Plum Insight Documentation
getting_started

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
getting_started [2015/06/17 15:53]
akao
getting_started [2015/06/17 17:58] (current)
akao
Line 1: Line 1:
 =====Getting Started===== =====Getting Started=====
- 
-====Creating Your First Survey==== 
  
 Welcome to Plum Insight. This is quick guide for getting your first survey up and running. After you log into your account, you'll be at the survey manager, where you can start a new survey or manage pre-existing surveys. To create your first survey, please click on "​Create New Survey"​. You can also create a new survey based on a pre-existing template. For more details on creating surveys on scratch vs. based on survey, please refer the docs on [[creating a survey]]. Welcome to Plum Insight. This is quick guide for getting your first survey up and running. After you log into your account, you'll be at the survey manager, where you can start a new survey or manage pre-existing surveys. To create your first survey, please click on "​Create New Survey"​. You can also create a new survey based on a pre-existing template. For more details on creating surveys on scratch vs. based on survey, please refer the docs on [[creating a survey]].
  
-When you first create a survey from scratch, you'll see this screen. Every page needs at least one or more question ​on it. [[creating_a_survey#​question_types | Take a look here for more details on each question type.]] ​+When you first create a survey from scratch, you'll see this screen. Every page needs at least one or more questions ​on it. [[creating_a_survey#​question_types | Take a look here for more details on each question type.]] ​ 
 + 
 +Once you think you've created your survey to your liking, you can preview it. You should also go to the [[prompt manager]] to tweak automatically generated prompts, and [[survey settings]] to change top-level settings.  
 + 
 +Once you are satisfied with your survey, you can deploy it. First, make sure you have own a phone number you can deploy to. Go to My Account (at the top) and click on Phone Numbers. If you don't already have one, go ahead and request one. If you don't see a yellow request button, you'll need to contact your account administrator about getting a number. 
 + 
 +Now that you have a phone number, go to the "​Deployments"​ page. Choose to "​Deploy Survey"​. From there, you'll find a URL where you can take a survey. ​
  
 + Go back to the survey manager and click on the rocket icon to deploy. You can also click on "​Deployments"​ on the top menu.
getting_started.txt · Last modified: 2015/06/17 17:58 by akao