Widget descriptions and how to use them – TrustYou CXP

General Metrics

Survey opened: Survey opened metric refers to the number of surveys that have been opened after clicking on the survey link provided through any of the available channels. This is considering surveys that were opened within the selected timeframe in the date filter.

Note 1: This count is based on the date the survey was opened. If a survey was opened outside the selected date range, it won't be included here, even if it was submitted within the period.

Note 2: "Survey Opened" counts the number of unique survey opening events. Specifically, the system records only the first time a survey is opened — subsequent opens of the same survey are not counted, even if they happen from a different device, browser, or IP address.
Survey submitted: Survey submitted metric refers to the number of surveys that have been completed and submitted by customers through any of the available channels. This is considering surveys that were submitted within the selected timeframe in the date filter.
Conversion rate: The ratio of submitted surveys to opened surveys, providing insight into engagement success. Includes change.

Change will include comparison of selected date vs. compared date.

Channel Performance

Reviews by channel

A pie chart displays the distribution of reviews based on the channel they were submitted from:

Email
QR code
Public link
WiFi
Mobile app
Survey API

Reviews by device

A pie chart shows which device was used to submit the survey:

Desktop
Mobile
Tablet

Note: A small percentage of reviews may originate from "unknown devices," depending on end-user data availability.

Reviews over time

A trend graph displaying the volume of survey submissions over the selected time period.

Conversion Rate by Segment (only for multi-entity users)

This widget visualizes how effectively each segment converts Survey openings into completed submissions.

Bars represent the total number of Surveys opened and submitted.
The line indicates the Conversion Rate, giving a quick view of segment performance.
Use the dropdown menu to switch between different segments and analyze performance comparisons., default brand will be selected.

Survey Segments by Channel (only for multi-entity users)

This table provides a detailed breakdown of Survey activity across different channels within a selected segment.

It highlights how guests engage with Surveys—whether via email, mobile apps, public links, QR codes, Wi-Fi or Survey API.
Helps determine the most effective channels for Survey distribution. Use the dropdown menu to switch between different segments, default entity will be selected.

Survey Segments by Device (only for multi-entity users)

This table breaks down Survey submissions by device type.

Allows you to see which platforms—such as desktop, tablet, or mobile—are most frequently used by guests to complete Surveys.
Useful for optimizing the Survey design for the most popular devices used by your audience. Use the dropdown menu to switch between different segments, default entity will be selected.

Channel-specific metrics

Email

Email sent: Number of emails sent to distribute the survey.
Email delivered: Number of successfully delivered emails (excluding the bounced emails).
Email opened: Number of emails opened by recipients.
Survey opened: Number of surveys opened via email.
Survey submitted: Number of surveys submitted after being opened via email.
Email funnel: This provides a visual representation of the progression from emails delivered to surveys submitted, with percentages calculated from the top of the funnel to subsequent stages.
Email breakdown: Breakdown of email delivered, email opened, surveys opened, and surveys submitted.

Note: The numbers in the Email funnel are based on email delivery date, not survey open date. This means the "Survey opened" count here may differ from the Survey opened count in General Metrics above, which uses the date the survey was opened. For example, an email delivered in April but opened in May will appear in April's funnel but in May's General Metrics.

QR Code

Survey opened: Number of surveys opened via QR code.
Survey submitted: Number of surveys submitted after being opened via QR code.
QR code funnel: Funnel visualization from opened to submitted surveys.
QR code breakdown: Breakdown of survey openings and submissions via QR code.

Public Link

Survey opened: Number of surveys opened through a public link.
Survey submitted: Number of surveys submitted via public link.
Public link funnel: Visual funnel from open to submission.
Public link breakdown: Statistics of surveys opened and submitted via public links.

WiFi

Survey opened: Number of surveys opened via WiFi link.
Survey submitted: Number of surveys submitted via WiFi link.
WiFi funnel: Open-to-submit funnel visual.
WiFi breakdown: Breakdown of WiFi survey openings and submissions.

Mobile App

Survey opened: Number of surveys opened in the mobile app link.
Survey submitted: Number of surveys submitted via the mobile app link.
Mobile app funnel: Funnel showing the transition from opening to submission.
Mobile app breakdown: Breakdown of survey openings and submissions via the app link.

API

Link created: Number of survey links created via the API.
Survey opened: Number of surveys opened via API.
Survey submitted: Number of surveys submitted via API.
API funnel: Visual funnel showing progression from links created to submitted.
API breakdown: Breakdown of links created, surveys opened, and submitted via API.

Filters (for multi-entity users)

These filters help you customize the data shown in your dashboard:

Survey name
Selected date (Default: This Year)
Comparison date (Default: Last Year)
Channel
Brand
Country
City
Entity
Custom segments
Sector (Default: Accommodation)

More details on how to use filters, sticky filters, copy-paste, and views work.

Filters (for single-entity users)