General View

Once created the new Survey the following will appear.

Open

On the top part the user will find the survey's name and a description of it.

 New Question: Adds a question.

 Nuevo Título: Adds a new section.

 Eliminar: Deletes the selected title or question.

 To save your progress in the survey, click this button.

 Redo or Undo changes applied.

Questions

When the user adds a question, on the right side you can configure what type of question you want it to be.

Open

Short Answer: The Agent will write a short answer to the question.

Multiple Selection: Multiple choice response with an extra one Others, where, if picked, the Agent must write reason.

Select Option: The  user will configure different options to appear later on a list that unfolds.

Checkbox: Multiple option answer with checkboxes and a extra option Other, where, if checked, the Agent must specify the reason.

Long Answer Text: The Agent can write a longer answer, will be useful for when not only the motive is important, so it is the explanation of it.

Date: A date is picked as an answer.

To move around answers and titles to change its order, just drag and drop.

 Every question will have this on the bottom right side, if checked, the Agent must indicate an answer to this question.

 When this box is active, each answer can have an action adjudicated to it if chosen. For example, If the client picks the second answer, the supervisor can select that after picking this answer the surveys goes to the third section. When this happens, if there are sections between the actual one and the third, the survey skips them. The Supervisor must design a valid logic for the survey sections.

IMPORTANT: The last section must have a Save Survey action as shown on the next image. If the survey does not have this on its logic, the Agent wont be able to save the survey.

If the Survey is going to be used with a Dialer, this one presents different variables that can be used in your Survey the following way:

When a Supervisor uploads a dialer base containing many numbers to call, the name of the variable that wants to be replaced for the indicated value must be the same in the designed Survey.

For example, the Supervisor uploads a Dialer list that presents the following line with the variable clientsName:

When the dialer gets to this line, the variable clientsName on the designed survey, will open up to the agent assigned with the value specified Loui, and so on with the other variables specified on the Dialer list.

For more information about Dialers, please visit our documentation about Dialers.

Supervisor

The Supervisor can see the resume of each survey made in this section.

This ones, can be filtered by Name and Date.

Survey Name: A list with all the surveys in the system will unfold.

Agent: The selection can be filtered by the Agent who made the survey, depending on the campaigned selected.

Date: The Supervisor can filter the search by date.

 Searches for the survey with the specified name and date range.

 Downloads the report searched.

Example of downloaded report:

Statistics

In this section will be every question in the survey, with its respective statistics.

Individuals

Here the Supervisor can see every question with its answers detailed.

The top part will indicate the survey's date and username who made it