The need is for a survey widget/tool that can be easily installed/integrated with a client’s website and Facebook page (recognize this is two different integrations) to collect feedback from users based on “events” - e.g. enter or exit page, make donation, etc...
The questions we want to ask will initially be pre-canned, meaning they won’t change from client to client. These responses would place each respondent into 1 of 4 segments, each with business rules to trigger certain, automated followup. For the biz rule and follow up piece we anticipate this happening through our clients' CRM (Convio and Blackbaud Sphere are main focus at this stage) so will need back-end integration to pass the survey responses to these two systems.
The survey questions could be form fields that provide no flexibility or easy way to change them (e.g. hard coded sort of). But, it is likely we’ll want, in the future, to give the client the option of adding a question or 2 (these will always be very short, post “event” or transaction based donor feedback surveys), meaning having some pre-canned question type options that can be easily added is a definite nice to have. There is one open source survey tool, LimeSurvey, [url removed, login to view], that is gross overkill at one level but maybe the best route in order to have this flexibility of accommodating new and different question types down the road.
We will also need to include some way to recognize the IP address of visitors (to web or facebook) to not “oversurvey” regular or repeat visitors. Will also want to have the survey widget tool to be triggered based on different rules – probably every nth visitor and maybe also some specific action that could be client specific (e.g. checked out a certain page or area).
More specifically, we anticipate the high level requirements to be,
- manage hard coded surveys
- delivery via iframe and JS script, with conditional calling depending on meeting certain conditions
-API integration with two database systems (Convio and Blackbaud Sphere)
-pass through of survey data to these CRMs
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