Responses and Reporting

Once your survey is live, you can view, filter, and download responses in real time. You can also build reports to share results with others.

Viewing Responses

You can access survey responses from three places:

• From the main Surveys dashboard, click the number of responses shown against the survey

• From the Survey Dashboard, click View Responses

• From the Survey Summary on the Survey Dashboard, click the Total Responses figure

Responses can be filtered by status and type. Status options are Complete (the respondent finished the survey and saw the Thank You page), Incomplete (the respondent started but did not finish), and Both. Type options are Live (responses from the live survey URL) and Preview (responses recorded during testing).

Click Show Responses to display the response list.

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Editing Responses

Super Users and Survey Administrators can edit individual responses. To edit a response, click the three dots beside it, then View and then Edit. If triggered emails are set up, UbiQuity will ask whether you want them to be resent when saving the edited response.

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Filtering Responses

From the Responses page, click New filter to filter responses by survey question answers. If the survey was deployed via a UbiQuity email, you can also filter by database fields and by how contacts interacted with the email, such as whether they clicked a specific link.

The filtering options available for Survey responses.

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Downloading Responses

Click the three dots to the left of Show Responses to Download Responses from the Responses page and choose your file format. CSV works well for most purposes. If your survey was deployed via UbiQuity Mail, you can choose to include database fields alongside the survey responses in the download, giving you a complete picture of each respondent against each row.

The download responses option.

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Response Source

UbiQuity records the source of each response. Anonymous responses come from a plain link on a website or in a standard email. Mailout responses are linked to the UbiQuity mailout they came from. Keyed in responses are entered manually by clicking Respond to Your Survey from the Survey Dashboard.

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Responding on Behalf of a Contact

You can enter a live response on behalf of a database contact by clicking Respond to Your Survey from the Survey Dashboard and selecting a contact. This has the same effect as if the contact had clicked a personalised link from a UbiQuity email, and the response will appear in that contact's history.

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Passing Data via URL

If you are deploying your survey outside of a UbiQuity email and want to pass additional information into responses, you can append up to three data parameters to the survey URL using data1, data2, and data3. These values appear against each response, in reports, and in download files, and can also be used in filters and survey logic.

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Reports

Each survey has a default report that shows every question. Access it from the Survey Dashboard by clicking View Default Report.

An example of a default survey report.

To create a custom report, click Manage Reports from the Survey Dashboard. You can create a report from scratch or copy the default report as a starting point. Add pages and questions from the survey using the Add Page Item dropdown. You can also add sections to include formatted text, images, or video alongside your charts.

For each question added to a report, click the edit icon to change the chart type, display format, and whether statistics are shown. Questions can be added multiple times with different settings.

An example of the custom report builder.

To share a report with someone who does not have a UbiQuity login, tick Report is public in Report Details. This generates a shareable link. Note that the report is not published anywhere publicly, but the link could be shared further, so consider whether the content is appropriate to share openly before distributing it.

If the survey was deployed via a UbiQuity email, you can also filter reports by database contact fields.