What are the benefits of using Suggestion Surveys?

Suggestion Surveys move beyond the simple Yes/No dismissal questions, allowing you to capture the Why behind your field users’ behavior when dismissing Suggestions. Additional benefits to implementing Suggestion Surveys include:

  • Tailored Feedback Loop - Unlike standard Suggestion feedback, Suggestion Surveys allow you to ask specific, contextual questions based on the Suggestion’s content. For example, if a field user dismisses a Suggestion to detail a product, you can follow-up with a survey to ask if the field user lacks the necessary equipment or training.

  • Granular Insight - Unlike the standard dismissal dialog, which is limited to four Yes/No questions, Suggestion Surveys allow for picklists, radio buttons, and free text fields

Standard Dismissals vs Suggestion Surveys

There are two ways of capturing feedback when a field user dismisses a Suggestion:

  • Standard Dismissal Feedback - A global setting for a simple, consistent experience across all Suggestions, best for general tracking of user sentiment towards Suggestions. Feedback questions consist of up to four Yes/No questions.

  • Suggestion Surveys - Associated with specific Suggestion records and highly customizable, best in situations where in-the-field feedback can help refine larger strategies, for example, launching a new product or investigating drops in engagement. Surveys can include a variety of question types, for example, picklists or free-text fields, for richer feedback.

 

  Standard Dismissal Feedback Suggestion Surveys

Complexity

Limited to four Yes/No questions

Supports all Survey question types, for example, picklist or free-text fields

Scope

Global - Applies to all Suggestions

Targeted - Associated with a specific Suggestion

Use Cases

General pulse checks on Suggestion quality

Investigating Suggestion-specific issues

Viewing Feedback

Stored on the Suggestion Feedback object

Stored on individual Survey objects