Before you start
You are an admin of your organization.
1. Open the questions
Open Configure › Organization › Call settings and go to Data survey questions. Choose the Language.
There are 11 fixed topics, for example address, marital status, work and housing situation. Under each topic you add your own questions.
2. Add questions
Click Add question for a topic and write the question, 500 characters at most. Click Save.
Note
For Bank details and Health data, your agent only asks whether anything has changed, not for the data itself.
3. Start a data survey
Create a campaign with the purpose Data survey and choose the topics there, see .
Frequently asked questions
As few as possible. People hang up less often on short calls. You can add up to 200 questions.
Yes, you add the questions per language.