Survey Statistics


Posted Survey Record

When someone submits a ClickDimensions survey, a Posted Survey record is created in CRM.

To see the Posted Surveys, go to Marketing > and scroll over until you see Posted Surveys. It will be under the Analytics heading.

The Posted Survey record contains the Name of the completed survey, the associated Campaign (if any), the Contact or Lead 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 within CRM.

NOTE: ClickDimensions version 8.6 is needed in order to see the Visit field on the Posted Survey record.

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 drop down arrow next to the name of the posted survey record 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 Lead/Contact, the Survey, and the date.

Survey Answer Record

There is also a list of every submitted Survey Answer in CRM.

For a global view, go to Marketing > and under the Analytics heading click on Survey Answers.

Here you are able to see all the Posted Answers records brought in by ClickDimensions.

In an individual Survey Answer record, you can see Question, the Answer (Value), Lead or Contact who submitted the Survey, the associated Campaign (if any), and more.

 

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All of the Survey Answers enter your CRM as records and are native to your CRM. Just like any other record in CRM, you can export these records to Excel, create a custom report, create charts, use the records in an Advanced Find, and more.

Survey Report

ClickDimensions also has a report created for you. Open any Posted Survey record of the Survey you’d like to see the results for. In the ribbon at the top you will see a button that says Survey Report. This report will give you graphical statistics on any non-text field survey answers.

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.

Email Send Conversion Statistics

NOTE: This feature is available for users on ClickDimensions version 8.6 and newer.

NOTE: This feature is currently only available for customers deployed in a US data center. This feature will be available for customers in EU and AU data centers very soon.

If you included a link to a ClickDimensions 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.

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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.

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When someone submits a ClickDimensions survey, a Posted Survey record is created in CRM.

To see the Posted Surveys, go to Marketing > Analytics > Posted Surveys.

The Posted Survey record contains the Name of the completed survey, the associated Campaign (if any), the Contact or Lead that completed the survey, the Web Content record, and the date.

To see the answers to the questions in an individual survey, open the Posted Survey record. Click on Survey Answers in the left navigation panel.

This view shows the Survey Answer records in the Posted Survey. These records contain the information regarding the question, the answer (Value), the Contact/Lead, the Survey, and the date.

There is also a list of every submitted Survey Answer in CRM.

Go to Marketing > Analytics (ClickDimensions in CRM 4) > click on Survey Answers.

Here you are able to see all the posted answers in ClickDimensions.

In an individual Survey Answer record, you can see Question, the Answer (Value), Lead or Contact who submitted the Survey, the associated Campaign (if any), and more.

All of the survey answers enter your CRM as records and are native to your CRM. Just like any other record in CRM, you can export these records to Excel, create a custom report, create charts, use the records in an Advanced Find, and more.

ClickDimensions also has a report created for you. Just open an Posted Survey record of the Survey you’d like to see the results for. In the ribbon at the top you’ll see Survey Report. This report will give you graphical statistics on any non-text field survey answers.

NOTE: Once recorded, Posted Surveys may take several minutes to sync back to your CRM depending on a number of factors, such as volume and available system resources in your CRM.


Feature Added: Original
Feature Updated: 8.6.0
ClickDimensions Version Need: 4.3.0