In this news:
• Email Client a Blank Form with Answers and Scoring
• Head to Head Report: Minor Section Linking
Email Client a Blank Form with Answers and Scoring!
The third most popular UserVoice request is now LIVE!!
What Is It?
Before, when a new form was ready to be sent to your clients for preview, it was only viewable as a Question List. This how it appeared to your clients:
Now, you have the option of sending your clients the form in its regular form view (so in terms of appearance, it’s more similar to what the shoppers see). This “regular form view” option will display ALL answer choices and scoring, and can be converted into an Excel file so your clients can make easily make edits to the form before sending it back to you.
This is how it will appear to your clients:
So How Do You Access It?
You can access the ‘Email Form’ page from the Client & Form Settings page:
Once on the Email Form page, select which form view you want to send:
Note: Regular Form View doesn’t support grid formats. If your form includes a grid, checking the “Include a link to the Shopper View of the form” box will allow you to view the grid in the Shopper’s View of the form:
The link will appear at the top of the form:
Head to Head Report: Now with Minor Section Linking
You can now compare Minor Sections in addition to Major Sections in Head to Head Reports!
To set up your Head to Head Report, select Report Activation from the main Admin page:
Scroll down to ‘Head to Head Report’ and then click “here” to select your sections to compare:
Follow the prompts, and then select the sections you want to compare:
That’s it! Your Head to Head Report will display whichever Major or Minor Sections you’ve chosen to compare:
Best wishes,
Marisa Whalen
Public Relations Manager
SurfMerchants LLC
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