Schedule a survey
Surveys can be scheduled in advance of an event. Many clients incorporate this into their 'on sale' process for events.
1. Navigate to the SURVEYS homepage. Here you will see a list of upcoming events. Where an event is showing an ORANGE CLIPBOARD, a survey has already been scheduled. Where the CLIPBOARD ICON is GREY, a survey is not scheduled.
2. To schedule a survey, click on the CLIPBOARD ICON to turn it orange. Your survey is now scheduled.
3. To edit some of the elements of what the customer will see, click on the EDIT pencil in the right hand column. A pop up box will appear where you can edit some of the settings to apply to this survey only.
NOTE: To edit global settings that you wish to apply to ALL surveys, go to the CONFIGURE tab.
| Setting | Functionality |
|---|---|
| Title | This is the title of the event that will appear to the customer is the email invitation and / or the survey itself. Event names as they are sometimes recorded on the box office do not mean much to the customer so this is where you can edit to use the 'Marketing' name for an event. |
| Location | This refers to the place customers saw the event. It might be the name of a space within your organisation e.g. The Studio or it might be the name of your organisation e.g. Theatre Royal. |
| Handle | You can add in show specific twitter @handles |
| Hashtag | You can add in show or these specific twitter #hashtags |
| Email Template | Select the email invitation you would like to use for this survey. These can be created and edited in the CUSTOMISE tab of the Survey module. |
| Survey Template | Select the survey template you would like to use for this survey. These can be created and edited in the CUSTOMISE tab of the Survey module. |
| Survey Send Time | You can modify the send time which is based on the start time of the event if your show is longer or shorter than the usual shows in your programme. |
4. Don't forget to SAVE CHANGES
The edits you have made, should now be reflected in the Event table.
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