SurveyCTO Features
Data Integration (8)
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1st-Party Data Integration
Integration with ad servers, DSPs, and SSPs, and other data sources for in- and out-bound data transfer.
3rd-Party Data Integration
Breadth of standard integrations to third-party data providers.
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Offline Data Integration
Able to easily integrate data from offline sources.
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Mobile Data Integration
Able to easily integrate mobile data within the DMP platform.
Data Import/Export
Import and export data to and from software applications
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Real-Time Data
Receive data and information in real time
Ad Network Integration
connects advertisers to websites that want to host advertisements.
Data Analysis & Optimization (3)
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Standard Dashboards
Provides pre-built dashboards to aggregate and display data.
Custom Reports
Allows users to easily build customized reports and dashboards.
Campaign Segmentation
Group campaigns by project, client, or campaign for better management.
Platform (10)
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Data Permissions
Able to set data permissions for strategic partners.
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User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
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Performance and Reliability
Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond.
Enterprise Scalability
Provides features to allow scaling for large organizations.
Internationalization
Enables users to use the DMP in multiple languages.
Advertising Management
Manage advertising space and its sales within your network or publication
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Data Storage Management
Manage and store data in a database
Customer Experience Management
Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.
Development Tools (6)
Drag-and-drop Form Builder
Allows users to create forms with branching logic without any code.
API Builder
Provides a built-in API builder for developers.
Integrations
Integrates with back office systems, content management systems, and other types of office software.
Web Forms
Web form that allows users to enter data that is sent and processed for different reasons
Customizable Forms
Customize contracts and forms to collect specific information
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Field Tools (9)
OCR
Provides built-in optical character recognition (OCR) functionality.
GPS & Time Stamps
Records GPS and time data points in reports.
Barcode and Signature Capture
Allows users to attach barcode and/or signature data within a report.
Image and Video Capture
Provides built-in image and video recording capabilities.
Offline Capability
Allows users to access and finalize forms without an internet connect.
Embedded Work Instructions
Allows users to access built-in work instructions.
Electronic Signature
Digitally sign online documents
Single Sign On
Allow users to access multiple services after entering their login credentials once
Lead Capture
Automatically identify and save contact information of potential customers
Back Office Tools (4)
Report Formatting
Converts data collected from forms into reports in a variety of file types (PDF, Word, etc).
Roles and Permissions
Define and manage roles and access rights for the entire system.
Analytics Dashboards
Provides performance analytics dashboards.
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Survey Management (7)
Survey Builder
Enables users to create surveys through a simple drag-and-drop or WYSIWYG editor
Customizable Questions
Tailored or customizable questions for more targeted and relevant data collection
Templates
Offers pre-built templates for creating surveys with different audiences or use cases
Survey Distribution
Provides tools for distributing surveys through email, SMS, social media, etc.
Mobile Survey
Distribute a survey via mobile devices
Site Intercept Survey
Survey popup over a webpage to specific users based on their behavior
Pulse Surveys
Short, frequent surveys designed to quickly gauge the ongoing attitudes or feelings of a specific group
Survey Customization (4)
Question Branching
Survey design technique that directs respondents to different questions based on their previous answers
Branding
Allows users to customize survey colors, logos, and URLs to match company branding
Multimedia Support
Ability to embed videos, photos, or other rich media
Multilingual Surveys
Allows for creation of surveys in different languages and advanced survey translation
Survey Insights (9)
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Reporting & Analytics
Provides tools to visualize and analyze data
BI Tools Integration
Allows integration with third -party reporting and business intelligence applications
Data Exporting
Allows users to export reports from the product into an .xsl, .csv, or .pdf file
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Permissions
Allows administrators to set permissions on viewing, filtering, or sharing survey results
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Presentation Tools
Share and present designs
Data Analysis Tools
Analyze survey results via statistical testing or crosstabs directly within the software
Real-Time Data
Receive data and information in real time
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Agentic AI - Data Management Platform (DMP) (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Campaign Planning
Plan and strategize marketing campaigns
Agentic AI - Survey (4)
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Dynamic Content
Content that alters based on the user's behavior, preferences, and interests, providing a personalized experience
Additional Functionality (112)
Single Sign On
Allow users to access multiple services after entering their login credentials once
Phone Polling
Survey or poll in which voice broadcast recipients can communicate responses via the phone
Online Polling
Survey or poll in which participants communicate responses via the internet, typically by completing a questionnaire on a web page
Support Audio/Images/Video
Allow media to be embedded in the question or answer options
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Question Library
Pre-written repository of questions that can be reused within a course or for assessment or interviews
Data Visualization
Graphical representation of data
Survey/Poll Management
Create and administer polls and surveys
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Word Clouds
Visual representations of words that give greater prominence to words that appear more frequently
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Customizable Fields
Customize data fields to support various needs and use cases
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Email Management
Manage, store and organize emails within the system or via third-party apps
Interactive Content
Allow the audience to interact or engage with the content
Q&A Management
Allow users to collaborate and ask questions regarding folders and/or documents within the system
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Activity Tracking
Track and document all activities across devices, networks, and other systems
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
API
Application programming interface that allows for integration with other systems/databases
Data Cleansing
Removes data that is incomplete, inaccurate, or irrelevant from a dataset
Email Marketing
Create and send email blasts/campaigns
Data Security
Protect sensitive data for digital privacy
Anonymous Feedback
Allow reviewers to provide anonymous feedback to encourage honest conversations
URL Customization
Modifying a website's URL to enhance readability, branding, or campaign alignment
Question Piping
Integration of respondents' answers from previous survey questions into subsequent questions or text
Offline Response Collection
Practice of collecting data and responses for market research/surveys without an internet connection
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
NPS Survey Structure
Measuring and analyzing Net Promoter Scores to evaluate customer loyalty and satisfaction levels
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Data Import/Export
Import and export data to and from software applications
Response Validation
Ensure the answer provided fits set parameters (numerical, positive number, etc.)
