APPS: Surveys

This function will allow you to add surveys within your application and see graphs of the answers that users have given on different questions.

Surveys are one of the most powerful tools to capture feedback, validate decisions and better understand clients, employees or users.

Below we show you some use cases in which surveys can be a great tool:

🔹 1. Product and user experience

• Idea validation: Before launching a new feature, ask users what need it solves or what priority they would give it.

• Post-use surveys: after trying a service or app, measure satisfaction (e.g. NPS, CSAT).

• Problem detection: Ask customers directly what they find confusing or frustrating.

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🔹 2. Marketing and sales

• Customer segmentation: collect data on preferences, habits or interests to personalize offers.

• Naming or branding tests: show several options for names, logos or claims and let the audience vote.

• Campaign measurement: Ask leads how they found out about the brand or what message they found most attractive.

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🔹 3. Human Resources

• Work environment: internal satisfaction surveys to detect areas of improvement in the work environment.

• Engagement and motivation: Ask employees what they value most (teleworking, training, benefits).

• Onboarding: After the first 30-90 days, measure how a new employee felt about the integration.

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🔹 4. Customer service

• Post-support: after a closed ticket, evaluate the speed and quality of service.

• Gap detection: Ask which channel users prefer (chat, email, phone) to prioritize investments.

• Feedback in real time: short surveys in apps/web to evaluate the experience in the moment.

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🔹 5. Education and training

• Course evaluation: at the end of each training, measure satisfaction and quality of content.

• Identification of training needs: Ask what topics they are interested in learning before designing a training plan.

• Progress measurement: mini-surveys to reinforce learning and maintain motivation.

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🔹 6. Innovation and co-creation

• Crowdsourcing of ideas- Ask the community to vote on various options for features, designs or improvements.

• Beta testing: Validate preliminary versions of products by asking about usability, usefulness and weaknesses.

• Open innovation: Let customers themselves suggest what products or services they want in the future.
  

How to add this feature

To add this feature to your app go to the "FEATURES" step and click on the "Polls" icon:

Once the function is added, you must give this new section of the application a name

Configuration

To begin you must click on the blue "Manage model" button

Next we will click on the blue "Add a section" button to organize the different survey questions by sections.

We will give the section a title and click on the blue OK button:

Then we will click on the "Add a question" button

You can add all the questions you want in the same section but We recommend that you organize your survey clearly so that it is easy for the user to complete.

On the screen below we can configure the question as follows:

- Field name: here we must enter the text of the question.

- This question is mandatory: You must check this box if you want the user to be required to answer the question.

Then you can choose between the different types of fields:

 

This field allows the user to enter a short text.

This field allows the user to enter long text on multiple lines.

This field allows the user to enter their email address to contact them.

This field allows the user to enter a number.

This field allows the user to enter the date and time.

This field allows the user to indicate their GPS position.

This field allows the user to select multiple options.

This field allows the user to select only one option among those submitted.

This field allows the user to select the option they want.

For each question, you can create a logical trigger by clicking "Add a logical trigger":

Logical triggers allow you to configure different paths depending on the user's response.

Conditions:

1. “When the answer is” - Performs the action for the selected response.
2. "Always" : always does the action, regardless of the response.

Behavior:

• “Jump to question” : Allows you to jump to another question after the answer.
  
• “Hide question” - Allows you to hide a question if necessary.
• “End survey” : allows you to end the survey.

Once you are satisfied with the configured questions and answers, you can publish the survey to get it running by clicking on the blue "Publish Survey" button.

You must cComplete the following:

1. Name: Here you must enter a name for the Survey, this name will not be visible to users, it will only be shown in the results.
   
2. Allow retake of the survey (Allow retake): Check this box if you want the same user to be able to take the survey again.
3. Thank you message: Here you must enter the message that you want users to see once they have completed the survey.
   

Then click the Publish button.

Once you have published the survey, you will be able to view the results by clicking "view results" or download the results to a .csv file.

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