Campaign Survey settings explained

The Campaign Survey section is where you configure a press-1 or survey campaign: the recordings, the keys you accept, and where each key sends the call. The field names are terse, so here is a plain-language tour of what each one controls and how they chain together into a working flow.

The audio files

Survey First Audio File plays the moment the person answers; this is your question. You can chain several prompts with a pipe character if you want more than one to play. Survey Opt-in Audio File plays after the caller presses an interested key, just before the Survey Method runs. Survey Not Interested Audio File plays when they opt out, after which the call hangs up. Each is just a recording filename you created with the easy-prompt process.

The digits and statuses

Survey DTMF Digits is the list of keys you accept, drawn from 0-9, star, and pound. Survey Not Interested Digit is the one key that means opt out, and it must be one of the accepted digits. Survey Not Interested Status sets the Disposition applied to opt-outs; if the campaign uses DNC and you point this at a DNC status, the number can be added to your DNC (do not call) list automatically. Survey Response Digit Map is a pipe-separated key like 1-YES|2-NO so your reports read in words, not bare numbers.

Routing: Survey Method and No-Response Action

Survey Method is the decision for an opted-in caller. AGENT_XFER sends them to the next free Agent. EXTENSION drops them at a dialplan extension you set in Survey Xfer Extension. VOICEMAIL routes to a mailbox. CAMPREC_60_WAV records their spoken response into a per-campaign folder. CALLMENU sends them to another menu for a follow-up question. HANGUP simply ends the call.

Survey No-Response Action covers silence. OPTIN forwards only callers who press a digit. OPTOUT forwards even silent callers to the Survey Method. DROP ends the call but still logs that the message played. Survey Wait Seconds is how long the system listens for a key press after the prompt before this action fires.

Extra digit paths and recording

Beyond opt-in and not-interested, the Third and Fourth Digit fields let you build a small branching survey. Each has its own digit, audio file, status, and extension, so you can route three or four different answers to three or four different places. Survey Recording, if enabled, starts recording when the call is answered; it is only sensible when the method does not transfer to a live agent, since on a transfer you would record the agent leg separately.

To chain a second question, set the Survey Method to CALLMENU, point Survey Call Menu at a follow-up menu, and in that menu enable Log Key Press with a Log Field so the second answer is saved. That is how a one-question press-1 grows into a multi-step automated survey.

Keep the rules in mind

These settings make automated outreach easy, which is exactly why the rules are strict. In the US, pre-recorded prompts to consumers generally need prior express written consent, so survey dialing fits B2B, political, and non-profit work best. This is practical guidance, not legal advice. For how survey mode relates to the other dial methods, see the dialing strategies guide, and because heavy fan-out raises abandons, the drop-rate guide pairs well with any survey run.

Want a hosted VICIdial box where the Survey section is ready to fill in without server work? See our plans and pricing and you can be live in under a minute.