Prerequisites
Before getting started, ensure you have:
Required Permissions:
Surveys are accessible to users with:
Analyst
Marketing
Marketing + Analyst
Operator
Owner
Other Requirements:
A Marketing Pro subscription (or higher)
Surveys Page
The Surveys page provides high-level, aggregate metrics across all surveys.
⚠️ Archived surveys are not included in these metrics by default.
Navigate to:
Customers > Surveys
How to Show or Hide Columns in the Surveys Table
Navigate to Customers > Surveys
Click the Columns icon in the upper-right corner
In the slideout, toggle columns on or off
Click Save
How to Download the Survey List
Click the More menu ( … )
Select Download CSV
If filters are applied (e.g. Locations), the export will respect those filters.
Survey Workflow
Surveys follow three main steps:
Create a Survey
Share the Survey
Review Survey Responses
FAQs
How can I share my survey?
See Sharing Surveys documentation for available methods.
What is the difference between anonymous and regular surveys?
Anonymous Surveys
AIQ does not require knowing who submitted the survey
Submitters are not asked for phone/email if unidentifiable
Non-Anonymous Surveys
AIQ requires identifying the submitter
If the user is unidentifiable, they will be asked for phone/email when submitting outside a campaign
What does “unidentifiable contact” mean?
If a survey was not sent through a marketing campaign, AIQ does not know who is receiving it.
That user is considered unidentifiable until they provide a phone number or email address.
What is a survey submission?
A submission occurs when a user completes the survey and clicks Submit.
What happens if I change a survey question input type?
Changing a question’s input type can cause loss of associated insights and response linkage.
Example:
Switching a Text field with 1,000 responses into a Date field cannot be converted, so the question ID changes and detaches from prior responses.
Recommended approach:
Disable the question instead of editing its type to prevent data loss.
Can surveys update customer information?
No. Surveys do not update persona records.
If customers need to update their phone, email, or profile information, they should do so through their Wallet profile page.
What happens to archived surveys?
Archived surveys are hidden by default and do not contribute to overall survey stats.
Does a customer need to be a loyalty member to submit a survey?
No. Surveys can be shared with both loyalty and non-loyalty customers.
You can also choose whether responses should be anonymous or identifiable.
Need Help?
If you need assistance creating or sharing surveys, reach out to AIQ Support anytime via the chat widget within your AIQ Dashboard.