Survey response fields can be utilized to store external metadata associated with each response, enhancing the depth of analysis during survey evaluations.

Business Use Cases

• Enhancing Customer Experience:Organizations with multiple locations can enhance customer experience by collecting targeted feedback through surveys accessed via QR codes displayed in-store. By using features like Response Custom Fields, metadata such as location name or ID can be automatically captured with each response. This enables businesses to track performance at a granular level, compare satisfaction across locations, and address specific issues effectively based on localized insights.

  Example: A gym chain uses QR code surveys at each location. With Response Custom Fields, each response automatically includes the gym’s ID. This lets managers compare satisfaction across locations and quickly address issues like equipment or staff concerns.

You can capture valuable context at the response level using custom fields, which allows you to filter and analyze the data more effectively.

Setting up Response Custom Fields

Let's have a look at the steps:

1. Navigate to Global Settings in the Customer Feedback Management App.

2. Click Response Custom Fields.

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3. Click + Create Custom Field.

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4. In the Create Survey Response Custom Field page fill in the details:

   

   1. Title: Add a title to the custom field(Mandatory).

   2. Field Type: Select a field type for the custom field. Let's understand the field types(Mandatory):

      Field Type

      Name	Description	Use Case
      Single Select List	The single-select custom list allows you to choose one value from a predefined set of options. To use this feature, you’ll first need to create and define the list of values you want to make available. You can add a new field by clicking the + icon, remove a field by selecting the x icon, and rearrange the order of the list as needed.	Capturing each survey respondent’s preferred contact method (e.g., Email, Phone, SMS) using a predefined set of allowed values ensures consistency and makes it easier to personalize follow-up communication.
      Multiple Select List	The multi-select list functions similarly to the single-select list in setup, but it allows users to choose multiple values from the available options instead of just one. You can add a new field by clicking the + icon, delete a field using the x icon, and reorder the list by dragging and arranging the fields as needed.	Allowing analysts to select multiple tags for distribution of a survey.
      Text	This field allows you to enter a single-line text input without newline characters. There’s no practical limit to the number of characters you can enter.
      Text Multi	This field allows you to store multiple string values, separated by commas, within a single entry.
      Number	This field let's you store various numeric formats and supports numeric operations when filtering data based on its values.
      Date	This field allows you to store data values in the field. You can define the date format for this field according to your preference. You can use the date field to store both date and time. Simply toggle the Include time option to enable it. It supports both 12-hour and 24-hour formats. You can set a unique time zone that will apply to all collaborators. You can select a different time zone, allowing the date input to include time zone information as well.	You can store date information in this field and use it to filter data based on specific time ranges.

   3. Description: You can add a description to provide more details about the custom field(Optional).

   4. Field Visibility: You can select the field visibility(Mandatory).

5. Click Create to create the custom field.

Manage Response Custom Field

After clicking Custom Fields, the Survey Response Custom Fields record manager will open, allowing you to view and manage all custom field entries. Let's have a look at them:

• Refresh: You can refresh the Record Manager by clicking the refresh button located at the top right of the page.

• Filter: You can access the filters menu by clicking the filters button located at the top right of the page.

  

• Column Manager: You can open the column manager by clicking the button located at the top right of the page.

  • You can arrange, hide, or unhide columns as needed.

    

• Edit: Click Vertical Ellipsis(3 dots)next to a response custom field and edit the custom field. You can edit the name, description and visibility of the custom field. However, the field type cannot be changed once it’s set.

• Copy Field Name: You can copy the field name to your clipboard for easy use.

  

To validate custom field functionality in a distribution, first add a value for the custom field during setup. Then, submit a response using the generated survey link. After submission, go to the Responses tab to confirm that the response is correctly tagged with the appropriate custom field and value. Finally, apply a filter for the custom field in a custom dashboard to verify that it accurately filters the tagged responses, ensuring the field is functioning as expected across the workflow.

Scope of Global Survey Response Fields

• You can access Global response fields by navigating to Global Settings(available for use across all surveys within the environment).

• Survey-level response fields can be created directly from the individual survey's settings page, and are specific to that particular survey. Refer to the article for more details.

Best Practices

Create the correct type of response field based on the use case.