Product Pieces

Database/Participant Management

Objectives

Client can choose from off-the-shelf audience
Client can see enriched overview of survey responses

Can clean data to remove non-sensical data (after surveys and throughout)
Can group open text responses into categories
Can communicate with product team to advise on how to enrich data or better construct questions
Can add tags to variables to associate them with various categories. Variables can have many associated tags (e.g. Finance → lending)
Should we have tag hierarchy?
Variables can be mapped into one another so that the answers from the same question from different surveys can be matched.
Survey answer checks
system
Once a survey has been completed, the following checks occur which impact the participant’s
(see how it works in the page)
Scramble checking survey responses
Manual checks of answers
Database automatically soft deletes user if there is a a duplicate of the same profile
@Paul Brittan

Survey Rules

Only participants who meet demographic criteria can do surveys
Only participants who have Bad Actor Score < 2 can do surveys
User can send template message to participants in target audience who have opted-in to received template whatsapp message

Paul Brittan says

“The best option is to take the data from your App DB (marketing) and run it through ELT packages to clean the data into a new DB. This new DB with clean data is what we will then use to report off of.
We then have control of what info we are displaying to the reporting layer as well as keep our source data intacted”

Questions

If we use Data Studio as our analytics tool, which DB should we use?

Notable Points

Paul found 74 participants that had the same number and sometimes the same name but different Landbot IDs. We attributed this to the following reasons after looking through various chat histories
Fraudy with 2 phones/whatsapp accounts
Connected to one another (married/dating)
1 has a non-SA number so using a friend who has SA number
Participants got new phones and had to re-sign up
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