Sherpa Administration - Survey Management

ViewPoint Survey

ViewPoint Survey: Customized survey questionnaire forms may be created within Sherpa by an Administrator (from the Administration tab) and made available to sales reps (in the Accounts tab) to assist in tracking all types of valuable account data throughout the sales cycle, from discovery to ongoing account management. The content of the questionnaires is tailored for each survey created.  Reps are able to access any survey created in the system and have the option of printing a hard copy of the survey in Excel for note-taking prior to updating the data directly in Sherpa. Activities of multiple types are also tied to the surveys depending on which survey is selected.

ViewPoint Surveys, an Administrator needs to take the following steps to first create the surveys.

Under Administration, select ViewPoint Management. From Survey Home, select New Survey.

This brings you to the ViewPoint Administrator tab, where you will create the ViewPoint Survey.

 Before you create and build a survey, you need to create questions that can be chosen in the Survey Designer. Click on the green plus button to add a question in ViewPoint:

Question Type, Select/Add Category, Question Text are required fields.

The Question Type will list what type of field you want such as Textbox, Date and Time, Check Box, Radio, Dropdowns or Numeric Textbox.

The Select/Add Category allows you to pick from previously used categories or add a new category. In the Question Text area, you must type the question that will be populated on your survey. You may additionally select either or both of the boxes below this field if you would like to “Add estimated and completed with this question” and/or “Include a notes field with this question.” These options will provide additional details to the questions and click the Save button.

In the Category field, you may select from the drop down list (for categories you’ve previously created) or you may add a new category name by typing in the name of the category.

If you selected Check Box, Radio or Drop Down as your Question Type, you must complete the following 2 fields to create Options to add to your question. Simply type the item in the first window and select Add for it to be created in the Current Options field.

To edit an existing question, click on the button, make your changes, and click the save button.

To delete an existing question, click on the button and the question will be deleted from the list.

Once all questions have been created, you will be able to build your survey questions by dragging and dropping each desired question from the box on the left to the box on the right.  Once a question is brought over to the box on the right, a check box indicating Required will appear, which you may select for any questions you want to add as required questions when the rep completes the survey.

To complete the survey creation, you must finally select the Survey Create button.

In the ViewPoint Management view, you can choose options:

1. View Survey by highlighting the survey name from the grid view which opens a new window providing a preview of the survey design, as follows:

The Show Bookmarks button will list in red font the bookmark label to use with each question when creating bookmarks in the Excel survey form. To stop viewing bookmark names, select the Stop button.

2. Add Defaults will allow you to add the default questions and surveys. Click yes if you choose to do so.

Your Survey will now be available in the Survey Home tab.