Survox Dialer

Manage outbound dialing, inbound and outbound IVR, and blended inbound
calling with direct integration to Survox CATI, sample management,
interviewer workflow, and project data.

Integrated Telephone Data Collection

The Survox Dialer provides a complete telephone data collection environment
for CATI and IVR projects while remaining directly integrated with the
Survox platform.

Dialing, sample management, interviewing, callbacks, dispositions, quotas,
and collected survey data can all remain connected within the same Survox
project workflow.

  • Automate outbound dialing for CATI projects
  • Support inbound and outbound IVR data collection
  • Accept inbound respondent callbacks
  • Blend inbound calls with live interviewer traffic
  • Route returning respondents to an interviewer or IVR
  • Connect calls directly to Survox CATI interviewers
  • Use project sample across dialing and interviewing workflows
  • Track call outcomes and respondent status
  • Manage callbacks, quotas, and active fieldwork
  • Combine telephone and Web data collection within the same study

Direct Integration with Survox

The Survox Dialer is designed to operate as part of the Survox research
platform rather than as a separate telephone system.

Shared Project Sample

The dialer works with sample associated with the Survox project, helping
keep respondent records, dialing activity, callbacks, and interviewing
workflows connected.

Integrated CATI Workflow

When a respondent is connected to an interviewer, the call and the
Survox CATI questionnaire become part of the same fieldwork process.

Connected Dispositions

Call results and respondent outcomes remain associated with the project
sample, helping maintain a current view of respondent activity throughout
the study.

Unified Project Data

Responses collected by CATI or IVR remain part of the same Survox study
used for project management, reporting, and downstream data access.

Flexible Telephone Workflows

The Survox Dialer supports multiple telephone data collection methods
that can be used individually or together within the same research
environment.

Capability Purpose
Outbound Dialing Automatically place calls from project sample and connect
respondents with Survox CATI interviewers.
Outbound IVR Place automated telephone calls that allow respondents to
interact directly with a programmed IVR workflow.
Inbound IVR Allow respondents to call into the system and complete an
automated telephone interaction.
Inbound Blended Calling Accept respondent callbacks and blend those calls into the
live interviewer workflow.
Inbound CATI Route returning respondents to an available interviewer who
can conduct the survey through the Survox CATI environment.
Callback Management Support respondent callbacks and scheduled follow-up attempts
throughout the life of the study.
Integrated Sample Keep telephone activity connected to the sample and respondent
records maintained by the Survox project.

Outbound CATI Dialing

Automated outbound dialing helps reduce the amount of time interviewers
spend manually placing calls and allows them to focus more of their time
on actual respondent interactions.

Automate Call Placement

The Survox Dialer can place outbound calls using the telephone numbers
and respondent records associated with the active project.

Connect Available Respondents

When a respondent is reached, the call can be connected directly into
the Survox interviewer workflow.

Launch the CATI Interview

The interviewer works with the questionnaire associated with the same
Survox study while the telephone interaction remains connected to the
respondent record.

Record the Outcome

Completed interviews, callbacks, unavailable respondents, and other
outcomes remain part of the project workflow for future fieldwork
decisions.

Inbound and Outbound IVR

Survox supports Interactive Voice Response (IVR) for automated telephone
data collection without requiring a live interviewer for every interaction.

Outbound IVR

Survox can place outbound calls and interact directly with respondents
through a programmed IVR questionnaire or telephone workflow.

Respondents can provide answers using their telephone keypad or other
supported interaction methods while their responses remain connected
to the Survox study.

Inbound IVR

Respondents can also call into a Survox telephone number and complete
an automated IVR interaction.

Inbound IVR provides an additional way for respondents to participate
when they are ready, without requiring an interviewer to be immediately
available.

Integrated Survey Logic

IVR interactions remain part of the Survox project workflow, allowing
telephone responses, questionnaire logic, respondent status, and
collected data to stay connected with the study.

Inbound Blended Calling

Telephone research does not have to end when an outbound call is missed.
Survox can support inbound callbacks from respondents who see the
study’s telephone number on their Caller ID and choose to return the call.

Let Respondents Call You Back

A respondent who receives or misses an outbound call can call the
displayed Caller ID number back, creating another opportunity to
participate in the study.

Connect to a Live Interviewer

Inbound calls can be blended with normal interviewer traffic and routed
to an available Survox CATI interviewer.

The interviewer can then conduct the survey using the same project and
questionnaire environment used for outbound calling.

Offer an IVR Option

Depending on the project workflow, an inbound respondent can instead
be routed into an IVR experience and complete the interaction without
a live interviewer.

Make Every Contact Opportunity Count

By combining outbound dialing, inbound callbacks, live CATI interviewing,
and IVR, Survox provides multiple ways for respondents to participate
without requiring separate telephone systems or disconnected workflows.

Improve Interviewer Efficiency

Automated dialing and blended call routing help interviewers spend more
time conducting interviews and less time manually placing calls or
waiting for respondents.

Reduce Manual Dialing

The dialer handles outbound call placement so interviewers can focus
on live respondent interactions.

Deliver Ready Calls

Available calls can be routed directly into the interviewer workflow,
helping reduce idle time between contact attempts.

Blend Inbound and Outbound Traffic

Interviewers can receive both outbound dialer connections and inbound
respondent callbacks as part of the same working environment.

Keep the Questionnaire Connected

The CATI questionnaire remains part of the same Survox project, allowing
the interview to begin without moving the interviewer between disconnected
systems.

