Dynamic Survey

[Odon Irving]

Theobjective of any survey is to collect meaningful data from the respondents. And to have meaningful answers, it is a prerequisite to ask meaningful and logical questions from your customers. If you ask a question that makes no sense to the customer, they will not respond or leave the survey in between. Whereas, if you use Dynamic Survey, they will not only respond to it but also share better and more accurate information with you.

Survey Fatigue is when customers feel bored or uninterested in responding to surveys and sometimes avoid even opening a survey. But when you use Dynamic surveys, it has a touch of personalization. They are more interactive than other surveys, which causes less survey fatigue and maintains their interest in the survey.

By making your survey dynamic, you eliminate the parts that are irrelevant for a respondent. In this way, the survey becomes shorter and easy to respond for the customers, which motivates them to complete the survey, ultimately increasing the response rate.

Dynamic Surveys are more specific for your respondents because better targeting methods are applied in these surveys. As your questions are based on the previous information or responses shared by the customer, s Dynamic Survey is more exclusive for the respondent, which makes it more powerful and easy to respond.

Survey Logic is a feature that you can use to change the survey's pattern, appearance, and content based on the response provided by the customers in the previous question. Skip logic skip some questions and directly take the respondent to the relevant question based on certain conditions. You can set conditions to skip or hide a question or a part of a survey and directly take the respondent to the relevant part for the specific respondent. Here are some examples where you can use skip and hide logic to make your surveys dynamic.

You can set follow-up questions on CX metrics like NPS, CSAT, and CES based on the rating given by the customers. For instance, you are measuring NPS, and you have asked your customers how likely they are to recommend your business to others. You can set conditions to ask the follow-up question based on the rating they provide from 0 to 10.

This question is only valid if the customer has selected Yes in the previous question. So, you can apply the skip logic conditions to display this question only when the last response is Yes. Whereas, if the previous answer is no, the survey should skip the question and ask this question, and vice versa.

Then you can apply another condition, wherein if the customer selects the first two options, they will be asked the next questions to get the details of their vehicles and parts of vehicles. Whereas, if customers choose Public Transport, you can hide all those questions and take them to the end of the survey.

Redirection is a feature that you can use to take your respondents to a particular web page based on their responses. The web page can be your website page where you want your respondents to purchase your products or services; it can be a Google review page, a software review page like G2, Capterra, a ticket system, or a knowledge base page. Here are some examples.

Answer Piping allows you to use the answers provided by your respondents in the next questions of your survey to provide an interactive and personalized survey experience to the respondents. Here are some examples of the use of Answer Piping.

For instance, you are gathering Employee Feedback across various departments in your company - Marketing, HR, Finance, Operations, etc. Now you want to ask some particular set of questions to your employees of Marketing Department and some other set of questions to your employees of Operations Department.

Using Contact variables, you can mark one unique contact information as crucial contact information like phone number or email address. As the respondents enter this individual information, all other previously recorded details appear in the survey like Name, Address, Ordered Product, etc. In this way, you save your respondents from filling in all the details every time they take a survey. This saves their time and shows them that you value their time.

Attributes are also the information about your contacts like name, age group, gender, country, timezone, etc. You can use attributes to make your surveys dynamic. For instance, you want to ask different questions from males and different from females. As the respondents respond to the basic questions and select gender, the next part of the survey will appear differently for different genders. Similarly, you can make your surveys ask different questions from customers of different age groups.

Another way to make your surveys dynamic is to use Multilingual Surveys. With the multilingual feature, you can let your respondents take the survey in their language. In this way, you remove the language barrier and create a better understanding in your surveys for your customers with diverse cultures and backgrounds.

For instance, you are a company manufacturing stationery products. Your clients can be schools, colleges, corporate companies, and other types of businesses. In that case, you can choose different themes for different companies for your surveys and add the organization logo in your surveys.

You can also conduct Email Campaigns in which you can upload your contact list of emails into the campaign and send surveys to your contacts. You can use other details of your customers, like the first name, last name, location, etc., in your email surveys to personalize them and add logic. Here are some examples of what you can do with this information.

Dynamic Surveys are a great way to save your customers from survey fatigue and present your surveys more logically and interactively. When you apply the techniques to make your surveys dynamic, your surveys become conversational and interesting. This helps you not only increase your response rate but also fetches accurate information in your survey responses.

Dynamic Survey, LLC provides Land and Marine Surveying Services throughout the UnitedStates of America and have been recognized as the most adaptable in the field today. Our projectportfolio includes services to land development agencies, major corporations, governmentagencies, civil and environmental groups.

We are a team of astound licensed professionals that collectively have 75 years of experience inthe surveying industry and are certified in critical OSHA HAZWOPER, OSHA Construction, RedCross, and many other health and safety programs which allows us the dexterity to provide a widearray of disciplines for your needs. While utilizing our state of the art technology, coupled withour highly trained team, we are able to administer cost-effective solutions for all of your surveyingneeds.

I have a survey with about 250 distinct questions which are all of the yes/no type. The idea of the survey is that a subset of these 250 questions will only appear if they are applicable (depending on a "condition" chosen by the person filling out the survey. Let's call these conditions 'condition_1', 'condition_2',...,'condition_150').

So, my approach was to use the relevant column and insert the conditions there. I insert all 250 questions in the "survey" tab of the xlsform and fill out the "relevant" column accordingly. So for example, if question 30 is applicable only under conditions 23, 57, 129, my relevant column would look like:

I implemented this survey and what I've been finding out so far is that the phone app and the Survey123 Connect for ArcGIS are both having trouble loading it up (it crashes 9 out of 10 times, making it unreliable for this task). The browser version doesn't crash, but it doesn't work properly. There is a noticeable performance drop (it takes about 20 seconds just to load the conditions you choose from) which I currently cannot get around.

The problem is that a good amount of questions would appear for almost all conditions chosen. This is probably breaking the survey (my guess of what's happening) given the amount of "or" conditions in the XLSForm.

Thanks for the XLSForm. The very large external choice list in your survey (50,000+ rows) is likely the main thing affecting performance. One option is to try the 64-bit Beta versions of the field app and Connect. These are available for download on our EAC:

The or statements you've used in your XLSForm are logical; however in the relevant column there are four unique scenarios (categories?). So one approach would be to determine which category the selected condition is in, and then set the relevance of each question based on that category. One benefit of this approach is that if you need to modify a category, it only needs to be changed in one place. Please see attached example (you might choose to make these category questions hidden). Another option would be to put the category into the name of the condition, for example you could prefix each condition with c1, c2, etc. and then in the relevant column use something like contains($condition,'c1') etc.

On a browser (Google Chrome) it did work considerably better. The performance drop I noticed was on getting a first response from the first page of the survey: it was taking about 15/20 seconds for the survey to respond once you clicked a drop down. It felt as if the survey wasn't fully loaded even though you could see the drop downs in the screen. Once it responded then the rest of the survey went smoothly.

I'll implement the suggested changes from your attached survey and see what happens. I won't be able to get rid of the 50k rows in the external_choices sheet but the idea of using the categories will hopefully do the trick. Ideally I want to use the phone app as the method for filling out this survey.

I ran the XLSForm you attached and I think there is some issue with the survey when it comes to the required column. Even though "yes" is specified for all questions, I'm still able to send the survey out without answering them (I get a positive validation when validating input):

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