid 63i4967ujofsl4bkvmjmg sharing surveys docid\ awhux4pqhzjyslsuk1jxp survey responses docid\ v5fwwfbnfkgtpu6um1wfa survey faqs how can i share my survey? see sharing surveys docid\ awhux4pqhzjyslsuk1jxp what is the difference between anonymous and regular surveys? 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 sent outside of a campaign) what does "unidentifiable" contact mean? 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 what is a survey submission? any time a user clicks the "submit" button and completes the survey what if i change a survey question input 'type'? 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 what happens to archived surveys? they are hidden in the list by default archived surveys do not contribute to the total stats