Summarizes how to send and view survey results
Surveys are primarily used to gather feedback and engagement data from caregivers and clients. This can help inform decision making and boost retention.
There are several pre-made survey templates available for agencies to use. They cover topics such as new hire engagement, caregiver satisfaction and client satisfaction. If your agency would like to create a custom survey, you can do so by requesting it through your Account Manager.
To access Nevvon Surveys, go to the Nevvon Survey Portal.
How to Download Survey Results
How to Perform Other Actions on Surveys
The Dashboard View
The widget in the top left shows a summary of the campaigns on your panel. Under Active Campaigns, it shows the current campaigns that are active, including their stats.
The Responses widget shows an overall response calculation of all campaigns.
How to Launch a New Campaign
1. Click Library
2. Click Launch a campaign on the survey you'd like to use
If you want to preview the questions before, click the 3 dot menu and click Preview.
3. The modal pops up to select your criteria
4. Select your audience one of two ways:
- Employee Recipient Criteria - this will import a list of your caregivers if you have a Nevvon training panel. You can select which employees to include based on:
- Locations - select which location/s to include
- Disciplines - select which discipline/s to include
- Date Criteria - Select between Any, Before, After, Range, or On. This will import a sub-set of your caregivers based on their employment date
- Custom Employees -this allows you to upload a csv file of the recipients you want included in your survey.
Please click Download Template and use this format to create your csv file.
5. Select how your would like the Notifications sent
- Notify via - select either sms or email
- Frequency - select the cadence at which you want the notifications sent
- Until - select how often you would like notifications sent
- Threshold - depending on the scale used in your survey, select the value at which you would like to receive email notifications for answers below the value selected
6. Click Create
7. The survey will open in the designer window. Click the save button to save your progress and then click the check mark button to publish your survey
8. The site will open in the Campaigns tab. Your survey will be in Draft status. Click the 3 dot menu on your campaign and select Activate
9. Click the 3 dot menu again and click Send invites
How to View Survey Results
1. Click the campaign you want to review. It will open on the Summary View.
- Employees - shows the recipients of the survey and their contact details
- Summary View - shows the results of the survey by question. Can be shown in different formats depending on the question type.
- Invitation Stats - shows the stats on the survey invites sent. Includes Attempted, Sent, Opened and Responded per recipient.
- Detailed View - shows the results by recipient. Can be exported to excel or csv
How to Download Survey Results
1. Click on your desired survey
2. Navigate to the Detailed View tab
3. Select either Excel or CSV. The file will download to your computer.
How to Perform Other Actions on Surveys
1. Navigate to your desired survey, either on the Dashboard or the Campaigns page
2. Click the 3 dot menu in the right corner to reveal the actions available
- Preview - opens a preview of the campaign questions
- View responses - opens the Summary View of the campaign responses
- Send invites - will send invites to any recipients who haven't received an invite yet
- Send reminders - will send a reminder notification to all recipients that haven't replied yet
- Deactivate - will close a campaign
- Add Employees from CSV - provides the ability to add additional recipients to the campaign via CSV file.