How to make automated phone surveys?


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Automated phone surveys help organizations enhance the customer experience and promote development. They are an important part of continuous improvement projects because they provide vital feedback that managers can use to benchmark business performance over time.

They are a low-cost, scalable method of gathering customer feedback with an above-average response rate. A good one will have a 50% -60% interaction rate.

Now we would learn about what exactly phone surveys are.

What is a Phone Survey?

A phone survey, often known as CATI or computer-assisted telephonic interview, is a research method in which the researcher conducts phone interviews with respondents. In contrast to email surveys, researchers collect data by conducting phone conversations and punching the replies personally. 

A CATI is identical to a paper survey, except that the researcher enters the collected replies into a computer survey link. The researcher cannot change or amend the study questions and must adhere to a strict script for the phone survey.

What are phone surveys used for?

Phone surveys are commonly used to collect information from a sample of people through telephone interviews. These surveys can be conducted by market research firms, political organizations, government agencies, or other entities that want to collect data on a particular topic or issue.

Overall, phone surveys can be an effective way to collect data from a representative sample of the population as long as they are conducted in a structured and unbiased manner.

Examples of Automated Phone System Surveys

Here are some of the examples where you can use phone surveys;

1. Robo-Polling

The use of automated phone surveys in polling during political campaigns is popular, and it is sometimes referred to as Robo-polling. It is a low-cost and rapid method of data generation, however, it has been criticized for this.

2. Government and administration

It helps in investigating the government’s efficiency and accomplishments.

3. Feedback from the conference

Provide a dial-in number and invite attendees to ring in after a conference session to provide feedback. Allow everyone to participate, and do away with paper forms and laborious tabulation.

Steps to make Automated Phone Surveys

Step 1: Request the phone survey extension to be activated.

Enable your caller ID when you apply to have your Phone Survey capability activated.

Step 2: Write out the questions and upload or record soundtracks for each question in the survey.

Before you may add sound recordings, you must first create a text version of the survey. Make the selections 1 to 5 using the “multiple choice question” question type. 

This allows the survey tool to simply examine the findings. By clicking on “Include file” and then “Phone Surveys,” you may submit your soundtracks for each question. If you don’t have any recorded files, you can record it live with the survey tool’s microphone.

Step 3: Make your survey a private survey.

Publish the survey as a private online survey and test it with your test user using the “Phone Survey” option. Your mobile phone within 2 minutes of sending the phone survey, your phone will ring.

Step 4: Enable the Voxco API.

Go to Options -> Advanced settings and turn on the Voxco  API. Take down the information and go on to the next stage.

Step 5: Create a cron job if desired.

There are several methods for sending phone survey inquiries. If you don’t want to utilize it manually within another PHP code, you may schedule it as a crontab task to run every minute.

Benefits of using Automated Phone Surveys

How to make automated phone surveys? Demographic Survey Questions

There are several benefits of using automated phone surveys. According to studies, automated surveys are more accurate than surveys performed by human operators. Among these benefits are the following:

  1. Surveys are less costly – when performed utilizing automated survey technologies. There is no need for a real hand or headsets, and once built, a survey is completed by a computerized phone system with no labor necessary.
  2. Surveys may be handled more frequently – because automated phone surveys are conducted by technology rather than humans, a bigger sample group can be polled all at once. The number of simultaneous surveys is simply limited by phone resources, not surveyors.
  3. Consistent questions – in automated phone surveys, questions are captured and given to each responder in the same and consistent manner.
  4. Removes surveyor bias – some surveys are unreliable because the surveyor asks biased or leading questions. Even whether the question is asked by a man or a woman might influence the bias of the response. Automatic surveys can display survey question alternatives in a random sequence, ensuring that each conceivable response is shown in an impartial order.
  5. Respondents are more honest – Studies have shown that when answering to a computer rather than a human, respondents are more inclined to answer questions honestly.


Automated phone surveys are quite beneficial in that you receive a call, clearly listen to all questions, and react appropriately without any extra disagreements or delays. Closed-end questions and answers are usually beneficial to analyze data for further actions and decision-making.


What are automated phone surveys?

Automated phone surveys, also known as Interactive Voice Response (IVR) surveys, are a type of survey conducted using an automated telephone system. The survey questions are pre-recorded, and respondents are prompted to answer by pressing buttons on their phones or speaking their answers.

These surveys are often used by businesses, political organizations, and government agencies to collect data from a large number of people quickly and efficiently. They can be used to gather information about customer satisfaction, political opinions, and demographic information.

Automated phone surveys can be conducted at any time of day or night, making them convenient for both the surveyor and the respondent. They are also cost-effective, as they eliminate the need for a live interviewer to conduct the survey.

However, automated phone surveys are often met with resistance from people who consider them to be intrusive or a waste of time. Additionally, the results of these surveys may be biased, as those who are more likely to respond are those who have a stronger opinion on the topic being surveyed.

What are the most common uses of automated phone surveys?

Automated phone surveys, or Interactive Voice Response (IVR) surveys, have several uses across a range of industries and contexts. Here are some common uses of automated phone surveys:

  1. Customer satisfaction: Businesses use IVR surveys to collect feedback from their customers about their products and services. This information helps them to improve their offerings and identify areas for improvement.
  2. Market research: Companies use automated phone surveys to gather data on consumer preferences, attitudes, and behaviors. This information can be used to develop new products, improve marketing strategies, and stay ahead of the competition.
  3. Political polling: Political organizations use IVR surveys to gauge public opinion on candidates, issues, and policies. This information helps them to develop campaign strategies and understand voter sentiment.
  4. Healthcare surveys: Healthcare providers use automated phone surveys to gather patient feedback on their experiences with healthcare services. This information can be used to improve patient satisfaction and identify areas for improvement in the healthcare system.
  5. Public opinion surveys: Governments use IVR surveys to gather data on public opinion on a range of issues, including public services, policies, and current events. This information helps policymakers make informed decisions and understand the needs of their constituents.

Overall, automated phone surveys are a quick and cost-effective way to gather large amounts of data from a diverse range of respondents.

How to conduct automated phone surveys?

Conducting an automated phone survey involves several steps, including designing the survey, recording the survey questions, and implementing the survey. 

Here are the basic steps to conduct a phone survey:

Step 1: Design the survey 

Determine the purpose of the survey, the target audience, and the questions you want to ask. The questions should be clear, concise, and easy to understand.

Step 2: Record the survey questions

Record the survey questions using a voice-over artist or a computer-generated voice. Make sure the questions are recorded clearly and at an appropriate volume.

Step 3: Choose a phone survey software

Choose a phone survey software that supports Interactive Voice Response (IVR) surveys. There are many options available, including Twilio, SurveyMonkey, and Voxco.

Step 4: Upload the survey questions

Upload the recorded survey questions to the phone survey software. Set up the survey logic, including skip patterns and branching questions, to ensure that respondents are directed to the appropriate questions based on their responses.

Step 5: Test the survey

Test the survey to ensure that it is working properly. Make any necessary adjustments to the survey logic or questions.

Step 6: Launch the survey

Launch the survey by sending automated phone calls to the target audience. Respondents will be prompted to answer the survey questions by pressing buttons on their phones or speaking their answers.

Step 7: Analyze the results

Analyze the survey results using the phone survey software. Generate reports that summarize the survey responses and identify trends and patterns.

Overall, conducting an automated phone survey requires careful planning and attention to detail. By following these steps, you can design and implement an effective survey that gathers valuable data from your target audience.

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