Anonymous Surveys

Anonymous survey responses allow organizations to collect survey data from HCPs or other individuals without associating their responses with a specific Vault CRM Account record. Anonymous responses are supported with One Time and Recurring surveys.

Who can use this feature?

Configuring Anonymous Surveys for

To configure this feature:

  1. Ensure Configuring Surveys is complete.
  2. Navigate to Admin > Users & Groups > Permission Sets.
  3. Select the appropriate permission set.
  4. Navigate to Objects > survey__v.
  5. Grant Edit permission for the allow_anonymous_responses__v field permission.
  6. Navigate to Objects > survey_target__v.
  7. Grant Edit permission for the allow_anonymous_responses__v field permission.
  8. Navigate to Admin > Configuration > Objects > survey__v > Layouts.
  9. Select the appropriate One Time and Recurring Survey layout.
  10. Add the Allow Anonymous Responses field to the layout.

To configure this feature:

  1. Ensure Configuring Surveys is complete.
  2. Navigate to Admin > Users & Groups > Permission Sets.
  3. Select the appropriate permission set.
  4. Navigate to Objects > survey__v.
  5. Grant Read permission for the allow_anonymous_responses__v field permission.
  6. Navigate to Objects > survey_target__v.
  7. Grant Edit permission for the allow_anonymous_responses__v field permission.

Configuring Syncing for Offline Devices

Update the Survey Target VMOC records to ensure surveys without accounts are synced if the user is the owner:

  1. Navigate to Business Admin > Objects > vmobile_object_configuration__v.
  2. Select Create.
  3. Populate the new VMOC record fields:
    • Object Name - survey_target__v
    • Type - T
    • Where Clause - WHERE ownerid__v = @@USER_ID@@ AND anonymous_response__v = TRUE
    • Device - Select the appropriate device
    • Active - Enable the checkbox
    • Enable Enhanced Sync - Enable the checkbox

Creating Anonymous Surveys as

To create an anonymous survey:

  1. Navigate to the Surveys tab.
  2. Select Create.
  3. Select the One-Time or Recurring survey type.
  4. Select the Allow Users to Choose Targets? checkbox.
  5. Select the Allow Anonymous Response? checkbox.
  6. Add survey questions.
  7. Publish the survey.

Executing Anonymous Surveys as

To create an anonymous survey target:

  1. Navigate to the My Surveys tab.
  2. Select Create.
  3. Select the Anonymous Response option.
  4. Select the appropriate survey template.

To create an anonymous survey target:

  1. Navigate to the Survey Targets tab.
  2. Select the + icon in the top-right.
  3. Select Anonymous Response.
  4. Select the appropriate survey template.

To create an anonymous survey target:

  1. Navigate to the Survey Targets tab.
  2. Select the + icon in the top-right.
  3. Select Anonymous Response.
  4. Select the appropriate survey template.

To create an anonymous survey target:

  1. Navigate to the Survey Targets tab.
  2. Expand the drop-down menu corresponding to New.
  3. Select Anonymous Response.
  4. Select the appropriate survey template.

For Recurring surveys, users can have multiple saved survey targets for the same survey if the survey targets are for Anonymous Responses. Users cannot Update Responses on a Recurring Survey for an Anonymous Response.

Related Topics

Surveys Overview

Configuring Surveys

Creating a One-Time or Recurring Survey