Survey Management

Go beyond simple checklists and gather actionable feedback with our integrated Survey Management tools. Create custom surveys with a variety of question types, distribute them via link or email, and automatically collect and analyze responses.

No credit card or cancellation needed.

Streamline Processes with Automated Survey Workflows

Eliminate manual steps and ensure timely feedback with fully integrated survey workflows. Our solution automatically triggers surveys based on BPM events, ensuring the right people receive the right information at the right time.

simple client survey checklist screenshot
auto dealership survey checklist screenshot

Build Surveys Quickly and Easily

Our intuitive drag-and-drop interface makes building sophisticated surveys a breeze, even for non-technical users. Create a wide range of question types and customize the look and feel to match your brand.

Customizable Checklists for Every Asset

Create detailed, asset-specific checklists with text, images, videos, and attachments. Ensure thorough inspections every time.

list of survey checklist templates
simple client survey results table

Gain Actionable Insights from Real-Time Feedback

Stop relying on outdated data. Our platform provides real-time reporting and dashboards, allowing you to quickly identify trends, monitor performance, and make data-driven decisions.

Seamless Integration with Our Existing BPM Platform

Our solution is designed to work seamlessly with our existing BPM infrastructure, leveraging its user management, security, and workflow capabilities for a unified experience.

automated messages from survey completion
assign survey to user screenshot

Automated Survey Assignment & Escalation

Ensure surveys are completed on time and follow-up actions are taken promptly. Automatically assign surveys to the right people and escalate overdue responses for timely resolution.

Reduce Manual Effort & Increase Efficiency

Automate repetitive tasks, eliminate data silos, and free up valuable time for your team. Our solution reduces manual effort and increases overall efficiency.

schedule task every week screenshot
simple client survey report

Centralized Survey Management and Reporting

Consolidate all your surveys and reporting in one central location. Gain a holistic view of your feedback programs and easily track progress over time.

Features of our Survey Management Solution

  • Core Survey Features

    • Survey Creation & Editing: Drag-and-drop interface for building surveys. Support for various question types (multiple choice, text, rating scales, matrix, file upload, ranking, etc.).

    • Question Library: Reusable question bank for consistent questioning across surveys.

    • Survey Logic (Branching/Skip Logic): Ability to show/hide questions based on previous answers. Essential for tailored experiences.

    • Response Validation: Mandatory questions, data type validation (e.g., ensuring numbers are entered in a numeric field).

    • Survey Themes & Branding: Customization options for the survey's appearance (colors, fonts, logo).

    • Survey Distribution Channels: Support for multiple distribution methods: Email, Link (web/social media), QR code, Embedded in web pages.

    • Anonymous vs Identified Surveys: Option to collect respondent information (name, email, etc.) or conduct anonymous surveys.

    • Language Support: Multilingual surveys with translation capabilities.

    • Preview & Test: Ability to preview and test surveys before deployment.

  • Core BPM Features

    • Survey Triggering via BPM Workflows: Initiate surveys based on BPM process events (e.g., after a sales order is created, after a customer support ticket is resolved).

    • Survey Response Data as BPM Task Input: Survey responses can be integrated as data/input for subsequent BPM tasks. This allows actions based on survey feedback.

    • Survey Assignment to BPM Actors: Distribute survey participation to specific BPM actors/users.

    • Survey Status Tracking within BPM: Visibility into survey completion rates, deadlines, and overall progress within the BPM workflow.

    • Automated Escalation for Survey Completion: If a survey isn't completed within a timeframe, escalate to a specific BPM actor for follow-up.

    • Survey Results as BPM Decision Input: Use aggregated survey data to inform BPM process routing or rule execution. (e.g. Based on satisfaction scores, route to a premium support tier)

    • Integration with BPM User Management: Leverage existing BPM user roles and permissions for survey access control.

    • Audit Trail of Survey Actions: Track who created, edited, distributed, and viewed survey results (aligned with BPM audit capabilities).

  • Advanced Features

    • Real-time Reporting & Dashboards: Interactive dashboards with key metrics and visualizations.

    • Sentiment Analysis: Automatically analyze text responses to gauge sentiment (positive, negative, neutral).

    • Text Analytics/Keyword Extraction: Identify common themes and keywords in open-ended responses.

    • Survey Versioning: Maintain a history of survey changes and allow reverting to previous versions.

    • A/B Testing of Surveys: Experiment with different survey designs to optimize response rates.

    • Offline Survey Capability: Allow respondents to complete surveys offline, with data syncing when a connection is available.

    • Mobile-First Design: Ensure surveys are optimized for mobile devices.

    • Integration with External Data Sources: Enrich survey responses with data from other systems (e.g., CRM, ERP).

    • Alerting/Notifications: Automated alerts when survey responses reach certain thresholds or patterns are detected.

    • API for Integration: Allow external systems to programmatically interact with the survey management system.

    • Compliance Features: Support for industry-specific compliance requirements (e.g., HIPAA, GDPR).

Frequently Asked Questions

What types of surveys can I create?

You can create a wide variety of surveys, including customer satisfaction surveys, employee feedback surveys, process evaluation surveys, and more. Our templates and customizable question types give you the flexibility to create surveys tailored to your specific needs.


Do I need to be a survey expert to use this app/platform?

No! Our intuitive drag-and-drop interface and pre-built templates make it easy for anyone to create and manage surveys, regardless of their survey experience.


How do I get started?

Register for a free account, then go to Account and install "Survey Management" Solution. You’ll find pre-built templates to get you started or the option to create a survey from scratch.


What question types are available?

We offer a variety of question types including multiple choice, rating scales (e.g., Likert scale), open-ended text boxes, ranking questions, and more.


Can I customize the look and feel of my surveys?

Yes! You can customize the survey’s branding, including colors, logos, and fonts, to align with your company’s identity.


Can I create surveys with branching logic (conditional questions)?

Absolutely. Branching logic allows you to show different questions based on previous answers, creating a more personalized and relevant survey experience.


How do I distribute my surveys?

You can distribute surveys via a direct link, embedded code on your website, or by sending email invitations to targeted groups.


What reporting options are available?

We offer a range of reporting options, including visual dashboards, charts, and graphs, to help you easily analyze survey results and identify trends.


Is ChecklistGuro’s Survey Management mobile-friendly?

Yes, our surveys are fully responsive and optimized for viewing on all devices, including smartphones and tablets.


We can do it Together

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