ACTIONTRACKER EMAIL TEMPLATES
The ActionTracker email feature is "template" driven allowing you to
easily setup templates for frequently used responses. These templates
can be managed from your "MY ACCOUNT" section "_AT EMAIL TEMPLATES_"
or from the...
ACTIONTRACKER MANUAL INPUT: WITH PHOTO OPTION
Also see Manage Photo Option [1]
Example of Take Survey with the ActionTracker using the Photo Option
feature:
In this example we have setup a survey with the Photo Option feature
turned on for a c...
ActionTracker Reporting Management
ACTIONTRACKER RESPONSE TRIGGERS - SURVEY OPTIONS/ACTIONTRACKER
OPTIONS
ALSO SEE
Auto Assign Action Items [1]
Manage User Custom Fields [2]
Response Triggers [3]
You can add or edit your ActionTracker Response Triggers at any time.
HO...
ADD NEW GROUP TABLE
Group Tables are setup and managed by the Admin of the account. They
can be shared to sub-users to be used in surveys, triggers and
reports.
_HOW TO ADD A NEW GROUP TABLE:_
* From the Admin users My Account select _\"MANAG...
ADD PHOTO TO GROUP TABLE
The Admin manages the Group Table and can modify it from their "_MY
ACCOUNT/GROUP TABLES_" section.
HOW TO:
* Go to the Admins "My Account/Group Tables" section
* Edit the group table by clicking on the pencil icon...
ALLOW USER TO EDIT RESPONSE - SURVEY OPTIONS/ACTIONTRACKER OPTIONS
You can allow your ActionTracker sub-users the option to edit a
survey response from the survey response tab. This link allows them to
add additional information to the survey respon...
Campaign Time Restrictions
Allows you to limit when we will send Email/SMS messages when your
campaign is setup with the API option.
SENDING OPTIONS: You can choose what to do if we get an API outside
of the defined time restrictions.
1) Schedule i...
CAROUSEL REPORT (CUSTOM)
This custom report allows your managers to monitor their team's
performance with automated weekly reporting using our Report Shares.
The report utilizes the carousel to group your team members (e.g.
technicians) by reporting...
CLICK-THRU TRACKING: Also see Product Request Email [1]
Our Product Request or Additional Services feature (Multiple Choice
question type) within our surveys allow you to send an automatic email
to your respondent and then track which button they cl...
CUSTOM SUB USER MENU
The Custom Sub-User Menu allows you to further define what your
sub-users menus will look like. You can restrict their ability to
(simplify) to certain tasks or functions. When you setup the "custom"
menu you can then choose thi...
CUSTOM VIEW RESULTS - Survey Options
This feature allows you to display your survey results to your
respondent with special charting and piping. Please contact us through
our online chat program so we can help you determine if this feature
will work...
DAYS O/S THRESHOLD
The ActionTracker allows you to customize how you want to display the
days outstanding (O/s) for your "Open" action items - we call this the
wrapper. You have the option to format the wrapper with up to 3
thresholds, including 7 s...
Display Survey Response Ratings on ActionTracker
This feature allows you to include the following ratings on the
ActionTracker listing page.
* Response Type Label (click here for more [1])
* Survey Score
* Star Rating (Question Type)
* Net...
EDIT GROUP TABLES
The Admin manages the Group Table and can modify it from their "_MY
ACCOUNT/GROUP TABLES_" section.
HOW TO:
* Go to the Admins "My Account/Group Tables" section
* Edit the group table by clicking on the pencil icon under ...
HOW TO AUTO CLOSE ACTION ITEMS
Also see - Auto Close [1]for setup
Once you have the Auto Close feature set up for each of your
ActionTracker surveys you will now see the Auto Close function appear
in the "Status" section.
The Auto Close featur...
IMPORT GROUP TABLE
You can import your rows from a spreadsheet to your group table. Make
sure your spreadsheet has only 1 tab, 1 row for header labels and no
blank rows or blank columns.
HOW TO:
IMPORT DATA STEP 1:
* Select the group table...
