CompleteEmpire

Finding your way around the Survey view

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CompleteEmpire offers users a fully customisable survey system that can be used for client profiling, assisting employees in their work, included in email messages, contact logs, marketing campaigns and for.

This provides great versatility and power to gather statistical data or manage tasks through checklists.

Some of the uses would include:

  • General Client Satisfaction Surveys
  • Research & Activity Surveys
  • Event Attendee Analysis
  • Compliance Checklists
  • Contact Procedure Checklist
  • Client On-boarding Checklist

Creating a survey is a simple process.  

Survey View

  1. Click {Surveys} in the Main Menu  -  opens the Survey view.
  2. Survey view work area panel grid header.
  3. Survey view  -  work area panel - Quick Access button group.  
  4. The Advanced Search bar is automatically opens in the Survey view but can be opened manually using the [Left Open Arrow] a blue arrow icon.
  1. Grid headings are interactive and can be sorted in ascending or descending order by clicking once. The column which has been sorted will be marked with an arrow – up for ascending and down for descending.
  2. The grid column titles can also be sorted by clicking on the (ellipses) three dots to the right of the title.
  3. A drop-down box appears and the user can also choose to remove or add column headings to change the grid view.
  4. Columns can be reordered by clicking and holding down the mouse on the grid title and dragging it into its new position. Column widths can be adjusted by clicking and dragging the vertical border of the grid title.
  5. The Search Bar offers a number of filters to assist in searching for relevant Surveys by name, type or area.
  6. The Advanced Search Bar is automatically opens in the Survey view but can be closed using the [Right Close Arrow] a grey icon to the left of the Search Panel header.
Expand or collapse content Selecting a Survey
  1. Select account by clicking once anywhere in the displayed entry. Double click to open immediately into the edit window.
Expand or collapse content Survey Quick Access button group
  1. [Analytics]  -  Opens a new window that presents a graphical visual display of the survey results.
  2. [Create New]  - Create a new survey.
  3. [Clone]  -  Clone an existing survey to replicate it rather than needing to re-enter.
  4. [Design]  - Opens the design area where you can create or edit the survey questions and answers.
  5. [Edit]  -  Edit the Survey Name, Survey Type and Contact Log Types if it needs to be changed.
  6. [Delete]  -  Deletes a survey that has never been used.  If there are any responses in a past survey then it can’t be deleted, simply make it inactive by not selecting it for anything further.
  7. [Refresh]  -  Refresh the displayed screen to review changes once saved. Ensure you have saved your changes before selecting Refresh.

 

Edit: Use caution when editing an existing survey that has been used. Data fields can be easily corrupted if changes are made without due consideration.

Delete: You can only delete a survey that has never been used.  If there are any responses in a past survey then it can’t be deleted, simply make it inactive by not selecting it for any further surveys.

Expand or collapse content Analytics
  1. [Analytics]  -  Select a survey then click to open a new window that presents a graphical view of the survey results.
  1. Click and drag to reorder the graphs.
  2. Select the type of display and order.
  3. Click to hide the displayed results.
  4. Hover mouse pointer over a displayed result i.e. bar to reveal further controls including the ability to export the graph as a .png file.
Expand or collapse content Quick Access - Create New and Clone
  1. [Create New]  -  Create New survey - select the area in which you want to use the Survey from drop down list as below:
  2. [Clone]  -  Clone an existing survey  -  select the area in which you want to use the new cloned Survey from drop down list as below:
    • Campaigns  -  For surveys that will be emailed out on an EDM (Electronic Direct Mail) campaign
    • Contact Logs  -  For Surveys that you wish to attach to any Contact Log Type
    • Events  -  For surveys that will be used for registrants for any event conducted
    • Fact Find  -  For Surveys that are attached to a Fact Find function in Finance or Financial Planning
    • Opportunities  -  For surveys that you wish to attach to any new Opportunity
    • Settings  -  For surveys that you wish to attach to anything related to settings 

Refer to Create a New Survey and Clone a Survey

Expand or collapse content Quick Access - Design
  1. [Design]  - Opens the design area where you can create or edit the survey questions and answers.
  2. {Designer}  -  tab  -  tools for creating and designing your surveys in the work area..
  3. {Preview}  -  tab  -  tool for previewing, testing and reviewing your survey prior to publishing.
  4. {Logic}  -  tab  -  tools for customising the flow of your survey (advanced topic)
  5. [Settings]  -  opens the Design Toolbox Panel on the right hand side for more sophisticated options to design and create your surveys. Further documentation on how to use the Advanced/Custom features of the Survey module is available upon request.
  6. [Show Panel]  -  opens / closes the Design Toolbox Panel   Further documentation on how to use the Advanced/Custom features of the Survey module is available upon request.
  7. [Undo] / [Redo]  -  undo or redo recent changes.
  8. {RETURN TO SURVEYS} saves and returns to the Surveys view within CompleteEmpire.

Refer to Design a Survey

Expand or collapse content Quick Access - Edit
  1. [Edit]  -  Click to open window to edit the Survey Name, Survey Type and Contact Log Types.
  2. Name  - Edit the Survey Name.
  3. Survey Type  -  Edit Survey Type use to distinguish between different types of surveys to assist in reporting and assessment.
  4. Contact Log Types  -  If you selected the Contact Log Area for the survey on creating it, then you will also be asked to select the Contact Log Types (list created from your System Lookups) that you would like to have this survey accessible from.  A survey can be allocated to more than one Contact Log Type.  
  5. [Save]  - Click to save your survey.

Refer to Edit a Survey

Expand or collapse content Quick Access - Delete and Refresh
  1. [Delete]  -  Deletes a survey that has never been used.  If there are any responses in a past survey then it can’t be deleted, simply make it inactive by not selecting it for anything further. Confirm deletion [Yes] [No].
  2. [Refresh]  -  Refresh the displayed screen to review changes once saved. Ensure you have saved your changes before selecting Refresh.

Delete: You can only delete a survey that has never been used.  If there are any responses in a past survey then it can’t be deleted, simply make it inactive by not selecting it for any further surveys.

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