Survey Response Custom Fields allow you to store metadata related to individual responses or capture values derived from responses, either manually or through automated workflows. These key-value pairs can then be leveraged for analysis and custom reporting.

Business Use Cases

• Using Response Custom Fields for Contextual Feedback Analysis: Businesses aiming to enhance user experience gather feedback through surveys initiated by QR codes or other methods. Participants fill out the survey, providing insights about their experiences with a product, service, or interaction.
  Using Response Custom Fields, contextual metadata like location, department, or campaign ID is automatically linked to each response. This enables teams to categorize feedback, recognize trends, and implement focused actions based on particular characteristics, leading to more informed decisions and better results.

You can store additional context using response fields at the individual response level. These fields can later be used to filter responses and enhance the depth and accuracy of your analytics.

Prerequisites

This functionality is typically included in Customer Feedback Management. There are no special permissions needed to access Survey Response Custom Fields.

Setting Up Response Custom Field

Custom fields consist of key-value pairs associated with responses, allowing you to specify particular attributes for each response. These fields can hold values obtained from survey answers, entered manually, generated through automated processes, or by setting custom field values during the survey distribution configuration.

1. Navigate to Customer Feedback Management Persona App and go to select a Survey under a Program.

2. Navigate to Settings and select View Fields against Response Custom Fields.

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3. Click + Create Custom Field.

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4. Fill in the details in the Create Response Custom Field section:

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   1. Title: You can provide a title to the custom field.

   2. Field Type: You can select the custom field type from the drop-down.

      Field Type

      Field Type	Description	Use Case
      Single Line Text	Accepts a single line of alphanumeric text with no practical length limit.	Capturing short responses like names, IDs, or email addresses.
      Multi Text	Accepts multiple values separated by commas. Each value is stored as a distinct entry.	Capturing lists saved as separate values.
      Number	Accepts numeric input, including integers and decimals (double-precision).	Capturing quantitative data such as amounts, scores, or counts.
      Single Select	Allows selection of one option from a predefined list.	Recording fixed categories such as gender, product type, or region.
      Multi Select	Accepts multiple values from a predefined list, separated by commas. Each value is treated individually in reporting.	Capturing multiple applicable categories such as preferences, interests, or locations.
      Date	Accepts date-time input in various supported formats.   Users can define the date format for this field.   Toggle “Include Time” to add time (12-hour and 24-hour formats supported).   Users can select a unique time zone for all collaborators.   Users can specify different time zones for individual inputs, allowing time zones to be included with the date.	Capturing timestamps, event dates, or scheduled times.
      Multi Line Text	Accepts a large textual paragraph with formatting options.	Capturing detailed responses or notes, such as descriptions or comments.

   3. Description: You can add a description to the response custom field.

   4. Field Visibility:You have the option to choose the visibility of the response custom field from the dropdown menu. The following visibility options come up.

      1. This Project: The custom field will only be visible within the current project. It won't be shared across other projects.

      2. All Projects in the parent program: The custom field will be visible in all projects under the same program, allowing consistency across projects within the program.

      3. All Programs: The custom field will be visible across all programs, making it accessible for any project within any program, and at a global level.

         Note: Custom fields designated with ‘All Programs’ visibility will also be displayed in the Global Response Custom Fields record manager found in the Persona App Global Settings.

5. Click Create.

Record Manager

The following columns are displayed in the record manager:

• Status: You can toggle to enable or disable the status.

• Name: Represents the name of the custom field.

• Description: Represents a brief explanation of the custom field's purpose.

• Type: Represents the type of the custom field (e.g., text, number, date).

• Date Created: Captures the date when the custom field was created.

• Visibility: This section specifies the visibility of the custom field, including:

  • This Project

  • All Projects in this Program

  • All Programs

The following functionalities are available in the record manager.

• Refresh: Press the refresh button located in the top-right corner to refresh the record manager display.

• Filter: To refine your view, click the filters button located in the top-right corner to access the filters menu.

• Column Manager: Open the column manager by clicking its button in the top-right corner.

• Manage columns. You can hide or unhide columns to customize your view.

Best Practices

• Create an appropriate response field customized for the particular use case to ensure accurate tagging and analysis.