Tutorials - Survey Manager

Managing Survey Responses

You can access your survey responses by going to the navigation and selecting Surveys > Manage Surveys. You can either click the 'Responses' button or choose 'View Responses' from the drop down options menu next to a survey.

Surveys - Response Summary

Track your Responses in Real-Time

The summary shows you how many people responded to your survey.

Easily Send a Follow Up eCard

You can send a follow up eCard to all people who provided an email address when responding
For example, you might want to send a follow up eCard to thank people for taking the survey or to provide a summary of survey results (see example)
You can then choose an eCard template you created for the follow-up correspondence or leave the option as 'none.'

If you did not select a template: you will need to select a design and compose your message as you usually do when creating an eCard.
If you selected a template: you will see the edit message screen where you can make changes to this new eCard without affecting the original template.

The address and send screen will have your selected recipients in the address list. You can either send this follow-up eCard immediately or schedule it to be sent on a future date.
You can later easily identify this 'follow-up' eCard in your Saved or Sent eCards bin. It will have the 'follow up created' date as well as auto generated comments so you know the day you created the follow up, when it was sent and to whom (click here to see an example)

Filter your Results and Download Reports

Click the "Filter" text next to the Response Summary to search and sort your results
The options to search by name, email and company are only available if your survey is not anonymous and you requested those fields of your recipients
You can also print or download your respondents contact information into an MS Excel compatible file (see example)

Surveys - Response Detail

View Response Click the view icon next to a person's name to see the person's response to the survey and any additional comments they provided.

Edit a Response Click on the edit icon to quickly edit a response. This includes the ability to change contact information (if the survey was not anonymous) and all answers.

Delete a Response Click the delete icon to permanently remove a response. This information is permanently deleted and cannot be retrieved again.
Note: If that person was on your Survey List, it will now appear as if the person has not responded to the eCard notice.

Helpful Tips

You can manually add a survey response for people that respond via phone, mail or email by clicking the "Add Response" tab (see example).

If you want to add a response for someone already on your recipient list, we recommend that you do so from your "Recipient List" by clicking the button for "Add a Response". The recipient will be recorded as having received and responded to the survey. This ensures the person is not included on future "follow up" eCards for people who did not respond. Tutorial > Managing Your Recipient List

Survey Reports

You can view responses on an individual or aggregate basis by clicking the 'Responses' button or selecting 'View Responses' from the options menu next to the survey (see example). On the next screen, you will see a drop down menu for "Report Options" (see example).

View Aggregate Results

Enables you to see a report of all responses in percentages and totals (see example)

Download - Aggregate Results

Enables you to download a .csv file (MS Excel compatible) which contains aggregate responses with percentages and totals

Download - Individual Results

Enables you to download a .csv file (MS Excel compatible) which contains individual responses to all questions

Tutorials - Survey Manager

Managing Survey Responses

Surveys - Response Summary

Surveys - Response Detail

Survey Reports

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