Introduction to Survey Management

Mindful Feedback offers flexible options to deliver the most effective surveys for the right customers in the right channels at the right times. These options include:

• Multi-channel delivery: text (email, web, sms) or voice (inbound/outbound calls) for the same survey
• Customizable language or dialect
• Dynamically adjusted wording of text prompts via conditional statements

When designed effectively, you can present the same survey to users in any channel and in any language. The guides in this section cover the process of creating and managing surveys to create the most engaging and effective interactions with your customers.

Creating and Managing Surveys

To create new surveys or manage existing surveys, click Surveys in the sidebar menu.

To create a new survey, click Create New Survey. When adding a new survey, you will first see a list of templates to help you get started. Select an existing template that closely matches the purpose of your survey or select Blank survey to start without any predefined questions. To edit an existing survey, click its name in the list. If you do not see your desired survey in the list, you may need to use the navigation arrows near the bottom of the page to view more. To archive an existing survey, click the Archive icon next to your desired survey. In the modal window that appears, click Yes, Archive!  To restore an archived survey, choose Archived Surveys from the drop-down menu at the top of the Surveys page. Then click the Restore icon. In the modal window that appears, click Yes, Restore! NOTE Only Administrators have the ability to archive and restore surveys.