Emails responses after the a survey is completed. Use survey subscription for recipients
Overview | Samples | Variables | Alert Functionality | OnDemand Report Filters | Best Practices & Tips | Related Alerts
Overview
Overview
Sends a PDF report after a survey has been completed and provides an SSRS report to run on-demand as needed. It contains all the answers for that survey and highlights any question that has an answer equal to or lower than the target threshold if one is set. For Compass Sherpa users, please see below on how your reps can access directly.
These PDF Survey Responses can also be accessed via your SSRS Reports.
Run Schedule: Every 15 minutes
Type of Output: On Demand SSRS Report and Task App
* * *
Sample
Sample
* * *
Variables
Variables
There are no variables for this alert.
* * *
Alert Functionality
Alert Functionality
Use the survey subscriptions (i.e. ID109, ID220, ID312, etc.) for the recipients of the survey results. Recipients listed on the alert ID877 subscription have no effect on who receives the responses, it is just our background process.
* * *
OnDemand Report Filters
OnDemand Report Filters
SSRS Report Filters:
1. Filter by date of response.
2. Enter Customer Name Contains (doesn't need to be complete, just "contains" part of name).
If you want to run the report wide open to include ALL customers
Enter in the customer field: -All customers-
Enter in the parent customer number: -include all customers-
3. Drop-down your active surveys to select from (i.e. Service Survey, IT Survey, Supply Survey)
4. Can filter by tech (all techs will show even if inactive employee to provide historical reference)
Be sure your techs have Technician checked off and a Manager Assignment on Employee Record:
5. Can filter by sales rep (all sales reps will show even if inactive employee to provide historical reference)
Be sure Employee Record has Sales Rep indicated and a Manager Assignment:
6. Authentication ID - PLEASE IGNORE, this section is for our background process. Please leave as is, thank you!
* * *
Best Practices & Tips
Best Practices & Tips
-First time accessing your SSRS Reports? Please see THIS LINK for those instructions.
-Survey Responses can also be integrated with Compass Sherpa so your Sales Reps can pull needed completed surveys.
**Details on Compass Sherpa integration and permissions for each Compass Sherpa user CLICK HERE, please**
Once selected, Sherpa user will select (1) Survey Responses from down and (2) indicate months of responses to send. (Email will come from email listed on subscription to ID877.)
* * *
Related Alerts
Related Alerts
ID860 - Emails responses after a Sherpa based survey is completed. Use survey subscription for recipients
ID883 - Emails responses after a ConnectWise based survey is completed. Use survey subscription for recipients
* * *
0 Comments