Introduction to Distribution

Updated 

The Survey Distribution module allows you to easily share surveys with respondents through various preferred channels, enhancing reach, increasing response rates, and promoting engagement. Before delving into the various distribution methods, it's essential to define what we mean by "distribution" in this context. Once a survey has been created, customized, and translated, distribution pertains to the way the survey is presented and experienced by the respondent.

Distribution refers to the method through which a customer receives a survey invitation and engages with the survey itself. This could be through a customized email, a website pop-up, a WhatsApp message, an SMS, or other channels; essentially, any touchpoint where the survey is delivered and experienced.

Example: A client might receive two separate emails, each with a different subject line, message body, and visual design, but both linking to the same survey. In this case, these would be treated as two distinct distributions, as each provides a unique experience and delivery method for the same survey.

Distribution Channels

There are 9 distribution channels that help to distribute a survey. Let's have a look at the various distribution channels:

  • Anonymous Link: A generic survey link that can be accessed by anyone without capturing any identifiable data. It supports both standard and conversational survey formats.

  • QR Code: A scannable QR code provides direct access to a survey, supporting both standard and conversational formats. It can also be embedded on websites using our embed code.

  • Email: Share customizable survey invitation emails in real-time, on a schedule, or based on external triggers to engage customers at the right moment.

  • Social Media: Share survey invitations directly on social media platforms to reach a broader audience and drive higher engagement.

    • Supported Channels:

      • Facebook (Post and Reel)

      • X (Post)

      • YouTube (Video Description)

      • LinkedIn (Post)

  • WhatsApp: WhatsApp allows you to send survey invitations and links in real time, on a schedule, or based on external triggers, using Meta-approved message templates in both standard and conversational formats.

    Note: A WhatsApp Business account must be added to Sprinklr to enable this functionality.

  • SMS: WhatsApp allows you to send survey invitations and links in real time, on a schedule, or based on external triggers, using Meta-approved message templates in both standard and conversational formats.

    Note: An SMS account needs to be added to Sprinklr.

  • Personalized Links: Generate unique, trackable survey links tailored to each individual profile or customer interaction, enabling personalized outreach and detailed response tracking.

  • Website: Capture real-time feedback from website visitors by placing surveys on various web pages, using a range of creative formats to match your site’s look and feel.

    Note: Web-embed code needs to be incorporated into the website.

  • In-App: Trigger pop-up notifications or embed surveys directly within your iOS or Android mobile app to collect in-the-moment feedback from users.

    Note: Sprinklr SDK Integration is required.

Note: All the aforementioned channels are enabled by default with CFM. However, please note that most channels require a one-time account setup or integration before use.

Business Problems Solved

  • Post Intercation Surveys: Businesses across industries use post-interaction email surveys to gather timely feedback and improve their services. These surveys help measure satisfaction, identify areas for improvement, and enhance overall customer or patient experience.

    For example, healthcare providers send follow-up surveys after appointments to assess patient satisfaction with the check-in process, wait times, and staff interactions, while e-commerce companies survey customers after order delivery to evaluate delivery experience, packaging, and product quality.

    Other example would be of Ecommerece companies use Email surveys to capture customer satisfaction with logistics, identify any delivery or packaging issues, and improve customer retention.

  • Process Improvement Surveys: Businesses use SMS surveys to collect quick, real-time feedback after key digital interactions such as online applications. This helps identify user pain points and improve the overall usability of the digital experience.

    Example: After completing a loan or service application, customers receive a short SMS survey asking about the ease of navigation, clarity of the process, and satisfaction with support.

  • Gather Immediate Feedback: In-App Surveys helps to gather immediate feedback after key user interactions, such as completing a workout session. These surveys capture insights on workout effectiveness, content quality, and app usability. It helps improve program design, enhance the user experience, and increase engagement through timely, targeted feedback.

    Example: Health and fitness platforms helps to gather in-app surveys to gather immediate feedback.

  • On-Site Customer Feedback via QR Code: QR Code helps to collect real-time feedback from customers. After an interaction or service experience, customers can scan the code to access a short survey covering key aspects like service quality, product satisfaction, or overall environment. It helps to gather timely, actionable feedback without interrupting the customer experience, helping drive continuous improvements in service and operations.

    Example: Businesses use QR codes placed in physical locations, such as tables, receipts, or product packaging, to collect real-time feedback from customers.

By enabling enhanced reach, surveys can be distributed across diverse channels, ensuring they are accessible and aligned with user preferences. This leads to improved efficiency through real-time and automated distribution, saving valuable time and resources. As a result, businesses gain actionable insights by collecting targeted feedback from the right audience, supporting data-driven decisions to optimize processes and services.

Prerequisites

You would need View and Edit Distribution permissions at Survey Level to be enabled inorder to access Distribution.

