Introduction

This page allows you to do three things:

  • Delete individual survey records

  • Delete multiple survey records in bulk

  • Edit segment data of multiple survey records in bulk


Access

  • Deletion is only available to Admin users without Data Access Restriction


The How To Guide:

  • Verify if you have access to this feature. It is only available for GLOBAL ADMINS.

  • On the menu, go to Settings  System Admin  Data Administration → Survey Records and go to Manage Survey Records


Search Criteria


Use a combination of File Settings, Date Settings, and Filter Settings to find records to edit or delete.


  • You can search by a combination of Settings: File, Date and Filter.
    • Date Settings: The date range between which the survey records were created.
    • File Settings: The file name of the survey record. Simply start typing in the search box (at least 3 characters are needed to start searching).
    • Filter Settings: Apply a combination of fields and values, similar to how you're used to from Reporting.

  • When applying a combination of Settings, records have to match ALL criteria. This allows you to find specific ones to delete or edit.


All the matching survey records can be found in a paginated table.


Editing

  • You can Edit All survey records that match the search criteria.

  • Editing multiple Survey Records at once is restricted to a maximum of 5,000 Survey Records. Refine your search if it returns more than 5,000 Survey Records.

  • You can edit one segment and one value at a time.

  • Changes will be reflected in the whole system and for all users.


Fields that can be edited:

  • Segments A-Z
  • Touchpoint
  • Division
  • Job Level
  • Country
  • State
  • Area
  • City



Deletion

  • You can either delete  Survey Records one at a time by clicking the Delete icon for that row, or Delete All Survey Records matching your search criteria. 
  • Deleting multiple Survey Records at once is restricted to a maximum of 5,000 Survey Records. Refine your search if it returns more than 5,000 Survey Records.
  • Deleting Survey Records will not delete their related Contacts and Accounts. Their Survey Response, comment, selected and viewed drivers, close-the-loop actions, etc. will be deleted.