1. Using Consumer Goods
  2. Manage Survey Templates

Manage Survey Templates

As sales administrator or marketing manager, conduct survey for store visit. Survey questionnaire finds information such as sales volume of newly introduced product or changes in sales if product is modified in shape, size, or quantity.

Create questions from survey template object, which you can either publish against cluster or add to account from Survey subtab of Accounts. You can add multiple survey templates with different question types and render conditions to account. Render conditions allow to render questions based on previously answered questions.

Here's how you can create and manage the survey templates for operational efficiency.

  • Manage the surveys across multiple accounts at scale.

  • Associate the survey template to cluster for better segmentation and downstream activities.

  • Improve the pace and efficiency of your retail operations.

Here's how you can associate the Survey Templates with Clusters:

  • Add survey name, repeat interval, and dates.

  • Associate and publish survey template with clusters.

Create Survey Templates

As a marketing manager or sales administrator, here's how you can create a Survey Template:

  1. On the springboard, go to Survey Template > Create.

  2. Specify the values for the fields such as the survey template name, policy model, dates, and interval details.

  3. Click Save and Close to create a draft survey template.

Associate Survey Templates with Clusters

To associate a Survey Template with clusters:

  1. On the survey template summary page, go to Clusters subtab.

  2. Search and select a cluster from the list and click Save.

    Cluster is now associated with your survey template.

Publish Survey Templates

You can publish, copy, revise, and delete the Survey Template.

Publish Survey Template

  1. On the survey template summary page, click Actions > Publish.

    The Survey Template publishing schedule process starts.

    When the schedule process is complete, the Survey Template status changes to Active.

  2. Go to Cluster > Account > Account Surveys to see the survey template details of the account.

Copy or Revise Survey Template

  • On the survey template summary page, click Actions > Copy.

    The Survey Template is now copied.

  • On the survey template summary page, click Actions > Revise or Deactivate.

    The Survey Template is now revised.

    Remember, you can deactivate or revise only an active Survey Template.