All Edition Features

Experience the highest-rated Salesforce Surveys & Forms app, fully integrated and 100% native to Salesforce, available on AppExchange. Our app offers the most secure way to collect and manage data as all information stays within your Salesforce org.

Effortlessly integrate Salesforce with our no-code solution. Our app seamlessly integrates with popular Salesforce Clouds such as Service, Sales, and Marketing Cloud, out of the box. You can automate the process of creating and updating records in both standard and custom objects through simple data/response mapping, saving you valuable time and effort.

The maximum number of surveys you can create and manage using our platform.

The maximum number of questions per survey you can create and manage using our platform.

The maximum number of responses you can collect from authenticated and unauthenticated participants. The limit applies across all surveys in your Salesforce org and is not specific to any individual survey.

This refers to the maximum number of internal company authorized Salesforce users who can create, send, respond to, and generate reports on survey data within your organization. For inquiries about additional user licenses, please get in touch with us!

Our platform enables you to collect survey responses from an unlimited number of external unauthenticated respondents, such as customers, partners, and other parties responding via Digital Experience Site/Community guest user configuration. For inquiries about external authenticated respondents, please get in touch with us.

Our platform offers a WYSIWYG (What You See Is What You Get) survey builder that allows you to quickly and easily author your surveys by dragging and dropping elements into place.

Our platform comes equipped with over 30 out-of-the-box question types, including CSAT, NPS, Rating, Ranking, Rich Text, File Upload, Salesforce Dynamic Data, and more, to enable you to create engaging surveys that capture the data you need.

Our platform allows you to create read-only and hidden questions to aid in your question branching logic.

Our platform offers point-and-click configuration to customize the look and feel of your surveys with your brand's colors, logos, and images. This will help you maintain brand consistency and create a more visually appealing experience for your survey respondents.

Take full control of the visual appearance of your surveys by using custom CSS to match your organization's branding.

You can choose from three different survey pagination options to customize the user experience - single-page surveys, surveys that present one question at a time, or surveys with multiple pages.

Allow respondents to save their progress and resume later with the "Save & Resume Later" feature. This feature enables participants to complete surveys at their own pace, which can lead to higher response rates and more accurate data.

This feature allows you to dynamically insert, or "pipe", answer text from a previous question into a later question on the survey.

Personalize your surveys by inserting merge fields into your welcome message, survey questions, and thank-you message. Merge fields automatically populate with field values from Salesforce records, participant details, company information, and custom values, allowing you to tailor your surveys to each respondent.

Optionally allow your respondents to provide detailed comments justifying a question response.

Enable your respondents to upload files and images along with their survey responses. The uploaded files are securely stored in your Salesforce org, ensuring the confidentiality and integrity of your data.

You can enable captcha to prevent spam responses from automated programs, ensuring that your survey responses are only from real human participants.

Create surveys in multiple languages by adding translations for your survey content. With a single survey, respondents can choose their preferred language from a drop-down menu, allowing for a seamless experience for users regardless of their language preference.

Our platform offers easy migration of your legacy survey response data to SurveyVista using our APIs and tools. You can seamlessly transfer your existing data to our platform and continue to analyze and report on it without any interruptions.

Our platform allows you to migrate surveys from one Salesforce org to another with ease, including moving surveys from Sandbox to Production orgs or across different Salesforce orgs.

Yes, our platform offers the option to remove the "Powered by Ardira SurveyVista" footer.

Question Conditional Logic allows you to create custom survey journeys based on a respondent's answers, scores, or data from Salesforce. This feature enables you to show different questions or pages based on the conditions you set. For example, you can skip questions that are not relevant to the respondent or show different questions based on a specific response. This can help you to create more personalized and targeted surveys for your audience.

With our platform, you can easily incorporate feedback into your Salesforce org by creating response mapping that automatically creates or updates standard and custom object records based on a participant's responses. For example, you can update a case record CSAT score field when a CSAT survey is submitted. This powerful feature helps you to quickly and accurately capture survey data in your Salesforce org for further analysis and action.

Prefill Question Responses is a feature that allows you to pre-populate responses to survey questions using your Salesforce data, URL parameters, and default choices. This feature saves time for the survey taker and ensures that responses are accurate and consistent.

Our platform provides flexible and configurable survey and question scoring options to meet your scoring needs. You can define scoring rules for individual questions or for the entire survey, and you can assign scores based on various criteria such as answer choices, question types, and more.

You can configure your surveys to calculate aggregate scores at both the section/page level and the category level. This allows you to see not only the overall score for the entire survey, but also scores for specific sections or categories within the survey.

Multi-Channel Survey Distribution refers to the ability to distribute surveys via multiple channels such as email, web forms, chat, social media, and more. This feature allows organizations to reach their audience through different channels and collect feedback from them in a way that is most convenient for them.

