Use this guide to review survey responses in InPoll and to report on survey data in Salesforce. For survey creators.
Before you start
- Publish the survey and collect some responses. See Publish a survey.
Open the responses of a survey
- Open InPoll and go to the Surveys tab.
- Select the survey.
- Click Summary.
The Summary page gives you three ways to look at the data:
- The Responses tab lists every response with its respondent, submit date, status and score. For an answer from a personal invitation, it also shows the person, Case and Account the answer is about. See View the summary and responses.
- The Analytics tab opens with the submitted responses, response rate, average CSAT and Net Promoter Score. Below, it shows each question with its answer counts, as bars, donut charts, a gauge or tables. See View survey analytics.
- The panel on the left shows a donut chart of complete and partial responses, with the number of questions and total views.
Find and export responses
To find specific responses, use the Search box and the filters. See Search and filter responses.
To analyze responses in another tool, click Export on the Responses tab. InPoll downloads a CSV file with the columns of the list, such as respondent, submit date, status and score. See Export user responses.
Compare responses over time
Set a date range on the Analytics tab to see only the responses submitted in that range. The Dashboard shows responses by days or months. See Monitor surveys on the InPoll dashboard.
Build custom reports in Salesforce
InPoll saves every response as a record in Salesforce. You do not need to sync or map anything to report on it.
Each response record has the scores and the links you need for reports.
- CSAT Score, CSAT Scale and CSAT Satisfied, or NPS Score, NPS Category and NPS Value.
- The Contact or Lead who answered, and the Case and Account the answer is about, when the answer came from a personal invitation.
- The Invitation the answer came from.
Four ready-made reports are in the folder InPoll Reports: CSAT by survey, NPS by survey, Case survey responses and Invitations and response rate. You can also build your own reports from the report types InPoll Survey Responses and InPoll Survey Invitations. See Reports: CSAT, NPS and response rate.
Write answers into your own records
To copy an answer or a score into a field of a record, use Response Mapping. You can create a record, update the record the survey was about, for example the Case, or update the person who answered. See the guides under Write Answers Back.
Tips
- Use Salesforce dashboards to combine several reports into one view of your survey data.
- Add the related list InPoll Survey Responses to your Case, Contact or Account page layouts to see the answers on those records.