The Surveys tab displays results from first-party surveys sent by your company.
The Results Feed tab allows you to manage and respond to survey submissions.
Identifying information is necessary for responses. Only surveys containing the respondent’s email address can send a reply from the platform.
Top line filters affect the data shown on the tab. Secondary filters apply when clicking on interactive chart data.
The tab displays all results from all surveys that have been active during the date range selected. To filter results by survey, use the Survey Type filter.
- Flagged surveys
- Surveys that have been updated
- Unread surveys
- Surveys that have comments (omit rating only)
Select All to remove other filter settings.
- Newest First
- Oldest First
- Positive First
- Negative First
- Word Count (ascending order)
- Word Count (descending order)
- Star Rating – The average of all star ratings for the selected filters (total divided by number of items in the selection). Rating scale is 1-5 up to one decimal point. Only surveys with a star rating question are included in this metric.
- Sentiment – The percentage of Positive ( 4), Neutral (3), and Negative ( 2) surveys
- Completed Surveys – The number of surveys that your company has responded to or left unresponded.
The Charts section contains up to three charts. Clicking on any of the bars in the charts section filters the graph and the list of surveys.
Ratings over Time
View average rating over the selected time period. Only surveys with a star rating question are included in this metric.
View total surveys broken down by responded and unresponded over the selected time period.
NPS over Time
View the NPS score over the selected time period. Only surveys with an NPS question are included in this metric.
The Surveys section displays all submissions for the selected filters or chart selections. Submissions are shown in near real-time. By default, all submissions are shown and sorted by Newest First. Each review contain the following components:
|The name of the survey taken.|
|BDP – Uptown||Location name with which the survey is associated.|
|The survey respondent (name and email address or phone number).|
|Response status (if available). Status options include: Read, Flagged, Responded, Forwarded, Shared, or Published. Change a response status by submitting a response (auto) or by manually choosing a status from the ellipses () of the survey.|
|The respondent's chosen NPS rating. NPS rating is applicable only if the survey includes an NPS question.|
|The respondent's chosen star rating followed by the date the survey was submitted. Star rating is applicable only if the survey includes a rating question.|
|The respondent's comments. Comments are applicable only if the survey includes a comments question.|
|Survey Questions||Other questions and answers from the survey.|
|Categories that describe the review comments. Categories are automatically applied by the platform's data science engine. The Operations tab uses categories to help provide further insight into your survey results.|
|Survey response (if responded to), review response window (if not responded to). Responses are emailed directly to the survey recipient.|
Options for All Surveys
To access additional options, click the ellipses () in the top, right corner of the Results Feed page. Any filters that are currently applied to the data set will persist to all survey options.
Operations that take time to process large amounts of data may invoke a pop-up window that allows you to either wait for the operation to continue as a download (must stay on the same screen) or to be notified via email with a link to the download (can move to other screens).
|Download PDF||Export the current data set into a PDF report. The Title Page of the report includes your account logo, name of the report (Survey Export), time period selected, and locations selected.|
|Download CSV||Export the current data set into a CSV format.|
|Schedule||Create a scheduled report to automatically send an email with the current data set as a PDF or CSV attachment to other users within the platform (individual or role) or email addresses outside the account. Specify a report Name, Frequency, Format, and Message to include in the body of the email. Emails include a link to download the report as well as a link to launch the report within the platform in order to interact with the data and add customizations (available to users with account credentials). You can edit scheduled reports from the Reports tab.|
|Forward||Send the current data set via email with a PDF or CSV attachment to other users within the platform (individual or role) or email addresses outside the account. Specify a Subject and Message to include in the body of the email. Emails include a link to download the report as well as a link to launch the report within the platform in order to interact with the data and add customizations (available to users with account credentials).|
Responding from the Platform
Unless you’re publishing your response to a third-party site or onto your website, surveys responses are sent directly to the respondent via email.
To respond to a survey:
- Click inside the Survey window.
The survey area expands with options for Introduction and Signature. These options include starting and closing text using pre-defined templates that help differentiate your responses and allow you to respond more efficiently. Hover over the macro name to see a preview of the text.
The available templates are managed from the Macros tab in your Admin settings.
- Choose one ore more of the response options, or enter your response directly into the response area. You can edit auto-generated responses before sending.
- Optionally, check the Private box to keep survey responses offline (not published to widgets on your website). The respondent will still receive your reply via email.
- Click Respond.
The response is emailed to the survey respondent. The submission status changes to “Responded.”
You can also respond to surveys in the Details section under All Surveys.