User Surveys

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The User Survey feature allows custom surveys to be created, deployed to mobile devices, scored, and reported on in ION.

Feature Information

  • Functional Area: Sales Support
  • Roles Impacted: Sales Managers, Sales Team, Drivers
  • Platform: eoStar Backend, eoMobile, eoTablet, eoTouch
  • Plugins: UX Plugin

Permissions

Access Records

Record > Employee > Records > Access Records Panel:

  • User Fields
  • User Surveys

Plugins Panel

Records > Employee > Records > Plugins Panel:

  • May access user surveys report
  • May export/import surveys
  • May score survey results
  • May view survey results

Setup

User Fields

The survey questions must be created before setting up the survey itself.

User Survey Records

The survey questions are added to a User Survey Record, which can be associated with specific customers and published to specific employees.

Using User Surveys

Mobile Devices

Survey Results and Reporting