Summary

• A survey is a list of questions aimed at extracting specific data from a particular group of people. For Example, data collection surveys collect information from a targeted group of people about their opinions, behavior, interests, or knowledge.
• This enhancement enables the Administrator to set up a survey for all the users as per the required conditions.
• The number of survey questions and users can be defined by the Administrator.
• The administrator has the facility to enable or disable the survey if the user doesn’t complete it within the selected duration.
• This survey can help our clients to understand customer behavior and, based on that, they can analyze customers' data and make a plan for their future businesses.

Navigation: Loyalty > Survey

The first noticeable modification is shown here in the survey duration, which used to be static but has now been centralized and a standard practice of date and time is set by the administrator.

Configuration

• Click Create Survey. The system displays the survey page as shown in the image below, whereby, providing all the details, a survey can be created.
  
• To create a survey, you need to provide the information on 4 different pages as shown below:
  1. Survey Information
  2. Survey Eligibility
  3. Sections & Questions
  4. Survey Benefits
  5. Survey Theme

Survey Information

• On this page, you need to provide the information related to the survey i.e., name of the survey, description of the survey, any image related to the survey, type of the survey, etc.
• By adding detailed descriptions and images of the survey, the users can easily understand the survey and they can participate in it.

Survey image incorporation in survey information: 

A survey image option allows you to directly upload an image from your local directory here, as well as provide the image URL if required.

Add Image URL:

• Image URL: Enter the URL of the image to be included in the poll.
• Image Caption: Enter an appropriate caption for the submitted image.
  

When you click Save, your choices are going to be submitted to the survey.

In the survey information page, you need to provide the following details:

• Survey Name:

- Add the Survey Name / Title to the input field box. For example, Feedback surveys, Product Surveys, etc.

• Survey Description:

- Add a short description of the survey.

• Survey Image URL:

- Through this field, you can add a survey image url.

• Survey Sequence:

- This field is useful in the case of multiple surveys. Through this field, you can give a sequence for a different survey.

• Survey Type:

- This field allows you to select a particular survey type. For example, we have the following types of surveys:

In the survey type, as of now only the General Survey function is working ( rest of the options will be enabled in the future enhancements )

• Duration:

- This field allows you to set the survey duration i.e. From date and to date.
- The survey will be visible/available for this specific period.
- If you don't set any survey duration, then the survey will be available all the time.

Survey Eligibility

• This option allows the Administrator to set survey eligibility criteria for the users. If a user meets the criteria, then he/she will be eligible for the survey.
• After clicking on the “+ AND button, a Rules and Rules Type box will be displayed through which you can set survey eligibility criteria.

In terms of functionality, there has been no significant change in survey eligibility. However, the UI has undergone some aesthetically pleasing modifications.

The following is an illustration of the modifications to the user interface:

• In the Rules and Rules Type, you will have the option to select eligibility criteria for the survey. There is no limitation on the number of surveys, it totally depends on the requirements.
• For example: In the image below you can see that those users who are part of Action 2049) will be eligible for the survey.
  

Advanced Eligibility Period

Once this flag is enabled, you can set the following parameters:

1. The limit for Survey Submission: By enabling this flag, you can set a limit for the number of submissions for the survey. For example, if you want only 500 submissions, then in the limit box, you need to enter 500 (as shown in the above image). The limit is a required field.
2. The limit for User Submission: Number of times a member can give the survey. For example, if you want, a member can submit the survey twice, then in the user submission limit box, you need to enter 2. (as shown in the above image).The limit is a required field.
3. Eligibility Type: It defines the time after which the survey will expire. For example, in the above image, you can see that the survey will expire in 10 days (from the date the user becomes eligible for the survey).
4. Re-Eligible After: Through this feature, you can provide the opportunity to re-submit the survey to those members who have not given the survey. For example, in the above image, you can see that those members who have not given the survey, will be re-eligible to submit the survey after 5 days of the survey expiring date.

Sections & Questions

• On this page, you can create many sections as per the requirements and under a section different types of questions can be added.
• Once you click on the Add Section button and provide the required details, a section can be created.
  

When you click Add Sections, a new section type is added.

In the section types drop down menu, there are two options:

• Single Submission: This enables you to respond to questions one by one. For instance, if there are five configured questions, the survey accepts answers for one question at a time, and then proceeds to the next in sequence.
• Multiple Submission: This enables you to answer all the questions simultaneously, allowing for bulk responses. For instance, if there are five configured questions, you can answer all of them in a single submission, akin to a form summation.
  

