The conversational survey workflow

Learn more about the process of collecting feedback through a conversational survey, from start to finish.

1. Build the conversational survey

Note: You must be an Admin, Power User or Author to build a conversational survey.

Open the Conversational Surveys app from the Alida Apps page, click Create a Conversation, and begin building your survey.

As you build your survey, consider the overall message flow. You can add logic that creates different journeys for participants depending on their answers. You should also include messaging about opt-in and unsubscribe keywords so participants know how they can opt in or out of the survey. Preview your survey and test all your logic flows before distributing it.

For more information, see:

2. Distribute the conversational survey

Once you're ready to distribute the survey, click Distribute. Create a new distribution by entering each phone number manually, selecting an existing member group, or uploading a CSV. Participant names are optional, but phone numbers are required.

For more information, see Distribute a conversational survey.

3. Report on conversational survey data

Note: You must be an Admin, Power User or Author to access reporting.

For more information, see Report on conversational survey data.