AI-BO Campaign Guide

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Step 2: Survey Questions

🛣 Survey Guide

Minimum 2 open questions

No more than 20 questions

Edit the objectives and reorder them so that they are ranked from most to least important

Edit and add survey questions along with the associated objective for each one

Need help? Head to to see best practices and survey templates

Submit them once you are done
Goals / Objectives
Thinking about your main grocery shopping trip:
Thinking about other ways of shopping
Thinking about shopping from home online
4.
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Screener Questions
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2
Count

Questions:
Survey Questions
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46
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👉 Next:

Questions
Should we specifiy that this is the bank account they use for their business?
Are we screening for biz bank account owners?
“What is your reason for switching or wanting to switch? “ - do you want to ask why they would want to switch even if they havent said they’re thinking about it?
Q19 “What type of business lending products have you applied for in the past?” - what options are there for this Q
Q23 =duplicate
Q27 - refine answers and align
Proportional View of Questions

Extra variables for 26_documentation_needed
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Extra variables for 26_type_of_engagement
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