Cards and table view

Introduction

The Survey Responses page shows your responses in one of two views:

• Cards view: One card per response, with all answers listed below each other. Use it to read open-text feedback and follow individual users.
• Table view: One row per response, with a column for each question or trait. Use it to compare answers across many responses or scan for patterns.

Both views show the same responses for your current filters, date range, and search. In both, you can open the metadata of a response, add and remove tags, and delete responses.

Switch views

Use the view toggle in the top navigation. The card icon switches to Cards view, and the columns icon switches to Table view.

Refiner remembers your choice for the default All responses list in this browser. Saved response lists store their own view when you click Save list settings, so a list opens in the view it was saved with.

Cards view

Each card starts with the respondent and the survey:

• Respondent: The avatar and the name, email, or user ID of the respondent. Responses from users you didn’t identify show as “Anonymous user”. Click the avatar or the name to open the User Details Panel with all traits, events, segments, and other survey activity of this user.
• Survey and time: The name of the survey and when the response was received, for example “My survey, 2 hours ago”. Click this line to open the response metadata.

Below that, you see the answers and the tags of the response. Use the actions on the right of the card to delete the response. Deleting responses requires the permission to manage survey responses.

If you list survey views as well (see Include in list), surveys that were shown to a user who didn’t answer appear as a card without answers, for example “saw survey My survey 2 days ago”.

Response metadata

Click the survey name and time of a response, in either view, to open the Response meta data popover. Close it with the X in the top-right corner.

The popover shows:

• Response UUID: The unique ID of the response. Click the copy icon to copy it, for example to look the response up through the API.
• Survey: The survey the response belongs to. If you can manage surveys, click it to open the survey.
• Survey shown: When the survey was shown to the user. If it was shown more than once, you see First shown and Last shown instead.
• Attempts: How many times the survey was shown to the user. Only appears if it was shown more than once.
• First response: When the user submitted the first answer.
• Survey completed: When the user completed the survey. Partial responses show a dash.
• Dismissed at: When the user closed the survey without answering. Only appears for survey views without a response.

If you enabled Metadata Collection, the popover also lists the metadata recorded with the response, such as the browser, device, country, language, or the URL of the page where the survey was shown.

Answers

In Cards view, the answers to each question appear below the respondent, in the order of the survey’s questions. Answers are formatted by question type. For example, NPS answers show the score and category, such as “NPS - Passive (8/10)”. Questions the user didn’t answer show a dash.

Click a question to see its question type and data identifier. You use the data identifier to filter by this question in the data filters and to find it in downloads.

Tags

Tags appear as small chips on each response. Cards show up to five tags and the table shows one. If a response has more, a “+N” chip shows how many are hidden. Responses without tags show + Add tag.

To add or remove tags:

1. Click + Add tag, or the tag chips and the + button if the response already has tags. The Tag response popover opens.
2. Type a tag name in the “Type tag name …” field. Pick an existing tag from the suggestions, or enter a new name to create the tag.
3. To remove a tag, click the remove icon next to it in the list.

A response without tags shows “This response was not tagged yet” in the popover. Tags added by Refiner AI are yellow and have a robot icon. Changes are saved immediately.

You can use tags to filter responses and in dashboards.

Table view

Each row in Table view is one response:

• Respondent column: The avatar and name of the respondent, which open the User Details Panel, and the survey name and time, which open the response metadata.
• Data columns: The values of the survey answers, contact traits, and account traits you choose as columns. Hover a column header to see the name, data identifier, element type, and data type of the column.
• Tags column: The tags of the response.
• Actions: Delete the response.

Choose table columns

Click the column selector in Table view to choose which data columns appear.

Choose columns automatically is the default. Refiner shows a column for each question of the surveys that have responses for your current filters and date range. When you filter for a single survey, you get exactly the questions of that survey. Metadata traits, such as the browser or country, don’t appear as automatic columns.

Choose columns manually lets you pick the columns yourself from three groups:

• Survey response data: Answers to survey questions.
• Contact data: Traits stored on the user profile.
• Account data: Traits stored on the account a user belongs to.

Use the search field to find a trait by name. The Manage traits link opens your trait settings.

Manual columns are a good fit for a saved list you check regularly, for example an NPS list that always shows the score, the follow-up answer, and the plan of the account. Click Save list settings to store the columns with the list. See Create Lists.

Narrow screens

On screens narrower than 780 pixels, such as phones, the page always uses Cards view and hides the view toggle. To use Table view, open the page on a wider screen or make your browser window wider.