Overview

Element451’s Surveys module provides robust tools for reviewing and exporting survey data. Effortlessly analyze individual responses, track engagement over time, and export data for deeper analysis. Utilize quick and advanced filters to refine your results, and access comprehensive statistics through visualizations and charts.

Reviewing Survey Responses

Navigate to Engagement > Surveys.
Click the survey name for which you wish to view the details and responses for that particular survey.

Responses Over Time

At the top of the page, you’ll see a chart titled “Responses Over Time.” Use the filter in the top right corner to view the response count for All Time, This Month, This Week, or Today.

Individual Survey Responses

Below the Survey Details, a table lists each survey response individually.

Quick Filters: The Quick Filters dropdown menu allows you to filter the responses list by All, Today, Yesterday, This Week, Last 7 Days, This Month, or Last 30 Days.
Advanced Filters: Click the funnel icon to apply advanced filters. You can filter responses based on when the survey was submitted, segment, and/or survey question responses.

Once you’ve filtered the list to your satisfaction, use the export function to export the pre-filtered data. The export process is explained in the next section.

To view a specific response, click the title (contact’s name). A side sheet will open, allowing you to review that contact’s responses to each question.

The Survey Submission side sheet will include:

Overview:
- Contact's name and a submission date/time stamp
AI Sentiment Analysis
- AI Sentiment Analysis helps you quickly understand the tone and intent behind any written survey response. Read more about this below.
Responses
- The survey questions and the respondent's answers

AI Sentiment Analysis for Surveys

AI Sentiment Analysis helps you quickly understand the tone and intent behind any written survey response. BoltAI evaluates the respondent’s language for tone, emotion, and intent. Clear praise, frustration, confusion, enthusiasm, or mixed signals all influence the final sentiment score.

On each submission, you'll find:

A sentiment score of either positive, negative, or neutral
A short summary that outlines the respondent’s main points and overall tone
Reasoning that explains why the sentiment was classified that way

What you can do with Sentiment Score:

Sentiment isn’t just informational—it’s actionable. You can use positive or negative sentiment as a:

Workflow Trigger
Journey Trigger
Bolt Agent Job Trigger
Segment Filters

This makes it easy to identify concerns, celebrate wins, or route audiences into the right actions—automatically.

💡 Additional Resource: We dive deeper into using the sentiment score in Bolt Agent Jobs in the last section of this help article.

Stats

You can access survey statistics by clicking the Stats tab, located to the right of the Responses tab. The Stats tab provides visualizations, including graphs and charts, summarizing the responses for each question.

The same Quick Filters and Advanced Filters available in the Responses tab are also applicable in the Stats tab:

Quick Filters: The Quick Filters dropdown menu allows you to filter the responses list by All, Today, Yesterday, This Week, Last 7 Days, This Month, or Last 30 Days.
Advanced Filters: Click the funnel icon to apply advanced filters. You can filter responses based on when the survey was submitted, segment, and/or survey question responses.

Exporting Survey Data

You can export survey results in either PDF or XLSX format.

Navigate to Engagement > Surveys.
Click the name of the survey for which you wish to export results.
Click the three vertical dots in the header.
Select Export. The Export Survey Data modal will appear.
- File Type: Choose your preferred file type: PDF or XLSX.
- Export with Active Filters: If your list of responses has filters applied, enabling this toggle will export the data with those filters. To export all responses, leave this toggle off.
Click Export.

Taking Action on Survey Responses

While you can't create segments based on individual survey question responses, you can create segments based on:

Whether a contact answered a survey or not
AI Sentiment Analysis (Positive or Negative)

If you want to take action, like sending a Campaign to contacts who responded in a certain way to a survey question (and the AI Sentiment Analysis filter won't work for your use case), may want to consider using the Forms module instead. With Forms, you can build segments using the fields on a form.

Alternatively, you can export the survey response data from the Surveys module and filter it to your needs. Then, re-import the spreadsheet into E451 using the Import + Export module to add labels in bulk and create a new segment. This option is a bit more advanced, and you should have experience using the Import + Export module. You can learn how to do this below:

Export Survey Responses + Import to Add Labels

Export the Survey Response Data
- Use the XLSX file type option and prepare the file for import.
- Edit the spreadsheet to include only the contacts/responses you want to label. The import will apply the same label to all contacts. For example, if you want to segment contacts who gave a poor rating (1 or 2) on a question, remove the response rows with ratings of 3 or higher.
Convert the File to CSV Format
- Use your PDF viewer tool to save the file as a CSV, or use the export function to change the format (CSV is the required file type for Import).
Create a Label
- Create a new label and copy the taxonomy code generated for the label.
Create an Import Task
- Mapping: Ensure the file has at least two columns mapped: the identifier (Element ID or email address) and the calculated column.
  - To add the calculated column, click Add a Mapping, select Calculated, and map to the user-labels-import field.
- Formula: Under the Formula tab, paste the label’s taxonomy code. Be sure to wrap the taxonomy code in quotation marks ("training.taxonomy.12345").
Configure Import Settings
- Configure the settings to your preferences, but note that you can enable “create new segment." If you plan to create a segment, this will save you a step by allowing the import task to create a segment of these users automatically.
Run the Import
- The labels will be added, and a segment will be created (if enabled).

Acting on Survey Sentiment with Bolt Agent Jobs

Sentiment scores aren’t just for insight—they’re designed to help you take meaningful next steps.

You can use Survey Answered or Survey Sentiment Answered as triggers to launch a Bolt Agent job, allowing you to automatically respond to how a student felt when completing your survey.

How it Works

When a student submits a survey:

Element451 uses AI to assign a sentiment score (positive, neutral, or negative) to open-text responses.
That sentiment can then trigger a Bolt Agent job, where you can:
- Acknowledge their feedback
- Provide relevant next steps
- Route them to support
- Gather more context

This lets you engage with students in the moment—without needing to manually review every response.

Available Triggers

Use these to kick off a Bolt Agent job tailored to how the student felt when responding.

Trigger	When it Enrolls a Contact
Survey Answered	When any survey is submitted
Survey Sentiment Answered	When a response includes a selected sentiment (positive, neutral, or negative)

Use Case: Support Based on Negative Sentiment

A student completes a satisfaction survey and leaves a frustrated comment.
The sentiment is classified as negative.
You’ve set up a Survey Sentiment Answered trigger to run a Bolt Agent job when this happens.
The agent launches automatically and offers support or escalates the issue.

🚨 Important: You can’t reference specific answers from a survey inside a Bolt Agent job. This is because survey responses are not stored on the student profile. If your follow-up messaging needs to reflect what someone actually wrote or needs advanced follow-up/automation, consider: