Survey Campaign

https://youtu.be/_6FApLprzAw

Survey Campaign is a questionnaire that outreaches respondents and collects suggestions and feedback about several topics. It is a two-way communication that helps to analyze the customer's expectations, and hence measure the effectiveness of the survey. The effectiveness is calculated via customer satisfaction and how our products and services meet customer expectations.

You can activate a Survey Campaign by first assigning it to a Short URL Campaign and then that particular short URL campaign to an SMS/Email Template.

SMS/Email Notifications

To create and view a Survey Campaign, follow these steps:

  1. Click Services > Survey Campaign in the left navigation pane.

  2. A list of all the Survey Campaigns appears along with the relevant details.

  3. Click on Add Survey Campaign.

  1. Enter the general details as per the fields described below.

FieldDescription
NameGive a name to the Survey Campaign.
Page HeadingGive a name to the Page Heading.
Page TopicGive a name to the Page Topic which will be reflected as the webpage name on the tab in any browser.
Choose FileChoose the required file to place a logo in the Survey campaign.
  1. Fill in the Form Details as explained below:

FieldDescription
QuestionEnter the question in the required field and post entering details for one question, click Add Question (highlighted as A in the screenshot) if you want to insert more questions in the Survey Campaign.
Note: Enter questions to gather the exact data you are looking for, using a mix of both close-ended and open-ended questions.
Response TypeSelect the following Response Type from the dropdown menu, as explained below:
  • Short Answer: Short answer questions are generally open-ended questions that require customers to construct a concise and focused response.
  • Dropdown: Dropdown is a closed-ended question that allows respondents to choose one answer choice from a list of choices presented in a dropdown menu.
  • Checkboxes (Multiple): Checkbox questions allow respondents to select multiple answers from the available options.
OptionsEnter the value in the Options field as per the chosen Response Type. For example, if the Response Type is "Dropdown", give options like Required, Not Required, and others.
Note: Click Add Option (highlighted as B in the screenshot) to insert more options in the Survey Campaign.
  1. Click Save (highlighted as C in the screenshot).