Building Survey Forms
This section will cover building surveys from scratch, as well as cloning existing surveys, and importing surveys.
- Overview
- Building Survey Forms
🎥 Cloning Survey For Changes for Future Shops Part #1
For significant survey changes, such as adding new questions or altering scoring, we must clone the survey to preserve past results. Minor edits, like simple wording changes that d ...
🎥 Cloning Survey For Changes for Future Shops Part #2
I guide you through adding a new survey to the route and releasing it. This client had all shops scheduled for next month, so I also demonstrate how to replace the surveys for exis ...
🎥 Cloning Survey for Future Shop Changes Part 3: Shopper Notifications
This tutorial informs shoppers that an old survey for an assigned shop has been replaced with a new one, with minor changes for February 2025. They were already assigned to shoppe ...
🚧 Survey Summary
Under Construction
Making Survey Comments Required ✍️
This is a quick and easy fix to a survey that is existing. Same process for building new survey. Shopper was able to submit with no comments, so we are fixing the rule so they can ...
🎥 Moving Survey Sections Around
This clip demonstrates how Buffalo Wild Wings rearranged their survey by deleting questions and moving entire sections, including the section start, questions, and section end, to ...
Using the Markup Tool To Assist Clients with Making Changes
I use markup for survey changes because it helps me easily track requested edits and check off completed items. I also use markup with new clients by providing a generic survey as ...
🎥 Updating Guidelines in CMS
Here is a short overview of how to update the guidelines in the Shopmetrics CMS.
🎥 3. Building a New Survey For Client and Sharing for Review
This document outlines the procedure for duplicating a similar survey, modifying the client information, adjusting the survey's attributes, and personalizing the survey to meet spe ...