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Response Quotas
Limit the number of participants with certain characteristics you want to complete the survey
Multi-Language
Manage and support multiple languages
Sentiment Analysis
Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral
Email Reminders
Reminders sent via email
Gamification
Games or game-like elements to track progress and reward accomplishments
Randomization
Randomize the displayed order of questions and answer options
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Data Migration
Move from one database to another, or upgrade the version of database software being used
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Data Visualization
Graphical representation of data
Audience Targeting
Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention
Data Capture and Transfer
Import, collect, and capture data from multiple sources
Competitive Analysis
Evaluating strengths and weaknesses of companies with the same target audience
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Content Library
Centralized repository to store content and assets
Data Mapping
Track the management and flow of data throughout the organization
Customer Journey Mapping
Visualize and analyze customer experience across all touchpoints and channels
API
Application programming interface that allows for integration with other systems/databases
SMS Marketing
Send promotional campaigns or transactional messages via text messages
Data Recovery
Ability to restore deleted, hidden, or lost data from an email server/system
Drip Campaigns
Send automated marketing emails based on user actions over a predetermined period
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Email Marketing
Create and send email blasts/campaigns
Data Profiling
Examines, analyzes, and organizes data to create relevant summaries or graphs.
Multi-Channel Marketing
Coordinate marketing efforts across channels (email, landing pages, social media, etc.)
Real-Time Analytics
Analyze and gain insights into data in real-time
Click Tracking
Track the amount of clicks on individual products to measure campaign results
Behavior Tracking
Track visitors'/audience's responses across web pages and other optimized content
Real-Time Reporting
Active reporting of data and metrics
Data Transformation
Translate EDI formats into data suitable for use with company applications.
Multi-Campaign
Manage multiple campaigns in one system
A/B Testing
Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness
Campaign Analytics
Track and interpret campaign performance metrics
Data Verification
Process of checking different types of data for accuracy to avoid errors or inconsistencies
Data Extraction
Automatically retrieve and pull information from documents, websites, images, data sets, and other sources
Behavioral Analytics
Track and analyse user behavior within a system or network
Multiple Data Sources
Allows users to manage data from a number of sources
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
ROI Tracking
Monitor conversion rates and analyze effectiveness and profitability of marketing efforts
Predictive Analytics
Predict future data based on historical data sets
Autofill
Automatically populating fields or sections within a form
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Document Management
Store, manage, and track all electronic documents in a centralized location
Multi-Channel Distribution
Multiple channels (email, web link, or social media) to distribute products, services, or surveys to customers
Full Text Search
Search for specific words or phrases within a document or database
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Address Validation
Verifies and confirms the accuracy of an address
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Forms Creation & Design
Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system
Lead Generation
Manage the process of attracting and converting business prospects into leads
Customizable Branding
Add customized logos and colors to align with company branding
Mobile Access
Access software remotely via mobile devices
Task Management
Create, manage and track all task activities and progression
Customizable Fields
Customize data fields to support various needs and use cases
API
Application programming interface that allows for integration with other systems/databases
Response Validation
Ensure the answer provided fits set parameters (numerical, positive number, etc.)
A/B Testing
Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness
Conditional Logic
Capability of a software or system to make decisions and perform actions based on specified conditions
Forms Management
Store, manage and track all forms in a centralized location
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Media Library
Collection of images, videos and other digital content that can be used
Data Import/Export
Import and export data to and from software applications
Real-Time Data
Receive data and information in real time
Data Security
Protect sensitive data for digital privacy
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Version Control
Track revisions and updates made to files and navigate between different versions
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Workflow Management
Create, design and manage workflows for repetitive tasks
Data Capture and Transfer
Import, collect, and capture data from multiple sources
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows


