Click "Survey." On this page, you can save the survey templates for all route types for the selected group in the breadcrumb.\
This page gives you the grid with all the saved surveys, which will be pre-populated for every tracking number created under that particular group.

Name the Survey, and select the type of the survey if it is for Caller or Agent. You can select Caller opt-in (For caller survey) or Agent Id prompt (for Agent Survey.)

Add the questions, select the answer types, and save the survey. You will also get the option to delete the questions here.

Name*
Survey type*
Caller
Agent
Caller Opt in
Activating this toggle will play a message to the caller at the end of a call whether they would like to give a survey about the call.
Q1
Delete
Select prompt
*
Answer type*
Binary (yes/no)
Scale (1-5)
Numeric value

Add a new question

Cancel
Save

You can click on any survey in the grid and get the option to Duplicate and Archive.

Convirza

cai.convirza.com

This guide provides step-by-step instructions on how to create and delete surveys using Convirza. It explains how to log in, access the survey settings, create survey templates, add questions, select answer types, and save or delete surveys. It also mentions additional options like duplicating and archiving surveys. If you want to manage surveys with Convirza efficiently, this guide is a must-read.

How to Create and Delete a Surveys