Surveys
In this video we show you how to access and interact with the survey templates. We show the content included and how it can be modified. Additionally, in th...
Mon, 11 Apr, 2022 at 10:08 PM
The satisfaction survey templates are found under settings vs. in the Global template area. In this area we have both the email template which will be used ...
Mon, 11 Apr, 2022 at 10:10 PM
This video shows vCIOToolbox user's how to send surveys to their clients. We show you how to choose a survey to be sent to each user and how to confirm ...
Mon, 11 Apr, 2022 at 10:12 PM
Create or upload your template in the Survey module, template editor 2. Name your survey template 3. Build your template...
Mon, 11 Apr, 2022 at 10:16 PM
In this video we show you what the client sees when receiving a survey request. We show you both the NPS and CSAT surveys. Watch Now
Mon, 11 Apr, 2022 at 10:21 PM
In this video we show you how to view the scoring results by client for each survey type. These results will help you understand how the client perceives yo...
Mon, 11 Apr, 2022 at 10:23 PM
In this video we review how to view the global scores for each template. The global score is the aggregate score of all customer responses sent and received...
Mon, 11 Apr, 2022 at 10:24 PM