Creating a Surveyor Flow
Surveyor workflows differ from SMS or voice workflows in that they're intended for use within the Nyaruka Surveyor Android applications in environments where internet and cellular connections are weak, if not non-existent. Messages submitted are answered immediately, and flow runs (flow results) are saved until you're able to upload them to your account via an internet connection. Note that Surveyor flows are started via the Surveyor Android apps.
To create a flow, navigate to the "Flows" tab and click the "Create Flow" button:
The "Create Flow" dialogue will appear, where you can:
Give the flow a name
Assign it keyword triggers
Specify how long inactive contacts will remain in the flow before being removed
Select the Android phone flow type
Set the language in which you'll edit the flow
Once you've assigned your flow the proper attributes click the "Create" button to enter the flow editor.
(accessed via the "Edit" option in the settings menu in the flow editor)
By default, a new Surveyor flow will create a new contact for each run completed. You can use the Update Contact action to save each of the responses submitted to that contact's profile. The intended use case is to allow enumerators, project managers and M&E officers to collect information about a person, place or event and save the results as a contact. In the example Surveyor flow pictured below, the resulting contact will be the medical facility the enumerator is collecting information about:
Alternatively, Surveyor flows can be run just like SMS flows by contacts who've downloaded the Surveyor app. Like a Twitter or Telegram channel, this provides a free communication channel for your contacts. To use Surveyor in this way, you must unlock account roles and assign Surveyor privileges to the email addresses of the contact who will be using Surveyor in this way. Then, simply toggle the flow to create a contact for each login. Each contact with a Surveyor role will then be able to download and run the flow by logging-in with their email address and password.
Questions? Send us a message via the support widget in the bottom right corner.
Creating the Flow
To create a flow, navigate to the "Flows" tab and click the "Create Flow" button:
The "Create Flow" dialogue will appear, where you can:
Give the flow a name
Assign it keyword triggers
Specify how long inactive contacts will remain in the flow before being removed
Select the Android phone flow type
Set the language in which you'll edit the flow
Once you've assigned your flow the proper attributes click the "Create" button to enter the flow editor.
Contact Creation
(accessed via the "Edit" option in the settings menu in the flow editor)
By Run
By default, a new Surveyor flow will create a new contact for each run completed. You can use the Update Contact action to save each of the responses submitted to that contact's profile. The intended use case is to allow enumerators, project managers and M&E officers to collect information about a person, place or event and save the results as a contact. In the example Surveyor flow pictured below, the resulting contact will be the medical facility the enumerator is collecting information about:
By Login
Alternatively, Surveyor flows can be run just like SMS flows by contacts who've downloaded the Surveyor app. Like a Twitter or Telegram channel, this provides a free communication channel for your contacts. To use Surveyor in this way, you must unlock account roles and assign Surveyor privileges to the email addresses of the contact who will be using Surveyor in this way. Then, simply toggle the flow to create a contact for each login. Each contact with a Surveyor role will then be able to download and run the flow by logging-in with their email address and password.
Questions? Send us a message via the support widget in the bottom right corner.
Updated on: 13/12/2021
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