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Managing Surveys

Surveys are essential for accurately capturing the data you need during location visits. They consist of a series of questions, which can be nested and include various question types. This guide provides instructions on how to manage surveys in the platform.

Pre-requisites:

1.You must have Admin/Manager access to build or manage surveys.

2. If you do not see the admin tab or cannot perform the actions, please contact your leadership team or Bowimi Support.

Steps:

  1. Navigate to Admin Tab on the account.

  2. Click on 'Surveys' tab and click on the “...” next to the desired survey.



  3. You can “Duplicate” a survey, creating a new identical survey to one being duplicated with all the same questions and settings.

     

  4. You can hide a survey from reps in the field, without losing all of the data associated with the survey by clicking “Disable”. This is almost always a better idea than deleting the survey.



  5.  Click the “Export” button located at the bottom of the page, to export your team’s survey responses to a spreadsheet with all of their answers to each question.



  6. Filter the export down by survey, time frame, and user if needed and click "Export".

     

Troubleshooting:

  • In case of permissions error please reach out to your Admin or leadership team for accessibility.

  • Still having issues?

     - Contact the Bowimi Support Team for help.