Build Deep Client Engagement with Fully Automated, Customizable, Assignable Surveys!
You might already be familiar with the survey tools. In the past, surveys would need to be assigned to a client based on the keyword they text. Now you can assign a survey to a client at anytime and it doesn't have to be tied to a keyword. This is available while you are viewing a client. The feature is on the right under client attributes, see arrow "Surveys".
Any surveys that you have set up with us will be available here as "assignable" and "schedulable". If you don't see the fields then contact "email@example.com" and we will activate them for you. If you have never set up a survey with us and you would like to, just send us an email with the request. Surveys can be triggered by simply selecting the survey and setting the delay time and saving. The survey title will appear in pending status in the same section with the date time that the survey is scheduled to run. That's it! Here are a just a few ways automated surveys are being used:
- Quality Assurance
- Risk Assessments
- Follow Up Care
- Screening/Needs Assessments
For most agencies, calling someone on the phone to survey them just isn't a workable model anymore, too time consuming with paltry results. So, rather than settling for something that is broken, change the model. With more and more people preferring text for these types of communications, the text survey is a game changer. By simply adapting the communication channel, text makes this high quality data infinitely more accessible. End users more readily respond when they're able to do so via text, a simple, convenient way to answer questions that (when part of a phone call) are largely viewed as burdensome, that you're pestering them. Moreover, with text, the client is less likely to "satisfy" - a phenomenon that plagues the live phone method.
In addition to fully automated text message surveys, here are some other ways PreventionPays Text is helping agencies elevate their communication capacity:
Live, one-on-one texting for live help (because the next-gen help-seeker doesn't make voice calls anymore)
Reminders/auto-responses to keywords (educational message tracks, timed, automated)
Appointment Reminders (future and missed with live two-way help for cancellations and rescheduling. Your clients want to text you. We say, let them!)
Group Messages (create ad-hoc groups based on preference, response to triage questions, information obtained during a live text conversation, or from client profile)