Create a customer review survey

Overview: Engagement allows venue managers to create a customer review survey so that they can collect valuable feedback to enhance employee performance and customer satisfaction.

Start from: The Engagement dashboard.

• Navigate to Review > Customer Survey.
• Select Create Survey.

The Create a survey page appear. Here, you will need to complete 4 steps:

Step 1

The first step is where all the general settings are placed.

• Add the resources to whom the survey will be applied, these could be branches, sections, etc.
• Assign a Survey name.
• Set a Start and End date for the survey.
• Select Next.

Step 2

In this section, you can configure the blocks and sections for the survey.

• Add a Title and a Description to your block.
• Select + Add question to start creating the questions under that block.
• For the questions, you will need to set:
  • Title
  • Description
  • Question Type
  • Is it Mandatory?
  • Picture (optional)
• Once you finish configuring the question, you can select + Add question to create more questions under that block, or + Add block to create a new block with different questions.  

Notes: You can use the Delete block and Delete question buttons to remove elements.

• When the configuration of questions and blocks is completed, select Next.

Step 3

In this section, you can preview your survey and check its functionality.

If the questions and block are configured correctly, you can press Next; if you want to make changes, select Previous.

Step 4

The step 4 consists of the activation of the survey. No action is needed. You will be automatically redirected to the Surveys grid, where you will be able to see your new survey.