How to: Create a Web Survey
Web Surveys are used to request feedback from existing clients/contacts. They are completely customize-able with answer options such as check boxes, multiple choice, and open ended questions. We also offer the ability for clients to Upload up to 10 mb's worth .pdf, .jpg, and .png files to use as answers to survey questions.
Note: Web Surveys do not offer the ability to use a clients preferred language. A separate survey can be created in another language and then send to clients who use that preferred language.
Note: Web Surveys must be enabled on an account prior to use. Please reach out to Teletask staff to enable this feature.
Send a Web Survey
We offer two different ways that you can send a Web Survey, you can either send in a chat message directly to a user or create a message to include the dynamic survey link. The Survey URL can also be published on a website or other location for anonymous tracking.
Open or create the message that you are going to include the Web Survey in.
Note: Surveys should be added to Text or Email messages only.
- Under the Contents section of the message, select Start or Edit under Text or Email.
- Type the message that you want to include with the survey. Leave your mouse curser at the spot where you want the Web Survey link to appear.
- Use the Add Web Survey drop-down, on the right-hand side, to select the survey you want to send. This will create a URL for the web survey. If the survey is set to track responses, it will create a dynamic ULR with a customized ending when sent. If the survey itself is already set to anonymous, it will not track the results.
- The Merge Tag for the survey will appear in the content of the message.
Text Message Example:
Email Message Example:
- Finish making the rest of your changes to the message and send it to your desired participants.
Participant View of Survey
When you send the survey to a participant, they will click on the link and the survey will open up. The participant can then make their selections and submit the survey.
Example of how the survey looks on a cell phone:
- When the participant clicks on the link, the survey questions will display.
- When you select the choose file option, you can either take a photo or add an existing photo.
- After they click submit they will receive this message.
Web Survey Reports
Related Articles
How to: Create a Web Survey Report
The Web Survey report type allows you to view the results of your Web Survey. You can run the report on a specific survey or a specific time frame. Note: Web Surveys must be enabled on an account prior to use. Please reach out to Teletask staff to ...
How to: Send a Web Survey through Chat
Web Surveys are used to request feedback from existing clients/contacts. They are completely customize-able with answer options such as check boxes, multiple choice, and open ended questions. We also offer the ability for clients to Upload up to 10 ...
How to: Archive a Web Survey
How To: Archive a Web Survey When a web survey is no longer needed, it can be removed from the Teletask web portal through archiving. We do not offer a delete function for web surveys for auditing purposes. Once a survey is archived, any existing ...
How to: Create a Text Message
How to create or edit an existing text message: Create a message or locate the message you want to edit. For more information on how to create a message visit: Messages Page Within the Contents section of a Message, select the Start or Edit option ...
How To: Create an Email Message
Teletask offers a full HTML text editor for creating email messages. Within the Contents section of a Message, select the Start or Edit option under Email. Enter an Email subject for your outgoing message. In the Email message box, enter the message ...
Support Ticket
Submit a support request to our Support Team