Powered by the IntelliClick web service installed on your network server, Smart Survey adds results to your GoldMine system in real time, as responses are posted by your survey participants. Use GoldMine process automation to monitor survey results and trigger actions as issues or opportunities are identified. Results can be easily reviewed through reports and dashboards accessed directly within GoldMine.
A form builder application is included to make it easy to create your survey. You can apply various field types like drop down, radio buttons, check boxes and text fields. If desired, logic can be applied to the flow of your form to determine what fields are displayed based upon responses provided.
Your survey can attach workflow automation once the survey is completed to allow other conditions to be monitored and follow-up actions taken. Designated recipients can be notified instantly by e-mail or text message at the time a survey response is completed.
Trigger emails with a link to your survey to go out individually based upon conditions within your GoldMine system. An example could be a client satisfaction survey based upon the completion of an appointment or other actions taken. Mass emails can enable survey to segments of your database as well.
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