Configuring a Transactional Survey

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Are you going through life blind to your customer's experiences? Is it making you tired and irritable? Have you lost interest in everything else? There is a way out. Nine out of ten Product Consultants agree transactional surveys can help. Designed to obtain feedback after a transaction, now knowing how you're perceived is only a batched response away. Give your organization that extra bit of spark they've been missing by following the steps below. Creating a new survey? This feature is currently not available.

 
NOTE: Since Transaction IDs are required, transactional surveys must be set up in Pending status and cannot be anonymous.

1 Enable transaction IDs. With transactional surveys, it's likely that someone will answer the same survey multiple times. Because of this, just an email address won't be enough to distinguish between responses. You'll want to create transaction IDs.

Begin by selecting your survey. Click Settings in the blue navigation bar. Under Section Links on the left, click Configuration Options, then click Edit.

Check the box next to "Allow respondents to answer more than once," then "Require a unique ID for each response."
 
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Once you're done, click Save.

2 Double-check your targeted lists and Address Book. Do not add contacts to your targeted lists just yet. The Transaction ID import will do that for you. Also consider using more than one targeted list. This allows you to customize your message for every batch of invitations, and even set an automatic close date for each.

Since Transaction IDs can only be imported for contacts in your Address Book, you'll also want to ensure all respondents have been added.


3 Import the transaction IDs. Now you're ready to define the transaction IDs in bulk, then import them into Cvent.
 
NOTE: You can bypass this step altogether with API or HTTP Post. Interested in making your life easier? Contact your sales representative.

Click Manage Respondents in the blue navigation bar. Under Section Links on the left, click Transaction ID Import.

Click Download, and save the sample file.
 
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Do not delete or reorder anything in the first row. These are the column headers. All other rows should contain a First Name, Last Name, Transaction ID, and Email Address or Source ID. Keep in mind, the transaction ID must be unique.

After adding your data, save the speadsheet as a text file (.txt)

Back in Cvent, click Browse... to locate the file on your computer or network. Then click Next >>.

If applicable, select a targeted list and click Next >>.
Map the columns to Cvent fields, then click Next >> again. Give it a final onceover, then click Finish.

If your survey has multiple targeted lists, you will need to repeat this step for each one.

4 Import answers for your respondents, if necessary. Have ticket numbers or the name of a representative that you want to include with your respondents' answers? You can import the answers for your respondents and use the info for reporting purposes.

Create the questions, hiding them so that your respondents don't answer them on their own.
During the survey, your respondents will not see the hidden questions.

After your survey is moved to Test Status, import the answers you've already collected outside of the survey. Click Manage Respondents in the blue navigation bar. Under Section Links
to the left, click Answer Import, and click the second Download.

 
NOTE: Ensure the Transaction ID column is included.

Begin importing the answers, and in Step 2, switch "What will be the status of these respondents after the import is complete" to Partial Response to ensure they can still respond to the remaining questions.

5 Create emails for a Partial Response audience. Since the respondents will be in Partial Response status, a new invitation and survey reminder will need to be created and the originals will need to be deactivated.


Click Emails in the blue navigation bar, and if necessary, select a targeted list. Click Invitation, then Edit. Switch "Active" to No, then click Save. Click Close, then do the same for the survey reminder.

Once the emails with the audience type "No Response" are deactivated, begin creating a new invitation email, and in Step 2 of the email wizard, select Partial Response from the "Audience" dropdown.


Respondents will need their transactional ID to respond to the survey. Provide it in Step 3 by copying and pasting {[C-TRANSACTION ID]} into the email.

Finish creating the email, then do the same for the survey reminder email.

 

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