You can run 360° surveys which collect several people’s perspectives on the progress or performance of an individual contact.
Steps
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Requirements
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Go to your survey’s Survey Campaign page for your chosen project
Choose Invite people to complete a survey → then click 360° Observers → then click Next: Share the link
This takes you to the Send Surveys to Perspective Providers page
The page displays a list of the contacts within the project
When you click a contact, it launches the Perspective Providers popup for that contact.
The screenshot shows the popup for a contact called Andrew Arling.
The Perspective Providers table displays any Perspective Providers that have already been added for that contact.
Select the Perspective Providers whom you want to invite to complete this survey about the contact: (these people will be sent an email inviting them to complete a survey about this contact)
From this popup you can also add new Perspective Providers. In the Add New perspective providers text box, simply type in the email address of new people that you want to add as Perspective Providers for this contact
Press Save once you have selected all the Perspective Providers you want to add. This will close the popup.
The Perspective Providers you have added are displayed in the Survey Distribution List.
The list is nested.
It shows the name of the contact in bold and then below that, it shows the names of the Perspective Providers.
STEP 2: You can add optionally an add additional message that will be inserted into the email that is sent to the Perspective Providers.
Press the Send Survey button
in Advanced mode
Go to the Survey Campaign page for that survey on that project and select Advanced layout
Select the Send Survey button below where it says Perspective Providers
Click the Send Survey button
This takes you to the Send Surveys to Perspective Providers page
The page displays a list of the contacts within the project
When you click a contact, it launches the Perspective Providers popup for that contact.
The screenshot shows the popup for a contact called Andrew Arling.
The Perspective Providers table displays any Perspective Providers that have already been added for that contact.
Select the Perspective Providers whom you want to invite to complete this survey about the contact: (these people will be sent an email inviting them to complete a survey about this contact)
From this popup you can also add new Perspective Providers. In the Add New perspective providers text box, simply type in the email address of new people that you want to add as Perspective Providers for this contact
Press Save once you have selected all the Perspective Providers you want to add. This will close the popup.
The Perspective Providers you have added are displayed in the Survey Distribution List.
The list is nested.
It shows the name of the contact in bold and then below that, it shows the names of the Perspective Providers.
STEP 2: You can add optionally an add additional message that will be inserted into the email that is sent to the Perspective Providers.
Press the Send Survey button.
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