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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...
AT Work Schedule
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...
Manage Holidays
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...
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