Scenarios: Surveying for different kinds of customers
A Scenario is a set of surveys for a specific type of customer.
For your remodeling customers, you might use “At Contract” and “Shortly After Completion” surveys that are tailored to the remodeling process, but stick with GuildQuality’s standard “Long After Completion” survey. Those three surveys together would make up your “Remodeling” scenario. GuildQuality knows to survey all customers assigned that scenario with the appropriate survey at the appropriate milestone.
You may also have spec home customers, and only want to survey those folks twice: Shortly After Completion with a customized survey that explores the sales and construction process, and then Long After Completion with a standard GQ survey. This would be your second scenario, and you might name it “Spec Homes”.
My favorite thing about Scenarios is that, despite being incredibly flexible, they don’t force you to sacrifice the standardization that enables benchmarking both within your company and against your peers. If you ask the “Communication” question in all of your different surveys, GuildQuality lets you view performance in Communication for responses from a specific survey, all responses for a single scenario, or every single one of your responses regardless of the scenario. And, as with all GQ reporting, you may benchmark those responses against Communication feedback for your peers, regardless of how they’ve customized their surveys or scenarios.
Your Scenario settings live in the Survey Admin chapter of your account. Before setting up a scenario (which is the set of surveys a particular customer will receive), you may need to create the surveys you’ll want to use.