GuildQualitySurveys

Survey Expiration

By default, surveys expire 120 days from the initial attempt through phone, text, or email. What does “expire” signify? When a survey reaches the 120th day and we have exhausted all efforts to conduct a survey, your customers will no longer be able to complete it. When a survey expires, its status will be labeled as “No Response” in your account’s dashboard.

If you wish to change the default 120-day survey expiration period, you can customize it while editing your survey template. Simply scroll to the bottom of the template editor and adjust the settings in the provided drop-down fields as shown below.

 

 

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Adding Contacts to Survey

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How and when you upload your customers is dependent upon your preference. We have recommendations based on creating the best user experience: To maintain an effective response rate, upload your customers as close to the project/job/stage completion date as possible.

Send A Survey

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Adding a survey and contact Before you can add a survey you must first add a contact. Click “Add survey” on the left side of the screen to navigate to the add contact page.

Adding a new survey to an existing contact

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If you have completed another job or project for a homeowner you have previously surveyed through GuildQuality, you can send new surveys to the homeowner through the add project function. To do this you; Log into your account and select “contacts” in the blue navigation bar on the left hand side of the screen.