Default Functionality for Surveys

The Survey Administration screen is the home base for the Surveys module. From this screen, users can create, edit, or delete a survey. It lists the 100 most recent surveys, their start and end dates, their status, and whether they are one time or recurring.

The following functionality is available to users after initially configuring Surveys.

Creating a Survey

• Creating a Survey
• Data Loading Surveys

Adding Survey Questions

• Creating Survey Questions
• Creating Questions for Individual Surveys
• Using the Question Bank
• Using Branching Survey Questions
• Adding Segments to a Survey
• Adding Survey Channels

Selecting Survey Targets

• Adding Survey Targets
• Adding Assignment Rules on Surveys
• Selecting Territories for Surveys

Publishing a Survey

• Publishing a Survey
• Receiving Email Notification of a Published Survey
• Unlocking and Republishing a Survey
• Surveys Privacy Settings

Capturing Survey Responses

• Executing a Survey

Reviewing Survey Results

• Monitoring Survey Results
• Linking Survey Targets to Calls