Monday, 31 October 2011

Product Tips: Save time using the scheduler function

If you're managing your organization's feedback program, you probably spend a lot of time exporting survey results and publishing the analyses of those results. If you are using the Clicktools Team or above edition, did you know that you can set up a schedule to publish your results automatically by email? This feature is available within the "Publish" and "Export" functions.

All you have to do is enable 'Schedule Settings' by selecting the check box. Then choose how often you'd like this process to take place and give it a start time. Now you can select the email addresses of those people within your organization you'd like to receive the results. (These email addresses would have been set up already in your "Organization Emails.")

The screen capture to the left demonstrates how I set up a schedule to publish results and have them sent directly to my CEO on the last Friday of every quarter at 5:00 p.m.



Keep following the blog for more tips and tricks each week!

Rose Cruse
Product Manager



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