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Matt Kepple

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You can run 360° surveys where you collect several people’s perspectives on the progress or performance of an individual contact.

Steps

Info

Requirements

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Info

  • On the Perspective Providers popup for a contact, the user can send a SMS inviting the Perspective Provider of that contact to complete a survey by just clicking on the checkbox next to their Phone Number.

  • When the user enters a new Phone Number, then a new contact will be created who is a witness where the Name and their Phone Number will be their Phone Number.

Steps for the Perspective Provider who receives the email

Each Perspective Provider will receive an email.

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Info

Personalized Tags are codes that pull information stored in Contact profiles into email and SMS messages, allowing you to personalize your content to each Contact.

When sending a survey to a Perspective Provider, you can use Personalised Tags.

Different colored highlights indicate different tags

  • The green highlight on the text is for a personalization tag.

  • The yellow highlight on the text is for a broken/edited personalization tag.

  • The white background on the text is for normal text.

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