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Feedback Surveys - Rightsizing

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Written by Marta Droneva
Updated over 3 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.


How surveys work

  1. Choose the recipients. Target licence holders, a specific department, or anyone in the employee directory.

  2. Pick one or more channels. Send the survey by email and/or Slack (Teams support coming soon).

  3. Customise the message. Explain the purpose, list the licence cost, or ask for open feedback.

  4. Launch. Viio tracks responses in real time and shows you who no longer needs their licence.


Set up a survey

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 graph – 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.


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

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