Surveying & Feedback Guide | User Documentation | Striven

Productivity Tools

Surveying & Feedback

Support Guide

  • Overview

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    Striven has many functions to assist you with creating Surveys, Quizzes, Assessments, and Forms within your system. These tools will make it possible to compose and generate Customer Satisfaction Surveys or Onboarding Forms with feedback. This guide will explore how these features can be utilized in Striven.

    Read this guide if you are trying to:
    ✔ Create feedback (Surveys, Quizzes, Assessments, and Forms) in Striven.
    ✔ Configure your printable formats for you feedback.
    ✔ Send feedback to internal and external Contacts and manage responses.

  • Surveying Settings

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    Surveying in Striven can be used for a variety of purposes, from asking Customers about their experience working with you to asking Candidates questions during the recruiting process. There are four types of Surveying options available in Striven: Surveys, Quizzes, Assessments, and Forms. These can all be found under the Company menu under the Surveying section in Striven. In this portion of the guide, we’ll be discussing how to build, send, and capture Surveying feedback in Striven, and then discuss the differences between the four types listed above.

    Company → Surveying

  • Structuring Surveying Feedback

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    There are multiple options available within Striven to help structure Surveying to suit your Company’s needs. Below is a screenshot showing the generation of feedback in Striven for Surveying purposes, followed by a list describing what options are available to choose from here.

    1. Name: The name of the Surveying option being created for people to fill out.
    2. Options: There are several options to choose from, which are described below:
      • Is Anonymous: This option does not capture the respondent’s name.
      • Enable Printable View: Enables a printable version of the feedback being created to print out once completed.
        Printable Version will be configured before completion of setup.
      • Show Printable View Before Signing: Allows a preview to be shown to the respondent before they sign, prior to submission.
        This is toggled on after choosing to enable e-sign.
      • Store Printable View in Recipient Hub: Stores a copy of the submitted form in the recipient’s Hub. This applies to Customers, Employees, Candidates, Orders, or Projects.
        This is toggled on after choosing to enable printable view.
      • Hide Question Number from Respondent: Does not show the question number to the Surveying respondent.
    3. E-Sign: Enables the respondent to sign the screen and also toggle on the option Capture Respondent Signature, which will save the signature to the feedback.
    4. Manager(s): Enables you to choose Employees to be managers of the Surveying feedback. Managers can edit, copy, and generate feedback.
    5. Access To: Provides View Only access to see the different Surveying options.
  • Creating Surveying Feedback

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    Once you choose how to set up the Surveying options, you can click the Next button to continue. To create feedback options, you can add pages, questions, and labels to make the feedback collection function best to fit your Company’s needs.

    To add a Question, click the Add Question button and then choose what type of question you would like to add. There are different question types for different types of Surveying, which are described in more detail below.

    To add a Label, click the Add Label button. Labels will enable you to type or paste content into the field.

    Logic can be added using the Gear icon. Logic dictates the behavior of the Surveying feedback layout. You can choose to skip to a certain page, show a question, or end the survey based on the response to a particular question. To the right is a screenshot displaying an example of a Form with a Label, Questions, and Logic (gear) icon to the right.

  • Surveying Questions

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    Questions are available for all types of Surveying, but question types differ between each Surveying type. Below is a table describing which types of questions are available for each type of Surveying:

    1. Multiple Choice Single Correct Answer (Radio): This appears as a radio button where only one answer is selected. Available for the following types of surveying:
      • Surveys
      • Quizzes
      • Assessments
      • Forms
    2. Multiple Choice Single Correct Answer (Drop): This appears as a drop-down menu where only one answer is selected. Available for the following types of surveying:
      • Surveys
      • Quizzes
      • Assessments
      • Forms
    3. Multiple Choice & Multiple Correct Answers: This appears as radio buttons where multiple answers are selected. Available for the following types of surveying:
      • Surveys
      • Quizzes
      • Assessments
      • Forms
    4. Yes/No: This is a yes or no question where only one answer is selected. Available for the following types of surveying:
      • Surveys
      • Quizzes
      • Assessments
      • Forms
    5. Alphanumeric: This allows users to type alphabetical and numeric values in a line of text. Available for the following types of surveying:
      • Surveys
      • Assessments
      • Forms
    6. Numeric: This allows users to enter numeric values and includes commas. Available for the following types of surveying:
      • Surveys
      • Assessments
      • Forms
    7. Date/Time: This allows users to select a date from a calendar icon and a time from a clock icon. Available for the following types of surveying:
      • Surveys
      • Assessments
      • Forms
    8. Date: This allows users to select a date from a calendar icon. Available for the following types of surveying:
      • Surveys
      • Assessments
      • Forms
    9. Matrix: This allows users to add column and row choices for recipients to choose from radio buttons. Available for the following types of surveying:
      • Surveys
      • Assessments
      • Forms
    10. Multiline Text: This question is an alphanumeric field with multiple lines. Available for the following types of surveying:
      • Surveys
      • Assessments
      • Forms
    11. Editor: This question type is an editor field that allows recipients to add images, videos, and formatting to text. Available for the following types of surveying:
      • Surveys
      • Assessments
      • Forms
  • Survey Scoring & Timing

