Phase 6: Managing Client Feedback and Changes

After the survey passes internal QA, the next step is to present it to the client for final review before launch. This stage often involves small but important adjustments. Kalever provides two powerful workflows to manage this feedback with precision and full traceability, whether your client is collaborating directly on the platform or communicating via email.

This method is the most efficient and transparent, leveraging the two-project setup for clean communication.

Workflow:
You have provided your client with a test link that is integrated with the external-facing project (“Luxury Brands – Client Feedback”).

1. Client Logs Feedback: While reviewing the survey, the client finds a text change they want to make. They click the TrackEntry icon on the survey page.
2. A New Entry is Created: The client logs the change request directly into the external TrackEntry project.
3. Implement and Update: The programmer completes the task, makes the change, and updates the internal ticket to “Implemented.”
4. The Client receives notification that the change is complete.

• For a guide on the testing workflow, see our article:
  Phase 5: QA – Efficient and Traceable Survey Testing

It’s common for clients to send their final feedback in a single email. In this case, the Email Summarizer becomes your most valuable tool.

Workflow:
Your client sends an email containing a list of changes.

1. Convert Email to Tasks: The Project Manager opens the Email Summarizer in the internal project’s TrackEntry board.
2. They copy the entire body of the client’s email and paste it into the tool.
3. The AI automatically analyzes the text and breaks down the changes into separate entries. The Project Manager reviews and submits them, instantly creating a to-do list for the programmer.

For detailed instructions on this feature, see our article: Introduction to TrackEntry

Another common scenario is to receive changes highlighted in a questionnaire. In this case, the AI assistant becomes your most valuable tool.

Workflow:
Your client sends an updated questionnaire with highlighted changes.

1. Use the Survey Creator AI Assistant: The Survey Programmer opens the Ai Assistant in the Survey Editor.
2. Just type a short prompt i.e. “Implement the highlighted changes” and attach the updated questionnaire.
3. The AI Assistant will automatically implement the changes and provide a summary of what was changed. The Survey Programmer reviews and saves the changes.

For detailed instructions on this feature, see our article: Advanced Options: Exports, Imports, AI Assistant and Version Control

Whether the feedback came from TrackEntry or email, the final step is to provide the client with clear documentation of the completed changes to get their final sign-off.

1. In the Survey Editor, click the Download icon.
2. Select “Questionnaire (PDF)” and choose to compare the versions from before and after the client’s feedback.
3. Enable the “Highlight changes” toggle.

This generates a new PDF of the questionnaire with all revisions automatically highlighted. Sending this document makes it incredibly easy for the client to confirm their feedback has been actioned, leading to a faster and more confident project launch.

• Learn more about this feature in our guide:
  Advanced Options: Exports, Imports, AI Assistant and Version Control

These structured processes are not just for the pre-launch phase. They are also the ideal workflows for handling any changes requested once the survey is live, ensuring every modification is formally logged, implemented, and documented.