Plum Insight Documentation
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jason [Getting Started]
start [2016/07/08 12:51] (current)
jason [Getting Started]
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 Welcome to Plum Insight. This is a quick guide for creating your first survey. Welcome to Plum Insight. This is a quick guide for creating your first survey.
  
-Begin by logging into your account, which will take you to the survey manager. This is where you can create a new survey or manage pre-existing surveys. Users have two options when creating surveys. You can build a survey from scratch, or you can create a survey based on a pre-existing one. For more details on creating surveys, please refer to the [[creating a survey]] page.+Begin by logging into your account, which will take you to the survey manager. This is where you can create a new survey or manage pre-existing surveys. Users have two options when creating surveys. You can build a survey from scratch, or you can create a survey based on a pre-existing one. For more details on creating surveys, please refer to the **[[creating a survey]]** page.
  
-When you create a survey from scratch, every page of the survey needs to have at least one or more question on it. For more information on question formats, please see the [[creating_a_survey#​question_types |question types]] page.+When you create a survey from scratch, every page of the survey needs to have at least one or more question on it. For more information on question formats, please see the **[[creating_a_survey#​question_types |question types]]** page.
  
-Continue adding pages and questions to your survey until you have asked for all of the information you need. At any time during the survey creation process you can preview the survey, to see what it will look like for your end users, but clicking on the yellow preview button in upper right hand corner of the survey editor. You can additional changes by clicking on the gear icon, located directly above the Save and Preview buttons. Adjust automatically generated prompts at the [[prompt manager]] or change top-level settings at the [[survey settings]] page. +Continue adding pages and questions to your survey until you have asked for all of the information you need. At any time during the survey creation process you can preview the survey, to see what it will look like for your end users, but clicking on the yellow preview button in upper right hand corner of the survey editor. You can additional changes by clicking on the gear icon, located directly above the Save and Preview buttons. Adjust automatically generated prompts at the **[[prompt manager]]** or change top-level settings at the **[[survey settings]]** page. 
  
 Once you are satisfied with your survey, you must deploy it. To do this, you need a phone number to associate with the survey. ​ Click on the "My Account"​ button at the top of the page and navigate to the Phone Numbers section. If you need a phone number for your survey you can request one from Plum Voice on this screen using the yellow "​Request"​ button. If you don't see a yellow request button, then contact your account administrator in order to obtain a number. Once you are satisfied with your survey, you must deploy it. To do this, you need a phone number to associate with the survey. ​ Click on the "My Account"​ button at the top of the page and navigate to the Phone Numbers section. If you need a phone number for your survey you can request one from Plum Voice on this screen using the yellow "​Request"​ button. If you don't see a yellow request button, then contact your account administrator in order to obtain a number.
start.txt ยท Last modified: 2016/07/08 12:51 by jason