Using Viffy

Shopper surveys

Ask shoppers a few optional questions below their code.

Each campaign can ask shoppers a few optional questions once their code is on screen, and offer the brand’s email sign-up on a card of its own.

Surveys and email sign-ups show in your account once Viffy turns them on. If you don’t see Shopper survey on your campaigns, contact Viffy support.

How the survey works

The questions appear below the shopper’s code and wallet buttons, after their phone number is verified. Their code doesn’t wait on the questions.
Every question is optional. A shopper can send their answers or choose Not now, and their code works either way.
The email sign-up is its own card, above the questions. A shopper can sign up without answering, or answer without signing up.
Each code gets one set of answers. Once sent, answers can’t be changed.
A shopper sees the survey of the campaign that gave them their code.
Test codes show the survey so your team can try it. Answers sent with a test code aren’t counted anywhere.
Sending answers doesn’t count as a redemption or change a creator’s counts.

Build a campaign’s survey

Open the campaign
Find the Shopper survey section and choose Add questions or Edit questions.
Add questions
Choose Add question to pick from Viffy’s built-in questions, or write your own where your organization has them. A survey holds up to 8 questions.
Arrange them
Move questions up or down, and mark any as required. Required means a shopper must answer it to send their answers. They get their code either way.
Check the preview
The phone preview shows the questions in the brand’s look, as shoppers will see them.
Save and publish
Save the draft, then choose Publish. Publishing a campaign’s first survey turns it on.

Editing a published survey starts a new draft. Shoppers who already answered keep the version they saw.
Choose Turn off on the campaign to stop showing the questions. Answers already collected stay. Choose Turn on to show them again.
Choose Start from another campaign to copy another campaign’s questions into this draft.
Duplicating a campaign copies its survey questions too. The new campaign’s survey and email sign-up start off.
The Surveys page lists every campaign with a survey or an email sign-up.

Built-in questions

Viffy writes these questions and their answers, so results add up across all your campaigns.

Question	Answers
Age range	Under 18, 18 to 24, 25 to 34, 35 to 44, 45 to 54, 55 to 64, 65 or older, Prefer not to say
Gender	Woman, Man, Nonbinary, Another gender, Prefer not to say
ZIP code	A 5-digit US ZIP code. Results show the first 3 digits.
State	The 50 states and Washington, DC, then Prefer not to say

When a shopper answers Under 18, none of their answers are kept, and an email sign-up given with the same code is deleted.

Your own questions

Your own questions are off until Viffy turns them on for your organization. To ask for them, contact Viffy support.

Kind of question	What a shopper gives
Single choice	One answer from your list.
Multiple choice	One or more answers from your list, up to the number you set.
Whole number	A whole number between the lowest and highest you set.
Rating	A rating from 1 to 5.
Short text	A few words, up to the length you set.

Each question can have one sentence of help text. Choice questions can add Prefer not to say and can show their answers in a different order to each shopper.

How Viffy reviews your questions

Viffy reviews each of your own questions before shoppers see it.

Save the draft
Each new or changed question shows Not sent for review yet.
Submit for review
Choose Submit for review. The question shows Waiting for Viffy to review.
Read the decision
You get an email when Viffy decides. Viffy approves the question, or asks for changes with a note you can read beside it.
Publish
Once every question in the draft is approved, choose Publish.

Viffy asks for changes when a question meets any of these:

It asks about health, race or ethnicity, religion, sexual orientation, citizenship or immigration status, precise location, finances, government IDs or children.
It asks for contact details or identity, like a name, phone number, address, birth date, social handle or ID number. The email sign-up is the only contact question.
It’s aimed at children.
It suggests the code depends on answering.
It’s misleading or offensive.
It isn’t written plainly, with one idea per sentence and no jargon.

Moving a question, marking it required, or reordering or shuffling its answers needs no new review.
Changing its wording, help text, answers or limits needs a new review.
A question copied unchanged to another of your campaigns keeps its approval.
To ask something new, add a new question rather than rewording an old one. Answers to one question are added up across its versions.
If Viffy turns your own questions off, they stop showing to shoppers. Answers already collected stay.

