The Conversation Survey Builder
The Conversation Survey Builder is the interface you see when you create and edit conversational surveys.
Message Order area
On the left side of the page, the Message Order area lists the conversational survey's messages in sequence.
- Click the arrow in the top right corner of the Message Order area to collapse and expand it.
- Click one of the messages to edit it.
- To rearrange the message
order, hover over a message listing until your cursor becomes a crosshair, and
drag the screen up or down. Alternately, hover over a message listing and use
the up and down arrows on the left.
- Click the pencil icon in a
message listing to rename the message.
- Click the options menu to
the right of a message listing to delete, duplicate, or rename it.
Build toolbar
- Toggle between the survey's Build, Distribute, and Report pages.
- Edit the survey's internal name.
- View the survey's status (Draft or Distributed).
- Click
Settings to view and edit system and automated
response settings for the survey.
- Click
Preview to open a survey preview in a new
browser tab.
- Click Save to save your survey-building progress.
Preview area
The preview area shows you an approximation of what your messages will look like on a participant's mobile device. As you build your survey, you can use this area to edit the content of your messages.
Editors
On the right side of the page, various editors allow you to set the properties and behaviors of your messages. You can configure the respondent's journey through the survey by setting the logic flow from one message to the next. For intro messages, choose whether you want the respondent to explicitly opt in to the survey before proceeding.