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PowerSurveyPlus

PowerSurveyPlus

  • Date Created: December 24, 2014
  • Last Modified: June 30, 2015

Yes! Uploading your own banner image to put at the top of the survey is just one of many ways to customize the look of the survey itself.

  • Date Created: December 24, 2014
  • Last Modified: June 30, 2015

Sure can! You can send out surveys and set the regarding to a contact, lead, account, case, whatever entity you’d like!

  • Date Created: December 24, 2014
  • Last Modified: June 30, 2015

No. Once somebody submits a survey, survey responses are automatically recorded under their record within CRM – no more importing or exporting needed!

  • Date Created: September 9, 2015
  • Last Modified: September 9, 2015

Yes, you can hide the progress bar at the top and/or bottom of the survey by adding the CSS below to your survey.

.Top-Progress-Bar { display: none; }
.Bottom-Progress-Bar { display: none

  • Date Created: July 13, 2015
  • Last Modified: August 2, 2015

Surveys need at least one page and the solution includes a default page. This page can be edited or removed from the survey.

To add a page to your survey users can either select the plus sign “+” to the right of the default page tab or drag & drop the Page element

The pop-up will contain fields to customize the survey page. Users need to provide a page Name in order to save, this name is only seen in CRM and on the notification email.

Any text entered in the Header field will display centered at the top of the page. The Sub Header field text will be smaller and displayed centered under the page’s Header. The Paragraph text allows users to provide more information or instruction to respondents which will appear above any survey questions. The Footer field text displays under all questions and before the Submit button. To make the page visible leave the ‘Visible’ checkbox marked. If you want to reuse this page as a template in the future, then check the box for ‘Make Template’.

After pressing Save, users will see the Page displayed in the Survey Designer.

Once the Page has been saved, user can add sections and questions to the survey as well as additional pages.

  • Date Created: July 21, 2015
  • Last Modified: August 2, 2015

The Drop Down List question type allows you to provide a list of options and force the respondent to choose just one selection.

When creating the Drop Down List question, you’ll add the possible selections and can choose to reorder them if needed.

After pressing Save, we can see the Drop Down List question in the Survey Designer.

Below is an example of the Drop Down List on the survey, we’ve chosen not to select a default answer.

You should also make a consideration for the mobile experience with these types of questions. The experience could vary depending on the type of the mobile device being used to view the survey. It’s always good to test your drop down, or entire survey, on a mobile device.

  • Date Created: October 17, 2014
  • Last Modified: May 25, 2016

To update your CRM username/password in a solution, navigate to Settings, then select Solutions and double click on the PowerPack add-on you need to update. Once the solution page has opened, re-enter the username/password in the CRM Credentials section, and press Submit.

  • Date Created: December 24, 2014
  • Last Modified: June 30, 2015

The pop-up containing the link is being blocked by your browser. Please add your CRM to your browser’s safe sites list.

  • Date Created: July 21, 2015
  • Last Modified: August 2, 2015

The Matrix is a very powerful question type that allows the respondent to rank across multiple dimensions and/or in order of importance. Matrix questions can be used to measure, rank, and gather a lot of information in a way respondents find simple and easy to answer.

There are three types of Matrix question types that provide great variety in response.

The basic anatomy of this question is to measure dimensions or attributes (shown as rows) against a rating or answer (shown in columns). In the example below, we’re setting up the matrix to measure 4 attributes on a four-point scale.

After pressing Save, we can see the Matrix question in the Survey Designer.

There are three different input types for Matrix questions, select the desired type below.

Single Select

The single select type shows radio buttons and allows for only one selection per row only, this is the most common matrix input type.

In our example, a respondent can choose only one selection in each row and responds be very satisfied across all dimensions measured.

Unique Select

The unique select type shows radio buttons but only allows columns to be selected once (uniquely) forcing respondents to rank their choices.

In the example below, respondents have to rank the 4 attributes, but only once. This forces the respondent to their top choice, the second choice, third choice, and so on. Notice the choices under the columns become grayed out once the respondent has selected a radio button.

Multiple Select

The multiple select type shows checkboxes which allow the respondent to select multiple values across all rows and columns. This type of matrix is suited for allowing users to select all answers that apply and is not suited for ranking/measuring responses.

In the example below, respondents can select multiple choices for the same row.

You should also make a consideration for the mobile experience with these types of questions. The experience could vary depending on the type of the mobile device being used to view the survey. It’s always good to test your Matrix, or entire survey, on a mobile device.

  • Date Created: July 21, 2015
  • Last Modified: August 2, 2015

The Radio Button question type is another method to gather an answer from a list of choices.

When creating a Radio Button question type, users can determine the answers that respondents will choose from by selecting the “+ Add” button. As the rows appear, enter the respondent’s choices.

After pressing Save, we can see the Radio Button question in the Survey Designer.

Below is an example of the Radio Button question on the survey.

 

  • Date Created: July 21, 2015
  • Last Modified: August 2, 2015

The Rating question type allows respondents to provide a numerical rating to the question and answers are in whole numbers.

When creating the Rating question, you will be able to set the parameters of the rating system.

Rating Style
This is the visual selection element and you can choose from radio buttons or stars.

1 to N
This is the maximum value for the rating scale with the lowest value allowed being 3. If users want to a rating scale of 1 – 10, then they’ll want to enter 10 in this field.

Lowest Number Description
Enter any descriptive text for the low end of the scale to provide more information to the respondent.

Highest Number Description
Enter any descriptive text for the high end of the scale to provide more information to the respondent.

Alow for N/A
By checking the Allow for N/A, a box will appear under the question allowing respondents to choose “N/A” instead of providing a rating.

 

 

After pressing Save, we can see the Rating question in the Survey Designer.

Below is an example of the Rating question on the survey, we’ve chosen to allow N/A as response.

 

  • Date Created: July 10, 2015
  • Last Modified: August 2, 2015

To begin creating a survey, navigate to the PowerPack menu and select the Surveys option.

Once in Surveys click on the ‘+ New’ button to create a new survey. The grid below you display a list of your active surveys.

Once the new survey opens, users will need to set up the basics of the survey by completing the available sections.

In the Survey Information section, provide a name for the survey and the Survey Link Text which will be displayed when a survey link is sent through e-mail. Users can select a CRM Campaign to which a campaign response will be recorded each time a survey is completed. To receive an email with the survey response, enter the email address for the desired recipient.

The Configurable Text section allows users to select the text and labeling for the navigation and completed surveys.

The Navigation options are used for the buttons respondents use when moving between pages and the button to submit their responses.

The Expired or Already Completed Survey options allows users to set how long the survey will remain open and what happens when a respondent submits their survey. Often times, users may want their survey to expire and by selecting an Expiration Date any outstanding surveys will display the Expired Survey Message. Users can enter a custom message in the Survey Already Completed field to alert respondents that they’ve already taken the survey, this does not work for anonymous survey links.

The Survey Completed options allow users to display a custom completion message by entering text in the Completed Survey field. Respondents can also be presented with a link to follow to the user’s desired website. Users can designate a website in the Jump to URL field and any text in the Jump to Display will be the hyperlink text.

The CSS sections allows users who have created their own CSS (Cascading Style Sheets) to add their styling to the survey.

When satisfied with the Survey Information, press Save in order to begin building the survey pages, sections, and questions.