You can create, manage, and assign surveys directly in the IntelliBrand console.

Visibility rule:
For a survey to be visible to a rep in the mobile app, it must be assigned both to:

  • The rep, and

  • The customer group that the customer belongs to.


This article covers:

  • The different survey types

  • How to create and maintain surveys

  • How to add questions

  • How to assign surveys to users and customer groups

  • How to add rules/logic to your surveys

  • How to make questions mandatory

  • How to edit survey results
  • How to run survey reports



1. Survey Types

IntelliBrand supports several survey types, each designed for a specific use case in the mobile app.

1.1 In-Call Surveys

  • Used while reps are completing a Daily Call in the IntelliBrand mobile app.

  • Can be assigned to users and customer groups.

1.2 Prospect Surveys

  • Used during Prospect Calls.

  • Can be assigned to users and customer groups.

1.3 User Surveys

  • Displayed on the Home screen of the mobile app.

  • Can be assigned to all users or to specific users only.

1.4 Audit Surveys

  • Typically short surveys completed while reps are auditing products.

  • The same survey can be completed for each product.

  • Displayed next to each product in the Audits tab in IntelliBrand.

  • Can be assigned to both users and customer groups.

1.5 Promotion Surveys

  • Short surveys capturing information related to promotions.

  • Displayed beside each promotion item under the Promotions tab in the mobile app.

  • Can be assigned to both users and customer groups.




Survey Designer


2. Accessing the Survey Designer

The Survey Designer is where you create and maintain surveys.

  • In the console, go to:
    Master Data > Surveys > Design Surveys




The survey designer form has 4 main areas.


3. Survey Designer – Layout Overview

3.1 Bar Menu Area

The toolbar at the top contains the main actions:

  • New Survey – Create a new survey.

  • Delete Survey – Remove an existing survey.

  • Duplicate Survey – Create a copy of an existing survey.

  • Export To – Export survey details to CSV, Excel, Word, or PDF.

  • Test Survey – Open the Test Survey dialog to preview and test the survey.

  • Get Help – Open the survey help articles on the support site.


3.2 Surveys List Area

  • Displays all surveys, grouped for easier navigation.

  • Hover over a survey to see a tooltip with useful information (e.g. survey type, date range).


3.3 Survey Maintenance Area

This area contains two tabs: Survey Design and Assigned Users/Groups.

3.3.1 Survey Design Tab

In the Survey Design tab you can:

  • Enter the survey name

  • Set the start date and end date and index.

  • Turn the survey on or off using the Active switch

For In-Call surveys only, you can also:

  • Enable Retain Results – carries forward answers from previous calls.

  • Enable Default Answers – automatically displays the default responses defined in the question setup.

  • Use the Cycle option – controls how often the survey must be completed for each customer (see the Cycles article for more details).


3.3.2 Assigned Users/Groups Tab

This tab controls who can see and complete the survey.

  • User Surveys can only be assigned to users.

  • All other survey types can be assigned to both users and customer groups.


A survey is treated as assigned to all users and all customer groups when:

  • All users and groups are selected, or

  • No users and groups are selected.


A survey can be assigned to specific users only when:

  • Specific users and specific groups are selected, or

  • Specific users and all or no groups are selected.


Remember the visibility rule: for a survey to appear in the app, it must be assigned to the rep and to the customer group of the customer.


3.4 Survey Questions Area

This is where you define the content of the survey.

  • Each row represents a question.

  • Hover over a question to see a tooltip with additional details.

From here you can:

  • Edit a question – Click the pencil icon or double-click the question to open the Edit Question dialog.

  • Add logic/rules – Click the branch (logic) icon to open the Logic Builder and create conditions (e.g. show/hide questions based on previous answers). More information is available in the Conditions article.

  • Paste answer options – For Single Choice and Multi Choice questions, you can copy and paste options directly from a spreadsheet. (See the related article for more details.)



Making Surveys and Questions Mandatory

You can control both:

  • Which questions must be answered, and

  • When surveys are enforced during a call.


1. Making Individual Questions Required

When creating or editing a survey question:

  1. Open the Question Details tab.

  2. Tick the Required checkbox if the question must be answered.

This lets you:

  • Ensure important questions are always completed.

  • Still allow other questions in the survey to remain optional, in case the rep cannot answer them for any reason.

Only the questions marked as Required will be checked for completion.


2. Enforcing Survey Completion During Calls

To make it mandatory for reps to complete required survey questions before closing a call:

  1. Go to Master Data > Lookups > Completion Codes.

  2. For the relevant completion code(s), tick Enforce Surveys.

  3. Save your changes.

What the Rep Sees

  • If a rep tries to complete a call using a completion code with Enforce Surveys ticked, and there are any Required questions unanswered:

    • They will see a message indicating that those questions must be completed.

    • They will not be able to complete the call until the required survey questions are filled in.

  • If the rep selects a completion code without Enforce Surveys ticked:

    • The call can be completed even if surveys are incomplete or required questions are not answered.

This combination of Required questions and Enforce Surveys gives you fine-grained control over how strictly survey completion is enforced in the field.


More information on Photo Required

Please note that ticking “Photo required” does not make taking a photo mandatory.

  • Photo required simply makes the option to take a photo visible for that question.

  • To actually require both an answer and a photo, you must tick Required for the question itself.

In other words:

  • Photo required = show photo option

  • Required (question) + Photo required = answering the question and taking a photo are both mandatory.




More Information on Answer Types

When creating survey questions, you can choose from a range of answer types to match the kind of information you want to collect.

Common options include:

  • Numeric – for number-only responses (e.g. quantities, scores).

  • Yes/No – for simple binary answers.

  • Free Text – for open, written responses.

Additional specialised answer types include:

  • Coordinates – uses the tablet’s location services to capture the GPS coordinates of the customer’s store.

  • Signature – allows you to capture a signature from a store manager or contact.

  • Grid – displays multiple items (e.g. products) with several related questions (e.g. In Stock, Facings, Price) in a single, consolidated view. More information is available in the Survey Grid Questions article.





Edit Survey Results


You can correct or update survey answers that reps have already submitted.




Editing Synced Survey Answers

You can edit survey answers submitted by reps in the console:

  1. Go to Master Data > Surveys > Edit Survey Results.

  2. Locate the response you want to update and click into the Result cell.

  3. Enter the updated answer.

  4. Click Save when you’re finished.






Viewing Survey Reports


To run reports on completed surveys:

  1. Go to Surveys in the console.

  2. Select the required report from the drop-down menu.