You can easily relate survey responses to Salesforce enterprise and custom object records using SurveyVista. This enables you to view survey responses as related lists for a record and gain insights into the sentiment of your customers or employees.

Manual Survey Distribution refers to the process of manually sending out survey invitations to participants, either through email or by sharing a direct survey link. SurveyVista provides various methods to manually distribute surveys, including: SurveyVista UI, Survey Links, Pardot, Record Detail Page, List Views...

SurveyVista can automate survey distribution by integrating with Salesforce flows and processes. You can use this feature to automatically send surveys to customers or leads after a certain event has occurred, such as a closed case or a new deal.

Real-Time Response Analysis feature allows you to monitor survey responses as they come in, allowing you to track response rates and view live results in real-time. This feature enables you to quickly identify trends and patterns in the data, allowing you to adjust your survey questions or distribution strategy accordingly.

SurveyVista provides pre-built survey templates and Salesforce dashboards for popular survey types like NPS, CSAT, CES, and more. These templates and dashboards can help you jumpstart your feedback collection process and gain insights from your survey data.

The advanced survey metrics interface provides more detailed insights into survey responses and helps you analyze and interpret the data. This interface may include features such as filtering, grouping, and visualizing survey data to help identify trends and patterns.

SurveyVista allows you to download survey responses in XLS, CSV, and PDF formats. This gives you the flexibility to analyze the data offline or share it with other stakeholders who may not have access to the platform.

SurveyVista provides features to help you close the feedback loop. With real-time response analysis and advanced survey metrics, you can quickly analyze survey responses and identify areas for improvement. Additionally, you can use response mapping to automatically create or update Salesforce records based on survey responses, allowing you to take action on feedback in real-time. You can also set up automated alerts to notify team members of negative feedback, enabling quick follow-up and resolution.

SurveyVista provides the functionality to embed a survey/form in your web pages. This can be useful for gathering feedback from website visitors or for lead generation purposes.

Embed SurveyVista interface in your Salesforce Digital Experience Site pages to seamlessly integrate your feedback collection process with your customer-facing community. This feature allows both authenticated and unauthenticated users to take surveys and provide feedback directly from your community.

SurveyVista provides the option to embed a survey interface within Salesforce custom or standard object record detail pages. This allows users to view and respond to surveys directly within the context of a specific record (like a checklist), making it easier to collect feedback and insights related to that record.

SurveyVista provides the ability to distribute surveys via SMS using messaging service providers such as Twilio. However, please note that the customer is responsible for obtaining an SMS subscription with a service provider.

Easily distribute surveys to your customers using WhatsApp, one of the most widely used messaging apps in the world. With SurveyVista, you can seamlessly integrate your WhatsApp account and send surveys to your customers' WhatsApp accounts. Please note that customers are responsible for subscribing to the WhatsApp Business API.

Generate dynamic links for your surveys to easily distribute them via email, social media, or any other platform. You can also download a QR code for your survey, which can be included on print media such as product packaging, pamphlets, posters, and receipts.

Custom events and webhooks allow you to set up advanced automation for your surveys.

Enhance your survey reporting with valuable geographic insights by geocoding your respondents' locations. This feature allows you to map the responses to specific locations, providing valuable demographic information for analysis. Please note that the customer is responsible for obtaining an IP to Location mapping service such as www.ipstack.com to enable this feature.

With SurveyVista's advanced alert notifications, you can automate survey notifications based on various trigger points using a simple point-and-click interface. For example, you can configure notifications to be sent to stakeholders when a new survey response is received with an NPS detractor score, or you can schedule automated reminders to be sent to respondents at specific time intervals (e.g. 7, 14, or 21 days after the survey was sent). This helps to ensure that you never miss an important survey response and that you are always able to follow up with your customers in a timely manner.

Survey Response Storage Optimization is a useful feature that allows you to efficiently manage your Salesforce storage usage by archiving and unarchiving survey responses. With this feature, you can store older survey responses in an archived format within Salesforce, which frees up valuable storage space in your org. You can easily unarchive the responses when needed and bring them back into readable format.

With SurveyVista API Access, you can seamlessly integrate your survey data with other systems to automate data exchange and improve efficiency.

The AWS Storage Integration feature allows you to store uploaded files and images in an AWS S3 Bucket, reducing your Salesforce storage usage and potentially saving you costs. By seamlessly integrating with AWS, you can easily manage your files and images while leveraging the scalable and cost-effective storage solution provided by AWS S3.

Advanced Sentiment Analytics helps businesses understand customer emotions by analyzing feedback with AI. It identifies key emotions, phrases, and targeted sentiments, offering actionable insights. By assigning sentiment scores and detecting patterns, this feature enables companies to improve customer experiences and make informed decisions based on real-time data.

This feature analyzes customer interactions within cases and chat sessions to gauge their emotional tone. By evaluating sentiment throughout the support process, teams can understand customer satisfaction in real time, allowing for more responsive and targeted improvements to service.

