Onboarding Checklist

Here are the items that when completed will lead to a successful launch in Production.

Core Metadata mapped

Core Questions & Answers (Qualifications) Mapped

All Redirect Urls Setup

Confirm respondents are returned correctly for each status

Notification Urls Setup

Confirm receipt of notifications

Respondent Mangement in place

Able to pass in respondent profiling to survey entry url

OR able to manage respondent profiling via API endpoints.

Survey Inventory Management Flow Tested

Able to detect new survey opportunities

Able to detect a live-paused-live-again survey

Completes Recorded

Redirect Hashing Setup (if applicable)

Term Reasons Reviewed

Able to retrieve Survey Statistics via API

Able to retrieve Survey Transaction Information via API