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en:module_manual:survey:surveys [2015/06/15 11:03] liuxl [Solution for Limited by Information of Customer] |
en:module_manual:survey:surveys [2017/12/12 03:05] (current) |
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| 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.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". | ||
| - | **Syn. Quotation**：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。 | + | **Syn. Quotation**：Only in the type of information，quota will be synchronous into customer information to ensure agents' eligible operation. |
| - | **Effective Resume Customers**、**Get RemainCustomer numbers**：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。 | + | **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. |
| **Search**：It used to view quota no matter finished or not. | **Search**：It used to view quota no matter finished or not. | ||
| Line 271: | Line 271: | ||
| {{:en:module_manual:survey:quotation04.png?700|}} | {{: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|}} | ||
| - | ==== 11111 ==== | + | === How to Export the Report of Survey Result === |
| - | **客户资料类型配额的设置方法** | + | |
| - | 问卷类型选择客户资料，参照表选择客户包对应的类型。 | + | First you should select the type of exporting file，then click the [export] button，and select the execution time. |
| - | {{:en:module_manual:survey:问卷管理-14.jpg?768|}} | + | {{:en:module_manual:survey:quality_control04.png?750|}} |
| - | 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 | + | Click [Call Center]->[Shell Exports]，when the Status become “Closed”，you can download the statistics file via clicking [Download] button，as follows： |
| - | {{:en:module_manual:survey:问卷管理-15.jpg}} | + | {{:en:module_manual:survey:quality_control05.png?750|}} |
| - | 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。 | + | Open the file，you can see the survey result statistics. |
| + | |||
| + | {{: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> | ||
