A Connect web survey is a web-based form used to gather information from
your customers. Customers answer survey questions online and the responses are either stored
in the Connect database or passed to another system. Surveys are used to generate and qualify
contacts as well as automate tasks like subscribing people to lists or registering people for
events.
Surveys at a Glance
A survey is an HTML form that resides on your company's web
site. Connect allows you to:
- Create online surveys
- Add and configure survey rules (e.g. a question can be configured to get the customer
to answer follow-up questions based on the initial response)
- Deploy the survey to the web
Surveys are made up of three parts:
- Survey Fields: Fields provide a place for the user to enter data on the form
(e.g. text field, radio button)
- Survey Rules: Rules process the survey data and can perform various actions
based upon the responses submitted in the survey
- Survey Deployment: The deployment prepares the survey for use and allows the
survey to collect information
Survey Types
There are two types of survey:
Generic and
Customer. The type of survey selected determines which items you
are able to control with the survey rules:
- Generic: Generic surveys make no assumptions as to who is submitting it, allowing
any user to access the survey and respond to it. Generic surveys are typically used for
creating new customer records for prospective customers or matching customer to existing
customer records.
- Customer: - Customer surveys are used to target responses for specific customers.
Use the customer survey to engage with existing customers with event or list registration,
and message or event requests. Customer surveys have access to customer information that
can be used in the survey rules.
