The anonymous survey by link campaign gives you the possibility to collect feedback from your respondents without storing any identifiable data such as their name or email address. This type of campaign is ideal for eNPS, allowing you to anonymously survey a company’s employees. The received feedback will be collected in Retently.
In this tutorial, you will learn how to set up an anonymous survey by link campaign in Retently and start surveying your audience.
Set up the anonymous survey by link campaign
On the Campaigns page, click the + Create new campaign button, and find the “Anonymous survey by link” campaign.
Hit Create to access the campaign’s editor.
The campaign has the following sections:
It’s important to note that some of the sections are disabled. In order to ensure full anonymity, the survey respondents’ identifiable data is automatically replaced with fake names and email addresses. All features related to reaching out to your respondents are thus not available.
In the following chapters, we will discuss each of the sections.
Assigning a survey template
You can assign a different survey template for each of the anonymous survey by link campaigns created in Retently. Later on, you will be able to filter your survey results for each campaign.
Select an existing template or create a new one and proceed with customizing it.
In the survey template’s edit mode, you will notice several sections:
- Main Rating question
- Add-in icon (multiple-questions)
- Main Open-ended question
- Thank you screen
You can customize pretty much everything in your survey template: change the background colors, upload the company logo, edit all texts font family, styling and colors, change score buttons style and add additional text to the survey.
If you are using survey variables in other campaign types, make sure to remove them here, as they will not work. The survey respondents will be anonymous therefore our system will not be able to generate a value to the variable, such as the first name, company name, etc.
You can also personalize the questions in the survey template based on the score provided to the Main Rating question. When editing each question individually, you can switch the view for Promoters, Passives, or Detractors. This allows you to display different questions and response options for different categories of respondents.
Finally, go to the “Thank you” message section, and edit the message your customers will see after they click the Submit button.
In each section you have two additional buttons:
- Reset to defaults - will revert all the changes that you made in your survey template and will replace them with the default texts;
- Save template - will save all the changes in your survey template and will assign it to your campaign.
When you save the template, you will be redirected back to the Template section of your campaign builder. Make sure your template is selected in the campaign by clicking on the Assign button. This will be the survey template used in your anonymous survey by link campaign.
In other campaign types, in the Audience section, you have to choose what customers will receive the survey. With the anonymous survey by link it’s different because you will be distributing the survey template by means of a unique link in your communication channels with the respondents - email messages, chats, etc.
There is also no need to import your audience in Retently. They will be added automatically to your account the moment they respond to a survey under an anonymous avatar, having a randomly generated name and email address protecting their identity.
The anonymous survey by link campaign doesn't have an actual schedule section. That's because you will have to decide when and what audience will receive the survey while distributing your link.
Basically, we're providing a survey widget, which you can embed in messages. The survey widget will collect the score and text feedback, and store them in Retently, under your campaign. It is up to you to decide when the link containing the survey will be distributed to your audience.
The Reminder option will be deactivated as reminder surveys are sent only via email. Since Retently will not have access to the respondents’ email addresses, our system will not be able to send reminder surveys automatically.
In the Notifications section, you can create custom notifications and keep track of your progress. Taking into account the nature of this type of survey, the notifications will be used for reporting purposes only, as you will not be able to follow-up with the respondent. However, once you receive a Detractor score/text feedback, for example, you will definitely want to have this information as soon as possible.
When creating a new notification you will be asked to choose one or more event types you want to be notified about, the notification frequency (immediately, daily or weekly digest), and channel (email or Slack).
Don't forget to save your notifications and make sure they are enabled.
The Autoresponders option is also deactivated because the respondent’s identifiable data are not available to ensure full anonymity. Hence, in the absence of the contact details, Retently will not be able to send automated follow-ups.
Webhooks allow you to send HTTP requests to the other web applications every time an event is triggered, be it new feedback, a bounced survey or an unsubscribed customer. Don't forget to save each created webhook and make sure they're enabled.
In the setup section, you will be able to find the unique campaign link that can be easily copied and distributed outside Retently via any communication channels you find most relevant for your audience.
You can run both, a regular campaign and an anonymous one, having the same respondents without fearing that they will be in any way identified in Retently.
Activating your campaign
The final step is to activate the Anonymous survey by link campaign by switching the toggle button ON. Otherwise, you will not be able to use this campaign in your workspace.
Accessing the received feedback
First of all, you can check the Outbox page, where you can see the provided scores to the responded surveys. Next to the survey information, you will be displayed a specific avatar indicating that the respondent is anonymous. The available name and email are randomly generated in Retently and cannot be used for follow-up purposes.
All your survey responses are stored on the Feedback page, displaying the same anonymous respondents.
Their profile, if accessed, will look similar to a regular one but with no identifiable information.
Since the survey responses are given in an anonymous campaign, some of the features will not be available, such as starting a conversation, or sending an email message. You will also not be able to survey your customers manually.