Survey - Customer Admin

The survey can be published from the customer admin portal and can get responses from the employees.

1. How to create a new survey in the customer admin portal?

Ans: Here is the navigation for surveys.

Engagement--> Surveys --> Add new(Top right corner).

Step 1:

Step 2: After clicking Add New, you will be directed to the template selection page where you can select the template among Recent Surveys, Saved Surveys, Ready Templates, or even the blank template.

Step 3:  On the next page, you can manage the name of the survey, and the start and end date of the survey, and can enable or disable the priority survey. After choosing the necessary option, click "Save and Continue".

Special features:

Priority survey: If the priority survey is enabled, then the survey will pop up on the home page. The user cannot use any other option until they finish the survey. Here is how the priority survey can be enabled.

Step 1: Select "yes" to the question " Do you want to flash this survey on the front screen?".

Step 2: After answering "yes", you will find the options below, and select "yes" to enable a priority survey.

Step 3: Then you will be directed to the next page, where you can manage survey questions and the question type, after adding all the questions, click "Save a Question" and click on "Save and Continue" to publish the survey.

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2. What is a priority survey and how to enable or disable it?

Ans: The priority survey is the mandatory survey, which will pop up on the home page after logging in and will never allow accessing other options until completing the survey. This can be enabled or disabled while creating the new survey and also can be edited for the published survey. Please refer to the screenshot for a better understanding.

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3. How to use logical branching in surveys and how it works?

Ans: Please note that logical branching can be done only if the "Multiple choice and Dropdown" question type is chosen.

After selecting dropdown or multiple choice question type, you will find an option called "Go to section based on answer", please check the box. Please refer to the below

screenshot.

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4. Can we publish the survey to the particular employees?

Ans: Yes, the survey can be published to a particular list of the employees either via bulk upload, Geo-filter, or Role groups. 

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5. How to delete the published survey?

Ans: The survey cannot be deleted from the Admin portal, Instead it can be made inactive by clicking on the "edit button on action drop-down".

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6. How to download the survey report?

Ans: The Survey report can be downloaded in the action dropdown. Please refer to the screenshot.

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7. Where the user can find the survey in a mobile application?

Ans: In the mobile application, the survey is available in quick links. Please refer to the screenshot.

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