Creating and Utilizing Surveys
Within ClientBAY, you have the ability to create and utilize Surveys. The three most commonly used types of surveys are Transactional Surveys, Open House Surveys and Showing Surveys.
To access the Survey Tool, select the Marketing tab from your left side menu and then select Surveys.
This will open your Survey Dashboard where you can see any surveys that you have created.
To create a new survey, select the +New button in the upper right hand corner.
This will open a window where you can start building your new survey.
First, fill in the Survey Title - people taking the survey will be able to see this.
You are also able to fill in:
End Date/Time: do you want this survey to expire on a certain date
Max Response: if you are sending this out to a lot of people, do you want to receive x number of surveys back
Multiple Responses from 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.
Status: is this survey active or inactive
First Reminder & Second Reminder: you are able to have survey reminders sent out to the recipient utilizing these two boxes.
Completion Message: Here is where you can type a message that the recipient will receive when they complete the survey.
Once you have this screen filled out, press Next to view a summary screen. If everything looks correct, select the Next button to start adding your survey questionnaire.
Next, you need to fill out your survey question details.
Question: Here is where you put your survey question
Display Type: What type of response is needed. You can utilize a:
- single line text answer: the recipient can type in a single line answer
- multiple choice (one answer): the recipient can choose one answer from a multiple choice list you create
- multiple choice (multiple answers): the recipient can choose multiple answers from a multiple choice list you create
- a comment box: the recipient will be able to write a longer answer
- a testimonial: the recipient will be able to write a testimonial
- rating: the recipient will be able to give you a rating
Required: is it required for the recipient to answer this question to complete the survey.
Validation Rule: If you want an answer to follow a specific format.
Press Next when you are done entering in the survey question then notate whether you need to add another question or if you are done building your survey.
Once you have all of your survey questions built, select that you are done building your survey and press Next.
This will take you to your Survey Layout tab where you will see your survey questions.
If you need to edit your survey questions, select the three dot Action button associated with that question.
You are also able to add or delete survey questions from this screen as well.
To add Recipients to your survey, select the Recipients tab from the top of the screen, and 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. 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 there is a black X next to their name, it indicates that they haven't responded to the survey yet.
If they have responded, 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.
To see all of your responses from your survey in one spot, click on your Summary tab. This tab will show you your survey questions and underneath of it, will show you what the responses are to those survey questions.
To see what an individual recipients response was, go to your Recipients tab. 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.
In the upper right hand corner on the Details tab, 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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