Survey Management - Overview

Once you've built your survey, you can put it into action by sending out email invitations and collecting data with it. The Manage Survey page allows you to do this, as well as all the other things necessary to administer your survey and get the most value from it.

To find out more about Survey Management capabilities on the MaritzCX platform, choose from among the following topics:

Survey Control

How do I deactivate my survey?

Can I change the survey's authentication?

How do I download my survey file?

How do I view the survey's publishing history?

How do I manage survey-level opt-outs?

How do I view the survey's change history?

Can I  take my own survey?

Invitation Management

How do I create an email list?

How do I manage email lists?

Can I schedule email lists to be automatically uploaded?

How do I send invitations?

How do I send reminders?

How do I manage invitation and reminder email text?

How do I manage survey invitation recipients?

How do I manage responses?

What do the invitation reports tell me?

What other collection channels are available to me?

How do I do quota management?

How do I manage company-wide opt-outs?

Analyst Management

How do I manage my analysts' permissions?

Data Import

How do I import data from other surveys?

Hierarchy Management

Hierarchy Management - Overview

Introduction

What is the MaritzCX Hierarchy Management System?

What is a hierarchy?

What is a hierarchy structure?

What is the interaction point?

How can I use hierarchy structures?

Building Hierarchies and Hierarchy Structures

How do I create a hierarchy?

What are the steps to create a vertical hierarchy file?

How do I convert a horizontal hierarchy to a vertical one?

How do I load a hierarchy file into the system?

Managing Hierarchy Structures

What are best practices for managing hierarchy structures?

What does the Hierarchy Management screen tell me?

How do I update a hierarchy structure to a new version?

How do I preview an existing hierarchy structure?

How do I change the survey(s) linked to a hierarchy structure?

How do I manage different versions of a hierarchy structure?

How do I schedule regular updates to the hierarchy data file?

How do I delete a hierarchy structure?

How do I view a hierarchy structure's file upload log?

How do I download the current version of the hierarchy structure file?

Using Hierarchy Structures

How do I use the Hierarchy Auto-Location feature in Dashboards 2?

Troubleshooting

What are the possible errors and what do they mean?

What does match rate mean?

How do I get a higher match rate?

What are the limits in creating hierarchies and hierarchy structures?