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Reporting: Survey Responses
Last updated : 6th July 2020
Report on Survey Responses from ON24 Webcasts
NOTE: You will require a licence for Custom Records to use this functionality.
The ON24/GatorSurvey integration stores the results of a survey in Workbooks on an Online Activity record, with a type of “Survey Response”. A JSON string received from ON24/GatorLeads is stored in the Form Submission JSON field. When you open the record, Workbooks converts the field on the fly into a grid format so that it is human-readable but it is not reportable, so you are unable to group by a particular Webcast, question, etc. If you wish to create Reports on this data, you’ll need to configure an additional Scheduled Process using a secondary Script Library script as described in the steps below.
Step 1: Create a Scheduled Process called “Create Survey Responses“.
- Choose the “Script Library” as the location, and the script called “Format Survey Responses” from the list.
Step 2: Create a Custom Record Type called “Survey Responses“
- When you type the name in, Workbooks automatically populates the “Name (plural)” and “Route” fields with “Survey Responsess”
- NOTE: The double “s” will cause this script to fail. REMOVE THE EXTRA “S” OTHERWISE THE SCRIPT WILL NOT WORK.
- Also set the Description, Icon and Prefix as required.
Step 3: Create a Report on Online Activities using the pre-populated report.
- Add in the Object Reference column
- Add criteria for “Online Activity Type” = “Survey Response”
Step 4: Create Custom Fields on the “Survey Responses” Custom Record type as follows:
- Online Activity (DLI field type. Use the report created in Step 3, and set the Display Column to “Object Reference”)
- Question (Multi-line text field type)
- Answer (Multi-line text field type)
Step 5: Create a Custom Field on Online Activities
- Survey Response Processed (checkbox)
Once the steps above are complete, you can build reports as usual by clicking Start > New > Report, and then selecting the Survey Responses record type from the list.