Photos are a powerful way to share information from the field. When filling out an onsite report, why scribble notes or describe what you see, when you can go with visuals? Photos are useful to verify areas are up to standard, identify when they are not as expected, and easily document for future reference.
Nowadays most people already carry a powerful computer + camera with them for work or personal use, such as iPhones, iPads, Androids, and other mobile devices. The latest updates to the Loop Survey app make it even easier for survey takers to take photos:
* Add up to 3 photos per question
* Add optional comments
* Use or retake photo
* Ensure photos are taken in real time, not from a previously stored date
* Save photos as drafts while a survey/report/audit is in process
* Photos are saved offline and automatically upload to the cloud when there is a good connection
There are also extra smarts that managers and team leaders will appreciate. The Dashboard makes it easy for colleagues in the home office to see all the photos and other information come thru in real time from mulitple people and places. No more awkward emailing, uploading, or hunting thru Dropbox folders!
* View photos in the Dashboard
* Photos are embedded in email alerts, so managers don't need to be at their computers to see what came thru
* Enlarge, download, or export photos in high resolution
* Filter reports for images
If this capability could benefit your team, contact us to discuss your needs!
Skip logic is a powerful way to vary the next question based on a person's response. While there is a lot value in keeping things simple, branching can be useful in certain cases. Some common examples we see in our work with customers:
* If someone responds negatively, prompt them to elaborate to get more information. Those with a positive experience would skip over the prompt.
* If someone is a first time customer, the next question can prompt "How did you hear about us?". Repeat customers don't need to be asked.
* If someone is interested in receiving more information, the next question can prompt "What is your email?". Those who are not interested can jump to the end of the survey.
You can setup these rules from the Dashboard > Edit Surveys > Menu to the right of the question > Skip Logic.
We've all heard the saying that a picture is worth 1,000 words! It's why so many people love image centric places like Pinterest, Instagram, and Facebook.
Even in an easy to use survey app, images can really help the experience pop. A more interactive flow also keeps things fresh for survey takers which helps boosts response rates. Our new Image Selector lets you display photos so people can choose photos instead of text. Some of the ways organizations are using the new Image Selector:
* Select purchased products or services
* Identify common problems in a site visit
* Express preference among new concepts
The Image Selector is useful when you want to display pictures as the answer choices. If you want people to indicate who they interacted with on your staff, you will want to use our People Selector instead. Contact us and we'll help get your survey setup!
Even with today’s technology, so much of business is still about people. Chances are many parts of your business depend heavily on staff interacting directly with customers. Positive people interactions are great for customers, great for business, and something everyone wants from their product and service experiences.
However, negative people interactions can do tremendous damage to customer relationships and the business brand. Insufficient product knowledge, poor communication, unprofessionalism, unfriendliness, inattentiveness ... can really frustrate customers. Managers can't be in all places at all times, so how do you know when people are providing less than an ideal service experience?
We've made this easier than ever before with our new People Selector. Now when people fill out the survey app at the point of experience, they can simply select the picture of the person they interacted with. Other approaches to this problem ask you to enter the employee's name, which a lot of people just will not remember. Or they may mistype it and make your Reports really hard to understand later on. Or require employees to login which many workers forget or do not have the time.
All this customer experience information down to the individual employee level is automatically collected and generated in Reports in your Dashboard. Alerts can fire immediately to management if service is below a certain threshold. Many of the organizations we work with use this data to:
* Improve training & coach staff
* Intercept issues and intervene before they boil over on social media
* Identify top performers to emulate
When your team is collecting data out in the field, sometimes they will have a need to switch surveys on the go. While skip logic can accommodate some variations, there are times when you want a completely different form. For example, there may be a certain data capture form for new prospects while a different survey for existing customers.
Switching on device works offline, so an internet connection is not required. This comes in handy in many real world places like stores, events, workplaces, urban, and rural areas where wifi is not dependable. Administrators can give team members this option to switch, or control everything centrally from the Dashboard.
Check out the screenshots below to see how this works. To switch follow these steps:
1. On the survey start screen, tap the Settings icon in the upper left
2. Tap on the "Survey" section
3. Choose an option among the list of authorized surveys or forms
We've made a pretty big change to how LoopSurvey works. By design we had made it impossible to delete individual responses received from the iPhone or iPad survey app since we were concerned that some people might (1) accidentally delete valuable data or (2) intentionally remove negative data they did not want seen by management. To our surprise, many customers told us "Don't worry about it!" and that the bigger problem was actually cleaning up test responses, accidental duplicates, or garbage data. So we've now opened up the ability to delete individual responses in a survey, without deleting the entire survey or having to create a new copy. When you delete a submission, its data is completely removed from all areas right away -- submissions, reports, data tables, and the export. Be careful as this cannot be undone!
To delete particular submissions:
1. Login to your Dashboard
2. Navigate to the Submissions area on the left
3. Click into the submission you want to blow away
4. Click the red "Delete Submission" button on the bottom right (see screenshot below)
5. Accept the warning popup that asks you if you are sure you want to Delete
* Accounts - automatically update existing Salesforce records with customer satisfaction data, scores, & notes
* Customer & Field Service - upon completion of a customer service visit, automatically update tickets in Salesforce
* Event Triggers - after certain events in Salesforce, automatically send out customer surveys via email or text in real time
* Data Collection - data collected from LoopSurvey can create new objects in Salesforce
If Salesforce is an important part of the way your organization works, you should definitely think about how adding LoopSurvey can make things your CRM even more useful. Contact us and we'll be happy to discuss your project!
That's it! Your survey kiosk is now ready to go. You will notice that the controls along the top disappear when this extra security option is enabled. Also, If someone abandons the survey midway thru it will automatically reset after a minute of inactivity for the next participants. The only hard part left is to decide what type of kiosk stand or case you want!