Which steps are necessary to launch a personalized survey?

Prepare for the Medallia Product Exam. Use flashcards and multiple choice questions, with hints and explanations for each. Get exam-ready!

Launching a personalized survey effectively requires careful consideration of both the survey content and its distribution. Setting the default version and adding distribution logic ensures that the survey is not only presented in the desired format but is also targeted to the appropriate audience.

By setting the default version, you define which iteration of the survey participants will receive, ensuring consistency in their experience. Adding distribution logic allows you to focus on specific segments of your audience, tailoring the survey delivery based on criteria such as demographics, behaviors, or previous interactions. This personalized approach increases the relevance of the survey to each participant, potentially leading to higher response rates and more meaningful data collection.

Other options may not adequately prepare the survey for a successful launch. For instance, setting the version to anonymous and assigning groups might not effectively address how the survey is distributed or who will take it. Creating survey content without a version compromises the integrity and organization of the survey, while inviting participants solely via social media lacks the comprehensive strategy required to ensure the right audience engages with the survey.

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