When you own and run a business, you would want that every penny you spend on it yields you positive results. One of the best ways to find out about the areas of growth in your business is – conducting surveys. After all, the data received from survey helps you to predict future outcomes of your business. But while creating Surveys, you need to maintain accuracy, ensure completeness and create defined paths for respondents.
In this article, we will acquaint you with Skip Logic, one of the most important aspects of a well developed survey; and make you understand its significance.
What is Skip Logic?
Skip logic, also known as “branch logic” is a feature that decides which question the survey respondent will see based on the answer they provide for a previous question. You can define rules in the survey based on which a custom path and skip pattern will be created for the respondent.
The Role of Skip Logic in Strengthening Your Surveys
There are times when you want to reveal certain questions based on the answers given by respondents. This is when it becomes important to tailor your surveys. Be it an advertising campaign, launch of a new product or asking people’s opinions on a particular product, skip logic saves a lot of time without overwhelming the respondents.
Survey Rocket is a survey plugin for Sugar and SuiteCRM which makes it easier for you to add conditional branching. So no matter what the survey is, you can change the question that your respondents will see depending on the answers they give.
Steps to Skip Logic Creation
Here’s how you can go about creating Skip Logic in Survey Rocket.
Step 1: CRM admin creates a survey.
Step 2: As soon as the survey is created, admin can create Skip Logic of following types:
Step 4: Respondents open the survey link and attempt it
Step 5: Skip logic is applied based on the path decided by admin
Usage of Skip Logic
Skip logic can be used for different types of projects. Whether it is the CRM Admin of a product based company who wants to find out the potential of his product as a bestseller; or an HR of a huge corporate firm who wants to change the organizational policies based on the answers given by their employees, Skip logic can come of great help.
Product based companies can use skip logic to find out what kind of audience is likely to buy the new product and what are their thoughts about the brand. HR professionals can use skip logic to know the opinions of employees about the workshops or events conducted for boosting their morale and whether or not they found it useful.
Apart from the above mentioned scenarios, it can also be used by event managers to know about the participant expectations from the event pertaining food and games.
Organizational Benefits of Skip Logic
Ask relevant questions
When a respondent doesn’t know an answer to a particular question, he might give random answers making it difficult for you to figure out what they are trying to say. So instead of asking irrelevant questions and getting random answers, you can use skip logic and display only those questions that are applicable to your respondents.
Make surveys short and crisp
Nobody likes to fill long and endless surveys. Moreover, they might not be willing to give out too much of information. Shorter surveys provide you higher completion rates and prompt answers. As the respondents will get only relevant questions, it will save a lot of their time and your data quality.
Keep participants involved
You do not want the survey participants to be overwhelmed with questions and leave your survey half way. Surveys should be just like interesting conversations that keep the respondents involved and lead them to answer in the right way. Skip logic will help you to keep unnecessary questions at bay and see to it that your respondents give apt answers to all the questions.
Make sure you integrate Survey Rocket plugin with your Suite/SugarCRM system and take better and informed decisions for your business.
For any business to run smoothly, it is important to conduct research and garner information from potential customers, regulars and consumers. Some of this information is collected before introducing products in the market and some after the products are launched. In any of these scenarios, customer feedback stands of major significance.
Surveys are one of the well-accepted methods when it comes to gathering customer feedback. But creating surveys can come with a lot of complications as one has to collect details individually and feed the data in different fields incessantly until the survey results are achieved. And thereafter, even if you get the feedbacks, it is difficult to use the data as it isn’t automatically available in your CRM. To help you get over such hassles, we created Survey Rocket which is the perfect survey solution for Sugar CRM. And the best part about it is, when it is integrated to your CRM, you do not need a third party integration solution to work with your Sugar system.
HOW DOES SURVEY ROCKET HELP WITH DATA PIPING?
Data piping involves moving the existing information from the CRM to survey. It ensures that one makes the most out of a survey built dedicatedly for SugarCRM. Using Survey rocket, one can pre-fill different survey fields from the existing CRM data. This process is best known as Forward Data Piping. It saves all the time and efforts of the sales executives spent behind filling each module.
Now, there are also times when the survey is given to the respondents and they edit or make changes to the pre-filled information. Survey Rocket directly updates and records this information in the CRM database. This is known as backward data piping.
It is not possible for all survey forms to be generic and have a ‘one size fits all design’. Survey Rocket can help you to pipe CRM data into specific survey modules or questions. This creates a better personalization experience.
