[C4C] Survey Product Determination inside Survey vs Sales & Campaign Settings

[tokgozatakan]

There're options to add product lists both inside the Survey and from the Sales & Campaign Settings.

What are the differences and advantages/disadvantages between two settings?

[PrasanthArya · Accepted solution]

from my understanding ,

The one inside Survey is a manual approach and When adding Products from Surveys , Set the flag for Add Products from Product List in the Details tab to enable adding products when completing surveys. The products that you add when you are completing a survey can be filtered using parameters such as product category, sales organization, and distribution channel.

the Sales and Campaign settings is an Automated approach , more like define once in the rules and continue to use.

Products or product lists can be dynamically assigned to a survey at runtime, provided the product determination rules have been defined by your administrators.

This feature is helpful when product determination is based on various conditions and you are not sure which specific products or product lists should be added during survey design time. Products or product lists that are added using rules are not directly attached to the survey, allowing one product survey to be easily reused for different products in different scenarios.

While an Automated approach saves time and effort , manual effort of adding Consumes time
Determinations might not work in offline , unless the rules are granted authorization and synced