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Project Basics
  • Getting Started!
    • Building CX Surveys
    • CX Metrics
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        • CX Dashboard Settings
          • Analyze your drivers
            • Good to know
              • Getting Started!
                • Assessment Question types
                  • Score and more
                    • Quiz participation
                      • Get Results
                      • Introduction to Poll
                        • Build your Poll
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                                      • Account Settings
                                        • Good to Know

                                          Create Quick Access Shortcut

                                          A Quick Access Shortcut is a survey-specific shortcut link that can be saved to your desktop/computer as an efficient point from which to perform frequently required survey-related tasks. Use this feature with functions such as Send Invitations, Send Reminders, or View Reports.

                                          To download a Quick Access Shortcut for any survey in your account, please follow the steps listed below:

                                          1. Click the ‘Quick Access Shortcut’ option under the Utilities section.
                                          2. Use the Quick Access Survey drop down to select the survey you wish to set for quick access.
                                          3. Click the ‘Done’ button toward the footer section of the page. This should display a prompt confirming that the survey has been set for quick access.
                                          4. Click the ‘Download Quick Access’ option to download the Quick Access Shortcut.9