Our fine engineers here at Plum have added a new question type to our survey application: the transfer question type. The transfer question type allows the survey designer to insert a phone call anywhere in a survey. This feature, when paired with skip logic, is quite powerful indeed as I’ll discuss further down in this post.
But first there were some design challenges associated with adding this feature:
- It’s only available for the IVR version of a survey. We felt there wasn’t a good web equivalent of making a phone call and decided, rather than coming up with a weak web counterpart to call transfer that no one will use, it’d be better to simply make this a phone-only feature.
- What is the “result” of a transfer question? For this iteration of the Plum survey application, a transfer question will return the length of the call. If there’s sufficient interest, we’ve considered returning a recording of the call transfer as the result similar to how a recording is returned for the comment question type.
- If the caller hangs up during a transfer, they might miss out on questions that occur afterwards. However it’s natural to hang up during a call transfer if it’s the last question in a survey. We decided that in the former case, data will not be saved for this respondent just like if they gave up in the middle of a web survey without finishing it. In the latter case, we’ll return the length of the call up to the point where they hung up and if, indeed, the call transfer was the last question in the survey, the survey is considered completed and the data is saved in the database.
Of course, these design choices are fairly minor matters. The ability to transfer a phone-based survey taker to any phone number based on choices they previously made opens up numerous possibilities for using the Plum survey application as both an enhanced survey tool and a general IVR tool.
First I’ll offer an example of how one coule use the transfer question type to enhance an existing survey. Let’s say you’re a call center that wants to ask your customers how satisfied they were with the rep that they reached. Frequently this determination of whether to take a survey occurs at the end of the phone call. This leaves open the possibility that the rep could game the system by only mentioning the satisfaction survey to callers with whom they’ve had a good call.
With the Plum survey application, you could ask the caller if they want to take a survey before they speak with a rep. It would look something like this:
- Ask caller if they want to take a survey after the call. If yes, go to step 2. If no, go to step 3.
- Transfer the call to a rep. After the rep hangs up, go to step 4.
- Transfer the call to a rep. After the rep hangs up, end the survey.
- Proceed with asking the caller some questions about the conversation they just had with a rep. Once the caller has answered all of the questions, end the survey.
Thus, the survey is no longer just a call destination after you’re done talking to a rep. The survey application becomes the entire call, from the first question, through the conversation with the rep, to the satisfaction questions themselves.
Second I’ll offer an example of using the Plum survey application for as an IVR autoattendant/call director. You can think of an autoattendant as a series of questions that the IVR asks a caller to figure out where to transfer their call. So even though the Plum survey application isn’t explicitly intended to be used as an autoattendant, it can now certainly be used in that manner now that a call transfer is just another question type.
Imagine the following autoattendant structure:
- Choose a language: English or Spanish
- If English, choose sales, billing, or technical support in English
- If sales, transfer them to the English sales line
- If billing, transfer them to the English billing line
- If support, transfer them to the English support line
- If Spanish, choose sales, billing, or technical support in Spanish
- If sales, transfer them to the Spanish sales line
- If billing, transfer them to the Spanish billing line
- If support, transfer them to the Spanish support line
There are six different possible phone numbers to which to direct the caller. The “survey” would end up looking something like this:
- Ask the caller if they want English or Spanish. If they choose English, skip to step 2. If they choose Spanish, skip to step 6.
- In English, ask if they want sales, billing, or technical support. Skip to step 3 if sales, step 4 if billing, or step 5 if support.
- Transfer call to English sales. Once the conversation is over, end the survey.
- Transfer call to English billing. Once the conversation is over, end the survey.
- Transfer call to English support. Once the conversation is over, end the survey.
- In Spanish, ask if they want sales, billing, or technical support. Skip to step 3 if sales, step 4 if billing, or step 5 if support.
- Transfer call to Spanish, sales. Once the conversation is over, end the survey.
- Transfer call to Spanish, billing. Once the conversation is over, end the survey.
- Transfer call to Spanish, support. Once the conversation is over, end the survey.
Thus, by adding the transfer question type, the Plum survey application is now a fairly general tool. Yes, there are a capabilities missing that would make it potentially a completely generalized tool: stateful control-flow logic, large user-defined grammars, and direct data integration to name a few. And, no, not all of them will be built into the Plum survey application. But even as-is, most users should be able to design and build many simple non-integrated applications quickly and cost-effectively using a tool that relies on a simple survey paradigm.
We’ve got more features on the way, so stay tuned.
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