Basics about Publish survey

Shall the customer answer survey questions online or via the telephone as a phone call or an sms? The same survey can be published as a web link or automatically made into a phone call or an sms, directly after the customer contact. Under the Surveys menu choice you see both published and unpublished surveys, with headers and symbols as described in Description of the list under Surveys menu

Under the Publish header, you see icons for different media. Click on

• to open the Publish telephony surveys pane.
• open the Publish web survey view.
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Publish survey for telephony or sms

Under the Publish | Phone | Media header you choose if the survey is to be sent out via sms or as a telephone call.

Choosing sms first or sms only you also select which sms account to use for the distribution. Also see The Edit company tab and Description of the list under Surveys menu.

If you click on to the right of a survey name, the Publish telephony surveys window is opened, where you enable the a telephony survey by connecting it to any of the entrances that Telia Company has configured for your organisation. You can have just as many surveys published as there are configured entrances.

• By the selected Survey key, pick the name of your survey from drop-down menu Available Surveys and click on .
• If you should happen to make a change in the drop-down list without wanting to save the change, you can roll back the former options by clicking on .
• An asterisk by the name of the entrance means that you have not saved the new connection.
• As User you can as always make changes for your own survey and for a survey that is Available to others. Name of the survey creator is displayed to the right.

Publish web survey

To publish a web survey, you start by clicking on in the list of surveys in the Publish survey page. Under Publish web survey you see three tabs, under which you can produce web links of various kinds. The three sub menus have in common that you shall start by picking a survey from a drop-down menu. If you change survey in any of the views, the survey name is changed in all three of them.

In all three views you also find that selects the url, for you to be able to copy it. You can also use CtrlC on your keyboard to copy the selected item. Use CtrlV to paste the url into the media where the web survey shall be initiated, for example at your web page or in CallGuide Chat.

The Web link tab

Under Web link, a link is created directly when you have selected the relevant survey from the drop-down menu. This link can be used just as it is. Select and copy as described above.

To see the survey as the customer sees it, you can click on providing the same result as when you click on in the list of surveys in the start view. Have in mind that if you answer the questions in the survey, your answers will be registered in statistics.

The Web link for CallGuide Chat tab

Under Web link for CallGuide Chat you rapidly create custom html links you can use to offer chatting customers to participate in a survey.

In CallGuide Chat there are text strings that can be replaced by a specific value when used in a chat session. One example is the %agent text string. When an automatics standard phrase such as ”You are being serviced by %agent” is seen by the customer, he sees %agent replaced by the name of the agent servicing the chat.

The links created by CallGuide Survey include three text strings, which all can be given dynamic values by CallGuide Chat when the web link is sent in a chat entry to the customer:

• %cgUsername
  The agent’s username in CallGuide
• %errand
  The task type connected to the contact
• %contactId
  Contact identity for the chat session

These text strings make it possible to connect the survey answer to the current chat and to the agent having chatted with the customer. Since the survey answer can be connected to a specific agent you can, in these surveys, create questions that each respective agent can study in CallGuide Agent.

When you, in Web link for CallGuide Chathave selected a survey in the drop-down menu, a link is automatically created that you can use as a chat ending, for example paste as a standard phrase in CallGuide Admin’s Chat entrances window.

Before you enter the link as an ending phrase in CallGuide Chat you may want to arrange for the customer not having to see a long link as in the example above, but just see a couple of underlined words, such as Click here. To achieve this, in CallGuide Chat you enter the link xxx above, framed by the standard syntax for html links
<a href=” xxx ”>Click here </a>

Example of a link with Click here

In CallGuide Chat, all links beginning with http://, https://, or www. Are converted into html links, and they are automatically opened in new web windows. Pure html code pasted into the chats is however seen as it is by the customer, meaning that nothing is converted or opened automatically. If the link with Click here is to be opened in a separate window, you must specify this, with target=”_blank”, like this:
<a href=” xxx ”>target=”_blank”>Click here</a>

The Link lab tab

Under Link lab you can test various combinations of parameters and experimat to achieve a practicable link template for your web surveys.

Then you can, for example, fill in statistical data below, test the survey by answering the questions and then check that you data in each respective field below can be seen in the corresponding columns in the Data table under Surveys | Analyse.

As in this picture...

When you have filled in the relevant fields you click on .

In the Link field you see the result as a UTF-8 URL-coded link. This means that if you have entered characters that cannot be used in a url, CallGuide Survey has converted them. For example, the letter Ä becomes %C3%84 and the & sign becomes %26.

If you have filled in values in the fields described above, the link is to be considered as a template that has to be modified with the relevant values before the link is used, if not, all survey reply will contain the same values.

removes all content in the mentioned fields. They are also cleared when you close the area.

To see the survey as the customer sees it, you can click on which gives the same result as when you click on under the Preview header in the list of surveys. Remember that if you answer the questions in the survey, your answers will be registered in statistics.