Access Distibution Tab

After the survey has been created and published, a default anonymous link and QR code will be generated. As more distributions are set up, they will begin to show up in the Distribution Record Manager (RM).

  1. Go to Sprinklr Insights and navigate to Customer Feedback Management.

  2. Access a Survey and once the survey is published navigate to the Distribution tab.

  3. Click Create Distribution and select the Distribution Type.

  4. Select the Distribution Type and you can see the distribution overview.

Distribution Record Manager

Let us have a look at all the columns of Distribution Record Manager:

Column Name

Description

Distribution Name

The name given to the specific survey distribution.

Distribution Channel

The channel used to send the survey.

Status

Indicates the current status of the distribution. Distribution status by channel are as follows:

Channel 

Possible Status and definition 

Anonymous link /QR code 

  • Active: Survey responses are being accepted. 

  • Paused: Distribution is temporarily halted. 

  • Expired: The survey link is no longer valid.  

Email/SMS 

  • Active: Survey responses are accepted 

  • Processing: Indicates that emails/messages are currently in the process of being sent. 

  • Scheduled: The distribution is set to be sent at a future date/time.  

  • Paused: Distribution is temporarily halted. 

  • Draft: The distribution is still being set up.  

  • Expired: The survey link is no longer valid.  

Social Media 

  • Pending Approval: The post is awaiting approval.   

  • Draft: The distribution is still being set up. 

  • Scheduled: The distribution is set to be sent at a future date/time.  

  • Sent: The post has been successfully published.  

  • Failed: The post could not be published.  

  • Expired: The survey link is no longer valid. 

WhatsApp 

  • Active: Survey responses are accepted.  

  • Processing: Indicates that emails/messages are currently in the process of being sent. 

  • Paused: Distribution is temporarily halted.  

  • Scheduled: Messages are approved, and the distribution is set to be sent at a future date/time.   

  • Draft: The distribution is still being set up.   

  • Expired: The survey link is no longer valid or when the survey has exceeded its validity (conversational) 

  • Under approval: Sent to Meta for approval.  

  • Approval Failed: The message was rejected by Meta. 

Personalised Links 

  • Active: Survey responses are accepted. 

  • Processing: Links are being generated.  

  • Paused: Distribution is temporarily halted.  

  • Draft: The distribution is still being set up. 

  • Expired: The survey link is no longer valid.  

WebsiteIn App 

  • Active: Distribution is live and collecting responses.  

  • Paused: Response collection has stopped.  

  • Draft: The distribution is still being set up.  

  • Expired: The survey link is no longer valid. 

 

Type

Specifies the type of survey link i.e. standard or conversational

Schedule Type

Shows whether the distribution was sent immediately or scheduled for a future time or trigger based.

Created By

The user who created the distribution.

Created Time

The date and time when the distribution was created.

Scheduled Time

The planned time for the distribution to be sent (if scheduled).

Expires On

The date and time after which the distribution link will no longer be active.

Personalized Link Type

Indicates the type of personalised link in case of a personalised link distribution

Distribution metrics

For metrics related to distributions, please visit the dedicated metrics page within the Distribution RM.

Record Manager Actions

  • Create distribution: You can add a new distribution to the survey.

  • Search: You can search for specific distributions using keywords.

  • Filters: You can filter distributions Groups based on channel, status, type, schedule type and distribution owner.

  • Refresh: You can refresh the record manager to display the latest distributions and updates.

  • Manage Columns: You can hide or unhide specific columns to create a personalized record manager view.

  • Pause all distributions: If any issues arise, you can pause distributions immediately. Once the issue is resolved, you’ll have the option to reactivate and resume activities seamlessly.

  • Distribution Report: Dashboard consisting of the following widgets:

    • Summary

      • Total distributions: Total number of distributions created for the survey.

      • Active distributions: Total number of active distributions for the survey.

      • Total surveys sent: Total number of surveys sent.

      • Response Count: Total number of responses received across all distributions.

      • Survey Response Rate: Percentage of recipients who submitted the survey out of those who received it. (Response Count / Reach Count). Calculated cumulatively only for the channels for which this is applicable. This is calculated cumulatively, only for channels where this metric is applicable. Refer to this page for details on supported channels.

    • Response trend by channel: Trend in response count across distribution channels.

    • Summary by channel: Distribution metrics across different channels.

Note: For distribution channel level actions refer respective distribution channel articles.

Key points to note

  • The "Total Surveys Sent" metric is no longer available in the distribution report and will be substituted with the "Survey Opened Count."

  • Be aware that the metrics are updated every 15 minutes, which indicates that they might not exactly align with the data shown in the distribution report or summary widgets, highlighting a limitation in real-time precision.

  • Halting all distributions will not impact those that are already scheduled, awaiting approval, or in the process of being completed.