Click offers several options for seeing the statistics for a survey depending on whether you want to see the results from individual submissions, individual questions, overall survey performance, or how survey performance is tied into a particular email.
Goals
- Learn about what kind of survey statistics Click provides
- Click's CRM
Posted Survey Record
When someone submits a Click survey, a Posted Survey record is created. To see the Posted Surveys, go to Web and Events > Posted Surveys
The Posted Survey record contains the Name of the completed survey, the associated Campaign (if any), the Contact that completed the survey, the Web Content record, the relevant Visit record for the survey's Page View, and the date the record was created.
The answers to the questions in an individual survey appear on the sub-grid within the Posted Survey record, or are available from associated records menu. Click the Related drop down arrow and select Survey Answers from the associated records menu.
This view shows the Survey Answer records related to the Posted Survey. These records contain the information regarding the question, the answer (Value), the Contact, the Survey, and the date.
Survey Answer Record
In an individual Survey Answer record, you can see Question, the Answer (Value), Contact who submitted the Survey, the associated Campaign (if any), and more.
All of the Survey Answers enter your system as records and are native to your system. Just like any other record, you can export these records to Excel, create a custom report, create charts, use the records in an Advanced Find, and more.
Survey Report
Click also provides a pre-made report for a survey's overall performance. This report will give you graphical and numerical summaries of the responses to any non-text field survey questions included on the survey. The survey report can be accessed from the survey's Web Content record. In the toolbar at the top you will see a button that says Survey Report>Open Survey Report
The Survey Report gives you an overview of how people answered the multiple choice questions on your survey. You can export the responses to Excel.
Export Survey Answers
Click has the option export survey answers as an excel worksheet. The survey answers can be accessed from the survey's Web Content record. In the toolbar at the top you will see a button that says Survey Report>Export Survey Answers
Clicking this will initiate and download the raw data as a spreadsheet to your local machine's default download folder.
Email Send Conversion Statistics
If you included a link to a Click Survey in an email template via the link manager, you can see conversion statistics that indicate how many people submitted the survey via the email they received. This information is found within the Sent Email Send record > Email Statistics button from the top ribbon > click the Conversions tab. This allows you to make the connection to see how many people accessed your Survey via this particular email.
The numbers on the conversion report will indicate the percentage of total recipients who submitted the linked Survey, as well as the total number of Surveys submitted that were accessed via the particular email. More about the conversion reporting can be found here. You will also be able to see the connection between the Email Send and the Survey via the Posted Survey record: there is a lookup field that will link to the Sent Email Send record whereupon the Survey was included.
NOTE: Once recorded, Posted Surveys may take several minutes to sync back to your system depending on a number of factors, such as the volume and available system resources in your system. Please also note we can only report on questions that have a limited number of answers, which include Checkbox ,Radio group, Dropdown ,Rating (NPS), Boolean, Matrix (single choice), Matrix (multiple choice), Email Address
| Feature Added: 2023.07 |
| Feature Updated: 2023.07 |
| Click Version Needed: Any |