Surveys

Surveys

Surveys in DigifyCRM allow you to gather feedback from your clients, prospects, or staff. You can create custom surveys, send them to email lists, and analyze the results.

17.1 Creating Mail Lists

Mail lists allow you to organize your survey recipients into specific groups, such as customers, leads, or prospects.

Steps to Create a Mail List:

1. Navigate to Surveys > Mail Lists > New Mail List.

2. Enter the list name and description.

3. Add recipients manually or import them via CSV.

4. Save the mail list, and it will be available when sending surveys.

17.2 Sending Surveys

Once a survey is created, you can send it to your predefined mail lists.

Steps to Send a Survey:

1. Navigate to Surveys > Send Survey.

2. Select the survey you want to send.

3. Choose the mail list or individual recipients.

4. Click Send Survey, and it will be dispatched to the recipients.

17.3 New Survey Questions

Custom survey questions allow you to tailor surveys to get the exact feedback you need.

Steps to Create New Survey Questions:

1. Navigate to Surveys > New Survey > Questions.

2. Click Add New Question.

3. Select the question type (multiple choice, rating scale, open text, etc.).

4. Enter the question and possible answers (if applicable).

5. Save the question, and repeat for all other questions.

17.4 Including Mail List Custom Fields

You can personalize surveys by adding custom fields from your mail lists, such as a client’s name, project name, or company details.

Steps to Add Mail List Custom Fields to Surveys:

1. When creating a survey, select the Custom Fields tab.

2. Choose which custom fields to include in the survey (e.g., {customer_name}).

3. The custom fields will be populated with relevant data when the survey is sent.

17.5 Viewing Survey Results

After your survey has been sent and responses received, you can view and analyze the results within DigifyCRM.

Steps to View Survey Results:

1. Navigate to Surveys > Results.

2. Select the survey for which you want to view responses.

3. DigifyCRM will show response summaries, including any charts or statistics for multiple-choice or rating-scale questions.

4. Export results in PDF or CSV format for further analysis.

17.6 New Survey

Creating a new survey allows you to collect valuable feedback from your customers or leads.

Steps to Create a New Survey:

1. Navigate to Surveys > New Survey.

2. Enter the survey name and description.

3. Add your survey questions and specify the answer types (e.g., multiple choice, rating).

4. Save the survey, and it will be ready for distribution to your mail lists.

17.7 Sending Surveys to Mail Lists

Once a survey is created, you can send it to any of your previously created mail lists.

Steps to Send Surveys to Mail Lists:

1. Navigate to Surveys > Send Survey.

2. Choose the survey and select the mail list.

3. Click Send Survey, and DigifyCRM will dispatch it to the selected recipients.