Quota-Aware Omni-Channel Notification Management ensures that notifications—whether via email, SMS, or Slack—are dispatched efficiently while staying within quota limits. It supports scheduling and real-time messaging, making sure communication remains timely, controlled, and effective across all channels.

AI-Powered Survey Automation reduces manual effort by automatically generating survey questions, translating content, and optimizing the survey design. This feature leverages AI to improve the relevance and engagement of surveys, helping businesses gather meaningful feedback with less effort.

Our dedicated team of experts is available 24/7 to provide prompt email support and address any questions or concerns you may have. With a distributed team, we ensure that your inquiries are attended to in a timely manner, regardless of your location or time zone. You can rely on our commitment to customer satisfaction and rest assured that we will work diligently to resolve any issues you may encounter.

Our distributed team is always available to take your calls and host web meetings on demand, 24/7. We understand that timely resolution of issues is crucial, and our experts are here to guide you through any challenges you may face. In addition to providing prompt assistance, we also offer best practices for your specific use cases, ensuring that you get the most out of our product/service. Whether you need phone or web meeting support, we are here to help you every step of the way

Your dedicated Customer Success Manager will work closely with you to understand your unique needs and challenges, and will collaborate with our team of experts to provide tailored solutions that fit your business requirements. With a focus on building strong, long-term relationships, your Customer Success Manager will be your go-to resource for all your product/service-related inquiries and support needs.

The Realtime Quiz Results Presentation feature enables quiz takers to view their quiz results and statistics in real-time. By presenting quiz results in real-time, this feature enhances the overall quiz-taking experience and enables quiz takers to take action based on their performance.

The Correct/Incorrect Answer Indication feature provides the option to show or hide the correct/incorrect answer indication for each quiz question. This feature enhances the quiz-taking experience by providing immediate feedback to quiz takers and allowing them to better understand their performance.

The Quiz Time Limit feature allows quiz creators to specify time limits for their quizzes and automatically submit them once the allotted time has elapsed. This feature is especially beneficial for timed assessments and exams, as it ensures that quiz takers complete the quiz within the specified time frame.

The Save & Resume Later feature enables quiz takers to save their progress and resume the quiz at a later time. This feature is particularly useful for longer quizzes or quizzes that require more time to complete. With the Save & Resume Later feature, quiz takers can take breaks as needed without losing their progress, and can return to the quiz at a more convenient time. This feature enhances the quiz-taking experience and provides greater flexibility for quiz takers.

The Multiple Quiz Attempts feature enables quiz takers to attempt a quiz multiple times until they pass, providing them with the opportunity to learn from their mistakes and improve their performance.

The Questions Randomization feature enables quiz creators to present a subset of quiz questions and randomize their order for each quiz attempt. This feature enhances the quiz-taking experience by ensuring that quiz takers encounter a different set of questions each time they take the quiz, preventing memorization of the quiz content. With the Questions Randomization feature, quiz creators can provide a more diverse and challenging quiz experience for their audience.

The Survey Data Review & Correction Workflow feature streamlines and automates business processes that require data collection, review, and approval/rejection/correction from multiple stakeholders at various workflow stages. With the Survey Data Review & Correction Workflow feature, businesses can streamline their survey data management processes, correct data errors, and make data-driven decisions more efficiently.

The Question Response Flagging feature enables survey data workflow stakeholders to flag a question response (e.g. accept, reject, need more information) at each workflow stage. This feature facilitates efficient collaboration among team members and stakeholders by providing a centralized system for reviewing and approving survey data.

The Approve or Reject Survey Submission feature enables survey data workflow stakeholders to flag question responses and accept/reject a survey submission to move the workflow forward/backward. This feature facilitates efficient collaboration among team members and stakeholders by providing a centralized system for reviewing and approving survey data.

The Advanced Survey Features encompass a range of capabilities, including Custom Question Response Validation, Survey Processing Interface for automation, Auto Submit at trigger points, Lock Survey Responses once submitted, and more. These features provide additional flexibility and customization options for survey creators, enabling them to tailor surveys to their specific needs. With Advanced Survey Features, businesses can create more robust surveys that produce higher quality data, which can lead to more informed decision-making.

Automatically send surveys and collect feedback at key stages in customer, employee, or opportunity lifecycles.

Easily define multiple stages for records (e.g. customers, opportunities, or cases) and trigger actions like sending surveys or emails at each stage.

Schedule actions to run immediately, on a specific date, or at regular intervals (e.g. every 30 days).

Manage email volume by limiting the number of recipients (e.g. sending surveys to 100 random recipients) and respecting opt-out preferences.

Collect and aggregate feedback scores (e.g. CSAT, NPS) across different levels (e.g. account, contact, opportunity) and integrate them into dashboards and reports.