Is there any clean way of building in a closed-loop process? Currently I have a hidden page with several fields that the respondent never sees, but after they submit the survey, the page is unlocked and I can use the edit link to go back and add my comments on that hidden page. Is there a tool/feature that allows tracking of following up with respondents and maybe reminders if no notes have been added in X days?
The closest solution I have found to something like this is a combination of admin-only pages/questions and response tags.
This document should help with admin only pages:
This one with admin only questions:
It sounds like you are already using these features so you probably don’t need those docs, but I wanted to include them anyways incase you weren’t. In addition to these features there are two more things you could do.
You could add tags to responses that get a follow up:
You could set the survey to end on a non-thank you page! This way the response comes in as partial and when you go back to edit it and follow up, it turns to a complete(All completes = Followed up with).
As far as getting notified for a response that has not been followed up with yet, I am not sure there is a feature for that. The only thing you may be able to do here is link up with Salesforce or some other CRM for this part of the automation.
I hope this is helpful to you!