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How to Use Surveys

Setting up outbound surveys and reviewing the results of a survey.

Last updated on February 10, 2022

Surveys automatically ask a list of questions and have the ability to save the responses to a contact’s profile. A survey is initiated by a contact sending a text message of a specific keyword or phrase or by sending a survey shortcut ($survey_surveyname).

Setting up a survey

  1. In the main Avochato panel go to Settings > Surveys (under “Texting Automation”)
  1. Click on “+ New Survey”
  1. Add a keyword or phrase in the field under “When someone texts the following Survey Activation Keyword.” This keyword will be what a contact sends to start a survey. As with auto-responses, the incoming messages must match exactly, excluding case.
      • If the keyword is “survey”, then “survey” or “Survey” must be the only word in the incoming message.
      • If the keyword is “I would like a quote”, then “I would like a quote for your product” will not trigger the survey.
  1. Click on “Click to Add a Question” and write the question. If you would like to save the responses in a field in the contacts’ profiles, fill in a name under “(Optional) Key for Storing Result.”Example: if contacts are asked for their favorite ice cream flavor, the Key for Storing Result could be “Ice Cream Flavor” and could be used to find contacts with the same favorite ice cream flavor or as a detail to look up when communicating with the customer. Note, if this isn’t a standard field, make sure and create a custom field to store the response.
  1. Repeat the previous step to add more questions to the survey.
  1. After adding all the questions for the survey there is an option to send a final message under “(Optional) …then Avochato will send a Final Message.” This message won’t prompt any response.
  1. If desired, add a tag that can be used to track contacts who responded to the survey under “(Optional) Auto-Tag the Contact.”
  1. Advanced: add a webhook URL to receive the responses for the survey under “Avochato can send the survey results to a URL”. Note, adding a URL to a Google Sheet will not update with the results — it must be a webhook URL.

Tip: if a survey isn’t the best option for an automated flow, try setting up a keyword instead.

Outbound Surveys

Surveys can also be initiated by an outbound message from Avochato. By sending $survey_surveyname to a contact, the survey shortcut will automatically start the survey and ask the first question. Surveys can be initiated by any Avochato message. Try sending them in Broadcasts, Live Chats, Campaigns, and more.

    • Notion image

Reviewing the results from a survey

Search by tag

  1. Go to the Avochato inbox search field
  1. Search for the tag associated with the survey by writing tag: “____”
  1. Alternatively, find a conversation with the tag and click on the tag to populate the search field
  1. Review all conversations with the tag.

Learn more about tags here.

Export Contacts

If you are storing the survey results in standard or custom fields, you can export the results by downloading contacts. You can export all of your contacts or you can export contacts based on tag. Here are the steps to do so by tag:

  1. Go to Settings > Tags
  1. Find the Tag related to this Survey and click on it (this will filter contacts by this tag and navigate to the Contacts tag
  1. Click the check box on the top left then click “Select all contacts that match in Avochato”
  1. Click Download CSV

The list will download in your browser or be emailed to you, depending on the size of the file.

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