New QR Code Option for Survey Invites, Enhanced Survey PDFs with Demographic Info, Filter and Slice Survey Data by Exit Type, Filter Exit Surveys by Exit Type, Export Survey Notes to Excel, Change 'Fiscal Year' Setting in Goals
🕐 10 minutes to learn about
- New QR Code Option for Survey Invites
- Enhanced Survey PDFs with Demographic Info
- Filter and Slice Survey Data by 'Exit Type'
- Filter Exit Surveys by 'Exit Type'
- Export Survey Notes to Excel
- New Option to Change 'Fiscal Year' Setting in Goals
Surveys
New QR Code Option for Survey Invites
We introduced a 'Get Shareable Link/QR Code' option in the Review step of survey creation - making it easy to create, download, and use QR codes for survey invites. Please note - QR codes are only available for surveys that have a shareable URL or a registered survey URL.
Learn more about Shareable Survey Links
Enhanced Survey PDFs with Demographic Info
Admins can now designate demographics such as job title to 'Show on Profile Card' on the 'Demographics' page of 'General Settings'. These demographic details will then be included on the survey PDF download for more context.
Learn more about Managing Demographics Displayed on User Profile Cards
Filter and Slice Survey Data by 'Exit Type'
Users can now sort and view survey data by 'Exit Type' (whether people left voluntarily or involuntarily) to better understand termination data in Survey Analytics.
Filter Exit Surveys by 'Exit Type'
Users can now filter Exit Surveys using the 'Exit Type' field, which makes it easy to target specific Exit Survey populations like 'Voluntary' exits only.
Learn more about How to Launch an Exit Survey
Export Survey Notes to Excel
Users can now include 'Survey Notes' in their Excel downloads using the 'Results Export' feature in Survey Analytics. These notes are organized in a dedicated 'Survey Notes' tab. This streamlines reporting on Survey Notes data and enhances the ability to act on the information provided in the notes.
Learn more about Survey Notes
Goals
Option to Change 'Fiscal Year' Setting
We have now added the option to change the fiscal year setting for Goals. This allows admins to update the first month of their company’s fiscal year, which then determines the year and quarter start and end dates—and updates all filters and views to match.
Reach out to your CSM if you would like to update your company's fiscal year setting for Goals.