ClickDimensions offers several options for seeing the statistics for a survey depending on whether you want to see the results from individual submissions, individual questions, overall survey performance, or how survey performance is tied into a particular email.
- Learn about what kind of survey statistics ClickDimensions provides
- Dynamics 365
Posted Survey Record
When someone submits a ClickDimensions survey, a Posted Survey record is created. To see the Posted Surveys, go to Web and Events > Posted Surveys
The Posted Survey record contains the Name of the completed survey, the associated Campaign (if any), the Contact or Lead that completed the survey, the Web Content record, the relevant Visit record for the survey's Page View, and the date the record was created within CRM.
NOTE: ClickDimensions version 8.6 is needed in order to see the Visit field on the Posted Survey record.
The answers to the questions in an individual survey appear on the sub-grid within the Posted Survey record, or are available from associated records menu. Click the Related drop down arrow and select Survey Answers from the associated records menu.
This view shows the Survey Answer records related to the Posted Survey. These records contain the information regarding the question, the answer (Value), the Lead/Contact, the Survey, and the date.
Survey Answer Record
In an individual Survey Answer record, you can see Question, the Answer (Value), Lead or Contact who submitted the Survey, the associated Campaign (if any), and more.
All of the Survey Answers enter your CRM as records and are native to your CRM. Just like any other record in CRM, you can export these records to Excel, create a custom report, create charts, use the records in an Advanced Find, and more.
ClickDimensions also provides a premade report for a survey's overall performance. This report will give you graphical and numerical summaries of the responses to any non-text field survey questions included on the survey. The survey report can be accessed from the survey's Web Content record or from any Posted Survey record of the survey you'd like to see the results for. In the toolbar at the top of the records you will see a button that says Survey Report.
The Survey Report gives you an overview of how people answered the multiple choice questions on your survey. You can export the responses to Excel.
The Survey Report does not include the responses to Text Box or Text Area-type Survey Questions because there is no restriction on what values can be placed in these fields, and as such there is not an concise way to visually report the results.
If you want to see a list of all responses to Text Box and Text Area questions on a Survey, this can be accomplished by creating an advanced find or custom Survey Answers CRM view that only include the responses to those questions. There is not a specific set of criteria that will always produce the desired results since you will need to filter based on the name or question text of the relevant Survey Questions you want to report on, but generally the query should look something like this:
These criteria will return the Survey Answers for the Feedback Text Area Survey Question included on the Tomato Gardens - Recipe Feedback Survey.
Email Send Conversion Statistics
NOTE: This feature is available for users on ClickDimensions version 8.6 and newer.
If you included a link to a ClickDimensions Survey in an email template via the link manager, you can see conversion statistics that indicate how many people submitted the survey via the email they received. This information is found within the Sent Email Send record > Email Statistics button from the top ribbon > click the Conversions tab. This allows you to make the connection to see how many people accessed your Survey via this particular email.
The numbers on the conversion report will indicate the percentage of total recipients who submitted the linked Survey, as well as the total number of Surveys submitted that were accessed via the particular email. More about the conversion reporting can be found here. You will also be able to see the connection between the Email Send and the Survey via the Posted Survey record: there is a lookup field that will link to the Sent Email Send record whereupon the Survey was included.
NOTE: Once recorded, Posted Surveys may take several minutes to sync back to your CRM depending on a number of factors, such as volume and available system resources in your CRM. Please also note we can only report on questions that have a limited number of answers, which include Checkbox ,Radio group, Dropdown ,Rating (NPS), Boolean, Matrix (single choice), Matrix (multiple choice), Email Address
|Feature Added: Original
|Feature Updated: 9.0
|ClickDimensions Version Needed: 9.0