Survey Statistics

Survey Submission Record

When someone submits a Click survey, a Survey Submission record is created. To see the Survey Submissions, go to Web and Events > Survey Submissions

The Survey Submission record contains the Name of the completed survey, the associated Campaign (if any), the Contact or Lead that completed the survey, the Web Content record, the relevant Visit record for the survey's Page View, and the date the record was created within Dynamics.

The answers to the questions in an individual survey appear on the sub-grid within the Survey Submission record, or are available from associated records menu.  Click the Related drop down arrow and select Survey Answers from the associated records menu.

This view shows the Survey Answer records related to the Survey Submission. These records contain the information regarding the question, the answer (Value), the Lead/Contact, the Survey, and the date.

Survey Answer Record

In an individual Survey Answer record, you can see Question, the Answer (Value), Lead or Contact who submitted the Survey, the associated Campaign (if any), and more.

All of the Survey Answers enter your Dynamics environment as records and are native to your environment. Just like any other record in Dynamics, you can export these records to Excel, create a custom report, create charts, use the records in an Advanced Find, and more.

Survey Report

Click also provides a pre-made report for a survey's overall performance. This report will give you graphical and numerical summaries of the responses to any non-text field survey questions included on the survey. The survey report can be accessed from the survey's Web Content record. In the toolbar at the top you will see a button that says Survey Report > Open Survey Report

The Survey Report gives you an overview of how people answered the multiple choice questions on your survey. You can export the responses to Excel.

Email Send Conversion Statistics

If you included a link to a Click Survey in an email template via the link manager, you can see conversion statistics that indicate how many people submitted the survey via the email they received.  This information is found within a Sent Email Send's Email Statistics window, accessible via the the Sent Email Send record's Email Statistics button in the top ribbon menu.

In the Email Statistics window, click the Conversions tab.  This allows you to make the connection to see how many people accessed your Survey via this particular email.

The numbers on the conversion report will indicate the percentage of total recipients who submitted the linked Survey, as well as the total number of Surveys submitted that were accessed via the particular email. More about the conversion reporting can be found here. You will also be able to see the connection between the Email Send and the Survey via the Survey Submission record: there is a lookup field that will link to the Sent Email Send record in which the Survey was included.