Survey Basic

Take a survey over the phone with audio transcription

Introduction

The Survey Basic app allows you to ask a list of questions and route them through different outputs, such as a note or an email.

Getting Started

Channel Requirements

• Phone The Survey Basic will record and transcribe answers provided over the phone.

Installation Process

1

Add the recipient of the survey

Go to "Content - Email settings" and fill out the "To" field, so you receive the answers of the survey via email.

If you leave this field empty, the answers will be stored in a note.

2

Add questions to the survey

Go to "Content - Questionnaire" and add questions to the survey via the "Add question" button.

Using the Survey Basic

App Settings

In the Email Settings page, you can configure the email sent after completing the survey. It's possible to change the subject, header, and any additional recipients via the CC.

The survey itself can be altered via the Questionnaire CMS.

The opening and closing text and the questions are freely configurable to your liking.

The Survey Basic records and transcribes every answer.

It keeps recording until the user presses the hash key (#) on their phone.

Make sure to mention it to your users in your questions to prevent confusion.

Roles

Any of the following roles can be assigned to manage the CMS, and thus the contents of the survey:

• Content manager

• Supervisor

• Producer

App Workflow

The Survey Basic starts out by prompting the Opening text, followed by the questions defined in the CMS.

The user can talk back to provide the answers to the questions, followed by a hash key (#) to indicate the end of their answer.

After completing the round of questions, the app will wrap up the conversation with the Closing text.

The answers to the survey will be transcribed and stored in a note. There you can read the transcription, as well as listen back to the audio input for the question. This can be useful when the transcribing did not completely get it right.

Languages

The app will determine the language of the user based on their phone number. The app falls back on the default language of the app in case the language cannot be determined (e.g. French or Dutch in Belgium).

Opening hours

The opening hours have no effect on the Callback Note Basic.

Resources

• Notes

• Phone