Product Tips - Regional Variations

For those using Clicktools editions Team and above it is possible to present your surveys, landing pages etc. in any number of different languages.  You can then issue the same survey to each respondent in their native language. Or use this facility to provide regional variations of your content.

For example in an American English version of your survey or landing page you my refer to Mothers day being held on 13th May 2012 while in the English language version heading for participants in the United Kingdom you may refer to Mothering Sunday having taken place on the18th March 2012.  In Mexico (language Mexican) it is 10th May 2012 and in Poland (language Polish) Mothers day is 26th May 2012

• If you are not sure about the dates; I checked them out using this site www.mothersdaycentral.com

 1. To present a survey in multiple languages head to the 'setup' page within the builder.

 

 

2. Select the languages you wish to issue this survey in. Move the languages required into the right hand column from the left hand list of languages.   To move several languages, Click the language(s) you require and press the single left arrow or, use the double left arrow to move all the languages at once.

• If you want to disable a different language version, just move the language from the left hand list to the right hand list. 

3. Now do not forget to 'Apply' the languages to your survey.  Once applied a different version of the form is generated for each of the languages you have selected.

4. From now on when ever you enter the builder for this survey you will notice that on the right hand side of the page a language drop down will have appeared.

5. To edit a different language version, select the required language from the drop down. You are then editing that version of the survey, for the selected language.  

You are then free to add all the content specific for that language.  You can edit questions and text to make the appropriate regional variations. 

 

6. You must always use the 'Apply' button to ensure your language variations take affect and add  the different language version to the overall survey.

 

7.  You repeat this for each language version of your survey that you require.

8. Set the Language Selection to 'Yes' within the presentation template you intend to use within your deployment.

9.When you deploy your survey Clicktools will by default display the English version of the survey. When a respondent accesses your survey they can select their language from the pull down list of available languages (the ones in which you have created a separate version for).

By the way - Some useful tips to remember

• If you are making use of Clicktools Contacts and have the preferred language stored against your contacts - in this case the survey will be presented in the contact's language - that is if you have created a version of the survey in that language.  

•  You can force the selection of a language by adding the appropriate language code to your survey URL.  Or pass the language code from the browser or your CRM.  Check out Clicktools Help to find out about all the valid language codes.

More tips on how to make the most of Clicktools coming soon.


Rose Cruse
Product Manager

Product Tips - Adding Small Print

There is often times when certain information must be shared with your reader, that they have to read and even terms that have to be agreed to, before they can continue to engage with you. You know; the small print.


One way to do this in Clicktools is to provide a call out to a hyperlink.

A hyperlink could be to a supporting document such as your terms and conditions (Ts&Cs) or maybe a map with directions on how to find you,  or a floor plan for an event.

For Example this hyperlink:  Map to find Clicktools


To include a link like the one above in your survey, landing page, script or form you do not need to know HTML.


1. Within the Clicktools builder, insert a text element

2. Within the text writing pane type the text you wish the reader to see; for example 'Map to find Clicktools'.

3. Select the text so that it is highlighted.

4. Use the WYSIWYG toolbar by selecting the small triangle on the left, then the toolbar is expanded.

5. Then with your text still highlighted select the Insert/Edit Link icon.

6. A pop up appears to guide you through the hyperlink creation. 

7. Fill in the type of link and the URL to call.  Select OK and the HTML will automatically be generated for you and the hyperlink will appear in your content:

If you would like the hyperlink to appear within something other than a text/script element - maybe a text question or other question type; then you will need to write the HTML your self.

If HTML is not your thing,  alternatively create it within the text element as above.  View the source using the button on the WYSIWYG toolbar. Then copy and paste the HTML to the question you require.


You can use this approach to also call out to content provided by third parties for sharing slides, video and other reference material. 

Come back for more product tips

Rose Cruse
Product Manager

Product Tips - Redirect Respondents using Actions

It is possible to link several pieces of Clicktools content together by building 'Actions' that take place on the entry or exit from your survey.

The 'Action' functionality is available from within the deployment tab of your survey.  To be able to set these up your user role will need to be an Architect or a Principal.

For example build a Clicktools Landing page that when a respondent enters the page an action could trigger the  redirection to another Clicktools deployment for example an  Event Registration form.
 

The Event Registration form may also have an 'Exit Page' set (on the settings page) that redirects the respondent to yet another Clicktools survey. It may even have some actions set up on its own deployment.


An 'Action' can trigger a redirect to a specified URL or send an email using a Clicktools 'Email Template'.

You can also add conditions so that the 'Action' only takes place when a certain set of conditions are satisfied.

If you ever wish to prevent or pause the 'Action' from taking place then simply set the 'State' to  disabled.




How are you using Actions and Exit pages in Clicktools?

Come back soon for more product tips.

Rose Cruse
Product Manager

Taking Our Own Advice

Yeah, we drink our own Kool-Aid.

Clicktools is all about feedback, insights and the customer journey. To help us improve the experience that we deliver to our customers, we have recently enhanced our own Voice of the Customer program.

