Today’s Top Clicktools Tips
Custom URLs are a great way to improve the respondent experience for your surveys. They allow you to fully remove the Clicktools part of the survey link and replace it with your own domain name. It does require some setup, but there’s no additional license cost and we believe the results are worth it. Find out more here.
Branding templates give you complete control over the look and feel of your forms. With Clicktools, you can create just one template that delivers the branding for all of your forms, or a library of templates from which to choose. You can get started with point and click design to add your logos, change text formatting etc. but the real power is on the advanced section. You need development skills but it’s worth it to ensure your Customers experience your brand as it should be. Take a look here.
Bonus Tip 1: Be sure to make your template mobile enabled. This can be configured under the ‘Mobile’ menu when editing a branding template.
Bonus Tip 2: Try designing your own navigation buttons and replacing the standard ‘Back’ Next’ ‘Submit’ with your own creations to ensure the form reflects not only your brand, but the purpose of the form itself (you may decide ‘Create’ or ‘Apply’ works better). Upload your button to the images library, select ‘images’ under ‘button style’ in settings for a template, then select your images. Cool, huh?
2. Manage the synchronization of responses to CRM.
Error Alerts help automate the process of checking and dealing with synchronization failures. If you’re synching data to CRM automatically, it’s best practice to set these up. Get more info here.
3. Improve response rates without improving response rates.
What?! Yes, Clicktools syncs data to CRM when a respondent clicks the ‘Submit’ button, but what about data that sits in abandoned surveys? This can contain some useful feedback and it’s worth setting up a process to manually push these responses over to CRM. You need to decide two things: 1) the number of questions answered (including hidden questions) and 2) time lapsed from first response. From the sync management screen, view incomplete responses, filter by date and sort by status, and sync relevant results.
4. Optimize your surveys across multiple devices.
We call this groundbreaking capability “Device Conditions” because it enables survey content to adapt to the recipient’s viewing environment (i.e. desktop or mobile). This completely eliminates the need to create multiple surveys to collect feedback from customers depending on what device you think they’re using. Learn more about Device Conditions here.