Overview
This guide will walk you through how to manage surveys and interact with your customers.
Here are the following items indicated in this guide:
Moderation Tabs
Searching & Filtering
Survey Details
Responding to Surveys
Share to Social Media
Publishing/Un-Publishing
Add Photo/Video
Tagging
Flag a survey
Bulk Actions
We recently updated the style of our moderation pages. Check out our video for a quick tour:
Moderation Tabs
When you first enter the Experience Survey Moderation page, you are greeted with several tabs at the top of the screen. Each tab contains different types of content.
a. Published - This contains all of the surveys published on your site.
b. Unpublished - This contains all surveys awaiting moderation.
c. Incomplete - This contains surveys that have been started but not completed by the customer.
d. Flagged - This contains all surveys that have been reported to RaveCapture.
e. Survey Requests - This contains all survey requests (via email or/and SMS) that are either pending or have been previously sent.
e. Export - Survey content can be exported from here by collector and filtered by date.
f. Moderation Settings
Survey Moderation
Survey responses are listed in chronological order by the newest submission(s). Each survey submission has two main sections:
Survey Content
Customer Information
Survey Content Includes:
Review Submission Date
Product and Customer Service Tags (if applicable)
Survey Name
Survey Questions & Answers (collapsable section)
Photos and Videos (if applicable)
Customer Information can Include:
Customer Name
Reviewer's Location (if available)
Email Address
Order Number
Source of the Review
Survey Actions
Below the survey content and customer information you have several actions you can take for each response, including:
Flag Survey Response
Publish/Un-publish
Respond / View Response
Within the accordion menu next to respond you will find the following actions:
Publish All Visuals
Add Tag (for linking Products and adding Customer Service Tags)
Fix Spelling (only for free text answers and fixing misspelled words)
Hide Full Name
Hide Last Name
Upload Photo / Video
Learn more about Survey Actions
Add Tag
Two types of tags can be added to a survey:
Customer Service. Our tagging feature is a great way to let customer service teams keep track of reviews. For example, let's say you would like to notify other team members that a review needs a response. Select "customer service"
Product Tag: Tag multiple products to a survey to show the specific response on those product page displays. Also used to change the existing product tags.
Fix Spelling
This tool allows you to fix any spelling, grammar or personal information found within the survey free text answer. Once you're all done, click Submit to update.
Flagging a Survey
In some circumstances it may be necessary to report a review to RaveCapture. When a survey is flagged, the following process occurs:
Survey is moved into the "Flagged" Tab in the moderation area
Survey is hidden from your site
Our Moderation Team begins to review the issue
If the review does indeed meet the requirements for being flagged, it will remain flagged. However, if the team has questions, we will follow up within 24 hours.
The following reasons are supported in RaveCapture:
Spam
Inappropriate
Irrelevant
Test Review
To flag a review click the "Flag" button at the bottom of the experience submission
Bulk Actions
If you need to perform the same action on many reviews at once, our bulk actions will save you considerable time. We currently support the following bulk actions:
Unpublish / Publish
Flag
Hide Last Name
Hide Full Name
Publish All Visuals
Add Tag
To use a bulk action you simply need to have at least 1 review checked on the left. Then click on "Actions" at the top and select the action. Once you confirm the action, all reviews will be updated instantly.
Publishing/Un-Publishing Content
Surveys as well as photos and videos can be published or un-published from Experience Moderation.
*Please note: the publishing process for surveys with visual content is a two-step process. In order to display your customer's visual content, the survey must first be published. Once you have published the survey, you can select which photos or videos you want to publish.
Visual content can also be moderated from the Visual Moderation Photo Studio. More information on Visual Moderation can be found here.
Responding to Surveys
Responding benefits the customer, because it shows them you care, and appreciate them for utilizing your company. It also benefits prospective buyers on your site, because it shows your great customer service in action.
We support two types of responses:
Public - these responses will be displayed along with the customers survey submission within certain displays like the Review Widget.
Private - these responses will not be displayed with customer survey submissions.
NOTE: Both Public and Private survey responses will be emailed to the customer so long as the survey submission has a customer email associated with it. If the submission does not have an email associated with it, only a public response will make sense.
What to do with Incomplete Surveys
If customers want to update their submission or have not completed the survey, responding gives your customer the ability to update or complete their experience submission. When the customer receives your response, they will be emailed your response with a specific link to update their submission. This is a huge benefit if you receive incomplete survey responses.
Be sure to check out our in-depth guide on Responding to Customers.
Share to Social Media
Reviews that do not contain visual content can be shared to social media selecting the social media icon button located under each survey. More information about sharing reviews to social media can be found here.
Searching & Filtering
Within the Published Tab, you have the ability to easily search and filter content.
You can search by the following terms:
Customer Name
Email Address
Order #
Product Name
SKU
Tags
You can filter by the following options:
Date Range
Survey Response
Surve Source
Visual Content
Tags
Collector
Our system also allows for multiple items to be selected at once, making it easier for complex searches. For example, you can search for all surveys containing photos that were submitted through a visual display.
Have a question or need support about moderating surveys?
Please contact our support team via our live chat.