Email sign-up and the brand’s privacy policy

Only the brand emails shoppers who sign up. Viffy doesn’t email or text shoppers about offers.
The sign-up is its own card below the code: an email address and an unticked box naming the brand, with a link to the brand’s privacy policy. Viffy writes its wording, and your team can’t change it.
Each campaign’s sign-up is off until you turn it on under Email sign-up, at the top of the campaign’s survey page. It doesn’t need a survey.
An email address is kept only when the shopper ticks the box. Choosing No thanks keeps nothing.
The sign-up doesn’t ask for or use the shopper’s phone number.

Add the brand’s privacy policy link
Open the Email sign-up card for the brand on the Branding page and enter the link.
Confirm the brand agreed
Tick the box to confirm the brand agreed to collect email sign-ups through Viffy under that policy. A link is saved only with the box ticked, and Viffy keeps a record of who confirmed it and when. A link saved before the box existed shows a note, and no email sign-up, until you tick the box and save it again.
Save the link
Each brand needs it once, for all its campaigns. Without it, the email sign-up isn’t shown on that brand’s campaigns, and the survey still runs.
Turn on the sign-up
On the campaign’s survey page, choose Turn on under Email sign-up. The preview shows it above the questions.

Your team receives sign-ups through the Email sign-ups export and the API. An agency receives them for the brand it works for, and uses them only for that brand’s emails.

Email sign-ups are listed the day after shoppers give them, without their answers.
A sign-up shows the email address, the brand, the day, and the consent the shopper ticked. It doesn’t show the campaign, the creator or the time.
That keeps a shopper’s email from being matched to their answers. They agreed to hear from the brand, not to have their answers tied to their email.

Figure	How to read it
Responses	Shoppers who sent answers in the selected dates.
Response rate	Responses divided by codes handed out since the survey was published. Days the survey was off still count.
Email sign-ups	Shoppers who signed up in the selected dates, with or without answering the survey. The rate beside it is sign-ups divided by codes handed out while the sign-up was on.
Share	Of shoppers who answered the question, the share who gave this answer. For multiple choice, shares can add up to more than 100%.
Redemption rate	Of shoppers who gave this answer, the share who used their code within 90 days of answering.

Any figure built from fewer than 5 shoppers reads Fewer than 5, so nobody can be singled out. Where one hidden figure could be worked out from the total, a second one is hidden too. While any answer is hidden, a rating’s average and a number’s average, middle, lowest and highest aren’t shown either, since they could give it away. A ZIP area is named once 5 or more shoppers gave it.

Redemptions you exclude don’t count as redeemed in survey results. Answers sent with test codes count nowhere.

Exporting answers

Export	What it holds
Survey answers	One campaign, one row per shopper who answered. It has no email addresses. Answers sent more than 90 days ago aren’t included.
Email sign-ups	One row per sign-up, shaped for importing into your email tool, with the day each was given. Today’s sign-ups are added tomorrow. Sign-ups older than 90 days aren’t included.
Survey summary	Each question and answer with its figures, for one campaign or all of them. Small groups read Fewer than 5.

Each export uses the dates you choose and is recorded in the Activity log. To keep every answer, export regularly or read new answers through the API. The Survey answers received webhook tells your system when a shopper sends answers.

What’s kept, and for how long

Written answers are deleted 90 days after a shopper sends them, and email addresses 90 days after they’re given. Other answers are kept without anything that identifies the shopper.

Answers are counted from the day they’re sent, and an email sign-up from the day it’s given.

Deleted at 90 days	Shortened at 90 days	Kept
Email address	ZIP code, to its first 3 digits	Choice answers, such as age range, gender and state
Proof of consent: the wording shown, the time, the brand and its privacy link	The time answered or signed up, to the day	Whole-number and rating answers
Short-text answers	-	The 3-digit ZIP area and the day answered
The link to the shopper’s code and phone number	-	The campaign, creator, offer and brand
-	-	Whether the code was used within 90 days, and a count of sign-ups by campaign, creator and day

A 3-digit ZIP area with fewer than 20,000 people is kept as 000. Kept answers are shown only as totals, with small groups hidden.

When a shopper asks to delete their answers

Shoppers can write to [email protected] to see or delete their survey answers. Viffy deletes their answers and email sign-up.
Your team can do the same on the Redemptions page. Look up the shopper’s phone number, then choose Delete answers and sign-up.
Deleting them leaves the shopper’s code working.
If your system keeps a copy of answers, the Survey answers deleted webhook tells it which response to delete.
If the shopper signed up for emails, Viffy forwards their request to you. Remove them from your email list and from any export you kept.
After 90 days, nothing left identifies the shopper, so there’s nothing more to delete.