Add a Survey via the User Interface

The Mindful Feedback user interface offers several ways to create and send new survey interactions (instances of a survey to deliver to customers). Each of the options described in this article uses the New Survey Interaction form to collect important information about the survey interaction before sending it, but each option has its own particular advantages.

This article covers the following three ways to add a survey interaction via the user interface:

  • Option 1: Open the New Survey Interaction form manually
  • Option 2: Use a pre-filled URL with query string parameters
  • Option 3: Use a webhook URL

Option 1: Open the New Survey Interaction Form Manually

The New Survey Interaction form allows you to manually enter the attributes of a survey interaction and send it when ready. There are two ways to access the form directly in the UI:

  • Click the Send Surveys link in the sidebar menu, or...
  • Click the Add Interaction button near the bottom-right of the Surveys page (Surveys > Your survey > Interactions)

image of the New Survey Interaction modal window

The New Survey Interaction form on this page allows you to enter all the necessary values for the mandatory and optional survey interaction fields. Use the following steps to complete the form:

  • Select an existing survey via the Survey dropdown menu.
  • Select the desired survey type from the Survey Method dropdown menu.
  • Enter values for all required attribute fields, such as the Email Address and Phone Number. Different fields will be required based on the selected survey method.
  • If needed, click Add Custom Attribute to attach additional attributes to the survey interaction.
  • Click Send Survey when finished to trigger the selected survey.

Option 2: Use a Pre-Filled URL With Query String Parameters

The New Survey Interaction page accepts query string parameters in the URL. Rather than clicking the Send Surveys link in the UI (which will load the URL <subdomain>.surveydynamix.com/interaction/new), you can load the same URL directly with query string parameters appended. This will load the page with all of the necessary fields pre-filled and ready to submit.

This method of adding survey interactions can be useful if you wish to use the form to manually send surveys often with the same attributes.

Example

The following example shows a pre-filled URL with the following parameters appended:

  • survey_type: sms
  • phone_number: 330-555-1234
  • agent_id: John Doe
  • external_ref: ABC123
  • call_type: Customer Service
  • CustomerName: Jane Smith
https://<domain>.surveydynamix.com/interaction/new?survey_type=sms&phone_number=+13305551234&agent_id=John%20Doe&external_ref=ABC123&call_type=Customer%20Service&CustomerName=Jane%20Smith

After entering the complete URL in your browser (with the appropriate instance filled in), the New Survey Interaction form would be pre-filled as shown below:

example of configuring a new interaction

For a complete list of survey interaction attributes that you can pre-fill, see the API documentation or the Survey Interaction Data Model.

Option 3: Use a Webhook URL

Quick access: Surveys > Your survey > Advanced tab

If you have generated an Add interaction webhook URL, you can paste the URL into your browser to open the New Survey Interaction page. Anyone can use the URL to manually generate and send new survey interactions without authentication.

You can generate an Add interaction webhook URL for an existing survey at Surveys > Your survey > Advanced tab. Click Generate URL next to the Add interaction webhook URL field to generate a new URL.

The webhook URL offers more functionality than just this, as well. For more information on using webhooks, see Add a Survey via Webhook.

image of the add interaction webhook URL field