Survey Builder

Use Shortcuts As Often As Possible to Save Time Creating Surveys

Thursday, October 15, 2009 by Dorian Rosen
Be a Road Warrior with Cvent Survey Software ShortcutsI have always been told that shortcuts have a negative connotation.  “You can’t take a shortcut through life,” was a common phrase in my household whenever my parents caught me scheming the best way to get the dishes unloaded.   But let’s be honest: Who actually likes to load or unload the dishwasher?  It takes time and you always feel like there must be an easier way once the task is finished.  Well, the advice bestowed upon me was seldom heeded and to this day I am a huge fan of shortcuts.  When traffic has me down, I will take a "shortcut" through back roads.   Even if that route takes me ten more minutes than had I remained in traffic, I feel a sense of jubilation; I am the road warrior.  

But, to me, shortcuts are invaluable resources in any respect.  Who coined the phrase "Time is Money?"  And doesn’t the calculation of opportunity cost, the foundation of economics, factor in the lost time you exchange to reach a separate goal?  (It does.  The all-knowing Wikipedia concurs). 

I have used this logic for years to justify shortcuts I have made; the results of those decisions beside the point.  And I do have a point which is this; if a shortcut will get you to the same end point, with the same results, just in a few less clicks, why not take full advantage?

Cvent agrees and has added 3 helpful shortcuts to our feedback software that will save you time and shield you from the dreaded hand cramp. 

The first is the Quick Links displayed on the left of your screen.  The 4 links allow you to:
1. Create new survey
2. Search your contact database
3. Add a new contact to your address book
4. Add a new contact group
 
These are likely the most commonly used features in your account.  You won’t need to remember which link goes with what tab and what features go with which link. 
 
Another great shortcut is the Quick Add Respondent section link.  This is located under the Manage Respondents tab and allows you to add someone to your targeted list AND send them a survey invitation email in one click.  If you sent out your email survey and realize a few people were left off the distribution list, this is an easy way to combine 4 steps into 1.  

There is a grab bag of goodies located under the Administration tab, from Parked Reports to Account Users and everything in between.  This is also where our Customer Support tab is located.  This tab has all the important information you will ever need to know: it has our contact information, is home to the comprehensive User’s Guide, and is also where you go to register for our training classes.  However, I realize that in the midst of a panic, clicking into the Administration tab, then selecting Customer Support then clicking the appropriate Section Link is probably not the path most taken.  If only tears had directional powers… to simplify this process for you, while we work to complete the sob recognition feature that will automatically direct clients to the support page, we have added a Support hyperlink at the top right of the page.  This link will take you immediately into the Customer Support page where you are free to bask in the support glow.   

To sum it up, there are things that will be missed and things that will be overlooked when using shortcuts.  That is an inevitable consequence of the sheer purpose of shortcuts.  However, when you know what you need and the path to get there seems daunting, use one of these shortcuts.  You too will feel like a road warrior. 

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