Surveys

Note: When you create your survey, an intro screen will always be created by default. You have the ability to edit and customize this screen to meet your requirements.

Note: If you only have one screen, you will not be able to delete it until further screens have been added.

• (A) By clicking here you can add and edit your text.
• (B) Click and drag to reorder your content (when additional content is added).
• (C) Click the bin to delete your content.

• (A) By clicking Existing you can access all your existing data capture fields that can be added to the survey.
• (B) Clicking Create allows you to add new data capture fields as well as survey questions to your screen.

• • Scrolling down you will see the available data capture fields as well as the survey question types that are available to be used.
  • Click on your desired question type to add it to your screen.

• • You will now be able to edit your survey question.
  • (a) Checking this box allows you to create a Contact Property for this survey question. When users submit their answers, this will be automatically added to their contact profile.
  • (b) You can choose to make the question a Required field by checking this box.
  • (c) Within the label box type in the question you are asking end users. This will be publicly visible.
  • (d) Give your question a Unique_ID this will not be publicly visible but will be used to identify the question when syncing with integrations.
  • (e) Within this section, you will be able to further customize your question and answering experience, depending on the question type.
  • (f) By clicking the Advanced dropdrown, you will have the ability to make the field Read-Only, Hide the field if the contact already has a value for it, Pre-fill with data from the contact profile as well as advanced question customization.
  • (g) Click Add to finalize adding the question to your screen.

Note: When you add more screens, additional buttons will be added to allow users to navigate between questions as well as submitting when it's the final question. You still have the ability to customize these buttons.

Note: You also have the ability to publish your survey by clicking the three dots next to the survey (accessed via the Survey tab within the Hub).

Here you can also copy the survey URL. It is recommended that you do this before setting up recipients or communications. This then gives you the ability to include the URL in communications if required, or directly share the URL through other channels for distribution.

Copying the URL also gives you the ability to view and test the end user experience prior to distributing.

• (A) Here you can search for contacts you would like to receive the survey.
• (B) If you'd like to filter the contacts (ie. based on a list) you can click here.
• (C) Tick the checkbox for all recipients you would like to distribute the survey to. This contact data is pulled directly from your contact list within the Komo CRM. You can also check the top checkbox to select all contact in the displayed list.
• (D) If you need to add additional contacts who are not currently in the list click here. This will take you to the CRM where you can add more contacts. For more information on adding contact, please read this article.
• (E) Once you have selected your recipients, click Next.
  
  
  • (a) To add email communications, click + Add email. For more information on creating email communications, please read this article.
  • (b) By clicking the down arrow, you can also (c) Add SMS communications. For more details on creating SMS Communications, please read this article.

Note: When creating communications, you can paste the {{targeted_survey_link}} link token within the body text or use it within a button. This will generate a personalized link for each recipient, allowing individual tracking. Alternatively, you can include a generic URL (copied in Step 5).

• • (d) If you choose not to set up communications, you can click skip.
    
    
    
  • Once you have set up your communications you can click Add recipients.
  • The recipient has now been created. Once they have completed the survey, you will see a Completed tag under the Completion Status tab.

Note: Recipients will be distributed the communications as soon as you confirm that they should be added to the survey.

If you need to edit, add, or send follow up communications, you can do so under the Communications tab in the left-hand menu.

Note: If you request any customer data throughout your survey (ie. first name or email) or send the survey using the recipients tab, you will be able to see their responses on the CSV export and individual Contact Profiles within the CRM. If you don't request any customer data, and send the survey using the generic survey link, all responses will be anonymous.

One last note: 

At Komo, we pride ourselves on not only the results our clients achieve with us but the service they receive whilst bringing their hubs to life. 

If you ever have any questions about an upcoming activation, how you can best utilize Komo to get the best possible outcome or just a general query, please don't hesitate to reach out to your Customer Success Specialist or email us at support@komo.tech

 

We also love your feedback, so please let us know if this article helped you by selecting from the options below. 

 

Louis Docherty 

Head of Customer Success