When you add a section to the user interface, you have the option of including various questions in the section. The new features allow you to incorporate an image with the questions and answers you want to include in the survey. The method for adding an image to this section is the same that was mentioned above. The image URL has been replaced by image upload functionality.

When you click Upload Image, a pop-up window with two sections appears:

Upload Image: (for questions & answers)

• Select image: Choose the image you want from the local directory.
• Image Caption: Enter an appropriate caption for the submitted image.
  
  

Add Image URL: (for questions & answers)

• Image URL: Enter the URL of the image to be included in the poll.
• Image Caption: Enter an appropriate caption for the submitted image.
  
  

When you click Save, your choices are going to be submitted to the Question & Answer section.

Using the three options provided, you can customize the photos to meet your needs.

• Crop: Using this option, you can crop the photographs to your specifications.
• Circle: Use the circle tool to highlight or mark an essential portion of the image.
• Rotate: Use this option to rotate the image to a horizontal or vertical position.
  
• If you check the Enable Input for other Option box, the input field will be able to take custom responses in addition to the one provided.
  

The illustration below depicts the new steps added after customs responses are allowed.

• For example: In the image below, you can see that after providing the section information, a section i.e., Section 1 has been created.
• In section 1, by clicking on the Add Question button, you can add multiple questions as per the requirements.
  

While adding a question, you can find the following fields:

1. Adding Question: Under this field, you need to provide the question and its options in the blank space.
2. “+ “button: By clicking on it, a new blank box will be added into which you can enter one of the question’s options as shown in the above image.
3. “- “button: If you want to remove an option box, click on this button.
4. Select Option dropdown list: After clicking on the Select Option dropdown, you will have the following options through which the style of the Options box can be defined.
   
5. Is True: Through this option, you can set the correct answer for a particular question.
   

For example: If the check box is checked next to any options, then those options will be the correct answer to the question. In the above image, the correct answer is blue, so in the check box, you need to tick it.

• Adding Question tab allows you to add multiple questions. After adding one question, you have the facility to add the next question as shown in the image below. By providing all the required information and by saving the details, the next question can be added successfully.
  

Types of Questions 

You have a total of 7 types of questions under a section while adding a particular question as shown in the image below. Through this we can set different types of questions as per the requirements.

• Checkbox: A checkbox is a graphical user interface that allows the user to select multiple options, i.e. an option between one of two possible mutually exclusive options.
  
• Radiobutton: A radio button is a graphical control interface that allows the user to choose only one of the options among the multiple options.
  
• Scale: In this you can provide options in a range of value. For example : The age range can be provided as 0-25,26-50,51-75,76+ etc. as shown in the image below.
  
• Text Box: A text box is a graphical user interface in which a user can enter the answer in text format. It is used for smaller single-line input text.
  
• Text Area: In this field you can also provide the input in the form of text. It is used for longer texts, like messages.
  
• Dropdown: A drop-down list is a graphical control element, similar to a list box, that allows the user to choose one value from a list.
• Upload Photo: This question type allows the member to receive/upload the photo/images from the users. Currently, as we are not managing the front end, we will receive/accept the image URL in the API Payload. We are not storing the images on our end. Also, we are not verifying/validating the images/photos on our end. We do not have any approval/disapproval provisions either.
• In the Editing question section, you have the following facility while adding a question:

All the below-mentioned features you can see in the image below.

1. Enable Input for Other Option : This feature allows the member to provide a different answer to a particular question apart from the four options provided. Once this feature is enabled, then the fourth option of a question will work as other options.
2. Required: Once this feature is enabled, then the question will become mandatory. It can not be skipped.
3. Status: It provides the status of a particular question, i.e, the question is active or inactive.
4. Shuffle Options: Through this facility we can shuffle all the options of a question so that the order of the options will be different for each member.
5. Goto Question: Based on the options selected in a question, we can direct the members towards their area of interest. For example, if a member has an interest in the marketing field, then the questions related to the marketing area will be displayed in front of him/her.

In the answers section above you may hold on to an answer that you want to add to the survey question and drag and drop to adjust its position in the numbered sequence. When you drag and drop an answer to modify its place, a pop-up alerts you and asks you to confirm the change. To alter the sequence and save the changes, click YES.

