Can I target specific groups or individuals with my survey?

Survey targets allow you to target groups or individuals, and leverage what you already know about them

What is Targeting

Almost all enterprise surveys today use survey targeting. It’s a technique to tell who the survey takers are, sometimes accurate to each person (depending on what the survey administrator has chosen to implement), without asking for their identity in the survey. Here we outline how you can use survey targeting. It’s a powerful and popular feature among Survature users.

Target Generation

First, you need to decide how many targets you choose to have (e.g. treating one location as a target, or treating one show as a target, or each sales prospect as a target). The caution is to not use too fine a granularity, because more targets means more administrative overhead later in the analytical stage.

If you need no more than 25 targets, you can manage the whole process on your own. Please refer to “Target Management Dialog” section in the Survature Survey Builder help page.

If you need more than 25 targets, for instance, 1100 targets, one for each attendee of a conference, please contact our user support request that the survey targets be created for you. In the request you need to specify which survey and how many targets you need. There is no limit on how many targets each survey can have.

 

 

Whether you managed target generation or the user support generated the targets for you, the generated survey targets are exported in a spreadsheet. The above screen-cap shows an example of that spreadsheet. The three columns areTarget Name, Survey Link and Results Link.

Target Export

This survey target spreadsheet can be exported via Survey Builder and via Survey Results Page. In both cases, please look for the button in the top-right corner.

How to Use

Survey Link and Results Link correspond to each other. In other words, for responses that came through each Survey Link, you will be able to tell them apart later using the corresponding targeted Results Link. Our system also makes it easy to navigate the results, from your survey results page, per-target results are accessible via a drop-down menu that will list all of the targets.

The Target Name field in the spreadsheet corresponds to the same field in the Target Management Dialog in the builder. They are for the survey administrator to keep notes of how each target has been used.

In the example, one target link was used for targeting NYC customers in a campaign launched on January 1, 2015, another target link was used for targeting Paris customers in a campaign launched on February 14, 2015, yet another target link was posted on Facebook on March 15, 2015; which assumes that the survey had gone live before January 1 and lasted until at least March 15, 2015.

You may have a need to target your survey audience on a per person basis. For example, if you are surveying an audience very hard to reach but their opinions are extremely valuable, such as physicians, you may want to use per physician survey target. That way, you can tell who has participated and who should get a reminder email. For another example, your business depends on referral to new businesses. Using survey targeting allows you a chance to identify unhappy customers so that you can make personalized special offers to win back those customers.

If you do decide to target your survey audience on an per person basis, your survey campaign has to be run using mail-merge, which is available on most email automation platforms, such as Mailchimp, Constant Contact and Pardot. You will need to combine your list of email addresses with the spreadsheet of targets that we will provide. Mail-merge will take care of the rest. Here is the Survature help page on mail-merge.