Survey Administration and Settings
Setting up User Management
To manage user access, navigate to the menu toolbar on the left side of your screen and select the 'Survey Settings' tab. From the dropdown menu, select 'User Management'.
In the User Management section, you can add new users, assign roles, and manage survey access permissions. You can search for users by username using the search bar and view their access levels organized by roles.
When adding a user, you can assign them as either a standard ‘User’ (read-only access) or as an ‘Admin’ (full access). After specifying the role, click 'Add' to include the user.
User roles can be modified at any time. You can upgrade access from User to Admin or revoke access entirely as needed.
Establishing Email Account
To configure an email account for survey distribution, expand the 'Settings' dropdown in the left-hand menu and select 'Email Account'.
To update the surveyor's email account, navigate to the ‘Account’ tab where you can view and modify account details. To make changes, click on the ‘Edit Account’ button located at the bottom right of your screen. You will be prompted to enter your email. Be sure to check the status box to mark the account as active. Once you’ve made your edits, select ‘Submit’ to save the changes. If needed, you can also delete the account by selecting the ‘Delete’ option.
Under the 'Account' tab, click the 'Edit Account' button to modify account details. Ensure you check the 'Active' box to activate the account. After making updates, click 'Submit' to save your changes. Use the 'Delete' button to remove an account if necessary.
To change the email domain, select the 'Domains' tab at the top of the page. Update the domain name and click 'Save'.
For performance tracking, open the 'Email Activity' tab. Choose a custom date range using the calendar and view results in a color-coded graph. You can click graph legends to toggle specific data on or off.
To view Email Survey performance, go to the 'Email Activity' tab. Here you can select a custom date range using the calendar. Interaction data is shown in a color-coded graph—click a legend item to hide or show its data.
Scroll down to the 'Geographical Analytics' section for location-specific insights. Adjust filters for metric type and timeframe using dropdown menus above the chart.
Establishing SMS Account
To set up SMS-based surveys, go to the 'Survey Settings' menu on the left and select 'SMS Account'.
Start by creating a sub-user under the 'Account' tab by clicking 'Create Account'. This action automatically creates a Messaging Service for SMS distributions.
To add a phone number, click the ellipsis button at the bottom of the screen and choose either 'Add Phone Numbers' or 'Phone Numbers'.
If you already have an existing phone number, you can check it by selecting the ‘Active Numbers’ button on the right side of the screen. Copy the SID, input it under the ‘Phone Number SID under the By SID Tab,’ and then click the ‘Add Number’ button. The SID will be generated by Twilio.
Alternatively, under the 'By Search' tab, input the Country Code and Area Code, click 'Search', select a number, and click 'Add'.
To remove a number from Messaging Service, click 'Release'. To remove it entirely from your account, click 'Release' under the Active Numbers section.
The 'Monitoring' tab displays all SMS campaigns and their statuses. Click the magnifying glass icon for more details on each deployment.
In the 'Analytics' tab, you’ll find visual reports for SMS campaigns. Use the down arrow to download graphs, or the paper icon to export raw data.
To configure compliance, go to the 'Compliance' tab and provide the following:
- Step 1: Business & Contact Information
- Step 2: Business Address
- Step 3: Messaging Use Case
Setting up Embedded Management – TO BE UPDATED
Survey Unsubscribe message
This feature allows you to show a message when users choose to unsubscribe from survey communications. It ensures professionalism and confirms their request.
To use this feature, go to the toolbar at the top left of your screen, click on 'Survey Branding', and then select 'Unsubscribe'.
Inside the Unsubscribe module, you can create a personalized message to be displayed when respondents opt out of survey participation. You can include a header, body message, and call-to-action button. Click 'Save' once you're done.
Start Page is the initial screen the user sees when they click the "unsubscribe" link in your email. End Page is the confirmation screen the user sees after clicking to unsubscribe.
FAQ
To assist respondents in navigating the survey, you can create a Frequently Asked Questions (FAQ) page. This section helps address common concerns or difficulties respondents may encounter.
To create an FAQ section, open the toolbar menu at the top left, click 'Survey Branding', and then choose 'FAQ'.
In the FAQ module, use the text box to build a list of question-and-answer entries. This is particularly helpful if users report repeated issues or if there are complex parts of the survey. Add or revise content as needed, and click 'Save' to complete the process.
Privacy Policy Page
To enhance transparency and reassure respondents about how their data / responses will be handled, you can create a dedicated Privacy Policy page within the survey.
To do this, navigate to 'Survey Branding' from the top left toolbar menu and select 'Privacy Policy' from the dropdown.
Within the Privacy Policy module, use the text box to write a clear and concise explanation of your data collection and usage policies. After completing your content, click 'Save'.