Friday, October 26, 2007

Online Survey Instructions

After Michael encouraged us all to survey our "Defectors" (did not re-enroll) I thought it would be worth stepping through this process, explaining how to do it using YV.
The Surveymonkey piece is not related to YV, but for completeness, I have documented the whole process:

  • Create new survey
  • edit first page and put description like:
"We noticed that you did not re-enroll for classes at Kindermusik... this Fall, and would appreciate just a few moments of your time to help us understand why.
The full 7 years of Kindermusik curricula, followed by instrument study, are a wonderful gift we would love to help you give your child, so your feedback is of particular interest to us in improving our offerings.

Thanks,

Miss ...."

  • Add question:
Type: Rating Scale
Text: How Satisfied were you with your Kindermusik experience at KinderVillage?
Row Choices:
Curriculum
Teacher
Schedule
Price

Columns: 10 Ratings
1 Disappointed
5 Neutral
10 Thrilled

  • Add A Question:
Type: Single Textbox
Text: What was the Primary reason you decided not to re-enroll?
Require an answer
Set Size to 30 characters

  • Add A Question:
Type: Comment/Essay Box
Text: Please Provide More Detail on satisfactions and/or disappointments:

  • Add A Question:
Type: Rating Scale
Text: Based on your experience at KinderVillage, how likely would you be to enthusiastically recommend KinderVillage to a friend?
Row Choice:
How likely would you be to enthusiastically recommend KinderVillage to a friend?

Columns: 10 Ratings
1 Not at all likely
4 Somewhat unlikely
7 Somewhat likely
10 Extremely likely

  • Add A Question:
Type: Comment/Essay Box
Text: Is there one thing that KinderVillage could have done to keep you and your child as customers?

  • Preview your survey and carefully proof read it.
  • go to "Collect Responses"
  • Use the default "Create a link for email..."
  • Name the link: e.g. "Re-Enrollment Survey"
  • Select and copy the webpage link ( )

Marketing
Mailings
Pick the recipients:
1 Select by enrollment - Families with child enrolled in Spring 07
2 Select by enrollment - Families with child NOT enrolled in Fall 07

If all is OK, Save the mailing and you are all set. Just wait a day or two and go back to surveymonkey to analyze the results.

You can obviously create other surveys, and use different mailing selectors to pick who to invite...
Enjoy,
Gerry

3 comments:

Debbie said...

How do we enable to pop-up feature in Your Virtuoso? For instance - I'd like to have a scheduling survey invitation come up when someone clicks on the Classes page.

Heidi Day said...

Hi Gerry, nice to meet you in Schaumburg! I was wondering how to do prorating on YV? I have tried to go into 'set up' and prorating, and it doesn't seem to do what I think it should. When people are enrolling, they are being charged for the entire semester, so I know it's not working right. Will you walk me through that? I want it to deduct $10 per class for V, OT and IT for every week missed. thanks, Heidi

Gerry C said...

Debbie, I think the nearest would be by editing the text for the session in question. If it is Spring classes you are interested, you could put a Spring session in with just a few classes, and have the session text say in nice bold font that you want feedback, and add the link to your survey...?

Heidi, this is more a question for "Issue Tracking", but prorating is not automatic now - coming in YV 2.0!
You just have to "modify" the charges after they register.

Gerry