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Surveys

What Are Surveys?

  • CrowdFiber Surveys are displayed as a common survey user experience, presented to registrants as a unique step in their registration process.
  • Surveys are comprised of a custom list of:
    • Questions
    • Answers
    • Question Types/Interaction

surveys(1).png

Location of Survey Questions & Answers

  • The Survey panel in a registration process.

Content Targeting

  • Market Targeting
    • Questions and Answers exclusive to your Residential Market.
    • Questions and Answers exclusive to your Commercial Market.
    • Questions and Answers exclusive to any additional markets.
  • Remote Areas Targeting

    • Questions and Answers exclusive to all Remote registrations, regardless of the market.

      Exclusive surveys can be presented to a single zone.

Goals For Survey Questions

  • Gain insight into what your customers want from your organization.
  • Aggregate data that gives your organization the ability to make more informed decisions.
  • Collect information that will help your Sales and Support Teams make a great first impression with a smooth, efficient, prepared first touchpoint with the new registrant.
  • Gather marketing intelligence. Ask questions that help you understand your customer demographics and give you insight into how you can improve your marketing efforts.

Best Practices

  • Make it as quick and easy for registrants to submit their registration by keeping your surveys short and sweet.
    • Too many survey questions can create a user experience that seems invasive or too time-consuming.
    • Lengthy surveys increase the number of abandoned registration processes.
  • Every survey question should serve a purpose. Do not ask more questions than necessary.
    • Minimize abandoned registration processes.
    • Collect only critical information in your CrowdFiber survey.
      • Collect all of the "nice to have" information in future communications after the registrant completes your registration process.

      • Remember, you can always ask someone more questions after they become your customer or pre-registrant.

        The questions seen in your test registration surveys are examples of common questions and answers presented in CrowdFiber surveys.

How to Create & Edit Surveys

  1. Open your admin dashboard in a separate/new browser tab.
  2. In your Admin Dashboard, click the Engagement link located in the left-hand rail.
  3. Select the Surveys link located in the Engagement drop-down menu.
  4. On the following page Surveys page, click the blue New Survey button located in the upper right-hand corner of your Surveys Index (see screenshot below).

surveys(2).png

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Part 1) Create Your Survey

  1. Create a name for your survey

    Type the name of your survey in the Survey name textbox located at the top of the page.

    This is the name of your survey for internal use only. The survey name will only display in your Admin Dashboard; it will never be visible to the public.

    surveys(4).png

  2. Add a New Question

    Click the green Add new question button seen below the Survey name textbox to open a question editor.

    surveys(5).png

  3. Select The Question Type

    A Question Type defines the interaction a registrant will have to take to answer a survey question (a description of each available question type is seen below).

    You can see all of the question types live in the Survey panel in your test registration process. Each question ends with "(Question Type = X)" to provide you with an easy review of the interaction provided with each question type.

    Click the Question Type drop-down menu and select the appropriate interaction you would like to associate with the question.

    surveys(6).png

    • Description of Question Types

      • Checkbox

        Multiple options can be selected in one answer.

        Checkboxes cannot be established as required questions.

      • Date

        Displays a calendar icon that, when clicked, displays a calendar where a registrant can select a day and time as their answer

      • Long

        Multi-line text box for custom answers.

      • Numeric

        Answers are restricted to numerical values.

      • Radio

        One exclusive answer per question.

      • Select

        Displays a drop-down menu of answers restricted to one exclusive answer per question.

      • Short

        One-line text box

  4. Create Your Question

    Type your question (with all relevant grammar) into the Question text textbox. surveys(7).png

  5. Create Your Answers

      Displays a calendar icon that, when clicked, displays a calendar where a registrant can select a day and time as their answer

    * Long

     Multi-line text box for custom answers.

    * Numeric

     Answers are restricted to numerical values.

    * Radio

     One exclusive answer per question.

    * Select

     Displays a drop-down menu of answers restricted to one exclusive answer per question.

    * Short

     One-line text box

  6. Create Your Question

    Type your question (with all relevant grammar) into the Question text textbox. surveys(7).png

  7. Create Your Answers

    Enter your answers (line-by-line) into the Answers, one per line textbox.

    After entering an answer, click the Enter button on your keyboard to create a new line for the next answer.

    Answers will display in your survey exactly as typed and in the same order as they are entered into the Answers, one per line textbox.

    surveys(8).png

  8. Set the Active? Slider

    Determine if a question will be active in your survey.

    surveys(9).png

    • Active Slider Settings

      • On

        The question will display in your live survey.

      • Off

        The question will be hidden from your live survey.

  9. Set the Required? Slider

    Answers will display in your survey exactly as typed and in the same order as they are entered into the Answers, one per line textbox.

    surveys(8).png

    Determine if a question will be required in your survey.

    A registrant must answer all required questions in a survey before the registrant can proceed to the next panel in their registration process.

    surveys(10).png

    • Required? Slider Settings

      • On

        The question will be required in your live survey.

      • Off

        The question will not be required in your live survey.

  10. Click the blue Save button located in the bottom left-hand corner of the survey editor.

    surveys(10).png

  • Required? Slider Settings

    • On

      The question will be required in your live survey.

    • Off

      The question will not be required in your live survey.

  1. Click the blue Save button located in the bottom left-hand corner of the survey editor.

    All open Question objects must have a question in the Question text textbox and at least one answer in the Answers, one per line text box before you save your survey.

    Clicking one of the blue Save buttons while a question does not have question text AND at least one answer will result in an error during the saving process. All of your progress since the last successful save of your survey questions will be lost.

    surveys(11).png

  2. Repeat Steps 2 through Step 8 until you have created all of your questions.

Part 2) Apply Your Surveys

Apply a Survey to a Market

  1. Click the Settings link located in the left-hand rail of your Admin Dashboard.

  2. Click the Markets link located in the Settings drop-down menu.

    surveys(12).png

3. Click the Actions button (located in the far right-hand column of the Market Index) that associated with the market registration process where you would like to apply a survey.

4. Click in the Edit link in the Actions Drop-Down Menu.

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5. On the following page, Click the Default registration form survey drop-down menu.

6. Select the survey you would like to apply to this market from the drop-down menu options.

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7. Click one of the blue Save buttons located in the bottom left-hand corner of the New Market section of the page.

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Apply a Survey to Remote Registrations

  1. Click the Settings link located in the left-hand rail of your Admin Dashboard.

    surveys(16).png

2. Click the Zones link located in the Settings drop-down menu.

3. At the top of the following page, in the Zone settings section, click the Default registration form survey for remote registrants drop-down menu.

4. Select the survey you would like to apply to Remote registration processes from the drop-down menu options.

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5. Click the blue Save button located in the bottom left-hand corner of the Zone settings section of the page.

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Part 3) Test & Edit Your Survey

  1. Open a new browser tab and perform a test registration by selecting the market or a remote address that is applicable to the survey you are testing.
  2. Proceed through the registration process until you reach your Survey panel.
  3. Review your survey.
  4. To make edits, leave the browser tab containing your Survey panel open, and visit the browser tab containing your CrowdFiber Admin Dashboard survey editor.
  5. Make all necessary edits by following the steps in Part 1 above.
  6. Save your edits by clicking the blue Save button located in the bottom left-hand corner of the survey editor.
  7. Click on the browser tab containing the Survey panel of your test registration.
  8. Refresh your web browser to view your edits.

Click here to continue to Post-Registration Thank You Emails