Our Survey Builder allows you to create surveys for collecting feedback from your customers. In this article, you’ll find information regarding the following Survey Builder functionality:

Before building your survey, you’ll want to make sure that you’ve customized your brand logo and colors by going to Settings > Company Info. You should also ensure that each of the channels your team uses to support customers has been set up (for help with custom channels, please contact your account's Client Success Manager).
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Now let’s get started!
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First, navigate to the Survey Builder by going to Settings (click the gear icon in the upper right-hand corner of Stella Connect), then click on the Survey Builder tile. The survey builder page is broken up into sections to make it easier to use:

Use the left-hand navigation sidebar to step through the survey building process, either by clicking on each available survey section, or clicking the green Next button at the bottom of the navigation sidebar.
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Configure the survey request email on this page. The survey request email determines what customers will see in their email inbox when they open your survey email. For each of your supported channels, you’ll want to be sure to customize the question verbiage. Once you’re happy with the survey request email, click Next.
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By default, if you're just getting started with Stella Connect, we’ll pre-populate our best-practice survey: Star Rating (with Areas of Excellence & Areas of Improvement), First Contact Resolution (FCR), and Net Promoter Score (NPS). This is designed to maximize your response rate and produce granular & actionable agent-specific feedback via a Star Rating question, while also giving you insights needed to optimize your organization’s customer experience processes through the FCR and NPS questions.

We find that this survey structure works best to balance all of those key feedback points while keeping response rates high. However, you’re free to build the survey that works best for your team!

🚨Note that changes to a survey question are made in place. This can result in confusing/inaccurate data elsewhere in the app if you make a meaningful change to a question. 🚨

Example: If you change your Custom Scale question verbiage from "It was easy to solve my problem" to “I would hire the representative I spoke with for my own business,” the new question verbiage will be saved over the old. Trying to compare metrics historically will now become difficult.

When meaningfully changing a question within your survey, we recommend removing the existing question using the trashcan icon and adding a new question in its place. Deleting the question from your survey in the builder will not delete any historical data associated with that old question, while also allowing the new question to appear as net-new data in your reporting.

Once your survey questions are complete, click Next to continue.
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The Thank You Page is what customers will see after they’ve completed your survey. We recommend using this as an opportunity to engage with satisfied customers using our Marketing features (find Marketing feature customization options by navigating to Settings > Marketing). Marketing flows allow you to nudge customers to share their experience via social media, or to redirect them to a company landing page for re-engagement.

Thank You Pages are conditional, based on a response to a Star Rating, NPS, or FCR question.

Select a question type, set the text you’d like to show up, and enable the Marketing feature by clicking Enable Marketing Features.
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Note that this will take you to a different page and that you’ll need to refresh the Survey Builder before your Marketing page changes will appear in the Survey Builder when you return. Remember - your draft survey is auto-saved so no need to worry!

Once you’re done, click Next to try out your finished product!
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Now that you’ve built your survey, you can click through it end-to-end, or send a test survey to yourself or a teammate.
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🚨 NOTE: We always recommend sending a test survey before publishing changes 🚨

If anything looks off, simply click the back button or navigate straight to the section that needs updating. If everything looks good, click Publish, confirm your changes, and your new survey will be live!
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In the event you have customers in multiple locales, who prefer to read & write in languages other than English, you may want to utilize our multi-language functionality in order to send surveys in a customer's preferred language. If you already have our multi-language functionality enabled, you'll be able to edit those multi-language survey translations in the Survey Builder.

Using the language drop-down next to the left of the Publish button, you can manage your languages (add/remove) or preview your survey in any of the languages configured in your Stella Connect account. Step through editing your survey's multi-language translations for each of the languages enabled, and when you're finished, send a preview & publish to save your changes!
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​NOTE: With multi-language surveys, it is increasingly important to send yourself (or someone from your team) a test survey email before publishing -- it's easy to miss a field and cause surveys for a particular language to stop working.

For help with multi-language functionality, please contact your account's Client Success Manager.