Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Suggestions/Managing Suggestions/SuggestionSurveys.htm

## Suggestion Surveys

Vault CRM surveys can be used to generate feedback for suggestions. This more targeted feedback is intended to increase the effectiveness of Vault CRM suggestions.

Suggestion surveys are assigned at the individual suggestion level. This accommodates nearly any logical assignment of surveys to user groups (for example, brand, profile, region, therapeutic area, etc).

Suggestion survey definitions and responses are data driven. New surveys can be created or edited using the established survey designer process or data load.

Customers can work with their data science partner to develop the ability to snooze a suggestion, or show the suggestion again after a selected period of time. The suggestion survey can be used to gather information, such as snooze duration and reason. These questions can be leveraged by the data science partner to develop functionality for generating the suggestion again after the specified snooze duration.

**Who can use this feature?**

* Suggestion Survey Designers — Browser
* [Creating Suggestion Surveys](#Creating)
* End Users — Browser, iPad
* [Using Suggestion Surveys](#Using)
* Users do not require an additional license

### Configuring Suggestions Surveys for

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Suggestion Survey Designers](#)

To configure this feature:

1. Ensure [Configuring Suggestions](../Config/SuggestionsConfig.htm)  and [Configuring Surveys](../../Surveys/SurveysInitalConfig.htm)  are complete.
2. Navigate to **Admin > Users and Groups > Permission Sets**.
3. Select the appropriate permission set.
4. Grant Edit permission to the **suggestion\_survey\_\_v**  field on the suggestion\_\_v object.
5. Grant access to the **suggestion\_survey\_\_v**  object type on the survey\_\_v and survey\_target\_\_v objects.

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)
End Users](#)

To configure this feature:

1. Ensure [Configuring Suggestions](../Config/SuggestionsConfig.htm)  and [Configuring Surveys](../../Surveys/SurveysInitalConfig.htm)  are complete.
2. Navigate to **Admin > Users and Groups > Permission Sets**.
3. Grant users Read permission to the **suggestion\_survey\_\_v**  field on the suggestion\_\_v object and Edit permission to the **suggestion\_\_v**  field on the survey\_target\_\_v object.
4. Grant users Create access to the **suggestions\_\_v**  object type on the question\_response\_\_v object.
5. Grant users Create access to the **suggestion\_survey\_\_v**  object type on the survey\_target\_\_v object.
6. Navigate to **Business Admin > Objects > Suggestions**.
7. Ensure Suggestion records have the **suggestion\_survey\_\_v**  lookup field on the suggestion\_\_v object populated with a valid published survey\_\_v of object type suggestion\_survey\_\_v.

### Creating Suggestion Surveys as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)
Suggestion Survey Designers](#)

Suggestion Survey Designers follow the established survey [creation](../../Surveys/Creating/CreatingaSurvey.htm) processes.

Additional notes:

* Designers should select the Suggestion Survey object type when creating new surveys
* Surveys will be locked when published
* Publishing the suggestion survey sets the channel\_\_v field on the survey\_\_v object to "suggestions\_\_v", the survey\_status\_\_v field to "published\_\_v ", and territories\_\_v to the root territory
* The concepts of Survey Assignment Rules, Segments, and Targets are not supported with suggestion surveys
* Branching surveys for suggestions are only supported on the iPad platform

To associate the published suggestion survey with a suggestion:

1. Navigate to **Business Admin > Objects > Suggestions**.
2. Open a suggestion record.
3. Select the survey from the **suggestion\_survey\_\_v** lookup field on the suggestion record.
4. Select **Save**.

### Using Suggestions Surveys as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)
End Users](#)

When a user dismisses a suggestion, a suggestion survey displays if a survey has been assigned to the suggestion. After the user answers all the required questions, they can submit the suggestion survey.

Submission of a survey stores the responses in a Question Responses object record. A Survey Target Object record is created to associate the responses with the suggestion.

![](../../../Resources/Images/Surveys/SuggestionSurvey1_s.png)

### Related Topics

[Completing or Dismissing Suggestions](CompleteOrDismissSuggestions.htm)

[Suggestions Overview](../SuggestionsOverview.htm)