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Feedback Surveys - Rightsizing

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Written by Marta Droneva
Updated over 2 weeks ago

Quickly learn who uses a product and why with Viio’s feedback surveys. They take minutes to create and the results are easy to interpret—perfect for licence‑rightsizing projects.


Set up a survey

Getting started

1. Go to Feedback in the left-hand sidebar

2. Click Create Survey in the top-right corner

3. Select the application you want to survey users about

Note: You cannot survey Product Families (Microsoft 365, Google Workspace, Adobe Creative Cloud). Choose individual apps within the family instead — see Known Limitations below.

1 . Select recipients

When a product has a direct API integration, you get three options:

Option

When to use it

Smart filter

Use Viio’s usage data (API + SSO logs, browser extension, desktop agent) to filter by activity, department, or licence tier.

User selection

Pick people manually from the Employee directory—handy when you want to include non‑licence holders.

Paste emails

Paste a comma‑separated list of addresses. There’s no limit to how many you can add.

Note: For products without a direct integration you can only use Paste emails.

2.  Choose channels

Send the survey via Email, Slack, or both. Viio estimates how many recipients are reachable on each channel (e.g. external guests rarely appear in Slack, so they’ll be emailed instead).

If someone responds on one channel, they cannot respond again on another—avoiding duplicates.

First time using Slack? Viio will prompt you to authorise the Viio Slack bot during setup.

3 . Customise the message

Edit the subject and body to suit your audience. For instance:

  • Highlight the licence price to encourage relinquishment.

  • Ask users to rate the product or share a comment.

Click Send test to myself to preview the message before launching.

4 .  Review & launch

The Summary step shows a recap of recipients, channels, and your custom message. Click Launch survey when you’re ready.


Analyse survey results

Summary dashboard

  • Recipients vs. responses chart – track response rate in real time.

  • Answer breakdown – see how many users still need their licence.

  • Key metric: No, I do not need my licence – use this to identify reclaim opportunities.

You can export the No responses for further processing.

Send reminders

From the completion‑rate dashboard, click Send reminder. Viio messages only the non‑responders. Automated, multi‑step reminders are on the roadmap.

Responses tab

View every recipient, their answer, comments, and the response timestamp. Export the list to CSV for deeper analysis.


Tips & best practices

  • Segment wisely. Survey one department at a time to keep messaging relevant.

  • Include cost context. Users are more willing to relinquish a £50/month licence when they know the price.

  • Act quickly. Reclaim licences soon after users say they don’t need them to realise savings.


Known Limitations

Product Families

You cannot send surveys for Product Families such as:

• Microsoft 365 / Office 365

• Google Workspace

• Adobe Creative Cloud (the bundle, not individual apps)

Why? Product Families contain multiple applications, and the survey system is designed to ask about specific app usage.

Solution: Survey individual applications within the family instead:

Instead of surveying...

Survey these individual apps

Microsoft 365

Microsoft Word, Microsoft Excel, Microsoft Teams

Adobe Creative Cloud

Adobe Photoshop, Adobe Illustrator, Adobe InDesign

Google Workspace

Google Drive, Google Meet, Google Docs

Custom Questions

Survey questions are currently preset and cannot be customised. You can:

• Edit the subject line and message body to add context

• Explain the purpose of the survey in your custom message

• Mention the license cost to encourage honest responses

Roadmap: Custom survey questions are a planned feature.

Workaround: Proxy App Survey

If you need to survey users about a Product Family:

  • Choose an individual app within the family as a "proxy" (e.g., Microsoft Word for O365)

  • Create a survey for that app

  • In the custom message field, explain that the question is about the entire suite: "We're reviewing our Microsoft 365 licenses. Even though this survey mentions Word, please respond based on whether you use any Microsoft 365 apps (Word, Excel, Teams, etc.)"

  • Use the Paste emails option if you have a specific list of O365 users to survey.

This approach lets you gather feedback while working within current system limitations.

Need help? Chat with Viio Support or email [email protected].

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