Creating and Utilizing Surveys

Creating and Utilizing Surveys

Within ClientBAY, you have the ability to create Surveys and send them to people in your CRM or create a web link directing people to that survey.
The three most commonly used types of surveys are Transactional Surveys, Open House Surveys and Showing Surveys.

Creating A Survey

First Step is to create a new survey;
  1. Select the Marketing Tab from the left hand side menu and then select Surveys. This Survey Dashboard will show you any surveys you have created.
  2. Select the +New button in the upper right hand corner to start.

Second Step is to fill out your survey information
  1. Fill out the Survey Title. People taking this survey will be able to see this title so be sure it is a descriptive and informative title.
  2. Designate an End Date/Time if needed. This will make the survey expire on the noted date and time
  3. Indicate if you want a Max Response. This is for if you are sending it out to a lot of people- it will limit the amount of survey responses you get back.
  4. Select Yes or No on the Multiple Response (from the same PC).  If you are sending the survey to multiple people who might use the same PC (i.e. spouses), do you want to be able to receive all the survey responses.
  5. Select if this survey is active or inactive
  6. Set your First Reminder and Second Reminders if needed. This will send survey reminders out to your recipients on the indicated days after you first send the survey.
  7. Fill out your Completion Message. This is what the recipient will see when they complete the survey. You can even use dynamic fields in the drop down menu above this box.
  8. Press Next when done. 
  9. Verify all of your survey information is correct and press Next. Now your survey is created and you can move on to the third step of your survey.

Third Step is creating the Survey Questions.
  1. Type out the first survey question.
  2. In the Display Type drop down menu you can select what type of response you want your recipient to give:
    1. single line text answer: the recipient can type in a single line answer
    2. multiple choice (one answer): the recipient can choose one answer from a multiple choice list you create
    3. multiple choice (multiple answers): the recipient can choose multiple answers from a multiple choice list you create
    4. a comment box: the recipient will be able to write a longer answer
    5. a testimonial: the recipient will be able to write a testimonial
    6. rating: the recipient will be able to give you a rating
  3. Indicate if the survey question is required or not required
  4. Lastly, select if there is a validation rule (aka a specific format) that you want the answer to have.
  5. Press Next when done.
  6. If you need to add more questions to your survey, select the Add another survey question box and then hit next and repeat the above steps.
  7. Once you are done adding questions, select Do Nothing, I am done and then Press Next.
  8. You will then be on your Survey Layout tab where you will see all of the survey questions you typed in. 
  9. You can edit or delete any question by utilizing the three dot action button associated with the question.
  10. If you decide to add more questions, just hit the Add Question box.
Now your survey is completed and you can now add recipients to it!

Adding Survey Recipients

To add Recipients to your survey,
  1. Select your Marketing tab from your left hand side menu
  2. Select Surveys. 
  3. Select the Survey you would like to add recipients to from your Survey Dashboard.
  4. From the tabs along the top, select Recipients. 
  5. Select the +Add button in the upper right hand corner. This will pop open a window where you can select your Recipients utilizing your Contact Types or selecting Contacts from your CRM. You can select one or multiple contacts to send this survey out to.
  6. Once you have your contacts selected, press Finish. The survey will then send out to those selected Contacts and you will also see them populate on your Recipients tab.
If they haven't responded to your survey, you will see a black x next to their name.
If they have responded to your survey, you will see a green checkmark next to their name and you will see those responses populate over on the Summary tab along the top.
You are also able to utilize the three dot Action button associated with each recipient and either delete them from the survey or resend the survey.

How To See Survey Responses

To see all of your responses from your survey in one spot, click on your Summary tab of the survey. This tab will show you your survey questions and underneath of it the responses are to those questions.
To see what an individual recipients response is, go to your Recipients tab of your survey. Select the three dot Action button and select View Responses. This will open up a screen where you will see your survey questions and how that individual has answered.

Misc. Survey Information

In the upper right hand corner on the Details tab of your survey, you are able to grab a web link for this survey, email out a link for this survey, Save and Delete.
On this tab you will also see a Response Statistics box where you can see how many surveys were sent out and how many responses you have received.

If your company has Company-Wide Surveys created, you might be able to use them in an action plan. To learn more about action plans click here







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