Polls & Surveys

The Polls and Surveys automation reporting provides a comprehensive view of how users interact with your interactive questionnaires. Designed to capture feedback, opinions, or preferences, this analytics and reporting breaks down each stage of user engagement and message delivery in a clear, visual format.

The reporting is divided into four main tabs, each focusing on a specific part of the automation's performance:

  • KPIs (above tabs): Displays the primary performance indicators of the automation according to the delivery channel chosen to activate the automation.
  • Delivery: Shows how the automation was distributed across recipients, detailing delivery status per channel (SMS, WhatsApp, RCS). For an in-depth understanding of each delivery status (Unsent, Sent, Delivered, Transit, Failed), refer to the corresponding delivery channel section.
  • Questions and Answers: Offers a detailed analysis of user responses, including the number of engaged users, total questions answered, and a visual breakdown of answer choices.
  • Campaign Overview: Summarizes the automation setup.
  • Participants: Lists all users who engaged with the automation, showing individual activity, participation status, and the option to re-engage participants directly from the reporting.

KPIs

At the top of the analytics and reporting interface, three key metrics are displayed:

  • Total Messages Sent: Indicates how many messages were successfully sent through the delivery channel you chose when setting the automation.
  • Delivery Rate - The percentage of messages that were successfully delivered.
  • Transit Rate - Displays the percentage of messages still in transit, pending final delivery status. That is, it represents the percentage of the Total number of messages sent that either have not been delivered or have not failed.
  • Failed Rate - Percentage of messages that failed to be delivered.

These KPIs provide an at-a-glance understanding of how effectively the automation moved users from message receipt to content engagement.

Delivery tab

This tab presents the Messages by Status chart, which helps you assess the delivery flow of the automation.

The chart dynamically adapts based on the channel used for delivery (SMS, WhatsApp, RCS).

To understand the meaning and logic behind each status, refer to the specific documentation for each delivery channel.

Questions & Answers tab

The reporting for Polls & Surveys automation types takes a straightforward approach, offering a breakdown of the responses to each question in a graphical and tabular format, as shown in the following figure.

KPIs

In this section, we describe the main KPIs located at the top of the Questions & Answers Usage tab.

  • Engaged Users: Displays the number of unique users who have interacted with the survey.
  • Total Questions: Indicates the number of questions included in the automation
  • Total Interactions answered: Total responses for each single-interaction answer option. That is, it displays how many responses were recorded in total.

If you set up a Web Polls & Surveys automation, the KPIs will be the following:

  • Engaged Users: The number of users who have interacted with the poll or survey by opening it and attempting to respond.
  • Total Questions: Indicates the number of questions included in the automation.
  • Total Interactions answered: The total number of responses received across all questions in the automation. Each time a user selects an answer, it is counted here.
  • Participation Rate: The percentage of users who received the automation and submitted at least one answer.

Answers Distribution Graph

The Answers Distribution graph visualizes how participants responded to a specific poll or survey question. Each colored horizontal bar represents one of the four answer options, with the length of the bar indicating the total number of responses received for that option. Each question is located at the top of the graph, and its options will be listed between the table and the graph.

  • X-axis (horizontal): Shows the number of responses for each answer option.
  • Y-axis (vertical): Represents each answer option from the question shown as horizontal bars in different colors.

Response Table (Right Panel)

The table provides an exact numeric and percentage breakdown of each answer option.

The table consists of the following columns:

  • Answer Choices: The label or text of the option that users can select when answering the question.
  • Total Answers: The total number of responses this answer received.
  • Answer Rate: The percentage (%) of total participants who chose this option.

Campaign Overview tab

This section outlines how the automation was configured and how the polls & surveys content appeared to the recipient.

  • Delivery Channel: Type of channel (SMS, WhatsApp, RCS) through which the automation was sent.

  • Sender: The sender type selected during automation setup is used as the sender of the notification message.

  • Recipients: Number of Recipients who received the automation.

  • Campaign Expiration: Configured date on which the automation will expire.

  • Throttle Configuration: Set through the slider, the rate at which the messages will be sent.

Participants tab

The Participants tab within the Automations reporting provides a detailed view of individual user engagement and participation throughout the automation. This section helps you analyze how each user interacted with your automation and supports audience segmentation based on their level of involvement. Additionally, it enables you to boost engagement by offering prize-based incentives through optional winner selection features available in most automations.

If you’d like to learn more about how to configure and use this feature, please refer to the Participants section of the documentation.