To be able to access and/or manage surveys, you or your team members must have one of the following LISA platform roles:
Learn more about the capabilities and limitations of each role as they relate to surveys below.
Administrators have full access to the Surveys dashboard located under Reputation Manager > Surveys.
Here Administrators can do everything related to surveys, including:
- Viewing current surveys
- Creating new surveys
- Setting surveys to test mode - link coming soon!
- Viewing reports - link coming soon!
Administrators can also access the aggregates feature (under Reputation Manager > Aggregates) and can send surveys to customers via the Contacts page.
Users have more limited access to surveys than Administrators.
Users can send surveys to any contact through the Contacts page (as shown below), but they do not have access to create new surveys or survey aggregates.
Users can also create and edit customer email templates (including those for surveys), but they cannot create or edit company email templates.
Representatives can send surveys through the Contacts page, but only to contacts assigned to them.
In the example below, you can see that this representative has only been assigned one contact, so this is the only person to whom the rep can send a survey.
Don't know how to assign a contact to a representative? Learn more here. (Link coming soon!)