Ask Now
Ask Now adds some temporary questions to existing surveys, which are displayed together on a new page of an existing survey. Adding questions quickly and easily allows you to get rapid feedback about new ideas.
Ask Now is particularly helpful to:
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Dive deeper — Capture feedback about an issue being actively discussed. The ability to add questions within minutes makes this type of research possible within Medallia Experience Cloud.
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Test new concepts — Gauge survey takers' reactions to pilot programs before introducing them on a larger scale. Validating the success of pilots with Ask Now minimizes the risk and cost associated with trying out new ideas.
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Empower the organization — Cater questions to a unique respondents base, such as people who visit certain stores. This flexibility can be especially helpful if the company caters to multiple markets and has multiple brands or franchises.
To use and access Ad Hoc surveys, see Access Signal capture.
Add Ask Now to a survey
Ask Now questions are displayed together on the Ask Now page of an existing survey, occupying their own separate page. There is no limit to the number of Ask Now pages you can run at once; when a survey taker qualifies for more than one Ask Now, Experience Cloud randomly assigns a single one to them. You can restrict each Ask Now to a specific survey or audience, for example, premium members who have visited a specific store.
For more information, see Ask Now page.
Ask Now screen
The Ask Now screen lists all the available Ask Now for that particular company instance. Items with unpublished changes show a red dot on the left side of the list. Ask Now are sorted by the last modified date and can be filtered by the feedback status.
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Details pane
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Details pane menu
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Search bar
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Filter
Details pane
Click on an Ask Now to reveal its details pane, which shows:
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Has responses — Shows whether the Ask Now questions have responses.
Status — By default, Ask Now is always created as Draft and remains the same until activating it. To appear as Active, Ask Now needs to be completed and without errors, as established in Summary. Making any updates or changes to an active Ask Now makes its status to change back to Draft; deactivating Ask Now changes its status to Inactive.
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Parent survey — Surveys which contain the Ask Now questions.
Base language — Base language defines the language the Ad Hoc survey content is written in. When translating an Ad Hoc survey into other languages, base language works as the source language or original language.
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Created — The date and user that created the survey.
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Last modified — The date and user that last modified the survey.
Details pane menu
- Edit Ask Now details
- Edits the survey details such as name, description, and base language.
- Duplicate Ask Now
- Creates a new Ask Now by duplicating the selected Ask Now. When duplicating, fields from the original Ask Now are re-used. This means: some edits (e.g. text changes) will be reflected in the original and duplicated Ask Now), translations are also shared so any updates to translations will be reflected in both places.Restriction: You cannot duplicate your Ask Now when:
The original Ask Now has more than 20 questions. See Create Ask Now questions.
The original Ask Now contains assets that are no longer available (for example: an inactive unit, or field).
- Deactivate/ Activate
- Only for Ask Now in Active status. Deactivating Ask Now changes its status to Inactive and stops collecting responses.
Create and manage Ask Now
Complete these steps to create a new Ask Now:
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Click New Ask Now.
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Enter the survey name.Note: Name must be unique; it can contain numbers and letters but no special characters.
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Optionally, enter a description to identify the Ask Now easily.
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Choose the Ask Now base language, which is the language the Ask Now questions are written in. For more information, see Base language.
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Click Continue to access the Ask Now editor.
Manage Ask Now
To manage an Ask Now, click Edit to access the Ask Now editor. Click the details pane menu to edit its details, view its fields, etc. See for more information.
Duplicate Ask Now
To duplicate your Ask Now, click Duplicate Ask Now on the details pane menu and enter a name for the duplicate.
On the details pane menu, click Duplicate Ask Now.
Enter a name for the new page.
Click Duplicate.
When duplicating an Ask Now, note that the duplicated page reuses the same question fields and choice sets from the original Ask Now.
Best practices when duplicating an Ask Now
When you need to modify shared questions or choice sets of the new Ask Now:
Copy the question — this creates a new field — to avoid affecting the original question.
Look out for the Shared banner, which shows when fields are already being used.
As an additional check, Experience Cloud shows a confirmation modal if your change will affect other Ask Now pages.
Get started
Get started displays an overview of all the necessary steps to complete an Ask Now configuration. From there, you can access:
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Distribution and audience — Choose the survey(s) to add the Ask Now questions to, and define the target audience that should get them.
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Questions — Choose the content elements to create the Ask Now questions.
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Translations — Choose the languages for Ask Now questions.
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Testing — Test the complete path before activating Ask Now.
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Summary — Review a summary of your Ask Now, go to any step to complete unfinished tasks, and activate Ask Now.
Ask Now editor
The Ask Now editor is the building area to access the different parts required to set up an Ask Now. Navigate through the editor as desired, clicking Back and Next, without the need of following a specific path. Additionally, you can click through using the left navigation pane.
