Where can we find our account balance and how many surveys have been charged?
Your account balance will be emailed to you each month, along with a breakdown of the video surveys completed.
You also have the ability to run the survey spend report at any time through accessing the Metrics page in General section on the Dashboard of your SurveyBot.
How can I get alerts about surveys being outsourced to Shyft?
Please work with your dedicated Account Manager to get the alerts you wish to have set up.
Manage your account in Shyft platform
In order to make changes to your own account, click on your email address in the top right-hand corner of your screen and choose “Account” from the menu below. On this page, you will see sections for “Security” and “Notification settings”. In ...
Outsource your surveys to Shyft
Click on the Schedule button in the navigation bar on the top of your Shyft website to schedule a video survey for Shyft to perform on your behalf. NOTE: If your Schedule button does not show, send an email to firstname.lastname@example.org or use ...
Start the search
At the top of the screen, in the navigation bar, click on the magnifying glass icon to start your search. You can search for a survey based on the date it was performed on Shyft platform. For example, if you want to find all surveys done in the last ...
Do video surveys make for a less personal experience for customers?
It is highly important to make the introduction of the video survey a positive experience for your customer. Bad Example: “Your home is too far away for us to visit so instead we can get you an estimate over video chat.” Good Example: “In order for ...