Customization of "Partially Saved" survey responses

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  • Question
  • Updated 11 months ago
  • Acknowledged
While we love the ability to capture these partially saved survey responses, I have gotten the suggestion from a few customers that we need to have some kind of customization to this process. Here is a specific use case that customers have asked for. 

Question 1 - NPS (Mandatory)
Question 2 - NPS comments
Question 3 - Referral? (Mandatory)
Question 4 - What type of referral

What we are seeing is that even though questions 1&3 are mandatory, if someone logs in and fills out the answers to 2&4 and the partial save kicks in, it will save that response. When clicking on the survey, the unanswered questions don't even show up. The concern from the customer was that something was incorrect on the survey configuration. Furthermore, another customer is driving downstream processes (like creating escalations) using things like rules engine. 

My Ask: Can we give the user the option to not save the survey (maybe send a reminder email first) if required fields are not filled out or give the user the ability to customize what does and doesn't trigger a partial save. 
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Steve Davis, Employee

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Posted 1 year ago

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Abhishek Sivaraman, Senior Product Manager

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Thanks for the use case. Although I understand this use case in particular , there are couple of questions we need to think about for this - 

a. Can the downstream processes be configured in a way that they are not triggered if the mandatory questions are not filled?

b. Even though the customer has not answered the mandatory questions, the response to Q2 and 4 are valuable even though they might not be of any particular use.

c. Partial Save is meant to help customers not lose their customer responses and it follows a time limit of 5 seconds or so to save responses , adding complexity for whether or not to save a response based on criteria might impact the partial save time and in turn the response rate.

However, we will see if other customers have similar use cases and try to add it to our roadmap based on that.

Abhishek S
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Zhongwei Liu

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Can we have the option to set for example setting question 1 is mandatory question, if customer didn't answer the question 1 and go to question 2, then an error message shows like "question 1 is mandatory, please provide an answer"?

Best regards
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Steve Davis, Employee

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Thanks, Abhishek. Because I am posting on behalf of customers... I will let the crowd chime in with suggestions on how they would like it to work :)

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Tom Gerth, Employee

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Good morning, I have another customer that has run into an issue where these partially saved-> then submitted responses are throwing off their NPS CTA workflow.

We're hoping for the ability to turn off the "Partial Saved" feature entirely, if possible, to avoid miscommunications such as this.