Audit Log

All of your survey activities, such as altering options and deletions, which were previously labelled with numbers 0 and 1, now have clear explanations in the audit log.

Additional Benefit Settings

• Under the section page, you can provide sectional benefit to the member. After clicking on the section edit button, you will be directed to Additional Benefit Settings as shown in the below image.

• In the Additional Benefit Settings, you can provide two types of benefits, i.e, Points or Reward Coupon.

Scenario 1: When Points are selected as a benefit type.
Once you select points as a benefit type, you need to provide the following details:

1. Points: Number of points the user will get once he/she completes the section.
2. Reason: You need to provide the reason for awarding the points.
3. Points Expire in: It shows the number of days after which the benefit will expire.
   

Scenario 2: When a Reward Coupon is selected as a benefit type.
Once you select a reward coupon as a benefit type, you need to provide the following details:

1. Reward: Select the reward type from which you want to give the benefit.
2. Reason: Provide the reason for awarding the benefit.
   

Note: Apart from the above feature, you have the following features which also will be enabled in upcoming enhancements.

1. Display Result on Submission with Answers: Once the user submits the survey, then all the responses provided by him/her will be displayed.
2. Enable Preview: Through this feature, the user will have the facility to see all their question’s responses before submitting the survey.
3. Enable Quiz Timeout: You can set a fixed time to complete all the questions. In the image below, you can see that you have the facility to set, time in hours,minutes and second.
   

Survey Benefits

• On this page, you have the facility to offer a reward for those users who have successfully completed the survey. Once you enable the survey benefits button, the following image will be displayed.
• You can provide two types of benefits, i.e, Points or Reward Coupon.

Scenario 1: When Points are selected as the benefit type
Once you select points as a benefit type, you need to provide the following details:

1. Points: Number of points the user will get once he/she completes the survey.This is a required field.
2. Reason: You need to provide the reason for awarding the points.
3. Points Expire in: It shows the number of days after which the benefit will expire. For example, in the image below, you can see that the benefit will expire after 10 days.
   

Scenario 2: When Reward Coupon is selected as the benefit type
Once you select a reward coupon as a benefit type, you need to provide the following details:

1. Reward: Select the reward type from which you want to give the benefit. This is a required field.
2. Reason: Provide the reason for awarding the benefit.
   

Survey Theme

After completing all the setup, including survey information, eligibility, sections, questions, and benefits, you are able to customize the survey theme. This allows you to tailor the theme to your specific requirements and display it via a pop-up or on a different page by providing the page URL. On the Survey Theme tab, you need to choose a theme from the drop-down menu that you created during the theme creation process. If you do not select any theme, a default theme is applied.

The following steps must be followed if you want to create or edit a theme:

Process for Creating and Editing Survey Themes

In the survey, there is a feature to add a theme based on the client's request. Depending on the selected theme, all the survey questions are displayed on an external or pop-up page. If an administrator does not select a theme, the default theme is automatically chosen.

Navigation: Loyalty > Products > Survey > Survey Theme

• Click Create New Theme, add a theme name in the displayed pop-up, and then click Save to see the theme preview where you can edit the theme.
  
• To modify the theme structure, click Edit.
  
• After clicking Edit, you will see a page with eight options to edit the created theme. On the right-hand side, there is a preview box where you can see the theme preview after making modifications to the theme options.
  

Option 1 : Survey Name Display Settings

• You can use this feature to edit the Survey Name settings, including the size, color, and placement of the Survey name on the theme page.
  1. Display On: Choose to display the survey name on the first question of each section by selecting "Select First Question For Each Section". If you want to display the survey name on each question, choose "All Questions". If you don’t want to display the survey name on any question, select "Do Not Show" from the drop-down menu.
  2. Font Family and Size: Choose a font family from the drop-down menu and specify the size of the survey name.
  3. Style: Define the style for the survey name, such as making it bold by clicking on the “B“ box.
     

4. To save all the changes to the theme page, click the Save button.

Option 2 : Survey End Display Settings
This option is used to configure the display settings of the message that appears once the survey is completed by the loyalty member.

1. Conclusion Message Setting: Configure the conclusion message’s font family, size, and style using this option. For example, in the image below, you can see that the font family of the conclusion message is Arial Black, the size is 30, and the color is green. This message will appear only when the loyalty member completes the survey.
   
