The General Survey Settings equip administrators and survey designers with adjustable parameters to oversee survey response gathering, maintain data integrity, and personalize survey processes. This functionality enables users to define protocols for survey response management and the utilization of tailored data fields.

The following settings are available in the Survey Settings:

• Allow Completing Survey Later: If activated, unfinished submissions are saved as drafts and can be monitored in the "Responses" section.

• Quota Setup: In survey configurations, a quota acts as a cap on the quantity of responses accepted from particular respondent categories, as determined by user-defined criteria. This mechanism aids in attaining a balanced or regulated data sample from target demographics.

• Quarantine Rule Setup: The Quarantine Rules module controls how often and when survey invitations are sent to contacts. It sets limits on the frequency a contact can be invited within a specific timeframe, which helps to improve the quality of responses and the overall experience for participants.

• Link Hierarchy to Response Field: This functionality connects the established hierarchy with corresponding responses, simplifying access and analysis of pertinent data for teams at various organizational levels. This organized method guarantees the efficient application of feedback data throughout diverse survey initiatives.

• Data Masking: The Data Masking Templates functionality enables users to utilize ready-made templates for masking confidential data within responses. These templates are useful for ensuring adherence to data privacy laws and protecting sensitive information against unauthorized access.

• Response Custom Fields: These fields save external metadata related to each survey answer. They add extra context, which helps with data analysis and gives better insights.

• Transaction Fields: Transactions, which are specific to Customer Financial Management (CFM), are contained within a user's profile and record data about interactions between the customer and the brand. Every interaction results in metadata that is stored as a separate transaction.

Business Use Cases

• Enhancing Workflow Efficiency with Custom Fields: Custom fields enable the customization of surveys based on factors like customer segments, purchase history, or service interactions. This allows for personalized survey distribution, ensuring that each customer receives surveys that are both relevant and timely, which in turn enhances the quality of responses and boosts overall engagement.

• Enhanced Security: Masking templates helps to guarantee the secure management of confidential survey information. This feature reduces the likelihood of data compromises and helps maintain compliance with privacy laws, ultimately boosting confidence and adherence throughout the company.

• Improved Data Accuracy: By connecting external metadata to survey responses, you can obtain more refined insights. This process ensures that survey results are more precise and consistent with important organizational benchmarks, thereby enhancing the trustworthiness of data-informed decisions.

Prerequisites

The Survey Settings feature is now generally available in Survey withing CFM Application.

Setting Up Survey Settings

• Allow Completing Survey Later: Go to the Response Settings option and Toggle the option to allow respondents to resume surveys from where they left off. This will also be recorded under response marked as “Partial Responses”.

  

• Quota Setup: Click "View Quotas" & create the quota from there to restrict the number of responses based on specific profile criteria. Refer to this article for more details.

  

• Quarantine Rule Setup: To create spam response filtering policies, choose "View Quarantine Rules." To configure a quarantine rule, select "Create Rule." Refer to this article for more detials.

  

• Link Hierarchy to Response Field: Select "Create Mapping" to map survey responses to hierarchical data. Refer to this article for more details.

  

• Masking Data: Navigate to Survey Custom Fields and then access Masking Data and add mapping in the survey or question. Refer to this article for more details.

• Transaction Fields: Navigate to Survey Custom Fields and go to Transaction Fields. Click "View Fields" to create and manage fields that capture metadata for survey responses. Refer to this article for further details.

  

• Response Custom Fields: Navigate to Survey Custom Fields and go to Response Custom Fields. Click "View Fields" and then click “Create Custom Field” to create custom fields for storing values derived from responses. Refer to this article for more details.

  

Survey Settings can be tested in the following ways:

• Allow Completing Survey Later:

  • Start a survey and exit midway.

  • Reopen the survey link to verify that it resumes from the last saved point.

• Quota Setup:

  • Configure a quota and distribute the survey.

  • Ensure responses are restricted based on the set criteria.

• Quarantine Rule Setup:

• Distribute a survey with quarantine rules in place.

• Verify that survey is sent within the set limits.

• Link Hierarchy to Response Field:

• Map a survey response field to a hierarchical ID.

• Confirm that the mapping reflects correctly.

• Transaction Fields:

  • Create a transaction field and verify its appearance in survey distributions.

• Response Custom Fields:

• Create a custom field and confirm that it stores values correctly based on survey responses.