Surveys
Surveys
In Templates & Batch setup > Texting templates, create a new Texting template once a Contact Type is selected the Survey drop down will display all the surveys for the selected contact type. Once a Survey is sent out in a text it will display on the Survey tab and in Contact hist tab. When the customer submits the survey the results will also display on the Survey tab
How To Create Survey’s
Note: Once a survey has been added to the email template and the first recipient has filled out the information (ie Customer), the Survey can no longer be edited. <<<Don't know if this is still true or not
Log into desired database
In admin screen, click on Templates & Batch Setup
Click on the Survey tab
Click on Options menu and select “Add New Survey”
Step # 1 – Setup
Survey Name field - input the desired name of the survey provided by the dealership
Survey Description field – input description provided by Dealership
Contact Type – Select the appropriate choice
If dealership requests it, check “Display Progress Bar”
Language – defaults to English, change if necessary (Only other option is French)
Themes – Change to whatever dealership requests
Click Save
Step # 2 - Questions
Click options menu and select “Add new question”
Question Title – Input first question provided by dealership
Question Type – Select type of question the dealership desires (Checkbox, MC, Scale, Text)
Note: The following instructions are for creating a Checkbox survey
Input the first level of answer in the first blank field, the second level of answer in the next. To input more options, click the + sign as needed, until all options have been entered. Ex: Excellent, Good, Average, Poor, Very Poor, N/A
The “Other” box is only checked if dealership requests it.
If the dealership requests it, check the “Required Question” Box
Click Save
If more than 1 question is desired, click to highlight the first question, and click the Options menu in Step # 2, and select “Copy Selected Question”
Question Title - Input next question.
Click Save
Repeat steps e – g until all questions have been added
Step #3 - Confirmation
Input whatever message the dealership provides
Click Save
A pop up will appear asking if you wish to preview the survey. Click Yes.
If dealership requests it, check the store notification box, and input the desired failing score.
Click the pencil icon, and select all users who should receive the score notifications.
Click Save
To Set User Access for Surveys
Go into user set up
Click on User Access tab
Find user in list
Check Admin Screen>Templates and Batch Setup>Surveys>Email Alert
Repeat steps 1 -4 for all necessary users
Click Save