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Surveys FAQs

Last Modify: 

5 Jul 2024

Surveys FAQs


Get answers to common questions about InPoll Salesforce Survey and Insight Management.


1. What is InPoll Survey and Feedback Management for Salesforce?

InPoll Survey is a comprehensive tool integrated with Salesforce that allows you to create, distribute, and analyze surveys to gather valuable feedback from your customers and stakeholders.


2. How does InPoll Survey integrate with Salesforce?

InPoll Survey seamlessly integrates with Salesforce, enabling you to capture feedback and sync it directly with your Salesforce records, providing a holistic view of customer interactions.


3. Can I customize the surveys according to my needs?

Yes, InPoll Survey offers customizable survey templates with various question types, allowing you to tailor surveys to collect specific feedback.


4. How can I distribute surveys to respondents?

InPoll Survey supports multiple distribution methods, including email invitations, embedded links, and social media sharing, making it convenient to reach your target audience.


5. Can I analyze the collected feedback in real time?

Absolutely. InPoll Survey provides real-time analytics and visualizations, allowing you to gain insights into trends and make informed decisions based on up-to-date data.


6. Is the data collected secure?

Yes, InPoll Survey prioritizes data security. The platform employs industry-standard encryption and security protocols to protect your data.


7. What types of reports can I generate using InPoll Survey?

InPoll Survey offers various report formats, including graphical representations of responses, trends, and comparisons, helping you visualize feedback trends effectively.


8. Can I trigger surveys at specific touchpoints in the customer journey?

Absolutely. InPoll Survey allows you to automate survey triggers, ensuring you capture feedback at critical interaction points.


9. How can I convert feedback into actionable insights?

InPoll Survey empowers you to analyze feedback trends and patterns, enabling you to identify areas for improvement and make strategic decisions based on data.


10. Does InPoll Survey support mobile responsiveness?

Yes, InPoll Survey is designed to provide a seamless user experience across various devices, including smartphones and tablets.


11. Can I track survey responses over time?

Yes, InPoll Survey enables you to track responses and feedback history, allowing you to monitor changes and improvements over different periods.


12. What support options are available if I need assistance?

InPoll Survey offers comprehensive customer support, including FAQs, documentation, and responsive customer service to assist you with any queries.


13. Can I export survey data for further analysis?

Yes, InPoll Survey allows you to export survey data in various formats, enabling you to perform in-depth analysis using external tools.


14. Is InPoll Survey suitable for both small and large businesses?

Yes, InPoll Survey is scalable and suitable for businesses of all sizes, whether you're a startup or an enterprise.


15. How can I get started with InPoll Survey and Feedback Management for Salesforce?

To get started, simply integrate InPoll Survey with your Salesforce environment, design your surveys, distribute them, and begin collecting valuable feedback to enhance your customer experience.


16. Can I automate survey distribution after a customer service case is closed?

Yes, InPoll Survey allows you to set up automated triggers to send surveys once a customer service case is marked as closed in Salesforce.


17. How can I gather feedback from potential clients?

With InPoll Survey, you can automatically send surveys after an opportunity is closed or won, enabling you to capture insights from potential clients.


18. Can I send surveys at different stages of the customer journey?

Yes, InPoll Survey supports sending surveys at various milestones, such as after a purchase, product delivery, or customer support interaction.


19. Is it possible to send surveys based on specific status changes in Salesforce?

Absolutely. InPoll Survey lets you set up triggers to send surveys when specific status changes occur, ensuring timely feedback collection.


20. Can I customize survey triggers based on different outcomes?

Yes, InPoll Survey offers flexible trigger customization, allowing you to define when surveys are sent based on outcomes like positive or negative cases.


21. How can I make sure surveys reach the right audience?

InPoll Survey offers dynamic recipient selection, ensuring that surveys are sent to the appropriate individuals based on specific criteria, such as account type or region.


22. Can I set up recurring surveys for ongoing customer feedback?

Absolutely, with InPoll Survey, you can configure recurring surveys to maintain continuous feedback collection and monitor customer satisfaction over time.


23. Does InPoll Survey support trigger-based survey distribution for different departments?

Yes, InPoll Survey enables you to create custom triggers for various departments or teams, ensuring that relevant surveys are sent to the appropriate stakeholders.


24. Can I track survey response rates for different triggers?

Yes, InPoll Survey provides comprehensive analytics that allows you to monitor response rates for surveys triggered by different events or statuses.


25. How can I ensure that survey invitations are sent at the right moment?

InPoll Survey's trigger-based system guarantees that survey invitations are sent precisely when an event or status change occurs, ensuring timely feedback collection.

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