Survey Response fields can serve to hold external metadata for every response, which can be utilized during the analysis of the survey results.

Business Use Case

Capturing Location-Specific Feedback with Response Custom Fields: Organizations with multiple locations can enhance their customer feedback strategy by using Response Custom Fields to automatically capture contextual data, such as store name, branch ID, or region, with each survey response. For example, when surveys are triggered through QR codes at specific locations, this feature enables teams to accurately link feedback to its source. As a result, businesses can track performance across locations, compare satisfaction metrics, and address location-specific issues more effectively, such as improving service quality or staff responsiveness in underperforming areas.

You can save additional context using response fields at each individual response level. This allows you to later filter responses based on that context, enabling more targeted analysis and helping you extract relevant insights from your survey data.

Setting Up Custom Field Manager

The custom fields manager retains all the custom fields that have been established.

1. To access the custom fields manager, click Horizontal Ellipsis (...) from the top right corner of the responses tab and click on Custom Fields.

   

   Upon clicking on custom fields, a record manager for the Survey Response Custom Fields will appear.

   

   Alternatively, the Survey response fields record manager can also be accessed from the Survey Settings page.

   

Reporting Manager

1. Refresh: You can update the Record Manager by clicking the refresh button located at the top right corner of this page.

2. Filter: You can access the filter menu by clicking on the Filters button at the top right of this page.

   

3. Column Manager: To access the column manager, click the button located at the top right corner of the page.

   1. You can arrange columns, hide and unhide columns.

      

4. Editing: To modify a custom field, click on the Vertical Ellipsis (⋮) against each Survey Resonse Custom Field. You will be able to modify the name, description, and visibility of this custom field. However, the type of the custom field cannot be changed.

   

Creating a Custom Field

1. Click + Create Custom Field to create a custom field.

   

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

   

   1. Title: Add a meaningful title to the custom field.

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

      Types of Custom Field

      The type of field refers to the data type of the custom field. The available data types are as follows:

      Single Select List

      The single-select custom list enables you to choose one value from a predefined set of options. To set up a single-select list, you must first provide a list of values.

      • You can add a new field by clicking on the + icon

      • You can delete a field by clicking on the x icon

      • You can rearrange the order of this list.

      Use case: Recording the preferred contact method (such as Email, Phone, SMS) for each participant in the survey, where only specific values are applicable.

      

      Multiple Select List

      Multi select list is similar to single select list in setup, but a you can select multiple values from the list.

      • You can add a new field by clicking on the + icon.

      • You can delete a field by clicking on the x icon.

      • You can rearrange the order of this list.

      Use Case: Enabling analysts to choose multiple tags for the distribution of a survey (for example, Segment A, Segment B, Area 51, etc.).

      

      Text

      This allows you to enter a string without newline characters. There's no practical limit on the number of characters.

      Text Multi

      These enable you to save several string values within a field (values are separated by commas).

      Number

      You can store different number formats in this field.

      These allow numeric operations when filtering the data based on their value.

      Date

      You can store date values in this field.

      • You can define the date format as well for this field.

      • You can use the date field to store time. Toggle “include time“ to include time (12 hour and 24 hour time format allowed)

        • You can select a unique time zone for all collaborators.

        • You can select a different time zone, thus time zone can also be put in the input for date

      Use Case: You can store date information and use to it to filter based on the time range.

      

   3. Description: You can enter a description for the custom field.

   4. Field Visibility: You can set the visibility of the custom field. You can select the following options from the drop-down:

      1. This Project

      2. All Projects in the parent program

      3. All Programs

   5. Click Create.

Best Practices

• Establish the appropriate type of response field according to the specific use case.