Sample Management and Dialing

Dialing activity is closely tied to the sample used by the study,
allowing respondent records to remain part of the same project lifecycle
from first contact through completed interview.

Use Project Sample

Telephone numbers and respondent information are managed within the
same Survox project used for CATI and IVR data collection.

Track Respondent Status

As contact attempts occur, respondent status can be updated so the
project reflects the current state of the sample.

Manage Follow-Up Activity

Respondents who require another contact attempt can remain in the
project workflow for future dialing or callback activity.

Add Sample During Active Fieldwork

Additional sample can be introduced as project requirements change,
allowing active telephone studies to continue without separating sample
management from the rest of the Survox workflow.

Call Outcomes and Callbacks

Telephone research depends on more than successful connections. Survox
also supports the contact attempts and respondent outcomes that occur
throughout fieldwork.

Track Call Results

Record the result of each contact attempt so the respondent’s project
status remains current.

Manage Follow-Up Attempts

Respondents who are unavailable or need to be contacted again can
remain in the workflow for future attempts.

Scheduled Callbacks

Callbacks can be incorporated into the interviewing process so
respondents can be contacted again at a more appropriate time.

Respondent-Initiated Callbacks

Respondents can also initiate the next contact themselves by calling
the telephone number presented on Caller ID and being routed back into
the project workflow.

Dialing with Project Quotas

Because the dialer operates within the Survox project environment,
telephone activity can be coordinated with the same study controls used
for interviewing and fieldwork management.

Monitor Project Targets

Quota activity can be reviewed while telephone fieldwork is underway.

Manage Sample Strategically

Project teams can use quota and sample information to help determine
where additional calling effort or additional sample may be needed.

Keep Fieldwork Connected

Dialing, sample, quotas, interviewing, IVR, and collected data remain
associated with the same study rather than being managed across separate
platforms.

Phone and Web in the Same Study

The Survox platform supports mixed-mode research, allowing telephone
and Web data collection to operate within the same study.

One Project. Multiple Collection Modes.

Respondents can participate through Web, live telephone interviewing,
or automated telephone workflows while responses remain associated with
the same Survox project.

Use Phone for Follow-Up

Telephone interviewing can complement Web fieldwork by providing
another way to reach respondents who have not completed an online survey.

Offer Multiple Ways to Respond

Depending on the study design, respondents can participate through
Web, live CATI, inbound calling, or IVR.

Keep the Data Together

Responses from multiple collection modes can remain in the same data
environment, reducing the need to maintain separate studies and merge
results after fieldwork.

Example Telephone Workflow

1. Prepare the Study

Create the Survox project, program the CATI questionnaire or IVR
workflow, and load the respondent sample.

2. Begin Outbound Contact

The dialer begins placing calls using the sample associated with
the project.

3. Connect the Respondent

A respondent who answers can be connected to a live Survox interviewer
or participate through an automated IVR workflow, depending on the
project design.

4. Handle Missed Calls

If the respondent misses the call, the Caller ID number can provide
a path back into the study.

5. Accept the Return Call

When the respondent calls back, Survox can route the inbound call to
an available interviewer or into an IVR experience.

6. Conduct the Interview

The respondent completes the questionnaire through CATI or IVR while
responses are recorded directly into the Survox study.

7. Record the Outcome

Completed interviews, callbacks, unsuccessful attempts, and other
contact results remain connected to the respondent and project.

8. Monitor Fieldwork

Project teams can continue monitoring sample, quotas, interviewer
activity, call outcomes, and collected data while telephone activity
continues.

Manage Active Dialer Projects

Survox Console tools provide access to the information needed to manage
telephone fieldwork as the study progresses.

  • Monitor outbound dialing activity
  • Monitor inbound call activity
  • Manage CATI and IVR workflows
  • Manage respondent sample
  • Review call outcomes and respondent status
  • Manage callbacks and follow-up activity
  • Track quota progress
  • Monitor interviewer productivity
  • Review collected survey data
  • Coordinate telephone and Web fieldwork within the same study

A Connected Telephone Research Workflow

Stage Survox Workflow
Prepare Create the project, program the questionnaire or IVR workflow,
and prepare respondent sample.
Contact Reach respondents through automated outbound dialing or
outbound IVR.
Return Allow respondents to call the displayed telephone number back
when they are ready to participate.
Route Direct inbound respondents to a live CATI interviewer or an
automated IVR workflow based on the needs of the project.
Interview Collect responses through a live interviewer or automated IVR
while keeping the interaction connected to the Survox study.
Manage Track sample, callbacks, dispositions, quotas, interviewer
activity, and respondent status.
Report Review collected results within the same Survox data and
reporting environment.

Why Direct Integration Matters

The value of the Survox Dialer extends beyond placing telephone calls.
Its direct connection to the Survox platform allows telephone contact,
survey execution, respondent management, and collected data to function
as parts of the same research system.

One Respondent Workflow

Outbound calls, inbound callbacks, CATI interviews, and IVR interactions
can all remain connected to the respondent and the project.

One Project Environment

Sample, questionnaire programming, quotas, call outcomes, and reporting
can be managed within the same Survox study.

Multiple Ways to Participate

Respondents can be reached through outbound calling, return a missed
call, speak with an interviewer, complete an IVR interaction, or
participate through Web data collection when supported by the study.

One Data Source

Responses collected through telephone and other supported modes can
remain together in the Survox data environment for reporting and
analysis.

Getting Started

Begin by creating a Survox project, preparing the questionnaire and
sample, and configuring the CATI, IVR, and telephone workflows required
for your study.


Create a New Project


Manage a Project