Back Office >Members > Member Surveys
Description
This menu item is used to configure Customer/Member Surveys.
To Be Considered
- If emailing of Surveys is required, please ensure the Email Server settings are configured in Global Preferences.
- If SMSing of Surveys is required, please ensure SMS Settings are configured in Global Preferences.
Member Surveys
This screen is accessed from here.
Grid
- Name - Displays the name of the Survey.
- Enabled - Displays whether the Survey is currently enabled or not.
- Active From/To - Displays the From/To dates of the period the Survey is Active.
Footer
- Add - Select to add a new Survey.
- Edit - Select to edit the currently selected Survey.
- Delete - Select to delete the currently selected Survey.
- Close - Select to exit.
Edit Survey - Setup
The Setup tab is used primarily to configure/edit Member Surveys.
Header
- Name - Displays/Enter the name of the Survey.
- Enabled - Select to enable/disable the Survey.
Setup
General
- When a new member signs up
- When a member makes a purchase
- When and how should the member receive the survey? - Select from the following:
- Send by Email - Note : Please ensure the Email Server settings are configure in Global Preferences.
- Send by SMS - Note : Please ensure SMS Settings are configured in Global Preferences.
- After X Minute/s - Select/Enter the number of minutes that need to elapse after completion of the selected event, before a Survey is sent to the Customer/Member.
Filters
Select/Enter the following filters to be applied before a Customer/Member will be sent a Survey:
- Active From/To - Select from the drop down calendar the From/To dates of the period in which the Survey will be considered to be Active.
- Classifications - Select to open the Classifications screen and select the Classifications to which a Customer/Member has to be assigned to, in order for a Survey to be sent to the Customer/Member. The default is all.
- Locations - Select to open the Locations screen and select the Locations in which a Product is required to be purchased, in order for a Survey to be sent to the Customer/Member. The default is all.
Note : This option will only be enabled if the A member makes a purchase option is selected above.
- Minimum Spend - Displays/Enter the minimum value of Products required to be sold. A value of zero means there is no minimum spend required. Note : This option will only be enabled if the A member makes a purchase option is selected above.
Survey Questions
- Q1 to 5 - Displays/Enter up to 5 questions that the Customer/Member will be required to answer with a response of between 1 and 5, with 1 being the worst and 5 the best.
- Q6 - Displays/Enter a question that the Customer/Member is required to answer in text.
Footer
- Save - Select to save changes.
- Undo - Select to undo changes made.
- Close - Select to exit.
Edit Survey - Results
The Results tab is used primarily to configure/edit Member Surveys.
Header
- Name - Displays/Enter the name of the Survey.
- Enabled - Select to enable/disable the Survey.
Related Topics
