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The overview tab presents key insights, such as surveys sent versus the total responses and the corresponding completion rate1. This data is further dissected to highlight completion rates for automated versus manual surveys2.
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Viewers can explore subsequent tabs featuring comprehensive response data. These include a question summary detailing responses to each survey question, reviews stemming from each survey response, the campaign leaderboard, and a list of incomplete surveys associated with the campaign.
Question Summary
Question summary provides a summary of summarizes the responses received for each question in the campaign.
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It provides information on the total responses and ratings for the question as well as and whether these metrics have increased or decreased compared to the previous week.
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The campaign leaderboard ranks your top Loan Officers or professionals based on the number of reviews, Average Score, SPS [Social Promoter Score], SRS, and Completion Percentage. You can filter results by year and , month, also by company region, and branch. In addition, you can sort the leaderboard by rank, from High to Low, Low to High, Highest Avg Scoreaverage score, Most Reviews, and Completion Rate.
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Incomplete Surveys
Incomplete Surveys provides provide information about the participating Customer, Agent, Participant Type, No. of Email & SMS Reminders sent, and last communication date, for surveys that have not been completed. You can apply filters to view incomplete surveys by Agent, Customer, and Participant Type.
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Select the incomplete surveys you’d like to take an action on by clicking on the corresponding check box. You’ll see an Action dropdown button enabled at the top of the table. Click on the dropdown to select one of the options.
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