To create your post call survey:

  1. Click Add, to add a new survey.

    Past Call Survey

  2. In the Name field, type a name for your survey and click Update.

    Past Call Survey

    Note: Remember to click Update frequently to avoid losing any of your work. Also, ensure you click Update before exiting the Post Call Survey page; if you make changes to your survey and then exit the Post Call Survey page or sign out of the Admin Portal without clicking Update, all of your changes will be lost.

  3. Your new survey is now available in the Survey drop down menu. Notice the number assigned to your survey (101, 102, etc.) as you will need this number when recording prompts.

    Past Call Survey

    Note: Do not enable your survey at this point, leave the Enabled checkbox unchecked.

  4. In the Welcome Text and Farewell Text boxes, type a welcome and farewell greeting, respectively.

    Past Call Survey

  5. Next create your survey questions. Each question is created in a separate tab. Survey questions can be in one of three formats: Scale, True/False or Agree/Disagree, and Multiple Choice.
  6. Select the Q1 tab. In the Text area, type the survey question.

    Past Call Survey

  7. In the options section complete the following options:

    Past Call Survey

    • Ends Survey – Only check for the last question in the survey.
    • Min Digits – The minimum digit on the telephone touch pad that can be assigned to respond to the survey question. If the minimum digit is zero, callers can skip the question, if the minimum digit is 1, callers must enter something to answer the question.
    • Max Digits – The maximum digit on the telephone touch pad that can be assigned to respond to the survey question.
    • Term Tones – Check the digits required for use to answer the survey questions. Corresponding digits must be checked to be considered valid. For example, a true/false question asks, "If your response is true, press 1. If your response is false, press 2." You would check the 1 and 2 check boxes.
  8. Repeat steps 6 - 7 for any additional questions, selecting a new tab for each question. Click Update.

    Note: The maximum number of questions per survey is ten, however, your survey can be comprised of less than ten questions. Remember to click Update often during survey creation to ensure all changes are saved, also click Update before exiting the Post Call Survey page.