E-Marketing for the Sage SalesLogix Client: Surveys Tab

This page explains the features of the Sage SalesLogix E-Marketing Surveys tab.

  1. All of your surveys will appear at the top of the screen, along with their type, the number of total responses the survey has received, and finally the number of responses that have not yet been applied to your Sage SalesLogix database.
  2. Filter the survey view by selecting checkboxes to display particular types of surveys.  Note about List Builder and List Updater surveys: a List Builder survey is a survey that can be used to gather new targets that will be added to your Sage SalesLogix database.  A List Updater survey is a survey that can be used to update target information that already exists in your Sage SalesLogix database.
  3. The Preview button opens a web page displaying the highlighted survey as it will appear to your customers.
  4. The Edit button opens a web page showing the Survey Editor for the highlighted survey, so you can make changes to the survey.
  5. The Survey Management button opens a web page with the general Survey Management screen, where you can create new surveys or manage and edit existing surveys.
  6. Save survey results to file: this button will export your survey responses in Excel format (CSV).  To export responses, follow these steps: first, click on the file folder icon, enter a file name and choose a location for the file, and click Save.  The file location and file name will then appear in the window next to the file folder icon.  Finally, click Export Responses. A confirmation message will show you that the CSV file has been created.
  7. If you have highlighted a List Builder survey with some “not applied” surveys (i.e. survey responses still waiting to be written to the Sage SalesLogix database), click Create Leads to turn those List Builder survey responses into either Sage SalesLogix Leads.  Note: you can define the owner for the new leads by using the “Owner for new leads” window.  Also, select the “Prompt me before Creating or Updating Leads/Contacts” checkbox to review the Leads before they are created.  If you choose not to select this box, the Leads will be automatically created.  If you do select it, the following screen appears:


    At this point, you can create or ignore the new leads/contacts as you wish

  8. If you have highlighted a List Updater survey with some “not applied” surveys (i.e. survey responses still waiting to be written to the Sage SalesLogix database), click Update Contacts/Leads to update your Sage SalesLogix targets using the List Updater survey responses.  Note: select the “Prompt me before Creating or Updating Leads/Contacts” checkbox to review the Leads or Contacts before they are updated.  If you choose not to select this box, the Leads or Contacts will be automatically updated.  If you do select it, you will be taken to a confirmation screen (similar to the one shown above) showing the targets to be updated and giving you the option to update or ignore them as desired.
  9. The Account button allows you to adjust certain options on your Sage SalesLogix E-Marketing account.