Support - MobSurvey

General 17

• Creating an Insights Report
• Saving a report
• Load a saved Report
• Sharing an Insight Report
• The Average Value

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FAQ 6

• I've forgotten my password
• What is basic HTML?
• Glossary of terms
• How the platform processes incoming CSV files
• Data Subject Requests

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Getting Started 4

• Campaign best practices
• Can I upload contacts?
• Do I need to download anything?
• What's the best browser to use?

Updates 1

• Scheduled Maintenance

General 2

• How to Export Data
• Setting Up a Custom Export Scheme

General 12

• Uploading Contacts
• Retention period of Personal Identifiable Information (PII)
• Strange numbers e+11 in Excel
• Contact Manager Overview
• Using Quick Add

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Surveys 18

• Configure True/False
• Setting the survey logo
• Configure the Slider Question
• Configure the Feedback Question
• Configure Select Question

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Sending 5

• Send Via Email
• Send via SMS
• Nudging (Reminder)
• Agent Sender
• Can I send myself (or someone else) a preview or test survey?

Survey Types 1

• What is Net Promoter Score?

General 14

• Navigating the Campaign Manager
• Flood Protection
• How long a survey remains Open & Closing a campaign
• Security Setting - TTL
• The Other Setting

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Action Manager 1

• Action Manager

General 1

• Creating an Outcome

General 1

• Routing - Required Answers & Showing/Hiding Questions

Creating Sub Accounts 7

• Creating a CSR (Customer Service Representative) Account
• Creating an Analyst User
• Email bridge access - security
• Create a User Sub Account (for a Platform Accounts Only)
• Creating/Editing/Updating/Deleting a Shadow User

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General 3

• Types of users
• Forgot password procedure
• IP Fence Security

General 5

• SMS didn't arrive
• Including special characters in SMS text
• Custom Contact Variables
• Using the Email Bridge
• What's an API?