Table of Contents

• Modules
• Notification
• Rating Scale
• Multiple Choice
• Free Response
• NPS
• Candidate Date
• Branching
• Creating a Branch

Surveys can be created via basic emails, SMS, or through the drag and drop editor. Alerts can be set for each question if you add conditional alert emails.

Modules:

Modules are the building blocks for the content of touchpoints. We can use these modules to ask questions, send surveys, add messages, and send NPS surveys. All the modules include dynamic variables.

All modules except the Notification module can writeback the response from the recipient to ATS as well.

NOTE: Make sure all the required fields are synced with ATSs while using writeback to ATS.

Message Part

Used to message a consultant and allow for formatting options, such as: bold, italics, alignment, linking, headings, bullets, quotes, image insertion. You can even include jobs.

NOTE: SMS messages are delivered in plaintext and do not allow for formatting options.

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Rating Scale

Indicates the degree of response; generally asks a question with two extremities (i.e. not good vs great) and responses are answered on a 1-to-10 scale.

NOTE: Rating Scale modules DO NOT track NPS

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Multiple Choice

Use this feature to present a range of response options. You can easily ask questions with pre-set answer choices for users to select.

➥ NOTE: If a multiple-choice survey question has more than six possible options, it will be displayed as a 'dropdown menu' rather than as 'checkbox' options.

➠ Saving response to an ATS Field:

1. You can add the multiple response options when saving data to ATS fields. Additionally, you can edit both the ‘ATS field’ and 'Text Recipient Sees' values. This makes data collection easier, tailored to your needs, and streamlines your data management.

   ➥ NOTE: This functionality is only applicable to the Multiple Choice survey questions and can only be enabled when the ATS is the Sense Entity API, and the ATS field for 'allow_adding_new_values' is set to 'True'.

   For Example;

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Free Response

Commonly used to gather customer feedback in their own words.

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NPS

NPS sends surveys to calculate NPS, an industry standard used to measure customer satisfaction.

1. You can only have only one NPS survey per Touchpoint/Survey. If you have added more than one NPS in one touchpoint it will throw an error while saving as below.
2. You can click on Toggle "Save response to an ATS field?" to write back the response values to the ATS. It supports recording string-type attributes to write back into your ATS.

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Candidate Date

Here you can get information about any date related queries. 

Branching

Branching adds a module or touchpoint to an existing module. When a response is selected, a conditional module or touchpoint can be shown. You can also get alerts for these kinds of conditions we added here. For more information, refer Alert Emails.

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Creating a Branch

Navigate to your journey and touchpoint

Hover over the rating scale, multiple choice, or NPS module

Click Add Branch

Select modules or touchpoint

A module branch adds to the existing module immediately, whereas a touchpoint branch schedules an entirely separate touchpoint for that condition.

Select Save at the upper-right of the touchpoint page.

Module branch

Touchpoint branch

NOTE: Scheduling options are limited for branching to ensure proper triggers.