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VidyoEngage Tenant Admin: Managing Surveys

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The VidyoEngage™ SURVEY page displays all the survey questions configured in the system. If there are more than 10 survey questions in the system, you can search the survey questions using the Manage Surveys search field or by clicking at the bottom of the SURVEY page to browse for survey questions. Only 10 rows will display per page.

You can access survey feedback details by clicking the Export option to download an Excel spreadsheet. This feedback includes the date the feedback was given, the agent, the user that provided the feedback, the survey question descriptions, and the rating given from the user to the agent from 1-5. 


SurveyTab.png

Current VidyoEngage clients (e.g., Browser, Mobile, and Kiosk) support maximum of 3 survey questions with a rating of 5 stars. Custom clients developed using VidyoEngage API can support additional questions and/or different ratings.

 

Adding New Survey Questions

To add new survey questions:

  1. Log in to the VidyoEngage Tenant Admin UI using your Tenant Admin account.
    For more information, see Logging in to the Tenant Admin Portal.
    The USERS page appears by default.

  2. Click the SURVEY tab.

  3. Click PlusButton.png to add a new survey question.
    The Add Question pop-up appears.

    AddQuestion.png

  4. Select the appropriate language from the Language drop-down.

  5. Enter a new question in the Question field.

    Note: The question must end with a question mark.

  6. Enter a value in the Scale field to define the highest value in the scale, such as 3 out of 5, that will be used for survey questions that require responses from customers using browsers and mobile clients.

  7. Click the Save button to add the question.

Editing Existing Survey Questions

To edit existing survey questions:

  1. Log in to the VidyoEngage Tenant Admin UI using your Tenant Admin account.
    For more information, see Logging in to the Tenant Admin Portal.
    The USERS page appears by default.

  2. Click the SURVEY tab.

  3. Click PencilButton.png in the Action column for the appropriate survey question that needs to be edited.

    EditSurvey.png

    The Update Question pop-up appears.

    UpdateQuestion.png

  4. Edit the appropriate fields as necessary.

  5. Click the Save button to save all changes.

Deleting Existing Survey Questions

To delete an existing Survey Question:

  1. Log in to the VidyoEngage Tenant Admin UI using your Tenant Admin account.
    For more information, see Logging in to the Tenant Admin Portal.
    The USERS page appears by default.

  2. Click the SURVEY tab.

  3. Click XButton.png in the Action column for the appropriate survey question that needs to be deleted.

    DeleteSurvey.png

    A confirmation pop-up appears.

    DeleteSurveyConfirm.png

  4. Click the Ok button.
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