WHO ALL CAN BENEFIT OUT OF DATA PIPING?
Every industry needs to make sure that they engage in a quality customer satisfaction process. And when it comes to customer centric businesses, there often arises a need to collect information through surveys. Data piping can be very helpful while creating surveys for the industries given below:
Banks: Banking surveys should be very easy to create, brand and take care of all the research needs. Using the CRM, banking professionals can also create KYC (know your customers) kind of forms for updating customer data easily. The data gets automatically filled to the respective survey fields by fetching data from the CRM. As these surveys are run regularly and changes have to be tracked each time, data piping feature comes of great help. Be it particular questions related to banking operations or generic ones, all the information can be fetched/updated in your CRM through Survey Rocket.
Hospitals: Traditional marketing methods are not working for hospitals anymore. After the term ‘patient-centered healthcare’ has been introduced, there is a dire need to integrate additional customer information so that the demands of patients can be taken care of. Data piping will help you to have more of evaluated information by offering convenience and save a lot of time.
Insurance companies: Insurance agents need to adjust to customer needs from time to time. Survey Rocket’s data piping feature helps insurers to gain data in a more comprehensive way and helps them to retain loyal customers by providing substantial results. By fetching customer data from the gained survey results, insurers can make significant enhancements in service and sales, and take care of client expectations as well as priorities.
How often you use the data piping feature of Survey Rocket totally depends on the kind of industry you belong to and the type and requirements you have.
THINGS TO REMEMBER
In order to enable the data piping feature while creating the survey, the CRM admin has to choose particular modules from Leads, Contacts, Accounts and Targets. If there are changes made to the data piping module while creating the survey, all map fields will be reset.
A STEP BY STEP INSIGHT
Given below is the basic flow of creating surveys using the data piping feature.
Survey Rocket is a robust solution which empowers your CRM and provides valuable data through the surveys you conduct. By using it, you will be able to know the preferences of your customers and obtain feedback to build successful business strategies. Data piping is just one of its features. Check out all the features of Survey Rocket and let your CRM data help you in your feedback mechanism.
Healthcare industry has witnessed a tremendous growth over the past decade. And the growth hasn’t been confined to the invention of state of the art equipment to treat patients. Patient engagement is also considered to be a crucial aspect of health care industry today. This is why Patient Portals are being adopted by several hospital authorities. So what are patient portals and how do hospitals succeed with their business by using patient portals? What are the benefits of employing them? Let us take a look at some of these aspects.
Patient Portals: What are they?A patient portal is a web based portal that holds the health records of patients and enhances patient engagement. With a unique id and password, it gives an access to the account through which patients can get all the information about their treatment and other ongoings like recent visits, immunizations, lab results, allergies, discharge summary etc. It has a great utility for the hospital staff and authorities as they do not have to keep bulky files containing patient records and flip through them every time there is a query. Prescriptions, details about visits, medications etc can be accessed easily through these portals.
Benefits of Patient Portals
Mentioned below are some of the benefits of these portals.
It is very important for the patient to be present during the time of their treatment/appointment with the doctor. A patient portal lessens the chances of patient forgetting their visit by sending emails and push notifications about the upcoming appointments. It also enables patients to book new appointments with just a click and without having to talk to receptionists or other staff members.
Creates awareness and involvement
Patient portals can create a lot of awareness amongst patients and keep them well-informed about their health by providing tips to maintain it. They can also find the results and reports of the tests conducted on them. Keeping a track of these things can lead them to the path of improved health.
Investing in a patient portal can prove to be very efficient as all the administrative tasks can be taken care of by your staff on their fingertips. Also, the patients can book the appointments and request medication refills on their own. So the staff members do not have to put efforts and time behind administrative tasks like speaking to the patients about their problems and keep them waiting for appointments.
Communication made easy
When patients meet the doctor one on one, they have brief meetings. Sometimes little time is allocated to the patient as the doctors have to see other patients too. This might bring up treatment related questions at a later stage. Through these portals, patients can have a conversation about their small concerns with the doctor and ask questions related to their symptoms. During emergencies, one can keep in touch with the doctors and get satisfactory responses. This aspect takes healthcare to a whole another level.
Above mentioned are manifold advantages of patient portals. Some studies have proved that as the patients can get an access to their health data online, they feel like they have the ownership of their own health and they can communicate with the health providers easily. It is the right time for the healthcare industry professionals to understand the increasing popularity of these portals (also known as customer portals) and invest into them in order to boost engagement with patients.
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