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Limiting Responses To Customer Voice Survey Request

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Posted on by jonfarmer4999

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I have a workflow that sends a customer voice survey when a sales person closes an opportunity. However we only want 1 response to the request, but it seems by default you can submit multiple responses to a single request sent via email. Is there a way of restricting the number of responses that can be made?

Kind Regards

Jon

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Devikumari Krishna 371 on at

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RE: Limiting Responses To Customer Voice Survey Request

Hi Partner,

You can turn on One response per person settings to true.

Open the Survey.

On the Send tab, select Customization at the right side of the page, and then select Distribution settings.

Under Distribution settings-> Choose Participant -> One response per person : true

One response per person: Specify whether a respondent can submit only one response, or more than one.

By default, this setting is turned off and a respondent can submit more than one response.

When you turn on this setting, a respondent can submit only one response per invitation. This setting is disabled when Only people in my

organization can respond is turned off and Anonymous responses is turned on.

Blog : https://d365topicsbydk.com/

Please mark Answered if the response was helpful.

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Abby Kong 6 on at

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RE: Limiting Responses To Customer Voice Survey Request

Hi Cat R,

'One response per person'' is actually one response per survey invitation rather than per 'person' (or per 'contact' or ''account'). One customer can submit multiple responses as long as they were sent multiple invitations. And if you have this setting turn on, customers can only respond 1 time for each invitation.

For your requirement, I would recommend you use Power Aumotate to create an invitation of the same survey for each appointment and toggle on the setting 'One response per person' in your survey.

For your Power Automate:

Trigger => Appointment is modified with a certain condition (based on your detail requirement when the survey invitation should be created)

Action => Create an Invitation or Send a survey, there is some difference between these two actions, if you use 'çreate an invitation, you should have another action to distribute the survey (e.g. send email).

The above screenshot is from the Customer Voice Project Template Order Delivery, you might want to check it out.

Cheers,

Another Cat Person

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Cat R on at

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RE: Limiting Responses To Customer Voice Survey Request

If you limit it to 1 response per person, does this limitation apply to the entire survey or just the single request that is tied to the survey?

For example:

I manage an appointment portal where Customers can book a consultation service with an Associate to get help. After each appointment, the Customer is sent an email asking for feedback and linking them to a customer voice survey. After the appointment, the Customer can submit a response within the survey. However, can the Customer still answer the survey if they book another survey a month later for a different reason?

Requirements:

-I would like it so that the Customer can only submit 1 response for each appointment

-If they have made multiple appointments, I want that Customer to be able to answer that same survey each time they have an appointment

-Each time the Customer finishes an appointment, they are only able to submit 1 survey response for that appointment

-If the Customer has another appointment in the future, they will be able to submit another survey response because the appointment is different from their previous one

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Arjun N on at

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RE: Limiting Responses To Customer Voice Survey Request

Hi @jonfarmer4999,

Yes, you can limit the number of responses per person for a non-anonymous survey by toggling the "one response per person" setting under the Distribution settings (in Send tab). See below.

Arjun

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