Creating a Survey

Create surveys to inform people about different venues, customers, displays, sales, and more.

To create a survey from the Surveys page:

1. Select New Survey.

   

   The New Survey page opens.

   

2. Fill in the required survey fields:

   • Name–Enter a concise name.

     This name appears on the Survey page listing.

   • Survey Type–Select the Survey Type that you are creating. Or select the plus button to right of the text box to add a new type.

   • Assignment Selection Type–Select the means of assigning the survey:

     TIP: Consult your DI Administrator to review the customer and product data defined in the cBases for the purpose of configuring surveys.

     • All–The survey is assigned to all sales representatives or sales representative/customer combinations depending on if Sales Rep/Manager Only is selected.

     • Select–Assignments are determined by including or excluding certain values, such as products, sales representatives, and customers.

     • Upload–Uploads a text file containing a list of assignments. The file must contain two columns without headers. The first column is a list of sales representatives and the second column is a list of customers. If Sales Rep Only is selected, the second column should be blank.

     • User name–Surveys are assigned to DiveLine users or groups of users instead of sales representatives.

   • Assignment Tier–Determines who the survey is assigned to.

     • Manager– Only managers are assigned to the survey.

     • N/A–Used when the Assignment Selection Type is "User name" because the survey is not tied to sales representatives/managers but to DiveLine usernames.

     • Sales Rep–Only sales representatives are assigned to the survey.

   • Transmit Type–Select the transmit type:

     • Transmit on completed–Links back to the server as soon as the survey is completed and the sales representative presses the Sync button on their iPad.

     • Transmit on due date–Delays transmission of the survey until after the due date when the sales rep selects Sync.

   • Starting Date–Use the date picker to select a start date.

   • Ending Date–Use the date picker to specify an end date.

3. Optionally, enter:

   • Priority–Select High, Medium, or Low as a priority type.

   • Sales Rep/Manager Only–Select to remove the customer component of assignments, specifically for non-customer focused surveys. When a user selects the survey in Survey Advisor, they are directed to the survey instead of a list of customers first. This allows the sales representative or manager to take any survey regardless if they have customers assigned to them.

   • Sales Organization–Select from the list of sales organizations or search a specific sales organization.

   • Description–Enter text that describes the purpose of the survey and the data to be collected.

   • Repeat–Specify how often you want the survey to repeat:

     • After Submission–The survey is immediately available to take again after completing the survey and syncing.

     • Do not repeat–The survey is available one-time only.

     • Every 3 months–The survey is available again after 3 months.

     • Every 6 months–The survey is available again after 6 months.

     • Every month–The survey is available to repeat each month.

     • Every week–The survey repeats each week.

   • End Repeat–Select a date from the date picker if it is a repeating survey.

   An example of a filled in survey.

   

   NOTE: Select Reset to start over.

4. On the bottom left, select Create Survey.

   Your survey is created.