Here's a quick step by step guide to set up a Survey Campaign.
Survey campaign is now built to support branch style surveys where you can send fans directly to a a specific follow-up question based on their answer and carve out different paths for your fans to get even more in-depth with your audience and their preferences.
The additional features added to Survey Campaign will empower your team to extract actionable insights from complex questions, map out a clear survey, and streamline the fan-journey to survey completion. Previously, a follow up question was tied to one question. Now, follow-up questions are their own independent questions that you get to drive fans to from whichever questions you like and create unlimited follow-ups based on fan answers.
When to use Survey:
There are many ways you can utilize survey to your advantage such as:
- sending a survey post event to ask fans about their experience
- collecting first-party data
- engaging directly with fans to gain their feedback
- asking more detailed prospecting questions
- understanding fan preferences and behaviours
We're outlining some campaign-specific details below. Follow this guide for more info on General Setup and other campaign basics.
Content
To set up survey questions and answers, follow these steps:
- Click Add Question
- Choose your Question Type
- Select where you want to send your fans to after this question
- Input your question, and add a image (optional)
- Input your answer (s)
Branch Survey Functionality
Let's walk through an example of the Branch Survey functionality.
Here we are surveying sports fans in our audience to learn more about teams they support and their level of fan engagement including purchasing behaviour.
1. We begin by clicking Add Question
2. Our first question is "What is your favourite sport to watch?" and including three popular sports as possible Text Choice answers
3. Continue creating all questions
All questions need to be created before you can assign branch destinations. When you click into the Send Fan To field, a dropdown menu will display all existing questions and you can only select a destination from existing questions in this menu
4. Assign Send Fan To destination questions
5. After making their selection, fans will proceed into a specific branch of questions that differ from the options for other sports
6. For example, any fans that select basketball as their answer for Question 1 will skip the following questions and be sent to Question 4 "What is your favourite NBA team?, regardless of the question number order
7. You can quickly see where your branches are going by hovering on a branch icon in your question list
8. If you don't need to use the branch functionality, simply create your questions and ensure they are all set to send fans to Next Question and they will move through the question sequence in order without any branching.
Necessary Assets for Each Question Type
Note: Due to the branching logic in our survey campaigns, it's not possible to display all questions on a single page.
Before publishing your campaign, be sure to review our Campaign Publishing Checklist for a smooth launch.
Still need assistance? Please reach out to your Customer Success Team or contact support@tradablebits.com