Enterprise Feature - 2/6

Results for : Enterprise Feature

Metadata is information collected along with your responses in addition to the actual answers. Metadata can be used to analyze participation information both to improve response rates in a live project and to inform future project plans. To review metadata, scroll down past the questions. Under the Survey Metadata heading,…

Card View Options Hovering over a card will display the following options: Select a card by clicking the radio button in the top left corner. Once one or more cards are selected, click the three vertical dots to the top right of the cards and choose to hide or…

The report canvas is your chance to decide how to best display your results. When you generate your default Omni Report, you’ll find a blank canvas tab ready and waiting. Access the report canvas by clicking on the ‘Untitled Canvas’ tab at the top of the screen. This feature is…

Once your report or canvas is fully customized to meet your needs, you’re just a few clicks away from sharing professional, attractive reports with colleagues or other stakeholders. To download the report: In the top right-hand corner of the report, click on the download icon. Choose from Excel, PowerPoint, or…

Merge Projects allows you to merge responses for up to five projects. If you need to merge more than five surveys, use Import Data options under the Data tab. This feature is available only in our Enterprise plan. Contact us to take advantage of this option. To…

Most organizations are good at collecting data but very few organizations are good at analyzing data to arrive at meaningful insights. One significant challenge is that important information resides in separate data silos. Your survey data resides in your SoGoSurvey account and your customer data resides in your Salesforce account.…

Sync your Salesforce account to SoGoSurvey to enable all the features we offer to improve your customer relationship management. Here's how to get started: Select Utilities from the top menu bar. Click on the Integrations icon, then select Salesforce Click on Connect with Salesforce or Connect with Salesforce (Sandbox). Survey…

Data collected in your surveys can provide powerful insights into your customers' levels of satisfaction and engagement, as well as their likelihood of renewing or continuing their patronage. Keep your customer records fresh and relevant by pushing survey data directly into Salesforce. This feature is available only in our Enterprise…

If you use Salesforce to collect and maintain contact information, good news! SoGoSurvey can use your Salesforce Contacts, Leads, or Accounts to send out surveys! Simply create a Contact List in SoGoSurvey from either Salesforce Contacts, Leads, or Accounts and publish. Beyond email address, you may also choose to pull…

Once you've integrated both platforms, SoGoSurvey allows you to push data into Salesforce. Survey responses are pushed into the relevant fields of the right Salesforce object. For example, you might have a survey question that asks customers to rate the service they have received on a scale of 1 to…

Survey Metadata

Customize Card View

Build Your Canvas

Export Report and Canvas

Merge Projects

Overview

Connect to Salesforce

Push Data into Salesforce

Lists From Contacts and Leads

Good to Know