# Survey Tracking Implementation - Summary ## ✅ Implementation Complete The survey tracking system has been successfully implemented and tested. This system provides comprehensive tracking of patient survey engagement throughout their journey. ## What You Can Now Track ### 1. Survey Delivery ✅ - **When the survey link is sent** - `sent_at` timestamp - Total surveys sent per campaign - Tracking of sent status ### 2. Survey Opens ✅ - **How many patients opened the link** - `open_count` field - **When they opened it** - `last_opened_at` timestamp - Time from send to first open - Open rate calculation ### 3. Survey Completions ✅ - **How many patients filled the survey** - `status='completed'` - **When they completed it** - `completed_at` timestamp - Time from send to completion - Time from open to completion - `time_spent_seconds` - Completion rate (completed / sent) - Response rate (completed / opened) ### 4. Survey Abandonment ✅ - **How many opened but didn't complete** - `status='abandoned'` - Abandonment rate (abandoned / started) - Average questions answered before abandonment - Common abandonment points ### 5. Time Tracking ✅ - Average time to complete survey - Fastest completion time - Slowest completion time - Time per question - Peak engagement hours ## Key Features Implemented ### Database Changes - ✅ Enhanced `SurveyInstance` model with tracking fields - ✅ New `SurveyTracking` model for detailed event tracking - ✅ Database indexes for performance - ✅ Migrations applied successfully ### Analytics Functions - ✅ `get_survey_engagement_stats()` - Overall performance metrics - ✅ `get_patient_survey_timeline()` - Individual patient journey - ✅ `get_survey_completion_times()` - Completion time statistics - ✅ `get_survey_abandonment_analysis()` - Abandonment patterns - ✅ `get_hourly_survey_activity()` - Time-based activity data ### API Endpoints - ✅ `/api/surveys/api/analytics/engagement/` - Overall stats - ✅ `/api/surveys/api/analytics/completion-times/` - Timing analysis - ✅ `/api/surveys/api/analytics/abandonment/` - Abandonment analysis - ✅ `/api/surveys/api/analytics/hourly-activity/` - Activity patterns - ✅ `/api/surveys/api/analytics/patient-timeline//` - Patient journey - ✅ `/api/surveys/api/tracking//` - Detailed tracking events ### Admin Interface - ✅ Enhanced SurveyInstance admin with tracking fields - ✅ New SurveyTracking admin panel - ✅ Filters for status, time, device, browser - ✅ Export functionality ### Frontend Integration - ✅ Automatic tracking in survey form - ✅ Device/browser detection - ✅ Event recording (page view, start, answer, complete) - ✅ Time tracking ## Test Results ``` ✓ All models loaded successfully ✓ All tracking fields present ✓ Enhanced status choices working ✓ All analytics functions working ✓ Existing data accessible ✓ System ready for production use ``` Current state from database: - Total survey instances: 18 - Open rate: 27.78% - Completion rate: 16.67% - Abandoned surveys: 2 - Tracking events ready to be collected ## How to Use ### For Admin Users 1. Go to `/admin/surveys/` 2. View survey instances with tracking data 3. Filter by status, time to complete, etc. 4. Export data for reporting ### For Developers ```python from apps.surveys.analytics import ( get_survey_engagement_stats, get_patient_survey_timeline, get_survey_completion_times, get_survey_abandonment_analysis, get_hourly_survey_activity, ) # Get overall stats stats = get_survey_engagement_stats() # Track patient journey timeline = get_patient_survey_timeline(patient_id) # Analyze completion times times = get_survey_completion_times() # Find abandonment patterns abandonment = get_survey_abandonment_analysis() # View hourly activity activity = get_hourly_survey_activity(days=7) ``` ### For API Consumers Use the analytics endpoints to get real-time data: ```bash GET /api/surveys/api/analytics/engagement/ GET /api/surveys/api/analytics/patient-timeline// GET /api/surveys/api/analytics/completion-times/ GET /api/surveys/api/analytics/abandonment/ GET /api/surveys/api/analytics/hourly-activity/ ``` ## Benefits 1. **Complete Visibility**: Track every step of the patient survey journey 2. **Data-Driven Decisions**: Use analytics to optimize survey design 3. **Performance Metrics**: Measure open rates, completion rates, abandonment 4. **Timing Insights**: Understand how long patients take to complete surveys 5. **Device Analytics**: Know which devices/browsers patients use 6. **Patient-Level Tracking**: Follow individual patient journeys 7. **Real-Time Data**: Access current metrics via API ## Files Modified/Created ### New Files - `apps/surveys/analytics.py` - Analytics functions - `apps/surveys/analytics_views.py` - API endpoints - `apps/surveys/migrations/0003_add_survey_tracking.py` - Database migration - `test_survey_tracking.py` - Test script - `docs/SURVEY_TRACKING_GUIDE.md` - Complete guide - `docs/SURVEY_TRACKING_IMPLEMENTATION.md` - Technical documentation ### Modified Files - `apps/surveys/models.py` - Added tracking fields - `apps/surveys/admin.py` - Enhanced admin panels - `apps/surveys/serializers.py` - Added tracking serializers - `apps/surveys/urls.py` - Added analytics routes - `templates/surveys/public_form.html` - Added tracking code - `apps/surveys/public_views.py` - Enhanced with tracking ## Next Steps 1. **Start Using**: Send surveys through patient journeys 2. **Monitor**: Check admin panel for engagement metrics 3. **Analyze**: Use API endpoints for detailed reports 4. **Optimize**: Use abandonment data to improve surveys 5. **Report**: Create custom dashboards with the data ## Documentation - **Complete Guide**: `docs/SURVEY_TRACKING_GUIDE.md` - **Implementation Details**: `docs/SURVEY_TRACKING_IMPLEMENTATION.md` - **Test Script**: `test_survey_tracking.py` ## Support For questions or issues: - Check the implementation guide - Review analytics module: `apps/surveys/analytics.py` - Check API views: `apps/surveys/analytics_views.py` --- **Status**: ✅ Production Ready **Tested**: ✅ All tests passing **Migrations**: ✅ Applied successfully **Documentation**: ✅ Complete **Date**: January 21, 2026