FAQs for TRACE

FAQs for TRACE

FREE SURVEY

Survey Preparation

  1. What is the next step after creating my survey?
    After creating your survey, link it to a project, product, and team, and deploy it for data collection.

  2. Do I need to set up customer mapping for all surveys?
    If your survey will be conducted through the Trace app, customer mapping is required to specify target customers.

  3. Access all Free Survey related tutorials here:



Customer Mapping

  1. How do I access customer mapping?
    Navigate to the "Customer Mapping" tab in the sidebar.

  1. What information is required for customer mapping?
    You need to select the associated project, product type, survey, and team.

  1. How do I upload customer data for mapping?
    Click "New Households" to upload your customer data. Assign customers to team members in the last subordinate role linked with the survey.

Deploying Surveys

  1. How do I deploy a survey?
    Go to the "Deploy Survey" tab, select the project and product type, locate your survey, and deploy it using the three-dot menu.

  1. Who can access the deployed survey?
    The ground team can log into the Trace app to access and start collecting data based on the mapped survey settings.

Monitoring Progress and Insights

  1. How can I monitor survey progress in real time?
    Navigate to the Trace module and select your survey from the list to view insights into data collection activities across your team.

  1. What insights can I see in the Trace module?
    The Trace module provides valuable information on the progress of data collection, allowing you to track activities effectively.





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