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Experience Survey Moderation

Learn how to moderate survey content

Updated over a month ago

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b. Unpublished - This contains all surveys awaiting moderation.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:

  1. Survey Content

  2. 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:

  1. 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"

  2. 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.

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