Client Feedback Tool
  • Release 6.6 – Expanded Branding, Follow-up Report, and Data Management

    Posted on January 14th, 2013 No comments
    Release 6.6 - Expanded Branding, Follow-up Report, and Data Management

    On January 13th, 2013, the latest release of the Client Feedback Tool was made available.  Release 6.6 includes several new features to assist with customizing your clients’ survey experience, as well as tools to facilitate data management.

    The big story includes a new, more extensively customizable branding capability.  Survey invitation emails, reminders, and the survey pages can all now be customized with a more extensive palette of colors, fonts, images and layouts – including embedding images/logos into email messages, and expanded use of foreign languages.  Additionally, you can now have multiple branding templates available, and select which brand/style template to use when sending a survey.  Custom brand templates require professional assistance to set up – contact your account manager for questions.

    Also added are flexible controls to sort, filter and manage contacts and projects in the My Firm section. For example, you can now easily search for, and delete, projects that contain no surveys.

    There is also a new “Responses with Follow-up” report (found in the Follow-Up tab). This report allows you to quickly filter survey responses that include follow-up, helpful if you wish to see the entire history with one client.

    Additional improvements include a streamlined user registration experience, a list of blog posts on the home screen, enhanced Contact Group importing, and several bug fixes.