Surveys screen

The Surveys screen lists all of the surveys available for that particular company instance. Surveys are sorted by the last modified date and can be filtered by Program. Use the search bar at the top of the list to search for a particular survey.

Details pane

Details pane menu

Click the details pane menu to:

Edit survey details

General details about the survey, such as name, description, and Survey distribution.

Duplicate survey

Creates a copy of the survey. Choose Copy all questions to duplicate the survey by generating new Question IDs for the survey questions, thus storing their response in a separate Feedback field. Select Reuse all questions to copy the survey using the same Question IDs from the original survey and store question responses in the same Feedback field. For more information, see Questions.

See all versions

List with information about all the existing versions of the survey. Click See all to open a new list, showing information about all versions of that survey. For more information, see Survey versions.

Upload version

Imports a survey version previously downloaded. For more information, see Download and upload versions.

Edit Translations

This takes you to the Translations editor which is the building area where you add, edit, and delete sections and content for surveys. For more information, see Translations.

The filter section on the Translations screen shows the following content and options:

• Asset type — Surveys

• Asset name — Name of the selected survey

• Language — Default

• Status — All translations

• Category — Default

Create and manage surveys

To create a survey:

Manage surveys

To manage a survey, click Edit to modify its content, or click Edit survey details on the details pane menu to modify its general settings.

Survey distribution

Surveys can distribute surveys using two different methods:

Personalized invitation

When a potential survey taker is identified from an invitation file, the condition under Personalized invitation is evaluated to determine what survey can be sent out. Your file (which lists the recipients that will receive the Invitation email to take a survey) needs a column for that field, with a value appropriate for each record (that is, each file row). When your file is processed, Experience Cloud compares the rule entered for Personalized invitation of each survey to data in the file. When Experience Cloud finds a match, it builds a survey based on the Default version of the matching survey and then sends it to the recipient.

For example, if your company has several brands, you might want to send different surveys to customers of each brand. To do this, you first need a Brand field (e_brand) in your data to track your brands. If you want to send a survey only to customers of Brand 1, the rule for that survey will be Brand = 1. If you want to send a survey to customers of Brands 1, 2, and 3, you would specify a rule for that survey as Brand in {"2","3","4"}. For more information, see Logic, rules, and conditions.

If the fields in the condition exclude the survey from an Experience program, adding a field that is not part of the Experience program condition string relationship does not have a downstream effect in programs. However, if a field is added using the Any rule operator (OR operator), it would add that survey to other Experience programs. For example, take Survey program = B2B AND Account = present, where Account present is added: it does not impact Experience programs if Account is not part of the condition string relationship. Conversely, if it the condition is Survey program = B2B OR Account = present, there will be an impact since Account present could evaluate to true for any program.

Anonymous links

Anonymous links are used to deliver Anonymous surveys, which are generated with no prior knowledge of who the survey taker is. As opposed to personalized surveys, Anonymous surveys are not delivered via an Invitation email and do not require a distribution setting to send out the survey. Instead, survey takers reach the survey by clicking a link.

Watch this video to learn about survey distribution:

Survey editor

The Survey editor is the building area where you add, modify and delete pages and content for surveys. When you open a survey, the survey editor shows two main areas:

Pages and content

Surveys are organized into pages, which represent sections in the survey. For more information, see Survey pages.

Pages are made up of different content elements, such as the questions you want survey takers to answer. For more information, see Survey content.

Versions

Survey versions are save points of your work from a survey. A single survey can have multiple versions that can be used to test changes on a version before making it available to survey takers. For example, you might create a version of a survey for internal review, and then create another version with changes made based on review feedback.

For more information, see Survey versions.

Preview

Preview shows how the survey will look and feel for the survey taker. It presents exactly what survey takers would see, and allows you to answer questions, select options, and navigate through the pages in the survey. When previewing a survey, none of your actions in the survey are preserved, and do not affect reporting for survey responses submitted by survey takers.

For more information, see Preview.

Download

Download generates a file of the complete survey flow in its current state — either in .docx or .pdf formats — that can be shared and sent among collaborators to obtain feedback and suggestions.

For more information, see Download.

Survey settings

Advanced settings

Click Show advanced settings to reveal these properties:

Legacy surveys

For surveys created in older Admin Suite Surveys versions, you see these advanced properties: