About Surveys

The Surveys page offers the following views:

• All Surveys - A comprehensive display of your CX Survey measures and Feedback projects grouped accordingly.
• My Favorites - Survey projects you select are listed on this view for quick access.
• CX Surveys - All of your measures (active and inactive).
• Feedback Surveys - All of your Feedback projects.

Filtering

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The top of the page offers the following filtering options:

• Search - Type in the name or key word of a desired project to display a list of projects matching your criteria. The system responds as you type.
• Sort - A menu of sort options to organize the displayed list. Defaults to Name: A-Z.
• Date Range - A menu of time spans to limit the displayed list. Defaults to Last 30 Days.
• Status - Click to select projects of a desired Status to be displayed and clear to hide.
  • Active - The survey is currently available in the production environment.
  • Draft - The survey has never been active in the production environment.
  • Inactive - The survey was active in the production environment at one time, but currently is not.

My Favorites

Click to select the star icon () of a desired survey project to add the project to the My Favorites view. This allows you quick access to the projects currently of interest. Click to clear the star icon () to remove the project from the view. The project is still accessible from the other views.

Click the name of a measure or project to view the Analyze Survey page. Each measure or project offers the following metadata and features:

CX Surveys

• Channel - The measure categorization (or attribute) which indicates how the respondent connected with your organization.
• Status - Indicates the mode of the project, whether the project has been published, or active and available to potential respondents.
• Responses - The number of surveys submitted within the selected date range, which is included with the label in parentheses.
• Sat Score - The overall Satisfaction Score for the selected date range, which is included with the label in parentheses.

Feedback

• Add Feedback - Click to create a new Feedback project.
• Author - The user name of the last person to edit the project.
• Status - Indicates the mode of the project, whether the project has been published, or active and available to potential respondents.
• Responses - The number of surveys submitted within the selected date range, which is included with the label in parentheses.
• Avg Rating - The average Star Rating of all surveys submitted during the select date range, which is included with the label in parentheses.
• - Click to delete the project.
• - Click to make a copy of the project.
• - Click to edit the project.
• - Click to preview the survey. The survey displays as an overlay in Desktop (), Tablet (), or Mobile () view.