How to Create Web Surey

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.

Create a Web Survey

  1. Log-in to: https://hms.teletask.com/, your email address is your username.

  2. Click on Messages   in the top menu bar.

  3. Press Create Message  button in the top right-hand corner.

  4. Click the Select button for Add a Web Survey.



  5. Decide if you want to Keep responses anonymous. or if you want to Track responses by contact info.



  6. Enter a Name for the new survey. This name is for your reference and the name of the message that will appear under the Messages section.



  7. Enter a Title for the survey. The Title can include additional details regarding the survey such as specifying the purpose of the survey or details about filling it out.



  8. Choose Add Question  to start entering questions for the survey.

  9. Type your question in the provided box.
    Remember:  include what ratings mean such as a 1 is the best answer and 5 is the worst if applicable.



  10. Select the Question Type you will be using for this specific message.



  11. Click the Add Response Option  to add answer options for the question.

    1. Question Type example for Check Boxes



      This question will appear like the image below in the survey. 



    2. Question Type example for Multiple Choice



      This question will appear like the image below in the survey. 



    3. Question Type example for Open Question



      This message will look like this to the client.



    4. Question Type example for File Upload



      This message will look like this to the client.



    5. Question Type example for Drop down



      This message will look like this to the client.



    6. Question Type example for Multiple Open Question



      This message will look like this to the client. Choosing the +Add another Item will add a new text box to enter additional information.



  12. OPTIONAL:  Check the Required box to validate that that question must be completed before the survey can be submitted.



    This will add a red star to a message denoting that it is required.


  13. Once you have finished adding your questions and answers options, select Save  at the top of the screen to keep the changes. 

  14. A dialog box will appear with your Survey URL. Click
    Close.
    Note: This Survey URL is for anonymous tracking only.




    Note: Once a Web Survey is created, it will appear in the Web Surveys section of Messages.


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.
For more information about sending a Web Survey through Chats, visit:  How to: Send a Web Survey through Chat
  1. 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.

  2. Under the Contents section of the message, select Start or Edit under Text or Email.



  3. 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.



  4. 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 URL with a customized ending when sent. If the survey itself is already set to anonymous, it will not track the results.



  5. The Merge Tag for the survey will appear in the content of the message.

    Text Message Example:


    Email Message Example:


  6. 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:
  1. When the participant clicks on the link, the survey questions will display.


  2. When you select the choose file option, you can either take a photo or add an existing photo.

           

  3. After they click submit they will receive this message.

          

Web Survey Reports

For more information about creating Survey Reports visit:  How to: Create a Web Survey Report