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    Quizzes and Assessments enable scoring and timing that Surveys and Forms do not offer. When adding a Quiz or Assessment, you can note a passing score in the form of a percentage. You can also choose to make a timed Quiz or Assessment and choose a duration for which the Surveying lasts. Upon reaching the allotted time duration, the Surveying feedback will be submitted. The unanswered questions are marked incorrect, and the score will be calculated automatically. Below is a screenshot illustrating how Assessments and Quizzes are created and the available options located here.

  • Surveying Printable Formats

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    Printable Formats can be enabled in Striven when adding a Form (discussed above) and configured after Questions and Labels are added. The printable format has many merge fields available which will populate information automatically when added. Some of these merge fields include: recipient first name, last name, form name, and more. There are also merge fields for Questions, Answers, and Labels to populate all the information on the Form.

  • Generating Surveying Feedback

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    After the Surveying feedback option is built and set up to fit your needs, you’re ready to generate the feedback. Generating feedback will make it available for people to answer the questions and submit their responses, which are captured in Striven. There are several options when generating Surveying feedback that are the same whether you’re generating a Survey, Quiz, Assessment, or Form. Below is a screenshot illustrating how generating Surveying appears and a list describing what can be accomplished here.

    1. Expires On: Allows you to choose a date and time for when the Surveying expires. Once the expiration arrives, no more responses will be captured.
    2. Relate Feedback: If you chose to store a copy in the recipient’s Hub, then you can choose the entity here. Available options include Customers, Candidates, Employees, Orders, and Projects. Once the form is submitted, a copy will be in the recipient’s Hub and at the feedback level.
    3. Send Email: Allows you to choose an Employee to receive an email when someone completes and submits the feedback. This enables users to manage and measure responses appropriately.
    4. Link Type: There are two types of Links which each serve unique purposes.
      • Public Links can be answered by anybody and can also be embedded into websites. The person completing the Survey will be asked to enter their email at the beginning of the feedback process.
      • Internal Links can only be answered by Employees. The user will need to be logged in to the Striven system where the Survey is housed in order to complete the feedback.
    5. Share Options: Allow you to share with Employees, Candidates, or Customer/Vendor Contacts for them to submit feedback.
  • Managing Surveying Feedback

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    After the Surveying option is generated, recipients can complete and submit their feedback accordingly using the generated link. Depending on what you have enabled on the feedback, recipients will be able to answer questions, view the printable format, and sign their screen all with the link they receive. When the feedback is submitted, it will be available for Employees to manage within Striven. Generated Surveying feedback can be exported to an Excel file to be manipulated in whatever way you see fit. If the recipient receives a copy in their Hub, they can view the submitted feedback in their Portal for review as well. Below is a screenshot illustrating how a submitted Quiz appears in Striven.

  • Recap

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    With this Surveying Guide, we have  identified ways to create and manage Surveying feedback within Striven. We’ve covered the steps for adding questions, setting up printable formats, and generating feedback for people to respond to accordingly. Additionally, we reviewed how to export the feedback generated from these Surveying options.

FAQs

  • If I build a Customer satisfaction survey in Striven, can I attach the Survey on Orders or emails to Customer Contacts?

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    Yes, Surveying feedback can be attached to Sales Orders and sent to Contacts when an Order is marked complete for them to submit feedback. You can also attach Surveying options in Workflow email campaigns for recipients to submit feedback as well.

  • Can Candidates fill out an internal Form to submit feedback?

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    Candidates cannot fill out an internal-linked Form as they do not have Striven Employee login credentials. However, they can fill out a public-linked Form since public links can be submitted by anybody. If you choose to store a copy in the recipient’s Hub, then Candidates will be able to view the finished form within their Portal as well.

Heads up!

 

Striven uses relabeling. Based on industry, your system may use different terminology. Please see our Company Setup guide for more information or reach out to Striven support if you need help.