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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
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your survey’s Survey Campaign page for
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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
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Surveys to Perspective Providers page
The page displays a list of the contacts within the project
When you click a
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contact, it launches the
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Perspective Providers popup for that
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contact.
The screenshot shows the
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popup for a
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contact called Andrew Arling.
The
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Perspective Providers table displays any
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Perspective Providers that have already been added for that
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contact.
Select the
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Perspective Providers whom you want to
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invite to complete this survey about the contact: (these people will be sent an email inviting them to complete a survey about this
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contact)
From this popup you can also add new
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Perspective Providers. In the Add New
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perspective providers text box, simply type in the email address of new people that you want to add as
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Perspective Providers for this
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contact
Press Save once you have selected all the
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Perspective Providers you want to add. This will close the popup.
The
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Perspective Providers you have added are displayed in the Survey Distribution List.
The list is nested.
It shows the name of the
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contact in bold and then below that, it shows the names of the
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Perspective Providers.
STEP 2: You can add optionally an add additional message that will be inserted into the email that is sent to the
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Perspective Providers.
Press the Send Survey button.
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Steps for the
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Perspective Provider who receives the email
Each Witness Perspective Provider will receive an email.
The subject of the email is the name of the beneficiary they are a Witness Perspective Providers of and the name of the Survey
The email contains
(1) the custom message that was inserted;
(2) a unique create story url which allows the
Perspective Provider to create a story about that beneficiary using the story category of the Survey Campaign for the project of the Survey Campaign
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When the Witness Perspective Provider clicks the link, they arrive on the Create Story Complete A Survey page where they can complete the survey (create a story using that Story Category) for the beneficiary contact that they are a Witness Perspective Provider for.
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Once the Witness Perspective Provider has completed the survey (i.e. created the story about that beneficiarycontact) they are taken to the Successful Completion page
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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
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