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LeadPro247 
Online Survey Management Software Solution 
Integrated with Email Marketing Automation and Panel Management
Updated: June 2009
www.LeadPro247.Com 
Quick Reference Document
 
Online Survey Design and Management - Quick Reference
 © 2006-2009 Anagha Group
LeadPro247.Com
Page 2 of 36
CONTENTS
Introduction ............................................................................................................................................ 3Check List for Survey Implementation...................................................................................................... 3Survey Management – Process Steps ....................................................................................................... 5Online Survey Software Features ............................................................................................................. 5LeadPro System Login .............................................................................................................................. 6Survey Themes Design ............................................................................................................................. 7Survey Templates .................................................................................................................................. 10Survey Question Types .......................................................................................................................... 11Survey Pages Customization .................................................................................................................. 14Survey Design ........................................................................................................................................ 16Creating a New Survey........................................................................................................................... 17Updating Existing Surveys ...................................................................................................................... 21Survey Deployment and Response Data Collection ................................................................................ 22Survey Deployment and Response Data Collection ................................................................................ 22Emailing Survey Invitations .................................................................................................................... 25Manual Survey Response Data Entry ..................................................................................................... 25Survey Audience / Panel List Management ............................................................................................ 27Audience / Panel Subscriber Signup Forms ............................................................................................ 28Importing Survey Audience Lists ............................................................................................................ 29Drip Email Survey Invitations ................................................................................................................. 30Survey Analytics and Reporting ............................................................................................................. 31
 
Online Survey Design and Management - Quick Reference
 © 2006-2009 Anagha Group
LeadPro247.Com
Page 3 of 36
Introduction
This
Quick Reference Guide
is meant for the use by users of LeadPro247
Online Survey Design andManagement system
. Please note that LeadPro247 is a comprehensive marketing automation platform;it includes email marketing, online surveys, lead capture and aggregation, lead distribution and routing,drip email campaigns / follow-up messaging, and analytics. This document contains a brief overview of the key features of 
Online Survey Definition, Execution and Analysis module
and is not a completereference manual!Online Surveys can be used by businesses to get feedback from current prospects, past leads (declaredas Lost) and customers (post conversion). Online Survey research is a valuable feedback mechanism togauge the reasons for success or failure. Since surveys are web based, it costs very low and veryeffective as non-invasive feedback medium (unlike telephone surveys).Web based Surveys are also used extensively by academic community and educational and researchinstitutions.Online surveys can be designed in a few minutes and deployed to your target audience by sendingautomated email invitations.
Check List for Survey Implementation
The following steps are involved in implementing online surveys using the system. These processes areexplained in detail in the subsequent sections.1)
 
Survey Themes:
You may select an existing theme or design your own theme and save it in thesystem for repeated use. (
Setup
Survey Lookups
Theme Definition
)2)
 
Survey Templates:
The surveys can be created from ground up or designed from a surveytemplate as a base. The system comes with several sample templates; these are known assystem templates. You can design your own custom templates and save it for multiple uses.Designing survey templates is an easy process using the survey template designer tool of thesystem. (
Setup
Survey Templates
)3)
 
Creating a New Survey:
Surveys are created using the survey creation wizard. As mentionedabove, a new survey can be built from ground up or an existing template could be used. You canalso copy the contents from an existing / earlier survey and then modify the same to suit thenew survey requirements. Obviously, the template or existing survey should be similar to theone that you are planning to create. The first step in the survey creation is to name the surveyand then specify the route you are planning to take. Select the template or past survey, if required.
(Surveys
Survey Definition)
 
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