StoryPulse TOI Survey Assessments
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This document provides instructions for creating and publishing survey assessments using the StoryPulse platform. It outlines the steps to enter the admin console, create a new assessment of type survey, add questions of different types like rating, Likert scale, radio buttons, and text comments. It also describes how to assign roles and specialties to assessments and publish them so they appear on iPads. The final steps include filling out the survey questions and submitting the assessment to push the data to the CRM.
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The document provides steps for resetting the password for the StoryPulse application in PlayClay. An administrator enters the StoryPulse URL and selects StoryPulse. They then click the forgot password link and enter the registered email to receive a verification code. The administrator enters the verification code and sets a new password, then signs in with the new password. Any support questions should be emailed to contact@focalcxm.com.
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As an administrator, the document provides instructions to configure app features for StoryPulse by logging into the Baton website at the provided URL. It details the steps to select StoryPulse, click on Configuration and Features List, enable the desired feature, click Save Features, and then contact support if any issues arise in configuring the feature.
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StoryPulse TOI Survey Assessments
- 1. FocalCXM Remarkable Experiences Transfer of Information: Survey Assessment Admin & Rep UI Survey. Educate. Engage.
- 2. Survey Assessment Admin UI
- 3. StoryPulse Agenda CREATE Survey Assessments PUBLISH Survey Assessments
- 4. Enter Admin Console User ID and Password
- 6. Click on the Assessments tab to Create a new ASSESSMENT
- 8. Select Assessment Type as SURVEY Select Next to move to next screen No. of days the assessment should show
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- 13. Survey Assessment Rep UI
- 14. Date Picker Type Qs Multi Select Type Qs Progress Bar Type Qs Rating Type Qs
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