Advanced Options of a Survey

Advanced Options of a Survey

In the Survey Editor, there are advanced options options features that you can set up for a survey based on your ideal customer journey.

Accessing the Advanced Options of a Survey

  1. From the Left hand menu, navigate to Projects
  2. Click on “All Projects” in the sub menu
  3. This will open up the Project List
  4. In the project folder, choose the ‘Survey’ option by clicking on "Create New" or select an existing survey from the list. You will be redirected to the survey window.
  5. Click on “Advanced Options”

Send Auto-Reminder

Enabling this feature, allows for an auto reminder to be sent in case the survey is not completed. 

To enable or disable Auto Reminder do the following:

  1. Go to the Advanced Options by following the steps under Accessing the Advanced Options of a Survey above
  2. Enable or disable Auto-Reminders by clicking on the checkbox. Auto-Reminder setting will automatically be saved.

You can send an auto reminder to the contact who have been invited to the survey and:

  • Have not completed - this caters for any contact to who the last question of the survey has not been sent to. This option caters for both of the following set of contacts, that is, those who have not started and those who have started but not yet completed.
  • Have not started - this caters for contacts who have received the first message of a survey but have not responded. This set of contacts can be said to be in the invited status in a group.
  • Have started and not yet completed - this caters for contacts who have responded to at least one question of a survey. This set of contacts can also be said to be in progress of a survey.

Enable Scoring

Enabling this feature, allows you to award points to different responses/ answers based on a scoring system.

To enable or disable scoring, do the following:

  1. Go to the Advanced Options by following the steps under Accessing the Advanced Options of a Survey above
  2. Enable or disable Scoring by clicking on the checkbox. Scoring setting will automatically be saved.
  3. Once enabled, select the desired custom field that you would wish to hold  the scores under the “Store Field”

Allow Anonymous

Enabling this feature, allows respondents to send in information, without it being tied to their profile.

Only works for Echo Agent and Web.

To allow anonymous surveys, do the following:

  1. Go to the Advanced Options by following the steps under Accessing the Advanced Options of a Survey above
  2. Allow or disallow Anonymous Surveys by clicking on the checkbox. Anonymous Survey setting will be saved automatically.

Entity Survey

Enabling entity survey feature allows you to link survey responses to specific entity IDs.

This only works with Entities. Contact support@echomobile.io to learn more about Entities

To set up an entity survey, do the following:

  1. Go to the Advanced Options by following the steps under Accessing the Advanced Options of a Survey above
  2. Set up the survey as an Entity Survey by clicking on the checkbox. Entity survey setting will be save automatically.

Contact Invite Buffer

Enabling this feature allows you to make restrictions on how many times a respondent can take a survey.

To set up the Contact Invite Buffer, do the following:

  1. Go to the Advanced Options by following the steps under Accessing the Advanced Options of a Survey above
  2. Click on “Contact Invite Buffer” and select the desired option

Are you using the invite buffer? Make sure to set restrictions on how many times a respondent can take a survey on the ‘invite buffer’. This to prevent the same respondents from taking the survey (if the survey is triggered by a key word) more than once since there is an active incentive upon completion of the survey. This can run up the cost of airtime sent out as an incentive.


Are your respondents opting in? If so, make sure to set a limit and inform stated in the how to section. Note that in some cases, where this airtime reward is publicized, members of the public may take advantage as they can easily opt in given the information and take advantage of the airtime incentive.

Incentives

Airtime Incentive

An optional airtime transfer can be sent to a respondent upon receiving/participating in a survey(invitation incentive) completing a survey(completion incentive). Set this to 0 if you do not want to send an incentive.

Airtime incentives on Echo Mobile only work on 2G services which are SMS, IVR and USSD and is not available with the Echo Agent app

To set up an airtime incentive on a survey, do the following:

  1. Go to the Advanced Options by following the steps under Accessing the Advanced Options of a Survey above
  2. On “Invitation Incentive”, enter the desired incentive amount.
  3. On “Completion Incentive”, enter the desired incentive amount.

Mpesa Payments Incentive

Incentives can also be offered via M-PESA top up. How this works on the contact side is that  once a respondent completes a survey, they will receive a message from M-PESA with a debited amount to their M-PESA account.

To set up Mpesa payments on a survey, do the following:

  1. Go to the Advanced Options by following the steps under Accessing the Advanced Options of a Survey above
  2. Under “Payments”, enter the desired amount that you wish to be debited to the contact’s MPESA account once the survey is completed.

In Kenya, Echo supports M-PESA incentive payments on Safaricom network up to a maximum of KES 1,000 per transfer. Echo Mobile charges 3% of the transaction value. An M-PESA transfer fee of Kes 15 (for registered and unregistered M-PESA recipients) is also charged for each transaction. 

Completion Limit

This feature will block invites to a survey if a certain number of surveys are completed. This feature should be ideally set up when using incentives and Mpesa Payments. Set a completion limit for the survey according to the incentive budget you would have set.

Note that in some cases, where this airtime reward or payments is publicized, members of the public may take advantage and this will block invites to go out passed the limit set.

To set a completion limit, do the following:
  1. Go to the Advanced Options by following the steps under Accessing the Advanced Options of a Survey above
  2. On Completion Limit, enter the desired completion limit.

Invite Expiration and Handling

Invite Expiration Hours

This determines how long a survey remains active on a respondent’s phone from the first time they received the invite.

To set the Invite Expiration period, do the following:

  1. Go to the Advanced Options by following the steps under Accessing the Advanced Options of a Survey above
  2. On “Invite Expiration”, enter the desired number of hours.

Expiration Message

When set up, the message will go out once the set number of hours under Invite Expiration have lapsed

To set up the Expiration Message, do the following:

  1. Go to the Advanced Options by following the steps under Accessing the Advanced Options of a Survey above.
  2. On “Expiration Message”, enter the message that you wish to go out to contacts once the survey has expired.

Protect Survey

This feature allows you to add an extra level of security where the survey will be protected from deletion unless an Account admin changes its status to ‘unprotected’.

To  protect a survey, do the following:

  1. Go to the Advanced Options by following the steps under Accessing the Advanced Options of a Survey above
  2. Protect or Unprotect the survey by clicking on the checkbox. Protect settings will automatically saved

Labels

Labels are used to segment your respondents. The invite label will sub-group them based on who received the survey invite while the complete label segments them based on who completed the survey.

To set up Invite and/or Compete Labels, do the following:

  1. Go to the Advanced Options by following the steps under Accessing the Advanced Options of a Survey above
  2. Under Invite Label, type the label you wish to be applied to respondent upon receiving an invite of the survey.
  3. Under Complete Label, type the label you wish to be applied to respondent upon upon completing the survey.







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