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How to edit a survey

Heather Stanley
Updated
  1. Go to the Company tab inside Whistle
  2. Select the Surveys section
  3. Click the Pencil Icon next to the survey template you wish to edit
    Edit Survey Steps
  4. Edit Survey Details
    1. Survey Title - not seen by guest
    2. Question - text sent to guest starting interaction
    3. Answer Type
      1. Options - text based "yes" or "no"
      2. Range - number based 1-10 [SELECTED IN EXAMPLE]
  5. For automated replies, scroll down to click Add Follow Up or edit saved auto responses
    1. Set time to be delay (suggested 0)
    2. Type message or utilize message icons for additional services

      1. Templates

      2. Variables

      3. Widgets

      4. Google Translate

      5. Emojis

      6. Upload

      7. Upsell (Premium & Enterprise)

    3. Click Save
  6. Click Save
    Edit Survey Steps 2

 

8 STEPS

1. The first step is to open Whistle Messaging and click Company

Step 1 image

2. Click the Surveys section

Step 2 image

3. Click the pencil icon to edit the survey

Step 3 image

4. Update Survey Message

Step 4 image

5. Scroll down and update auto-reply message

Step 5 image

6. Click Save

Step 6 image

7. Scroll up and click Save

Step 7 image

8. That's it. You're done.

Step 8 image

Here's an interactive tutorial

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/1936598/How-to-edit-a-survey

 

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