As you can see, there are changes to your Back Office. Introducing our Questionnaire Overview. The Overview is designed to give you an at-a-glance look at your Upcoming, In Progress and Finished Events.
To access Questionnaire Overview, find an existing event and click the Questionnaire Link.
If it is an Upcoming event
You should access the Questionnaire Overview before the event starts to preview your setup.
Click ‘Edit Questionnaire’ if you need to make changes or update your questionnaire and install on devices when you are ready.
Events in progress
When event is happening, it’s important to make sure that everything is working properly. On the Questionnaire Overview page we display all information: number of captures, status of your integrations, number of auto-reply emails and notifications sent.
If something needs attention, we will display Error messages here. If you are capturing Business Cards and need to verify transcriptions - we will let you know if you have any awaiting verification.
After the event, you should access the Questionnaire Overview to see if there are any awaiting actions that need to be taken or errors to take care of. If everything is fine, the next step is to preview captures.
We have added a new feature to let you preview captures. Click on icon to see contact details and lead qualifying data. You can delete test captures, download your data and more!
We want to give you a detailed overview of your event’s performance. Access Questionnaire Analytics to see advanced reporting and print your Executive Summary, if needed.
This is just the beginning of our Back Office improvements! More will come soon.
Let us know if you have any questions or need assistance. We really value your feedback and are looking forward to hearing from you.