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Survey System

The Survey System enables you to create, send, and analyze surveys to gather feedback from your contacts. Send surveys via email, SMS link, or interactive SMS with support for multiple question types and comprehensive reporting.

Overview​

The Survey System helps you:

  • Create surveys with multiple question types
  • Send surveys via email or SMS
  • Track completion rates
  • View detailed response reports
  • Integrate with automation workflows
  • Filter and analyze results by contact

Creating Surveys​

Accessing Surveys​

Navigate to Global Settings > Surveys to manage your surveys.

New Survey Setup​

  1. Click Add New Survey
  2. Configure basic settings:

Survey Information​

  • Name: Internal name for the survey
  • Active: Toggle to enable/disable the survey
  • Send Via: Choose delivery method:
    • Email
    • SMS Link
    • SMS Interactive

Email Settings​

  • Send From: Select email sender
  • Invite Template: Choose or create template
  • Subject: Email subject line
  • Content: Survey invitation content (rich text editor)

Question Types​

The system supports five question types:

Yes/No Questions​

  • Simple binary choice
  • Displays as Yes or No options
  • Quick response format

Rating Questions​

  • Numeric scale (1-10)
  • Ideal for satisfaction scores
  • Visual rating display

Single Choice (Radio)​

  • Select one option from multiple choices
  • Radio button interface
  • Mutually exclusive options

Multiple Choice​

  • Select any number of options
  • Checkbox interface
  • Allows multiple selections

Free Text​

  • Open-ended responses
  • Text input field
  • Qualitative feedback

Managing Questions​

Adding Questions​

  1. Click Add Question
  2. Enter question text
  3. Select question type
  4. Set as required (optional)
  5. Configure answer options (for choice questions)

Question Settings​

  • Question: The question text
  • Type: Select from available types
  • Required: Make response mandatory
  • Display Order: Automatically assigned

Answer Options​

For Single and Multiple Choice questions:

  • Add multiple answer options
  • Remove options as needed
  • Answers maintain display order

Survey List View​

The survey list displays:

  • Name: Survey title
  • Active: Current status
  • Subject: Email subject line
  • Total Assigned: Number of contacts assigned
  • Completed: Number of completions
  • Errored: Failed deliveries

Survey Actions​

  • Edit: Modify survey settings and questions
  • Delete: Currently disabled
  • Report: View detailed results

Survey Reports​

Access comprehensive survey results:

Report Overview​

  • Results updated in real-time
  • Question-by-question breakdown
  • Response counts and totals
  • Organized by answer options

Report Table​

For each question, view:

  • Question: The question text
  • Responses: Total respondents
  • Results: Breakdown by answer:
    • Total count per answer
    • Answer text/value
    • Aggregated results

Question Type Results​

  • Yes/No: Shows Yes/No counts
  • Rating: Displays 1-10 scale results
  • Single Choice: Count per option
  • Multiple Choice: Count per selected option
  • Free Text: Individual responses

Contact Survey View​

View surveys assigned to specific contacts:

Survey Assignment​

  • Assign surveys to contacts
  • Track individual responses
  • View completion status
  • Access survey tokens

Contact Survey Details​

  • Assigned Date: When survey was sent
  • Completed Date: When finished (if applicable)
  • Status: Current survey status
  • Token: Unique survey link token
  • Public URL: Direct survey access link

Response Viewing​

Expandable rows show:

  • All survey questions
  • Contact's specific answers
  • Question order maintained
  • Formatted answer display

Survey Tokens​

Each survey assignment generates:

  • Unique token identifier
  • Shareable survey URL: https://sqsd.com/s/g/[token]
  • Secure access link
  • Contact tracking

Contact Survey Filters​

  • Completed Date: Filter by completion date range
  • Assigned Date: Filter by assignment date range
  • Date range picker with:
    • Custom date selection
    • Time-aware filtering
    • Clear date ranges

Pagination​

  • Adjustable page sizes: 10, 50, 100
  • Navigate through large result sets
  • Maintains filter state

Integration Features​

Automation Integration​

  • Survey node available in workflows
  • Trigger surveys based on events
  • Track completion in automations
  • Route based on responses

Template Integration​

  • Use email templates for invitations
  • Consistent branding
  • Token support in templates
  • Personalized messaging

Best Practices​

Survey Design​

  • Keep surveys concise
  • Use clear, unbiased questions
  • Mix question types appropriately
  • Test before sending
  • Make critical questions required

Delivery Timing​

  • Consider recipient time zones
  • Avoid survey fatigue
  • Space surveys appropriately
  • Follow up on non-responses

Response Rates​

  • Write compelling invitations
  • Keep surveys short
  • Offer incentives if appropriate
  • Send reminders
  • Mobile-optimize content

SMS Survey Options​

  • Sends survey link via text
  • Opens web-based survey
  • Full question support
  • Mobile-optimized interface

SMS Interactive​

  • Questions sent via text
  • Responses via SMS reply
  • Simplified format
  • Higher engagement rates

Common Use Cases​

Customer Satisfaction​

  • Post-purchase feedback
  • Service quality ratings
  • Product reviews
  • Support interactions

Market Research​

  • Product preferences
  • Feature requests
  • Demographic data
  • Usage patterns

Event Feedback​

  • Post-event surveys
  • Registration feedback
  • Content evaluation
  • Venue assessment

Employee Engagement​

  • Team satisfaction
  • Process feedback
  • Culture assessment
  • Training evaluation

Tips for Success​

Question Writing​

  • Use simple, clear language
  • Avoid leading questions
  • One concept per question
  • Provide balanced options
  • Include "Other" when appropriate

Response Analysis​

  • Review results regularly
  • Look for patterns
  • Compare across segments
  • Track trends over time
  • Act on feedback

Follow-up Actions​

  • Thank respondents
  • Share key findings
  • Implement improvements
  • Close the feedback loop
  • Build trust through action