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Add a Survey via Default Web Survey URL
  • 18 Dec 2023
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Add a Survey via Default Web Survey URL

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Article Summary

Under most circumstances, you must generate a new survey interaction before delivering it to a customer. A Default Web Survey URL allows you to bypass that first step and deliver a web survey to any customer without generating an interaction first. When customers load a Default Survey URL, they will be taken directly to a web survey and an interaction will be created automatically when the survey is loaded.

NOTE

Surveys generated using this method are anonymous by default, but you have the option of applying any desired custom survey attributes, including potential identifying information. The last section of this article explains how to set such attributes.


Managing Default Survey URLs

Screen capture of Survey Advanced tab with Default web survey URL field highlighted

You can generate and access Default Web Survey URLs for individual surveys on the Surveys page.

Quick accessSurveys > Your Survey > Advanced tab

  • To create a new URL, click Generate URL next to the Default web survey URL field. The generated URL will be unique. 
  • If you would like to generate a QR code, click the QR code button.Screen capture of QR code buttonIn the modal window that appears, choose whether you would like the survey to appear with or without a greeting. You have the option to Print or Download the QR code.Screen capture of QR codes
  • To delete an existing URL, click Remove URL next to the field located back in the Advanced tab of the survey.
  • To regenerate a URL for security purposes, first remove the existing URL, then generate a new one.

Setting Survey Attributes with a Default Survey URL

The Default Web Survey URL accepts query string parameters, which you can use to set survey attributes on the web survey that is created. Refer to the list of survey interaction attributes in the API documentation or in the Survey Interaction Data Model for the name of the attributes to use in the URL.

EXAMPLE

The example Default Web Survey URL below includes several query string parameters. Loading this URL would automatically generate a new interaction with the attributes shown in the screenshot:

https://<domain>.surveydynamix.com/webhook/
web_survey/xyzd420-1234-11e8-xyz-abc2134a0?agent_id=johndoe&external_ref=
ABC123ABC123&call_type=Customer%20Service&
CustomerName=Mrs%20Smith

As an example use case, you could show a survey to a customer automatically after a web chat has ended. The system that handles the web chat could load the Default Survey URL at the end of the web chat while passing along customer data as survey attributes via query string parameters.


Screen capture of Interaction Details

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