Surveys are a valuable tool for restaurants to gather customer feedback, improve offerings, and strengthen guest relationships. With Incentivio’s survey feature, you can create targeted surveys to gain insights into customer preferences, measure satisfaction, and identify areas for growth. By attaching surveys to messages and incentivizing participation with rewards, you can encourage meaningful engagement while fostering loyalty and boosting repeat visits.
This article will guide you through creating, attaching, and rewarding surveys, helping you maximize their impact on your restaurant’s success.
Creating Survey Questions
- Navigate to Survey Questions
- Go to the Marketing tab.
- Select “Survey Questions”, then click “New Survey Question”.
- Set Up the Question
- Question Title: Enter a title for internal use (not visible to customers).
- Question Type: Select the format for your question:
- Single Choice: Customers select 1 answer (up to 10 choices).
- Multiple Choice: Customers can select 1 or more answers (up to 10 choices).
- Boolean: Two options, such as TRUE/FALSE.
- Open Ended: Customers provide text-based answers.
- Rating: Customers rate using a scale (up to 5 choices).
- Add Display Content
- In the Question Display Content, enter the text you want customers to see for the question and provide a brief description.
- For Single Choice and Multiple Choice questions, add the Choice Display Content to define how the answer choices will appear.
- In the Question Display Content, enter the text you want customers to see for the question and provide a brief description.
- Repeat Steps to create additional questions as needed.
Creating the Survey
- Navigate to Surveys
- Under the Marketing tab, select “Surveys” and click “New Survey”.
- Set Up the Survey
- Name: Give the survey an internal name (not visible to customers).
- Description: Add an internal description for reference.
- Display Content:
- Title: The title customers will see.
- Short and Long Descriptions: Provide brief details about the survey.
- Add Questions to the Survey
- Use the Questions drop-down menu to select the questions you created in Part One.
- Check the box next to a question if it is mandatory.
- Save the Survey.
Attaching the Survey to a Message
- Navigate to Messages
- Under the Marketing tab, select “Messages” and click “New Message”.
- Set Up the Message
- Add the Program, Campaign, and Title for the message.
- Under Message Type, select “Survey”.
- This will reveal the Survey drop-down field.
- Select the survey you just created.
- Complete the remaining message setup, including targeting the audience who will receive the survey.
Optional: Rewarding Customers for Survey Completion
Offering a reward is a great way to encourage customers to complete surveys. Here’s how to set it up:
- Create an Offer or Loyalty Reward
- Under the Marketing tab, select Offers > New Offer. Alternatively, go to Loyalty > New Loyalty.
- Configure the Reward
- In the What section, set up the reward as you would for a standard Offer or Loyalty.
- In the When section:
- Select Activity.
- For Activity Name, choose Survey Complete. This ensures the reward sends only after survey completion.
- In the “Who” section:
- Under Targeting Rule, select Survey Complete and choose the relevant survey from the drop-down menu. Click “Add” to save the rule.
- Under Redemption Rules, select Everyone (only those completing the specific survey will qualify).
- Save the Offer/Loyalty Reward.