learn to engage leads & clients with surveys
TRANSCRIPT
When to use a Survey
Importance of Surveys
How to Create a Survey
Simulate a Survey
Ways to send out your Survey
Tracking Survey Responses
Live Demo
AG ENDA
WH AT IS A SU RV EY ?A great way for a company to get in front of their proposed target base to view their thoughts on
upcoming or current projects, customer service, and virtually any aspect of the business that directly
affect your customer
BEN EF IT SUse surveys to gain valuable insights about your customers
Use surveys to gain feedback about your business, product, or service
Learn how to create surveys in GreenRope
Learn how to track responses
Discover how to automate and trigger workflows for advanced automation with GreenRope
WH Y U S E A S U RV E Y ?
Boost customer engagement
Insight into your overall performance
Feedback: New Business ideas!
Discover customer trends
Customer Satisfaction
Client/customer retention and loyalty
Identify purpose
Create strategic questions
Create survey structure
Add actions, logic, and scoring
Send out survey
Reviewing responses
SURV EY ST EP S
WH AT I S YO U R P U RP O S E?
Market ResearchCustomer satisfaction and loyaltyProduct feedbackEmployee engagementEvent planning
H O W T O A SK T H E R IG H T Q U E ST IO N ?
Focus on customer loyalty rather than custom satisfactionDon’t seem biasedMake sure your questions are simple and clearInclude open-ended questionsDon’t just send the survey; test it first
S EN D IN G O U T T H E S U RV E YAnonymous Polls Link to gain mass survey outreach
Insert into Email Broadcast to send survey to specific client base
Include within the RSVP Event section to survey attendees
T RAC K IN G R ES P O N S E S
Viewing responses - for individual or entire survey
Access responses within contact’s CRM record
Automation associated with survey responses
S U RV E Y S C O R IN GBefore: User Defined Field - “Survey Score”
During: Score per question, specific answers, update CRM
After: Once Survey is completed, workflow trigger, redirect
A N Y Q U E S T IO N S ?
THANK YOU FOR LISTENING AND ENGAGING
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