Limit Campaign Duplicates
For API and Non API Campaigns you can limit sending Email/SMS to a
recipient within a period of 1-30 days.
"Same Day" means we won't send a the campaign if we have already sent
one on the same day.
"1-30 days" 1 day means w...
MANAGE NAME AND ADDRESS FIELDS
This ActionTracker feature allows you to show the Name & Address
fields in your survey on your ActionTracker Listing page making it
easier to see the name of the customer in the action item.
This feature supports m...
MANAGE NEXT STEPS: SURVEY OPTIONS/ACTIONTRACKER OPTIONS
This feature allows you to select from your customized list of "_NEXT
STEPS_" for your action items. This will allow you to quickly identify
what are the "_NEXT STEPS_" without having to drill ...
MANAGE PHOTO OPTION: SURVEY OPTIONS/ACTIONTRACKER OPTIONS
Also see Email Notification [1]
Also see ActionTracker Manual Input Photo Option [2]
MANAGE PHOTO OPTION allows you to capture photos with any of your
survey questions and works with _+...
MANAGE PRIORITY LEVELS - SURVEY OPTIONS/ACTIONTRACKER OPTIONS
The Manage Priority Table allows you to setup your own custom labels
for prioritizing your action items. These codes are setup by each
survey however, using the exact same codes will allo...
MANAGE SCORECARD QUESTIONS
Manage scorecard questions allow you to define which questions you
want to include on your scorecard report. This page displays all
supported questions you can choose from found in your survey. The "Top
Box Range" values p...
NET PROMOTER SCORE (NPS)
The Net Promoter Score or (NPS) is a management tool to help gauge
the "loyalty" factor of your customers to your business. The primary
purpose of the NPS is to evaluate customer loyalty to a brand or
company, not to evaluat...
PRODUCT REQUEST EMAIL: Also see "Click-Thru Tracking [1]"
This feature allows you to automatically send an email to your
respondent when they ask for additional products or services you
provide. The email includes the option to brand the buttons
(te...
RANKING (Scorecard)
Ranking on the scorecard (toggle) creates 3 tiers (High, Middle,
Bottom) automatically. You can sort the scorecard by the Ranking
column to create benchmarking.
To turn on Ranking check the "Show Ranking" check box.
RANKIN...
RECEIVED EMAIL - ACTIONTRACKER
Emails that are replied back to your "Branded" actiontracker email
account will automatically capture attachments and store them in the
ActionTracker "Documents Tab [1]" for the action item.
Links:
------
[1]
http://...
REPLY TO CUSTOMER NAME: Survey Options/ActionTracker Options:
This feature works with your templates allowing you to automatically
insert the respondents name captured from your survey questions like
"Name \">Auto Close [1]function.
HOW TO SETUP...
Response Email and Trigger Alert Header Formatting
RESPONSE TYPE LIST
This feature works with the Response Triggers and allows you to add a
descriptive colored label that works with the trigger emails and the
ActionTracker.
Example:
Low Response:NPS
_GROUP_: This contains SurveySquares defa...
SEND EMAIL
The Send Email feature allows you to email your action item details
to anyone including attachments using your branded email account. All
emails sent through the ActionTracker will be fully captured in the
action item History Notes sectio...
SURVEY OPTIONS:
GENERAL OVERVIEW:
Every survey has its own unique SURVEY OPTIONS that allow you to
customize how you want your survey to function including options like:
DATE RANGE, LIMIT RESPONSES, add SECURITY OPTIONS (e.g. passwords),
choose your...
TOP BOX ON THE ANALYZER
This feature will allow you to format the Matrix Radio Button, Radio
Button, Yes/No and True/False, Star Rating and Rating Scale question
types with the Top Box formatting on the Analyzer and Report Analyzer
and the Scorecard...
TRIGGER TYPES
There are 4 types of triggers you can setup with your survey.
Triggers are based on a "defined" response for example, Yes to a
Yes/No question type.
* _SIMPLE ALERT_ - sends an alert email when there is a "defined"
response
* _A...
