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Overview of Tenant Level Reputation Surveys

Introduction to Survey Metrics

• Discussion begins with an overview of tenant-level reputation surveys, highlighting various metrics such as NPS score responses and survey completion types.

• Emphasis on the importance of selecting appropriate time frames for analytics, suggesting a minimum of seven days for better data aggregation.

Survey Creation Process

• The process includes options for creating new surveys and separating builder settings from general settings for clarity.

• A preview feature is available when selecting different shops, allowing users to view specific templates including shop name and address.

Survey Building Features

• Users can build surveys by adding questions based on their goals, with options for display logic tailored to specific questions.

• Clarification on the distinction between question settings in the builder versus overall survey settings.

Customization Options

• Ability to add images or links within survey questions, with suggestions made for enhancing visual appeal using brand colors.

• Discussion about NPS scoring ranges; it’s noted that NPS should remain fixed at 0 to 10 without user modification.

Logic and Conditional Questions

• Introduction of character limits for text questions, ensuring customer visibility through live counters during input.

• Mention of page break updates and the ability to implement skip logic within surveys, although some features are still under development.

Advanced Survey Logic

Matrix Questions and Conditions

• Explanation of matrix table questions connected to conditional follow-up questions, emphasizing flexibility in question design.

• Suggestion made to rename "matrix question" to "matrix table" for clarity in user understanding.

Handling Text Options in Conditions

• Proposal discussed regarding how long text inputs could be managed within conditional logic by numbering options instead of displaying full text.

• Concerns raised about managing lengthy text entries in dropdown menus used in conditions; a suggestion was made to limit character counts effectively.

Finalizing Survey Settings

Closing Screen Customizations

• Discussion around customizing closing screens with images or links as per requirements outlined earlier.

User Permissions and Locking Mechanisms

• Importance highlighted regarding locking survey edits at the shop level while allowing tenant-level administrators more control over survey management.

Summary of Key Requirements

Enhancements Needed

• Need identified for a clear mechanism that allows differentiation between tenant-level surveys applicable across multiple shops versus those specific to individual shops.

Dynamic Preview Features

• Suggestion made that previews should dynamically reflect changes based on selected shop details like logos and color schemes during the building phase.

This structured summary captures key discussions from the transcript while adhering strictly to timestamp rules. Each bullet point provides insight into critical aspects related to tenant-level reputation surveys.