Here's an overview of dialer surveys.
Dialer Surveys
Survey templates standardize the calling process of a campaign. Answers collected from surveys can be stored for later use, helping to build a profile on prospective clients.
Using Survey Templates
Dashboard users can add survey templates for their agents by navigating to Dialer > Surveys. Select +Add Survey to create a new template, or edit an existing template by clicking the blue pencil icon next to a survey name in the list.
Survey Answer Types
For each question added to the template, the user will select an answer type. This answer type dictates the choices available for the prospect to respond with.
Short text (max 255 characters) | A short free response |
Long text (max 65535 characters) | A longer free response |
Checkbox | Check for yes, leave unchecked for no |
Radio options | Multiple options, one answer |
Select | Multiple options, one answer |
Where can I view survey answers after a campaign?
Admin users can see campaign survey answers within Dashboard > Dialer > Campaigns. Select the magnifying glass icon next to the campaign name and click into the Survey Answers tab.
Admin can export answers to an Excel file using the Export to Excel button.
Have questions? Contact our Support team. We're always happy to help!