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SurveyOps
πŸ“ˆ

Engagement Analytics

Track survey performance with control charts. 94% time reductionβ€”from 30+ minutes to 2 minutes for analysis.

Control charts Trend analysis Multi-survey comparison
View Charts β†’
πŸ“Š

Distribution Analytics

Automatic response rate calculations, bounce rates, and completion tracking for every distribution.

Response rates Email metrics Campaign tracking
View Distributions β†’
🎯

Respondent Experience

Drop-off analysis, survey flow diagrams, and structure insights. See exactly how respondents navigate your survey.

Drop-off funnel Survey flow diagram Structure analysis
Analyze Experience β†’
🌍

Localization

Manage survey translations across languages. AI-powered translation with quality comparison and export to TSV.

AI translation Quality comparison TSV import/export
Manage Translations β†’
πŸ€–

AI Assistant

Chat with your data. Ask questions about surveys, get insights, and monitor system health with natural language.

Natural language 16 tools Real-time data
Start Chatting β†’
πŸ””

Email Notifications

Get alerted when survey metrics change. Threshold-based monitoring with automated email delivery.

Real-time alerts Threshold triggers
Configure Alerts β†’
πŸ”„

Data Management

Manage survey data refresh policies and sync from Qualtrics. Control when and how data is updated.

Refresh policies Date range sync Manual refresh
Manage Data β†’
βš™οΈ

Data Operations

Monitor SQL flattening for Microsoft Fabric analytics. Test and validate data transformations.

Fabric flattening SQL preview Job monitoring
View Operations β†’
πŸ”§

API Status

Monitor API health, performance metrics, and system diagnostics. Real-time endpoint status.

Health checks Performance Diagnostics
Check Status β†’
πŸ”—

Fabric Integration

Cosmos DB mirroring to Microsoft Fabric. All Qualtrics data available as Delta tables for analytics.

Delta tables Real-time sync SQL analytics
βœ… Active

πŸ“– Quick Reference

Get started quickly with these common workflows

πŸš€ Getting Started

1
Sign In

Use your Microsoft account to authenticate. You'll be automatically redirected if not signed in.

2
Select a Survey

Most pages have a survey dropdown. Choose the survey you want to analyze.

3
Explore Analytics

Data loads automatically. Use date filters to narrow your analysis range.

πŸ“ˆ

Check Response Trends

Go to Engagement β†’ Select surveys β†’ View control charts showing daily response counts with statistical control limits.

πŸ’‘ Tip: Points outside control limits indicate unusual activity worth investigating.
πŸ“‰

Find Drop-Off Problems

Go to Drop-Off Analysis β†’ Select a survey β†’ See which questions cause respondents to abandon.

πŸ’‘ Tip: Focus on questions with >20% drop-off rate for the biggest impact.
πŸ”€

Understand Survey Logic

Go to Survey Flow β†’ Select a survey β†’ View the Mermaid diagram showing branching paths.

πŸ’‘ Tip: Click path cards to highlight that route in the diagram.
πŸ”„

Refresh Stale Data

Go to Data Management β†’ Find your survey β†’ Click "Refresh" to pull latest from Qualtrics.

πŸ’‘ Tip: Data auto-refreshes based on policy. Manual refresh for immediate updates.
🌐

Translate Survey Content

Go to Localization β†’ Select survey β†’ Use AI translation with quality checks (LQA/LGA).

πŸ’‘ Tip: Always run LQA after translation to catch terminology and cultural issues.
πŸ€–

Ask Questions About Data

Go to AI Assistant β†’ Type natural language questions like "Which survey has the lowest completion rate?"

πŸ’‘ Tip: The AI has 16 tools including survey lookup, metrics, and system health.

πŸ“Š Key Metrics Explained

Completion Rate
Completed Γ· Started Γ— 100
Target: >80%
Drop-Off Rate
Abandoned at Q Γ· Saw Q Γ— 100
Target: <10% per question
Response Rate
Responses Γ· Invites Sent Γ— 100
Varies by survey type
Answer Rate
Answered Q Γ· Saw Q Γ— 100
Target: >90%

⌨️ Keyboard Shortcuts

Ctrl + K Open AI Assistant (any page)
Ctrl + R Refresh current data
Esc Close modal/dialog
? Show page help (where available)

πŸ”§ Troubleshooting

Data looks outdated?
Check Data Management for last refresh time. Use manual refresh if needed.
Survey not in dropdown?
Survey must be Active in Qualtrics with at least one distribution. Check API Status.
Charts not loading?
Try refreshing the page. If persistent, check API Status for system health.
Authentication error?
Sign out completely and sign back in. Clear browser cache if issues persist.

βœ… Now Available in v2.0

The Smart Sampling Platform β€” Shipped January 2026

πŸ“₯

Complete Ingestion

Auto-discovery of all surveys with incremental sync. Comprehensive Qualtrics data capture.

βœ“ Delivered
πŸ“€

Smart Sampling Upload

Upload SurveyOps-selected sample contacts directly to Qualtrics. Close the sampling loop.

βœ“ Delivered
πŸ”

PII-Enabled Store

Secure response-level data with full PII for contact correlation with the Contact Master.

βœ“ Delivered
πŸ›‘οΈ

Responsible AI

Built-in safety controls, PII filtering, and human oversight. Enterprise-grade AI governance.

βœ“ Delivered
βœ”οΈ

Analytics Team Verification

Integration with the Analytics Team verification process. Streamlined quality checks.

βœ“ Delivered

πŸš€ Coming in v2.5

Operational Excellence & AI Enhancement β€” Q2 2026

πŸ—οΈ

Architecture Modernization

Refactored controllers, modular frontend, improved code organization for maintainability.

πŸ€–

M365 Copilot Integration

Teams-based AI assistant with structured outputs. Get survey insights directly in Teams.

⚑

Enhanced Reliability

Health probes, autoscaling, circuit breakers. Targeting 99.9%+ availability.

β™Ώ

Accessibility (WCAG 2.1 AA)

Full keyboard navigation, screen reader support, high contrast themes.

πŸ“Š

Real-time Fabric Sync

Live data updates from Microsoft Fabric. Faster insights with improved data quality.

πŸ”’ Already Built-In: SFI Compliance β€’ Microsoft Entra ID Authentication β€’ Aggregate-Only Storage (No Individual PII)

πŸ“š Project Documentation

Resources for understanding and contributing to SurveyOps