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Direct Phone Survey, is the first inexpensive, easy to use, self service telephone survey service. To make it easier to
understand how to signup and start using Direct Phone Survey, we are providing this simple product overview. If you have any further
questions after reading this please call us at, 1-866-887-0020.
Signup Information
Creating a new survey
Viewing Reports and Survey Responses
Direct Phone Survey Billing
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Signup Information: |
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1.) Select your service plan
A.) The first step in signing up is finding the right service plan for you. To see the feature list and
more information about each plan, please visit the Service Plan page. Once
you've determined this go to the Signup page, and select your plan
using the provided radio buttons.
B.) Before moving on please read the Terms and Conditions, and click on the Terms and Conditions checkbox.
C.) Now simply click next to move to the selection review page. You can see as sample of each of these items below in figure 1
Figure 1
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2.) Enter Payment Information:
A.) From the review page click on the "PayPal click here to pay button". You will be directed to a secure PayPal payment page. Here you can verify the amount is correct for the service plan you
selected and the additional one time setup fee.
B.) If you already have a PayPal account, simply login and press the "Pay" button, otherwise you will need to fill out
the very short payment information page, and then press the "Pay". As Shown in Figure 2.
C.) You will be redirected back to Direct Phone Survey, where you will see information on receiving your new account information.
Figure 2
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| Creating A New Survey: |
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1.) Logging In
A.) Open the email you received after signing up. This email will contain your new account username, and password. Simply
enter this information on the login section of the homepage or click the "Login" link at the top of the home page.
B.) If you did not receive an email after signing up please call our support line at, 1-866-887-0020.
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1.) Adding a Survey
A.) Now that you've logged in for the first time, you will see the Survey List page with no surveys listed. This is shown in figure 3.
Figure 3
B.) To create a new survey, click the "New" button in the top toolbar, this will bring up a blank survey as in figure 4.
Figure 4
C.) Fill in the Title, Name information, and assign your new Toll Free number. A Toll Free number can only be
assigned to one survey. Upon creating a second survey you will need to Unassign the number in the first and then assign
it to the new second survey. If you would like multiple Toll Free numbers please call our sales line at, 1-866-887-0020
and we can assist you in ordering those.
D.) It is recommended that you press the "Save" button in the top toolbar at this time, before moving on. As you
will notice all Prompt File options are disabled. This is because a survey must be created before
recordings can be uploaded to it. This is for the Intro and Exit Prompts as well as the Prompts per each question.
If you choose not to save at this time you can upload them once you have saved the survey.
E.) To Select your "Intro Prompt File" and "Exit Prompt File" click the associated "Browse" button, and find the WAV file
you would like to upload. These files must use the WAV Format with these attributes 8.0Khz, 8 bit, Mono. You will have
unusual results if you do not use these settings. After saving you will see a "Listen" link appear next to the label
of each Prompt File option. Simply click this link to hear the file you have uploaded.
Note: For verifying responses or noting invalid entries your
survey will be using our recordings done with a professional voice talent. There are
too many recordings that must be associated for it to be practical for you to record them
using the phone management or to upload them. If you would like all of your prompts to match our
voice talent or another voice talent, please call us at 1-866-887-0020.
F.) To start adding questions press the "Add Question" button at the bottom of the page. You will see a
blank question dialog box that comes up, as in Figure 5.
Figure 5
G.) Fill in the Question Name and Question Text, While neither of these will actually have
any effect on what your customer hears when calling your survey. They are used for labeling
in your reports. So it is still important to enter this information.
H.) Select one of the "Verify" options of yes or no. Selecting Yes will result in
the caller being asked if they are satisfied with their response, and letting them verify their
response. Selecting No will move straight on to the next question.
I.) Selecting the prompt file is exactly like selecting the Intro and Exit Prompt files. They will be
uploaded upon clicking the "OK" button. Note: This option is only available after the first
time the survey has been saved, as mentioned above.
J.) As shown above in Figure 5, there are 4 question types to choose from. Each type will show the
options that are associated upon selecting them. These Types are,
K.) While the first three types are self explanatory we will further explain the assigning digits and values for the
Digit Map question type.
Select the Digit Map question type, and you will see the digit map options appear in the lower section of the question
dialog box, as in figure 6.
Figure 6
To add a selection press the "New" button, it is the left button below the "Map Value" text box. This will clear the values
in the "Map Key" and "Map Value" Text Boxes. Now enter the digit you would like to assign in "Map Key". Second enter the
appropriate value in "Map Value". Then press the "Save" button, it is the middle button below the "Map value" text box.
You will see your new option appear in the "Digit Map" list box. To change an option simply click the item you want
changed and update the "Map Value" and press the "Save" button. To remove an option click the item you want removed
and press the "Delete" button, it is the right button below the "Map Value" text box. You will notice the item
is removed in the "Digit Map" list box.
L.) After all questions have been added, you must press the "Save" button in the top toolbar for these new
questions to be saved. If you do not press save, all additions or changes will be lost.
M.) To Edit your survey after saving, press the "Edit" button in the top toolbar and you will be able to edit
the information in each of the controls. Otherwise everything will remain disabled. After editing you must
press the "Save" button or any changes will be lost.
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| Viewing Reports and Survey Responses: |
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1.) Viewing Reports
A.) To view the survey reports, select the survey you are interested in from the Survey List. Then Click on
the "Reports" tab, located below the toolbar to the right. You will see the report criteria on the left
side of this page, shown in figure 7.
Figure 7
B.) There are two report options. The Summary Report Type will show you the total surveys that have been completed
with in the specified date range. This report will also show the percentages of each response
for the digit map questions, shown in figure 8.
Figure 8
C.) The Detail Report Type will show you the detail of each response entered for all the
surveys taken within the specified date range. For the "Voice" questions where the customer
will speak their response, you can listen to those responses, by click the "Listen" link on
the respective line of the report. An example of this report is shown in figure 9.
Figure 9
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| Direct Phone Survey Billing: |
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1.) Receiving Your Bill
A.) You will receive an email each month from Direct Phone Survey. This email will show in detail your
normal per month charge based on the plan you chose when signing up, and any additional minutes that
may have been used upon going over the minutes included in the chosen plan.
This invoice will be for the current months plan fee, and the previous months additional minute charges
that were assessed.
If there are any questions concerning our billing process or a current bill you have received please call
us at, 1-866-887-0020.
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