The Surveys Tab

Under this tab, you can set up, edit or delete surveys. You can also view statistics for surveys which have been filled out by customers.

 

Adding surveys

To add a survey, click on the "add..." button to create a new survey. Type the name of the survey in the field provided, then click "finish". To add questions to your new survey, refer to the Editing surveys section below.

 

Editing Surveys

To add, remove, or edit questions in a survey, select the survey you want to edit and click "edit..."

 

Adding questions to a survey

To add a new question to a survey, click "add...". You will be asked to enter the new question, and select possible answers from the "choices" list. You can select multiple nonadjacent choices by holding the control (Ctrl) key on your keyboard when selecting responses.

To save your question and add another, click on "add next". Click "finish" to save your current question and return to the survey list. "Cancel" returns you to the survey list without saving the current question.

 

Editing questions in a survey

To edit a questions in a survey, place a checkmark beside the questions you want to edit and click on "edit...". You will be shown the survey questions one at a time.

If you have a survey which has been filled out by customers, you cannot alter any question responses until you reset the survey data. For more information see the section below titled Viewing survey results.

 

Deleting questions from a survey

To delete questions from a survey, place a checkmark beside the questions you want to delete, and then click "delete". You will be asked to confirm the deletion. Click "yes" to finish deleting the questions you have selected.

 

Deleting surveys

Select the survey you want to delete, and then click "delete". You will be asked to confirm the deletion. Click "yes" to complete the process.

 

Viewing survey results

Under the Surveys tab, select a survey and click on "show results...". You will see the number of respondents, as well as a breakdown of the answers that were selected in percentages and actual numbers.