Editing a Survey

Editing a Survey

Once you have created a survey, you can set up the various options and features available based on your use case and customer journey. Any changes and setups configured under the survey editor window will automatically be saved.

Accessing the Survey Editor

  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. Navigate to the desired project folder

  5. Select an existing survey from the list. You will be redirected to the survey window.

Survey Name

Here you can enter a name that is used internally to identify a particular survey from a list of projects.
To edit the survey name, do the following:
  1. Go to the Survey editor page by following the steps under Accessing a Survey Editor above
  2. Under "Survey Name", enter the desired name of the survey

Survey Channel

Here you can choose the channel which you want the Survey to be taken in. Currently, the channels available are SMS, USSD, Echo Agent and IVR
You can choose employ one or a combination of these communication channels within the various engagements that you would create on the platform.
Want to learn more about channels? Read our detailed articles on SMS, USSD, Voice or Echo Agent
To set up the survey channel, do the following:
  1. Go to the Survey editor page by following the steps under Accessing a Survey Editor above

  2. Under "Survey Channel", select the desired survey channel.

Invitation Text

This an optional message sent to the respondent which is meant to introduce yourself to the respondent while also letting them know how long the survey is or if to expect an incentive.

Since the purpose of the invitation text is introduction, a clear call to action, for instance, "Reply with 1 to start" is needed so that the respondent knows how to get to the first question of the survey where actual data collection begins.
Any responses made to the invitation text are not recorded as a result to the survey since this functionality is not meant for data collection. Actual data collection only starts when the respondent replies to question 1 on-wards.

To set up the Invitation Text, do the following:
  1. Go to the Survey editor page by following the steps under Accessing a Survey Editor above

  2. Under "Invitation Text", enter the desired message that you wish to go out as the invitation text. Note a typical message on a feature phone will contain 160 characters

Thank You Message

This is the last message the respondent receives on completion of the survey.
To set up the Thank You message, do the following:
  1. Go to the Survey editor page by following the steps under Accessing a Survey Editor above

  2. Under "Thank You Message", enter the message that you wish to go out.

Re-Sends

Here, you can choose to whether or not you would like resend of the survey questions to go and specify the maximum number of resends of a question when a respondent sends an invalid response.
To set up re-sends, do the following:
  1. Go to the Survey editor page by following the steps under Accessing a Survey Editor above

  2. Under "Resends, enable or disable this setting by clicking on the check box

  3. Once enable, select the desired maximum resends


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