This article will take your through the process to create a survey project in Loop 360.
The first thing you will need to do is create project categories that you will want to collect feedback on.
Once you have created your project categories, head to the Projects section in the left hand menu.
Once in Projects you will see a green Create button in the upper right hand of the screen. You will also see a list of other projects you have created if applicable.
Click on the green Create button. A pop out window will appear asking you to enter the Name, Location, and Description. For Location, if you have not created different locations within your account you will be presented with the option of Global. Once you click on Create, your new project will appear at the top of the Projects list.
Click on your new project and you will be presented with a new screen with multiple tabs towards the top of the page. The default view is the Summary tab, but you will also see tabs for Design, Distributions, Actions, Insights, Responses, and Translations. For the purposes of this article you will want to click on the tab that says Design.
After clicking on Design you will be presented with our Survey Builder tool. On the right hand side you will see the various question types that can be added to your survey. Clicking one will automatically add that question type to your survey.
After you have added a question to the survey, you will want to add the text of the question by clicking on the small pencil icon to allow you to edit the text.
Next, you will want to make sure the category is properly applied for the question you are asking. On the right hand side of the screen you will a drop down for Category. For this example we will select Food. You also notice that a theme can be selected for this question type. Some questions types have different themes. For CSAT type questions the options are Numbers on a 1-5 scale and Faces for sad to happy.
Once you have added your questions it is important to click the Save Survey button at the top of the page.
It is also important to note that you can delete a question at any time by clicking on the "X" icon above the selected question.
Once you are happy with your survey and have saved it, you can click on the Distributions tab across the the top of the page. Distributions are how you want to share your survey on your channel of choice to your customers. Once in the Distributions page you will see 3 different distribution options: Email Channels, Link Channels, and Kiosk Channels. For the purposes of this article we will be focusing on Link Channels.
Selecting on Link Channels will show a green Add Distribution button, click on this. A pop out window will appear that will allow you to create a new channel or take over an existing channel. Creating a new channel requires a name and a description. Once entered, click on Create.
You will then see the new channel appear with a green Use button, click on this to use the new channel. Once done, the pop out window will close and you will see the new Link Channel created with a QR code and URL link to the survey. This QR code can be downloaded as PNG file and you can share the URL to be used for the survey.
That is a how easy it is to create a new survey project within Loop 360, check out some of other help articles to find out more about Email Channels, Kiosk Channels as well as what those other tabs across the top of the Projects page do.