SURVEYS: how to create a survey

Have you ever wondered many times if you are providing good service to your customers? If they like the facilities or how the staff treats them?

Preparing a survey and asking them to fill it out at the reception, put it in the typical anonymous urn and then take the sheets, organize them, pass them to an excel and process the data is a tedious task.

With our surveys and evaluations module, everything is much simpler.

Create the survey with its sections and questions, send it in two clicks. The client receives it in their email and can answer it from there. All the answers will be grouped in several reports that you can consult.

Another function that surveys have is to act as an evaluation form for the school.

The steps to create a survey are:
1.- Go to Clients/Surveys/New.
2.- On the new survey screen:

• Put the title of the survey in the Name field.

• In Details, put the comments that you want to show to the clients before answering the survey

• Visible Online: check the box if the client can see the survey or evaluation done in their client area.

3.- Save the changes.
4.- On the new screen, you can start creating the questions that you want the client to answer or that the teacher completes in case it is an evaluation.

• Add Section: within a survey, you can ask about different topics (facilities, schedules, cleanliness, etc.) We call that section. If no sections are created, all the questions will go together in the survey without divisions.

• Add Question: add the questions you want to each section. In the Type field, select the type of response you want the client or the teacher, in the case of an evaluation, to complete.

Text: the client will answer the question through a free text field.
5 or 10 Stars: the answer will be given a rating through stars.
Yes/No: the response will be limited to an affirmation or negation of the question.

Once all the necessary sections and questions for the survey have been created, save the changes.

In order to send an email with the surveys you have done to the clients, you would have to go to Clients - Active Clients, filter so that the lists of clients you want come out and when you select them you have Send Survey, choose the survey you want to send and you're done.

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