Your member registration survey captures information that you need to create member segments.

The survey is required for consumers to join your sampling community as part of your sampling program.

A well-crafted survey is the foundation for fine-tuned targeting of the right consumers who will create authentic reviews about your products.

The survey asks specific questions about consumers’ demographics, lifestyle, and personal interests.

The more refined your survey questions and answers are, the easier it is to target the right people at the right time in your sampling program.

The answers are stored, and you access them by setting conditions to build segments. You can then apply these sets of conditions (segments) to target groups of people in specific campaigns.

The survey is the basis for segmentation. For more information about segmentation, view the knowledge base article Member segments.

Read the following sections to learn how to create and edit your surveys:

Tip: In this and other knowledge base topics, look for Role Labels to see which roles can perform certain tasks.

Required solution and roles

You must have:

This solution: and one of these roles:
Sampling
  • Sampling Campaign Manager
  • Sampling Community Manager
  • Account Administrator
Note: Learn more about how solutions and roles are assigned in the Bazaarvoice Portal.

Get started

To view and edit your survey:

  1. Sign in to Portal .

    Note: If you can't sign in, contact Bazaarvoice Support for assistance. Learn more about Portal permissions and user accounts.

  2. From the navigation bar, select Sampling Administration > Survey.

Create a survey

Read the information below before beginning to create your survey.

Best practices

We recommend you adhere to the following best practices to facilitate segmentation in your sampling program.

  • Use SurveyJS to create your member survey.
  • Consider which members you want to target and create survey questions that enable you to target those members who match the conditions.
  • Keep all your survey questions relevant to facilitate your sampling campaigns.
  • Keep questions to a minimum. This makes the registration process more appealing for members, and reduces the collection of redundant or unnecessary personal information.
  • Group similar questions into categories (for example, Lifestyle, Hobbies, and Preferences). We recommend you create separate survey pages for each category. Surveys that are paginated by category have proven to create a more positive members’ registration experience than one, long survey that requires scrolling.
  • If you want to offer a response option of “Other” to any questions in your survey, ensure you change the value of the question from the default value of other to other_option. The default value of other allows members to enter free text in their responses, and segmentation doesn’t support free-text responses.
  • Don’t offer product variant options in the registration survey. Members select the products they want from the campaign in the Member app.
  • Use lists and selection options rather than lots of text.
  • Use the SurveyJS question types listed below.
Note: The question types below are the only supported types. Using unsupported question types will result in errors and won’t be accessible for segmentation.
Question type Additional information
Text Avoid including numbers and dates, as they aren’t supported by segmentation.
Checkbox Use checkboxes for multiple choice survey questions.
Radio group Use the radio group for a single choice question.
Drop-down list Use the drop-down list for a single choice question.
Panel Use a panel if you want to group multiple questions and other panels together in your survey.
Dynamic panel Use a dynamic panel as a template panel. You can add question types and other panels to this template.

Create a survey

To create your survey, complete the following steps:

  1. Create your survey questions and answers in a local document, such as a comma-separated value file.
  2. Go to SurveyJS , and select Create Survey > Create New Survey.
  3. Select the JSON Editor tab.
  4. Copy and paste your survey from your local file into the editor to verify the content and code.
  5. Select Test Survey.
  6. Copy the final survey content and paste it into the Survey tab in Portal.
  7. Select Update to save your changes to the survey.

Review the survey in the Member app

Sign in to the Member app to review the flow, pagination, and content of your survey before you invite consumers to register as sampling community members.

Edit the survey

To edit your survey, complete the following steps:

  1. Copy the survey content from the Survey tab in Portal.
  2. Go to SurveyJS , and select Create Survey > Create New Survey.
  3. Select the JSON Editor tab.
  4. Paste your survey into the editor to verify the content and code.

  5. Edit the text field of survey questions.

    Note: Don’t edit the value fields for existing survey questions. If you make changes to the question or answer IDs, members’ answers will not be saved.
  6. If you want to delete a survey section, make sure you delete the question text field and the corresponding value (response) field.
  7. Select Test Survey.
  8. Copy the final survey content and paste it into the Survey tab in Portal.
  9. Select Update to save your changes to the survey.