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

Helpful Tips

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

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