The new program utilizes a number of Clicktools features in a comprehensive program addressing the following key stages of our customer's journey:

• Win/Loss
• Customer Onboarding
• Webinars
• Closed Case
• Project Milestones/Completion
• Customer Satisfaction

Surveys are issued automatically through a combination of CRM workflow and Clicktools scheduled deployment. Common questions enable us to track and report performance at each stage of the customer journey and aggregate results for an overall view. Reporting is done in CRM with results stored against the contact record and the trigger event. Clicktools notifies us of any dissatisfied customer immediately.

If you happen to receive any of our surveys as a Clicktools customer, we hope you will help us to continue to improve the customer experience by giving us your honest feedback. We are also in the process of writing a paper that details the program and how it works. Stay tuned for more details.

Product Tips - Make Your Text Boxes "Glow"

You may have noticed a "glowing" trend lately if you use Salesforce or Twitter. A lot of online forms now feature a distinct color border around text box fields in order to help make them stand out.

If you want to add a glow border around a text box in your Clicktools forms, you can simply add HTML code to the HEAD section of your advanced presentation template in Clicktools.

Here are two examples:

/* For a5-pixel orange glow */

input:focus {
-moz-box-shadow: 0 0 5px #fb0; /* for early versions of firefox */
-webkit-box-shadow: 0 0 5px #fb0;
box-shadow: 0 0 5px #fb0;
outline:#fb0 solid 5px; /*for chrome compatability*/
border: 1px solid #fb0

}

/* For a 3-pixel blue glow */

.input:focus {
-moz-box-shadow: 0 0 3px #8AB1F6; /*for early versions of firefox */
-webkit-box-shadow: 0 0 3px #8AB1F6;
box-shadow: 0 0 3px #8AB1F6;
outline: #8AB1F6 solid 3px; /*for chrome compatability */
border: 1px solid #8AB1F6;

}

It's as simple as that! Advanced presentation templates are available to users of Clicktools editions Personal+ and above.

Stay tuned for more useful tips and tricks!

Rose Cruse

Product Manager

Product Tips - Tweeting within Surveys

When you receive a great rating from one of your surveys, don't you want to share that news with all your followers on social media? How about Tweeting it?

Clicktools scripts allows your respondents the ability to generate a Tweet directly within the survey.

It is as simple as one, two, three! Here's how it's done:

1. Insert a script below your group, (for example the Importance versus Satisfaction that we created in my last blog post).



2. Give your script a title. I've named mine 'Tweet This' and set the Text or Script drop down to be Script.

Within the large Text box enter the tweet using this syntax:

Send Tweets from within your @clicktools surveys. <a href="http://twitter.com/home/?status= Send Tweets from within your @clicktools surveys. " target="_blank">[Tweet This]< /a>

Swap the 'Send Tweets from within your @clicktools surveys.' with the text you want to appear in the Tweet - it appears twice in the html script above. Don't forget to hit 'Apply'.

3. To be sure the Tweets are promoting you positively, add a condition to the script.

In the importance versus satisfaction, the condition is set so that the 'Tweet This' only appears when service is 'Extremely' important to the respondent and that they are 'Completly' satisfied.

Remember that you have to keep your Tweet within the 140 character Twitter limit.

Stay tuned for more useful tips and tricks!

Rose Cruse
Product Manager

Product Tips - Importance vs. Satisfaction in Question Groups

If you want to measure both importance and satisfaction in a survey, you can do so with Clicktools by utilizing the question groups function. Here's an example.

Within the survey builder, you can create two multi-radio questions: one to measure importance and the other to measure satisfaction:

Next, create a group using the 'Add Group' facility.


Edit the group just as you would any other question type by selecting Edit. Here you should select the option to "Move into Group".

At this stage, you will be shown the content of your survey and can select the items that you wish to move into the group. I selected the importance and satisfaction questions.

Within the group, questions can be set to appear in a tabular format or in a flow. For this example, it is best to set the layout as tabular. This is done in the Layout tab when editing your group. Don't forget to 'Apply' your changes.

If you are building a survey template that will be re-used in the future, you should give your group a name and a title. You do this in the Content tab.

Here is a preview of my Importance versus Satisfaction example set up by creating a group:

Once created, you can re-use this question group again and again, simply by copying from one survey to another.

Stay tuned for more useful product tips.

Rose Cruse
Product Manager

Product Tips - Choosing Question Types

Clicktools supports many different types of questions. In order to determine the type of question you want to use in a survey, you should start by thinking about how you intend to report the results of your survey.

Are you going to be analyzing and reporting your survey results in Clicktools or Salesforce or perhaps even both? What format do you need to store responses in to make sure you can produce the analysis and reports that you require?

Some question types have restrictions to the number of options and criteria. These restrictions may lead you to opt for a different question type.

The 'Clicktools Analysis' column in the table above explains the format that survey response data is stored. If you plan to produce summary charts and statistical analysis in Clicktools, such as simple frequency distributions and average calculations, you need to ensure that your data is stored in Clicktools as either an Option # or a Value, not as text.

The ‘Analysis Presentation’ column shows the kind of chart/table that is depicted in the results area of Clicktools for each question type.

Stay tuned for more useful product tips and tricks.

Rose Cruse
Product Manager