SurveyLegend Integration

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In this article

The platform has introduced an Integration Feature with ServerLegend, a survey tool that allows administrators to display and manage surveys for users.

1. Introduction to ServerLegend Integration

  • Purpose: Enables the display and administration of surveys for users through integration with ServerLegend, enhancing user engagement and feedback collection.
  • Tool Overview: ServerLegend is a survey tool designed to create, display, and manage surveys effectively within the platform.

2. Enabling the ServerLegend Integration

  • Integration Setup:
    • API Configuration: Hook up the ServerLegend URL and API key to integrate directly with your ServerLegend account.
    • Accessing Integration Settings: Navigate to the integration settings page and search for “ServerLegend” to locate the integration options.

3. Key Features and Sub-Features

  • a. Immediate Post-Login Surveys:
    • Functionality: Display a survey immediately after a user logs in.
    • Use Case: Gate users’ access to certain features by requiring them to complete the survey before proceeding.
    • Configuration: Enable this feature and provide the necessary survey details to prompt users upon login.
  • b. Ongoing Experience Tracking Surveys:
    • Functionality: Display recurring surveys to track a user’s experience over time.
    • Scheduling Options:
      • Default Repeat Intervals: Set surveys to repeat at predefined intervals (e.g., every 1 month, 2 months, up to 12 months).
      • Custom Scheduling: Specify a custom start date for recurring surveys using custom data fields.
    • Data Tracking: Collect and monitor survey responses over the specified periods to assess user satisfaction and experience trends.

4. Configuration and Customization

  • Setting Repeat Intervals:
    • Default Settings: Choose from preset intervals to have surveys repeat automatically based on the user’s registration date.
      • Example: Setting a 2-month interval means the survey will reappear every two months after the user’s registration.
  • Custom Start Dates:
    • Customization: Define a specific start date for the recurring surveys by utilizing custom data fields.
    • Flexibility: Allows for tailored survey schedules that align with organizational needs or specific user milestones.

5. Implementation Steps

  1. Integrate ServerLegend:
    • Enter the ServerLegend URL and API key in the integration settings to establish a connection with your ServerLegend account.
  2. Enable Desired Sub-Features:
    • Immediate Surveys: Turn on the feature to display surveys right after user login and configure the survey details.
    • Ongoing Surveys: Activate the recurring survey feature and set the desired intervals or custom start dates.
  3. Configure Survey Details:
    • Provide the content and structure of the surveys to be displayed, ensuring they align with your feedback collection goals.
  4. Monitor and Track Responses:
    • Use ServerLegend’s analytics tools to monitor survey responses and track user experience over time.

6. Benefits of ServerLegend Integration

  • Enhanced User Engagement: Encourages users to provide feedback regularly, fostering a culture of continuous improvement.
  • Access Control: Allows administrators to control user access to features based on survey completion, ensuring that critical feedback is obtained before granting access.
  • Data-Driven Insights: Recurring surveys provide valuable data on user satisfaction and experience trends, enabling informed decision-making.
  • Customization Flexibility: Offers the ability to tailor survey schedules and content to meet specific organizational requirements and user needs.

7. Conclusion and Support

  • Summary: The ServerLegend integration provides a robust solution for displaying and managing surveys within the platform. By enabling immediate and recurring surveys, administrators can effectively gather and analyze user feedback to enhance service quality and user satisfaction.
  • Support: Users with any questions or requiring assistance with the ServerLegend integration are encouraged to reach out for support.

This integration significantly improves the platform’s capability to engage users through structured feedback mechanisms, ensuring that user experiences are continuously monitored and optimized.

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