Any Ideas on Requester Surveys / Satisfaction?

[UlanaIl]

I've seached the forum here but don't see any recent updates. Can anyone share a survey they send to requesters at the completion of a project for satisfaction feedback? Can you also share how you do it? I'm assuming we would link off to something like a survey monkey.

Thanks!

[Rafal_Bainie]

If you have Fusion available you can do it independently from any other software.

We create custom email notifications that includes something like this:

This is basically 1click experience, aside from ratings where we do ask users to provide additional verbatim.

Responses are recorded in a custom form on requests in a dedicated project(s)

Of course using qualtrics or survey monkey was also under consideration, but especially qualtrics comes with quite significant cost addition so once I figured out how fusion can handle this we invested in that solution, which still required a bit of work, but we still keep all data in 1 system

[UlanaIl]

@Rafal_Bainie Thank you for your very helpful reply. We do have fusion so I would love to use that for this. How do you create those custom email notifications? It's something embedded into notification emails?

Thank you!

Lana I

[KIMBERLYREA]

We use Fusion to post an update on the project with a message and a link to MS Forms. 

[UlanaIl]

Thank you! What triggers it? Also would you be willing to share the form? Thanks!

[KIMBERLYREA · Accepted solution]

I can not share the survey. 

The trigger is every day at 5pm EST a search for projects completed with these send survey field Yes on them will post the update.  Then will change to completed and post the date of the survey being sent.  

[UlanaIl]

Thank you so much for taking the time to reply! How do you match the MS Forms survey back to the project? Thanks again!

[KIMBERLYREA]

The project reference number.  The user completing the survey provides the Workfront Reference number in the survey. 

[UlanaIl]

Oh okay, great. Do you have a pretty solid response rate and do you keep the number of questions small?

THANK YOU!

Lana

[KIMBERLYREA]

Yes and yes. 

[lindselib]

Finding this thread researching as we are talking about doing this as we speak. Finding all this super helpful, thank you @KIMBERLYREA for sharing your wisdom 😉