Surveys
Use surveys to gather direct feedback and insights from your target audience. You can also Using Surveys to Create Audiences.
The Surveys page shows you aggregate high-level metrics about all of your surveys. Note: Archived surveys are not included in these metrics.
- 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
- 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.
See Sharing 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)
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.
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.
They are hidden in the list by default. Archived surveys do not contribute to the total stats.