2. Benefits Message Setting: This option lets you set the benefit message's font family, size, and style. This message will appear only when the loyalty member completes the survey.
   
3. Redirection Button Setting:
   Set the redirection button font family, size, style, button color, border, and corner box radius using this option. You will have the option of redirection button when the loyalty member completes the survey. This option is only used when the loyalty member completes the survey.
   

To save all the changes to the theme page, click the Save button.

Option 3 : Question Display Settings

You can customize the appearance of the survey question using this option to set the font family, size, and style. In the image below, you can see that the question's font family is Arial, size is 26, the font color is blue, and the alignment is to the left of the preview box.

To save all the changes to the theme page, click the Save button.

Option 4 : Answer Display Settings

This setting allows you to determine how answers are displayed, including the number of answers per row, font style, size, and alignment. As shown in the image below, two answers are displayed in a row based on the selected options. The font family is Arial, size is 12, the fontcolor is red, and the alignment is left.

To save all the changes to the theme page, click the Save button.

Option 5 : Skip Button Display Settings

This setting is for customizing the skip button's font family, size, and style. You can also choose to enable or disable the skip button. If the skip button is disabled, no skip button settings will be available. The skip button will only appear for optional questions and not for required questions.

To save all the changes to the theme page, click the Save button.

Option 6 : Submit Button Display Settings

This option is used to set the font family, size, style, border, and radius of the submit button. The image below shows the submit button with the font family set to Verdana, size 14, and the color blue.

To save all the changes to the theme page, click the Save button.

Option 7 : Section End Display Settings

This setting is used to customize the display of the message that appears once a section is completed by a loyalty member. Here are the options available:

1. Conclusion Message Setting: This option allows you to set the font family, size, and style of the conclusion message. For example, the image below shows the font family set to Arial, size 30, and the font color is green.
   
2. Benefits Message Setting: You can use this option to set the font family, size, and style of the benefit message. This message will appear only when the loyalty member completes the section.
   
3. Continue Button Setting: This option enables you to customize the font family, size, style, button color, border, and corner radius of the continue button. This button will only appear when the loyalty member completes the section. Clicking this button will direct you to the next section.
   

To save all the changes to the theme page, click the Save button.

Option 8 : Pagination Display Settings

Using this option, a pagination feature is provided on the theme page. Once you enable the pagination feature, you will have the option to select pagination type. There are two types of pagination as shown below:

1. Numbered with Current and Total: This option displays the current page number and total number of pages in the survey theme. In the image below, you can see that the current page number is 1 and the total number of pages is 7. You can also customize the font family, size, style, and color of the pagination.
   
2. Progress with Percentage: This option shows a progress bar with the percentage of questions completed for the survey. In the image below, you can see that the member has completed 14% of the survey by answering the questions. Once the member completes the survey, the progress bar will show 100%. You can also customize the font family, size, style, and color of the progress bar with percentage. For example, in the image below, it has been set to green.
   

To save all the changes to the theme page, click the Save button.

Once you have created the theme by following the above process and selecting a theme from the drop-down list, you need to move forward and provide the following details to complete the survey theme customization process.

Survey View Type: Here, you have the option to show the survey theme page as a pop-up or on a separate page.

If you select the option as popup-based, then the survey theme page is displayed as a popup as shown in the image below:

If you choose the Survey View Type as Redirection based, when you click on the take survey button, you will be directed to a new page where you can complete the survey.

For instance, in the above-mentioned survey, if you want to complete the survey on a separate page and click take survey, you will be directed to the next page, as shown below. This is because the Survey View Type for this survey has been set as redirection based.

Redirection URL: This is the URL where the member will be redirected after clicking the "take survey" button.

Survey End Redirection Type:  This setting allows you to define a custom URL where members will be redirected once they complete the survey. It is useful when you want to guide members to a specific page, such as a thank you page, promotional offer, or any other custom destination, instead of the default dashboard. This helps create a more personalized post-survey experience.

Survey End Redirection URL: Provide the URL of the page where you want to direct the members after they've completed the survey.

If you choose to direct the members to the dashboard, they will be taken to the designated page upon completing the survey.

External CSS URL: This field allows customers to add their own custom CSS files in addition to the standard theme provided. It can be used to apply unique styling or override default design elements as needed.

After providing all the required information, click the Save button to save all the data.