Setting up Surveys with Urbantz

Urbantz allows you to create custom satisfaction surveys to gather feedback from recipients at the end of delivery. This built-in solution is included in your plan and doesn't require contracts with external providers.

What are Urbantz Surveys?

Urbantz surveys are customizable feedback forms that appear on the tracking page. You can create surveys with various question types to collect recipient feedback.

Setup 

Step 1: Enable the Survey Feature (By CSM/Urbantz Team)

1. Go to Admin > Switches > Features
2. Enable the "Tracking surveys" toggle
3. This unlocks the ability to create "Survey" type metadata

Step 2: Create Survey Metadata (By Customer)

1. Navigate to Administration > Platform > Metadata
2. Click "Add" to create new metadata
3. Configure the following fields:
   • Field Name: Internal name for your survey question
   • For: Select "Task"
   • Provided on: Select "Survey"
   • Field Type: Choose from:
     • Text (open-ended responses)
     • Selection (multiple choice)
     • Rating (star ratings)
   • Visible for: Select who can see this (Sender, Dispatcher, Driver)
   • Required: Make the survey mandatory if preferred

Step 3: Add Notes and Translations

1. Add a description in the Notes section to help other platform users easily understand the role of this metadata
2. Add the survey question text that recipients will see
3. Save the metadata

How Surveys Appear to Recipients

• Survey cards displayed on the tracking page when tasks go in "delivered" or "not_delivered" status
• Recipients see your custom questions and can provide feedback
• Surveys are fully customizable and white-labeled to match your brand

Need help?

Contact Urbantz Support or your CSM for the activation of the survey feature.
After the activation of the feature by Urbantz you can start to setup the survey in the Metadata section