System Location: Survey
The steps below outline how to create a survey. Click the associated linked terms and articles to provide more details about the items.
Table of Contents
Survey Planning
- What type of survey? Deciding between a general survey, trivia, and poll set is necessary before creating questions.
- Where will the survey be issued? Trivia and polls cannot be offered at the Kognitiv Loyalty Kiosk or at enrollment.
- Will points be issued for participation? If so, a relevant transaction type needs to be created. Also, keep in mind that points are issued on a per-question basis.
- If it is a general survey set, will question pairs be utilized? Question pairs consist of two-part questions in which members are presented with a second question depending on their answer to the first. However, both parts of this question set need to be created as questions?
Create Questions
Main Article: Question
Create Question Pairs
Main Article: Question Pair
Note: Question pairs are optional and only used when a specific answer is dependent on a follow-up question.
Create Question Set
Main Article: Question Set
Posting the Survey
On the Customer Web Portal
Main Article: Portal Module Management
Each of the survey types have an identically named module (poll, survey, trivia) that must be added to the portal and configured, by binding the set to the module within the customer portal.
On Kognitiv Loyalty Kiosk
System Location: Survey / Program Question Settings
On Application Enrollment
System Location: Survey / Program Question Settings
