For campaigns and organizations intending to make calls. This training goes over the call survey creation process from start to finish. (15 mins)

Course Outline

Select 'Get Started' above to begin this lesson.

  • 1

    Survey Creation Overview

    • Getting Started

    • New Training Notification

    • Accessing Surveys
  • 2

    Survey Home Page

    • Top Navigation

    • Filter By Options

    • Action Bar
  • 3

    Creating a Survey

    • Create Survey
  • 4

    Setting Targets

    • Assigning Targets

    • Selected Targets
  • 5

    Settings

    • General Settings

    • Dynamic Scripting

    • Caller ID

    • Voicemail
  • 6

    Scripts

    • Page Flow

    • Saved Scripts

    • Greeting Message

    • Single and Multiple Choice

    • Answers and Tags

    • Tag Creation

    • Logic

    • Settings

    • Single Textbox

    • Contact Information

    • Closing Information

    • Building a Script
  • 7

    Assigning to Volunteers

    • Creating Volunteers

    • Assigning Volunteers

    • Filter By
  • 8

    Confirmation

    • Review Survey
  • 9

    Survey Creation Activity

    • Create a Call Survey: Click 'Play' to Begin
  • 10

    After-Publishing

    • Survey Publishing Time

    • Status

    • Allowed Survey Changes

    • Start Making Calls
  • 11

    Tracking Survey Progress

    • Dashboards

    • Individual Profiles
  • 12

    Final Thoughts

    • Other Resources

    • Available Trainings

    • Before you go...

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