Survey Automation: The Most Significant Feature in Survey Tools!

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Survey Automation The Most Significant Feature
in Survey Tools!
Manual surveys are boring. There is a phase of
few hours or maybe a few days - when the
memory of your service or the product is
still oozing pheromones. You need to hit
the hammer when the Iron is hot. And there
is only one way you can make your online
survey tool to throw surveys in real-time.
You automate them!
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There are three main use cases for triggering
online surveys. First to get the feedback for
your service or your product. Second is to get
feedback on your site experience. And, the
most important is to make your customer feel
valued. Unfortunately, nobody pays attention to
the time gap sending the survey to your
customer. We believe it is the key element
to increase your response rate. If you make
use of Sugar CRM / SuiteCRM, we have just
the right Sugar/SuiteCRM Survey Plugin
for you. Instead, needing to share
feedback surveys on an ad-hoc basis, set a
workflow. Automate the survey mechanism to
ensure that your system triggers surveys on
its own. How Does Survey Automation
Work? Survey Automation is a feature
available in Sugar CRM Survey Plugin /
SuiteCRM Survey Plugin that enables the
survey creator to set up a survey workflow
using specific conditions and actions. The
conditions trigger the survey event and the
actions determine which survey should you should
send to whom. When both these conditions
meet, you can send a survey to chosen
respondents. Ways in Which Survey Automation
Helps From the definition of Survey
Automation, you must have understood that it
can help automatize surveys in various
ways. Let us understand these functionalities in
detail.
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• Helps Define Conditions
• Before you send surveys to your
  audience, you need to create a
  questionnaire. Now, there might be a possibility
  that you do not want all the customers to see all
  the questions. You might want to show or hide
  certain questions based on their answers. Survey
  Automation feature in the tool enables you to
  click on a specific page or a question.
  Thereafter, you get an access to a menu that
  enables you to define conditions.
• Supposing your question is Do you like pizza?
  For this question, if the participant answers
  yes, the next question pops up. If they
  answer no, the page redirects them to the next
  question. You can also use an online survey
  tool that displays advanced conditions for
  you to choose from.
• Helps Design a Flow
• Every survey has a flow and you need to maintain
  it thoroughly. And for that, the admin has to
  select when exactly he wants to execute certain
  actions. It is possible to do that from the
  backend of a superior quality Sugar CRM survey
  plugin. The admin can also select a targeted
  module of the workflow and choose the type of
  records on which he wants the automation to
  trigger. Here is what the admin can do
• Define the survey automation workflow
• Save the automation workflow
• Create condition for triggering the automation

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• Choose parameters to set the conditions
• Fix actions to decide to whom you need to send
  the survey
• Select recipients related to the target or
  associated module
• Choose the related field for the selected
  recipient type
• Selects the survey you want to send
• Above given is a systematized and defined way in
  which you can design the survey workflow using
  the backend of your plugin.
• Role Based Survey Creation
• There are several steps involved in survey
  creation. And if you are a huge organization,
  there are chances that you might
  want different professionals handle different
  aspects of survey creation. A SuiteCRM
  Survey Plugin enables you to allocate specific
  responsibility to a specific person and helps
  you maintain the workflow right from the creation
  of the survey to sending it to the participants.
• For example, your designer creates the survey
  template. Thereafter, your sales executive
  receives a prompt to create the questionnaire.
  Once he finishes designing the
  questionnaire, the marketing manager
  edits, reviews and send. You can design this
  workflow from the backend and it works exactly
  according to the way you have designed it. At any
  point in time, you can also make changes to the
  user based responsibilities and workflow.
• However, you must create the email template and
  survey before creating the workflow.

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The best part? You can get an access to all the
above survey automation functionalities and
more through Survey Rocket AppJettys Sugar
and SuiteCRM based plugin. It is an intuitive
solution for the entrepreneurs willing to
conduct online surveys through their Sugar
and SuiteCRM system. Why not enable your
customers to fill their own survey and
update you with the results in real time? View
Source https//www.appjetty.com/blog/survey-autom
ation-feature-survey-tools /