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  1. Conductrics Surveys

Surveys: Under the Hood

How do Surveys fit into the overall Conductrics framework?

If you're familiar to Conductrics but new to Conductrics Surveys, you might be curious how surveys are implemented "under the hood". This page provides some context around how the surveys are implemented and how they relate to "classic" Conductrics concepts like Agents, Goals, and Traits.

Survey Agents

When you create a survey, two things are saved to your Conductrics account:

  • The Survey itself, which contains the "content" of the survey (mainly its questions).
  • A Survey Agent, which is mostly the same as a "normal" Conductrics Express agent, like for an A/B test.

The Survey Agent has two variations. The B Variation means "show the survey". The A Variation is the conceptual "control" or "default", which means "don't show the survey".

Its important to note that a couple of things happen "automagically" when using Surveys, which we will be explaining below.

Overall behavior:

  • The "Survey Offered" and "Survey Submitted" Goals are created
  • If the survey is linked to another Agent, a Visitor Trait is created for each Agent's variation
  • Traits are created for any questions you check the corresponding option for at the Questions Step of the Survey creation.
  • Goals are created for any questions you check the corresponding option for at the Questions Step of the Survey creation.
  • Because it’s a normal Express agent you can do the usual stuff about teams, attachments, deploy targets, eligibility rules, etc.

When the visitor is selected for a Survey

  1. The Survey gets loaded / offered.
  2. It counts as a Selection in the Survey Agent.
  3. If the survey is linked to another Agent, it counts towards the corresponding one (as long as the linked agent variation gets selected before the Survey runs).
  4. It counts towards the "Survey Offered" goal.

When the visitor submits a Survey

  1. The Survey Response record gets sent to an S3 Bucket
  2. It counts towards the "Survey Submitted" goal (Both for the Survey agents and other Agents listening to that Goal)
  3. We send numeric "Question Response" Goal (Both to the Survey Agent and other Agents listening to that Goal), one per survey question

Updated about 1 year ago