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 10,000 Survey Records at a time. Refine your search if it returns more than 10,000 Survey Records to target them more precisely.

  • You can edit one segment and to another already existing 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


Be careful while using this functionality. It will PERMANENTLY delete the record from your database and it CANNOT be restored.

  • 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 10,000 Survey Records. Refine your search if it returns more than 10,000 Survey Records to target them more precisely. In case your search returns more than 10,000 records, the deletion will be processed until 10,000 records are deleted.
  • 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.
  • Deletion can take a few minutes to process all 10,000 records. If you're doing multiple batches of deletion, please wait 5 minutes before starting the next batch.