Simplified distribution workflow

Analysts can send distributions with fewer clicks. Other areas of the Conversational Surveys app are restricted.

Prerequisites:
Note: This workflow is only available by request. Please contact your Customer Success Manager for details.
You must have the Analyst role to complete this workflow.

Use the simplified distribution workflow for Analyst users, such as call center agents, who need to send conversational surveys quickly without needing to edit them. In this workflow, Analysts can only access the Distribute tab to preview and distribute pre-existing surveys. The Build and Report tabs are hidden. When creating a new distribution, Analysts can only manually enter recipients and send distributions now.

  1. From the Alida Apps page, open the Conversational Surveys app.
    Result: The Conversations list opens.
  2. Find the conversational survey you want to distribute from the Conversations list.
  3. Create a new distribution by doing one of the following:
    • In the options menu beside a survey, click Distribute.
    • Click the survey name to open the Distribution page, then click New Distribution.
  4. Optional: In the Name field, enter the recipient's name.
    The recipient's name is shown in the Distribution Name column on the Distribution page. If no name is provided, the phone number is used instead.
  5. In the Phone Number field, type a phone number for the recipient.
    Note: The system checks whether the phone number is a valid 10-digit number. However, it is up to you to ensure the phone number is correct.
  6. Optional: To add a recipient, click Add New Recipient.
  7. To send the distribution, click Create Distribution.
  8. In the Send Distribution modal, click Confirm.
    Result: The distribution is sent now.
  9. Optional: On the Distribution page, click Preview to preview the conversational survey.