SURVEY Category

SURVEY Category

The SURVEY category is designed for collecting feedback, conducting polls, and gathering user opinions. Use this category when your primary goal is data collection, research, or understanding user preferences and experiences.

Category Specification

Code
{
  "flowCategories": ["SURVEY"]
}

Use Cases

Perfect for SURVEY

• Customer Satisfaction - Post-purchase feedback, service ratings
• Market Research - Product preferences, feature requests
• User Experience - App feedback, website usability studies
• Opinion Polls - Public opinion, preference surveys
• Event Feedback - Post-event evaluations, workshop assessments
• Employee Surveys - Internal feedback, satisfaction studies

Not Suitable for SURVEY

• Account creation - Use SIGN_UP instead
• Booking appointments - Use APPOINTMENT_BOOKING instead
• Contact requests - Use CONTACT_US instead
• Lead generation - Use LEAD_GENERATION instead

Recommended Components

Essential Components

• RADIO_BUTTONS_GROUP - Single-choice questions, rating scales
• CHECKBOX_GROUP - Multiple-choice questions, preference selection
• CHIPS_SELECTOR - Tag-based selections, interest categories
• TEXT_AREA - Open-ended feedback, detailed comments
• FOOTER - Survey submission

Optional Components

• DROPDOWN - Long lists (countries, industries, age ranges)
• TEXT_INPUT - Short text responses, numeric answers
• DATE_PICKER - Date-related questions
• PHOTO_PICKER - Visual feedback, condition documentation
• OPT_IN - Consent for data usage, follow-up contact

Implementation Examples

Customer Satisfaction Survey

Code
{
    "flowName": "customer_satisfaction_survey",
    "flowCategories": ["SURVEY"],
    "flowJson": {
        "screens": [
            {
                "id": "SATISFACTION_SURVEY",
                "terminal": true,
                "success": true,
                "title": "Customer Satisfaction Survey",
                "layout": {
                    "children": [
                        {
                            "type": "TEXT_HEADING",
                            "text": "How was your experience?"
                        },
                        {
                            "type": "BODY",
                            "text": "Your feedback helps us improve our service. This survey takes about 2 minutes to complete."
                        },
                        {
                            "type": "RADIO_BUTTONS_GROUP",
                            "name": "overall_satisfaction",
                            "label": "Overall Satisfaction",
                            "required": true,
                            "dataSource": [
                                {"id": "very_satisfied", "title": "Very Satisfied"},
                                {"id": "satisfied", "title": "Satisfied"},
                                {"id": "neutral", "title": "Neutral"},
                                {"id": "dissatisfied", "title": "Dissatisfied"},
                                {"id": "very_dissatisfied", "title": "Very Dissatisfied"}
                            ]
                        },
                        {
                            "type": "CHECKBOX_GROUP",
                            "name": "service_aspects",
                            "label": "What did you like most? (Select all that apply)",
                            "required": false,
                            "dataSource": [
                                {"id": "speed", "title": "Fast service"},
                                {"id": "quality", "title": "High quality"},
                                {"id": "communication", "title": "Clear communication"},
                                {"id": "pricing", "title": "Fair pricing"},
                                {"id": "professionalism", "title": "Professional staff"},
                                {"id": "convenience", "title": "Convenient process"}
                            ]
                        },
                        {
                            "type": "TEXT_AREA",
                            "label": "What could we improve?",
                            "name": "improvement_suggestions",
                            "required": false,
                            "maxLength": "500",
                            "helperText": "Your specific suggestions help us prioritize improvements"
                        },
                        {
                            "type": "RADIO_BUTTONS_GROUP",
                            "name": "recommendation",
                            "label": "Would you recommend us to others?",
                            "required": true,
                            "dataSource": [
                                {"id": "definitely", "title": "Definitely"},
                                {"id": "probably", "title": "Probably"},
                                {"id": "maybe", "title": "Maybe"},
                                {"id": "probably_not", "title": "Probably not"},
                                {"id": "definitely_not", "title": "Definitely not"}
                            ]
                        },
                        {
                            "type": "OPT_IN",
                            "label": "You may contact me for follow-up questions about my feedback",
                            "name": "followup_consent",
                            "required": false
                        },
                        {
                            "type": "FOOTER",
                            "label": "Submit Feedback",
                            "onClickAction": {
                                "name": "COMPLETE"
                            },
                            "centerCaption": "Thank you for helping us improve!"
                        }
                    ]
                }
            }
        ]
    }
}

Quick Pulse Survey

Code
{
    "flowName": "quick_pulse_survey",
    "flowCategories": ["SURVEY"],
    "flowJson": {
        "screens": [
            {
                "id": "PULSE_SURVEY",
                "terminal": true,
                "success": true,
                "title": "Quick Pulse Check",
                "layout": {
                    "children": [
                        {
                            "type": "TEXT_HEADING",
                            "text": "Quick Question for You"
                        },
                        {
                            "type": "BODY",
                            "text": "Help us improve with this 30-second survey. Your feedback shapes our priorities."
                        },
                        {
                            "type": "RADIO_BUTTONS_GROUP",
                            "name": "feature_priority",
                            "label": "What should we focus on next?",
                            "required": true,
                            "dataSource": [
                                {
                                    "id": "performance",
                                    "title": "Performance & Speed",
                                    "description": "Faster loading, smoother experience"
                                },
                                {
                                    "id": "features",
                                    "title": "New Features",
                                    "description": "More functionality and capabilities"
                                },
                                {
                                    "id": "design",
                                    "title": "Design & Usability",
                                    "description": "Better interface and user experience"
                                },
                                {
                                    "id": "integrations",
                                    "title": "Integrations",
                                    "description": "Connect with more tools and services"
                                }
                            ]
                        },
                        {
                            "type": "CHIPS_SELECTOR",
                            "name": "satisfaction_factors",
                            "label": "What makes you most satisfied? (Optional)",
                            "required": false,
                            "maxSelectedItems": 3,
                            "dataSource": [
                                {"id": "reliability", "title": "Reliability"},
                                {"id": "support", "title": "Customer Support"},
                                {"id": "value", "title": "Value for Money"},
                                {"id": "ease", "title": "Ease of Use"},
                                {"id": "innovation", "title": "Innovation"},
                                {"id": "community", "title": "Community"}
                            ]
                        },
                        {
                            "type": "TEXT_INPUT",
                            "label": "One word to describe us (Optional)",
                            "name": "one_word",
                            "required": false,
                            "maxLength": "50"
                        },
                        {
                            "type": "FOOTER",
                            "label": "Submit",
                            "onClickAction": {
                                "name": "COMPLETE"
                            },
                            "centerCaption": "Results help guide our roadmap - thank you!"
                        }
                    ]
                }
            }
        ]
    }
}

