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en:module_manual:survey:surveys [2015/06/15 09:54] liuxl |
en:module_manual:survey:surveys [2017/12/12 03:05] (current) |
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| - | 问卷类型选择客户资料，参照表选择客户包对应的类型。 | + | {{:en:module_manual:survey:quotation02.png?700|}} |
| - | {{:zh:模块使用说明:问卷:配额管理02.png?700|}} | + | When the type of survey quota is "information", there are several fields below, as following： |
| - | 当选择客户资料类型配额时，下方会出现字段设置栏，如下图 | + | {{:en:module_manual:survey:quotation03.png?700|}} |
| - | {{:zh:模块使用说明:问卷:配额管理03.png?700|}} | + | 1.You can tick "According to value of the selected field, all add (how many possibilities,increase how many quota.)"，and then, if you only use field and don't select any value, the quota will be created as many as values. |
| - | 1.你可以勾选“按所选字段的值,全部添加(即有多少种可能,便增加多少配额.)”，然后只选择字段，不填写目标值，这样系统会遍历客户资料，有多少种字段值，就会建立多少条配额。 | + | You can add fields by clicking [Add] button to create a new quota. |
| - | 如果需要多个字段关联建立一条配额，那么点击【增加】，会再出一行字段选择域。 | + | 2.You can fill in the value of field manually. For example，"gender is male"：it means that you add a quota which the gender is "male". |
| - | 2.你可以手动选择字段，然后在后方输入框填写目标值。例如选择城市字段，值填写为大连，这样你就建立一条城市=大连的配额（城市=大连的客户只作答10份）。 | + | **Syn. Quotation**：Only in the type of information，quota will be synchronous into customer information to ensure agents' eligible operation. |
| - | **同步配额**：仅限于客户资料类型的配额使用，把配额设置同步到客户资料中，保证坐席仅获取符合配额的客户进行访问。 | + | **Effective Resume Customers**、**Get RemainCustomer numbers**：It is used combined with quota of information，to look over how many survey remaining, and to warn the administrator to upload the new data. |
| - | **有效剩余客户数**、**获取剩余客户数**：配合客户资料类型配额使用，用于查看每种客户资料配额下还有多少客户，提醒管理员及时上传相应数据。 | + | **Search**：It used to view quota no matter finished or not. |
| - | **搜索区域**：当配额数目较多时，用于筛选完成或未完成配额以供查看。 | + | **Export**：It will export the data into EXCEL according to quota after filled the execution time，as following： |
| - | **导出配额**：点击导出按钮，填写导出执行时间，将问卷下所有配额设置写入excel中，供管理者查看。 | + | {{:en:module_manual:survey:quotation04.png?700|}} |
| - | 导出任务建立后，系统会告知你一个任务编号即文件名，凭此文件名到呼叫中心高级管理模块下导出文件管理页面进行下载。 | + | After the expoting task build，system will offer a task number，you can find the task in [Call Center]->[Shell Exports] according to task ID. |
| - | <note tip> How to answer the survey，please refer to：Agents' platform in module_manual </note> | ||
| + | <note tip> How to answer the survey，please refer to： [[en:module_manual:agent_work_page:agent_work_portal|Agent Work Portal]] </note> | ||
| + | ===== Statistics of Survey Result ===== | ||
| + | <note> Only the survey result of customer whose status is “Success Submit” or “Failed Submit” can be investigated. </note> | ||
| + | === How to View the Detail Result of Survey === | ||
| + | On the left menu，click [Campaign]->[Quality Control] button，you can enter the Quality Control page，as follows： | ||
| + | {{:en:module_manual:survey:quality_control01.png?750|}} | ||
| + | and then，you should select the campaigns and survey correspondingly，you can view the result of survey after clicking the [search] button，as follows： | ||
| + | {{:en:module_manual:survey:quality_control02.png?750|}} | ||
| + | {{:en:module_manual:survey:quality_control03.png?750|}} | ||
| + | === How to Export the Report of Survey Result === | ||
| - | **客户资料类型配额的设置方法** | + | First you should select the type of exporting file，then click the [export] button，and select the execution time. |
| - | 问卷类型选择客户资料，参照表选择客户包对应的类型。 | + | {{:en:module_manual:survey:quality_control04.png?750|}} |
| - | {{:en:module_manual:survey:问卷管理-14.jpg?768|}} | + | Click [Call Center]->[Shell Exports]，when the Status become “Closed”，you can download the statistics file via clicking [Download] button，as follows： |
| - | 当选择客户资料类型配额时，下方会出现字段设置栏，如下图 | + | {{:en:module_manual:survey:quality_control05.png?750|}} |
| - | {{:en:module_manual:survey:问卷管理-15.jpg}} | + | Open the file，you can see the survey result statistics. |
| - | 1.你可以勾选“按所选字段的值,全部添加(即有多少种可能,便增加多少配额.)”，然后只选择字段，不填写目标值，这样系统会遍历客户资料，有多少种字段值，就会建立多少条配额。 | + | {{:en:module_manual:survey:quality_control06.png?750|}} |
| - | 如果需要多个字段关联建立一条配额，那么点击【增加】，会再出一行字段选择域。 | ||
| - | 2.你可以手动选择字段，然后在后方输入框填写目标值。例如选择城市字段，值填写为大连，这样你就建立一条城市=大连的配额（城市=大连的客户只作答10份）。 | ||
| - | **同步配额**：仅限于客户资料类型的配额使用，把配额设置同步到客户资料中，保证坐席仅获取符合配额的客户进行访问。 | ||
| - | **有效剩余客户数**、**获取剩余客户数**：配合客户资料类型配额使用，用于查看每种客户资料配额下还有多少客户，提醒管理员及时上传相应数据。 | ||
| - | **搜索区域**：当配额数目较多时，用于筛选完成或未完成配额以供查看。 | ||
| - | **导出配额**：点击导出按钮，填写导出执行时间，将问卷下所有配额设置写入excel中，供管理者查看。 | ||
| - | 导出任务建立后，系统会告知你一个任务编号即文件名，凭此文件名到呼叫中心高级管理模块下导出文件管理页面进行下载。 | ||
| - | <note tip>关于坐席如何作答问卷，请参照模块使用说明下坐席平台说明。</note> | ||
