Creating A Survey:
To create a survey, go to the Survey icon on the left-hand side of the Opiniion dashboard. Then click on the SETTINGS button at the bottom of the window to set up what type of survey you want. At the top you will see three options – Intelligent Chat, Auto-Focus and Standard. Intelligent Chat will work much like chat messages going back and forth between two individuals. As a customer answers a new question will appear. Auto-Focus will present one question at a time to the customer and the Standard option will have all questions listed on the page at once. A pop-up example of each survey is also viewable when clicking on it.
You can also select a color that best matches the company and one of the preloaded backgrounds. If you want to randomize your questions simply move the slider button.
You will then title the survey and select the correct location.
Next enter your first question. You have several options on how a customer can answer this. There is Short Answer, NPS Score, True/False or Yes/No, Multiple Choice, Multiple Select, or Scale. For Scale it can set it to Numeric, Sentiment, Agreement, Thumbs Up/ Thumbs Down or Smiley / Frowny Face.
All questions have the option of making it a Required Question and all questions, except Short Answer, have the option for additional feedback.
You can add additional questions by clicking “ADD NEW” on the left hand-side. You can also drag and drop questions to reorder them if you didn’t select randomize. And the trash can icon will remove a question.
When finished click the SAVE & FINISH button on the lower right.
Sending A Survey:
Once the survey has been created it will need to be sent to the customers. To send a survey you will first need to go to the Campaigns tab and click NEW CAMPAIGN.
In the window title the Survey Campaign, and next verify the correct location.
Then select Survey from the dropdown and choose if it is to be sent by email, SMS text or both. Select the name of the correct survey in the dropdown and chose when you want it to send – Immediate, Scheduled, Recurring or Automated. You will have to set some additional preferences of when the survey will send for anything other than Immediate.
When clicking next you will see the same screen as all other Campaigns on how to more target the audience by filters. On the next screen you can customize the Email and SMS text messages or leave them as the default.
One more click, and it's the confirmation screen. If everything looks correct, go ahead and the START CAMPAIGN button.