One of the great things about Cvent Web Surveys software application is that it is constantly getting “better.” I, for one, am not aware of another survey software company that can state with confidence that 80% of all product enhancements come directly from the requests of current clients. Cvent, however, has certain processes in place so that every time a client expresses interest in seeing a new feature added to the online survey application, this request is quickly relayed to our technical team.
For those of you who were clients before our most recent product release in August 2009, you definitely noticed at least one big change in your account the first time you logged in after the release. As soon as you logged into your Cvent Web Surveys account, you saw that your surveys were no longer organized into folders on the Survey Selection page. Instead, they are now displayed in “views.”
Now, you may wonder why I chose to write my blog post this week on the transition from folders to survey views. It may seem like a pretty dry topic. I wanted to write on this particular survey subject because I get so many calls from clients asking how to create a new survey view that pull the appropriate surveys into view. If you have a lot of surveys created in your account, then this is a pretty important thing to know how to do, so that you don’t have to sort through all of your company’s surveys just to find the few that you are personally working on!
When you are ready to create a new survey view and filter the appropriate surveys into this view, you need to remember 3 simple steps:
1) Create a survey custom field. You can create survey custom fields under the Administration tab, on the same page that you create contact custom fields. Survey custom fields are primarily used to classify the surveys in your account and pull them into the appropriate views on the Survey Selection page. So, for example, if your marketing department and human resources department are running surveys, you may want to create 2 separate survey views, one for each department. The first step to do this would be to create a survey custom field for department.
2) Create a new view on the Survey Selection page. You can create a new survey view by choosing “add new view” from the Display drop-down menu. When you add the new view, you will need to name it and also specify certain options (i.e. whether you would like the view to be private or public). Finally, at the bottom of the page, you should apply an advanced filter based on the survey custom field you just created for department. For example, if you are adding the survey view for “Marketing Surveys,” you should choose “department” as the field, “equals” as the operator, and “marketing” as the value.
3) Now that you have created the survey custom field and added the new view, all you need to do is pull the appropriate surveys into the view you just created! When you added the new view for “Marketing Surveys,” you should have gotten a message, “no surveys match your criteria.” This is because you have not yet applied the survey custom field at the survey-level! To do this, simply go into an individual marketing survey, and click on Settings on the top navigation bar. On the General Information page, you should click on the Custom Survey Fields tab. Here you can apply the “marketing” label to the individual survey, so that it will show up in the “Marketing Surveys” view.
Hopefully this post will be helpful to those of you who are struggling with the transition from folders to survey views. Believe me, survey views are completely customizable and will help you organize online surveys in your Cvent Web Surveys software account.
For those of you who were clients before our most recent product release in August 2009, you definitely noticed at least one big change in your account the first time you logged in after the release. As soon as you logged into your Cvent Web Surveys account, you saw that your surveys were no longer organized into folders on the Survey Selection page. Instead, they are now displayed in “views.”
Now, you may wonder why I chose to write my blog post this week on the transition from folders to survey views. It may seem like a pretty dry topic. I wanted to write on this particular survey subject because I get so many calls from clients asking how to create a new survey view that pull the appropriate surveys into view. If you have a lot of surveys created in your account, then this is a pretty important thing to know how to do, so that you don’t have to sort through all of your company’s surveys just to find the few that you are personally working on!
When you are ready to create a new survey view and filter the appropriate surveys into this view, you need to remember 3 simple steps:
1) Create a survey custom field. You can create survey custom fields under the Administration tab, on the same page that you create contact custom fields. Survey custom fields are primarily used to classify the surveys in your account and pull them into the appropriate views on the Survey Selection page. So, for example, if your marketing department and human resources department are running surveys, you may want to create 2 separate survey views, one for each department. The first step to do this would be to create a survey custom field for department.
2) Create a new view on the Survey Selection page. You can create a new survey view by choosing “add new view” from the Display drop-down menu. When you add the new view, you will need to name it and also specify certain options (i.e. whether you would like the view to be private or public). Finally, at the bottom of the page, you should apply an advanced filter based on the survey custom field you just created for department. For example, if you are adding the survey view for “Marketing Surveys,” you should choose “department” as the field, “equals” as the operator, and “marketing” as the value.3) Now that you have created the survey custom field and added the new view, all you need to do is pull the appropriate surveys into the view you just created! When you added the new view for “Marketing Surveys,” you should have gotten a message, “no surveys match your criteria.” This is because you have not yet applied the survey custom field at the survey-level! To do this, simply go into an individual marketing survey, and click on Settings on the top navigation bar. On the General Information page, you should click on the Custom Survey Fields tab. Here you can apply the “marketing” label to the individual survey, so that it will show up in the “Marketing Surveys” view.
Hopefully this post will be helpful to those of you who are struggling with the transition from folders to survey views. Believe me, survey views are completely customizable and will help you organize online surveys in your Cvent Web Surveys software account.
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