Survey Design Best Practices

Question Types and Components

Rating Scales

Use RADIO_BUTTONS_GROUP for Likert scales:

Code
{
  "dataSource": [
    {"id": "strongly_agree", "title": "Strongly Agree"},
    {"id": "agree", "title": "Agree"},
    {"id": "neutral", "title": "Neutral"},
    {"id": "disagree", "title": "Disagree"},
    {"id": "strongly_disagree", "title": "Strongly Disagree"}
  ]
}

Multiple Choice Questions

Use CHECKBOX_GROUP for "select all that apply":

Code
{
  "name": "product_usage",
  "label": "How do you use our product? (Select all that apply)",
  "required": false,
  "dataSource": [
    {"id": "personal", "title": "Personal projects"},
    {"id": "work", "title": "Work/Business"},
    {"id": "education", "title": "Education/Learning"}
  ]
}

Open-Ended Questions

Use TEXT_AREA for detailed feedback:

Code
{
  "type": "TEXT_AREA",
  "label": "What's the biggest challenge you face?",
  "maxLength": "300",
  "helperText": "Be as specific as possible"
}

Survey Flow Design

Progress Indicators

Show survey progress:

Code
{
  "type": "CAPTION",
  "text": "Question 2 of 5 - About one minute remaining"
}

Question Grouping

Group related questions on same screen:

Code
{
  "type": "TEXT_HEADING",
  "text": "Demographics"
},
{
  "type": "CAPTION", 
  "text": "These questions help us understand our audience better"
}

Privacy and Consent

Data Usage Transparency

Code
{
  "type": "BODY",
  "text": "Your responses are anonymous and will only be used to improve our products and services."
}

Optional vs Required

Balance data collection with user experience:

Code
{
  "type": "CAPTION",
  "text": "* Required questions | Optional questions help us serve you better"
}

Follow-up Consent

Code
{
  "type": "OPT_IN",
  "label": "You may contact me with follow-up questions about this survey",
  "name": "followup_consent",
  "required": false
}

Survey Quality Guidelines

Question Clarity

• Specific questions - Avoid vague or ambiguous wording
• Single concept - One idea per question
• Neutral language - Avoid leading or biased questions
• Clear options - Mutually exclusive, comprehensive choices

Response Options

• Balanced scales - Equal positive and negative options
• Include "Other" - For categories that might not be complete
• "Prefer not to say" - For sensitive demographics
• "Don't know/N/A" - For knowledge or applicability questions

Survey Length

Survey Type	Questions	Time	Drop-off Risk
Micro survey	1-3 questions	Under 1 minute	Very low
Short survey	5-10 questions	2-3 minutes	Low
Standard survey	10-20 questions	5-7 minutes	Moderate
Long survey	20+ questions	Over 10 minutes	High

Response Validation

Required vs Optional Balance

Code
{
  "type": "RADIO_BUTTONS_GROUP",
  "required": true,
  "errorMessage": "This question helps us understand your primary need"
},
{
  "type": "TEXT_AREA",
  "required": false
}

Input Validation

Code
{
  "type": "TEXT_INPUT",
  "inputType": "EMAIL",
  "pattern": "^[\\w-\\.]+@([\\w-]+\\.)+[\\w-]{2,4}$",
  "errorMessage": "Please enter a valid email address"
}

Analytics and Follow-up

Response Tracking

Monitor survey performance:

• Completion rate - Percentage finishing survey
• Drop-off points - Where users abandon
• Response quality - Meaningful vs low-quality responses
• Time to complete - Average completion time

Incentive Strategies

Code
{
  "type": "CAPTION",
  "text": "Complete this survey for a chance to win a $50 gift card! Winner selected monthly."
}

Thank You Messaging

Code
{
  "type": "FOOTER",
  "label": "Submit Survey", 
  "centerCaption": "Your feedback helps improve the experience for everyone - thank you!"
}

Common Survey Errors

Survey Fatigue

Code
{
  "errorCode": "SURVEY_TOO_LONG",
  "message": "Consider breaking long surveys into multiple shorter surveys"
}

Required Question Overload

Code
{
  "errorCode": "TOO_MANY_REQUIRED",
  "message": "Minimize required questions to improve completion rates"
}

Unclear Question Wording

Code
{
  "errorCode": "AMBIGUOUS_QUESTION",
  "message": "Question wording should be clear and specific"
}

Related Categories

• CUSTOMER_SUPPORT Category - For support-related feedback
• LEAD_GENERATION Category - For prospect research
• CONTACT_US Category - For general feedback collection

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SURVEY flows should prioritize user experience, clear questions, and appropriate incentives to maximize response quality and completion rates