Survey Creator
Let callers rate the service they just received.
Survey Creator builds automated phone surveys in a web portal. An agent transfers the caller into a survey, the caller answers on the keypad, and you see the results by agent and by question.
- Automated phone surveys
- Keypad answers from callers
- Reports emailed on a schedule
Two ways in. One survey, answered on the keypad.
Callers reach a survey in one of two ways. Either way they hear the same prompts and questions, and every answer is saved.
- Way one
An agent transfers the caller
The agent opens the Transfer page and sends the active call straight into the survey on that extension.
- Way two
A callback from a linked queue
Link a queue to a survey on the Callback Surveys page. Callers who get a callback from that queue hear the survey afterward.
What the caller hears
Your intro prompt
A greeting you type for text-to-speech, or your own recording.
Your questions
Each question is played, and the caller answers on the keypad within the range you set, such as 1 to 9.
Your closing prompt
Plays at the end of the survey.
Answers saved
Stored in your database with the caller and agent details, ready for your reports.
Write each question once. Use it in any survey.
Every question, in the voice you choose.
Type the question the way it should be read to the caller. Select Create to turn the text into audio with your text-to-speech voice, or upload your own .wav recording and review it on a waveform before you save.
- Set the range of answers the caller can press, such as 1 to 9
- Yes and No answers, counted in their own report
- Turn a question on or off without deleting it
Surveys built from your own questions.
Each survey has its own extension, a name and a description. Add an intro prompt that plays at the start and a closing prompt that plays at the end, then move questions from the Available list into the survey.
- Create as many surveys as you need
- Reuse the same questions across surveys
- Publish it to your 3CX server when it is ready
See how each agent and each question scored.
The Reports page has three reports. Pick a date range, select Get Report, and export the results to CSV, XLS, XLSX or PDF.
- Survey ResultsThe average score and the number of surveys taken for each question, grouped by survey, with the agent on each row.
- Custom Survey ResultsYes and No counts for each question and agent by day, week and month, with response percentages.
- Survey LogsEvery completed survey, grouped by survey extension, with the date, question, response, caller details and agent details.
- Scheduled emailsSend survey reports by email daily, weekly, or on the first or last day of the month.
Part of the Survey Logs report: each question and the answer the caller pressed.
Survey Creator is included in the VoIPTools Subscription.
One subscription gets you Survey Creator and 30+ other add-ons for 3CX.
Put the caller's opinion next to your own numbers.
Coaching agents
Reports list results by agent, so you can see how callers rated each person they spoke with.
Checking a campaign
Transfer callers from a campaign into a survey and measure how the campaign landed.
Testing a process change
Ask the same questions before and after a change, then compare the reports by date range.
Following up on callbacks
Link a queue to a survey, so callers who get a callback from that queue hear the survey afterward.
Voices, schedules and access, set once.
Text-to-speech voices
Choose Windows TTS, Amazon Polly, OpenAI or Azure OpenAI, pick a voice, and test it. The cloud voices use your own account keys.
Scheduled reports
Add the email addresses, set the time, and tick the days for daily and weekly reports, or send monthly.
Roles and page access
Choose which pages each role can open: Questions, Surveys, Callback Surveys, Reports, Logs and Settings.
Custom Branding
Set the header title, logo, header colors, grid color and accent color.
Everything in Survey Creator
- Web portal, with sign-in by 3CX extension and PIN
- Automated phone surveys
- As many surveys as you need, each on its own extension
- Questions with a set range of keypad answers
- Turn questions on or off
- Intro and closing prompts
- Text-to-speech audio or your own .wav files
- Waveform preview of each recording
- Publish surveys to your 3CX server
- Transfer active calls into a survey
- Callback surveys linked to a queue
- Survey Results report with averages
- Custom Survey Results with Yes and No counts
- Survey Logs of every completed survey
- Reports for any date range
- Export to CSV, XLS, XLSX or PDF
- Scheduled report emails
- Windows TTS, Amazon Polly, OpenAI and Azure OpenAI voices
- Display time zone and date format
- Role access permissions
- Custom Branding
- Application logs
Survey Creator questions, answered.
Anything else? Our team answers 24/7 from the USA, India and the Philippines.
How do callers get into a survey?+
How do callers answer?+
Can we use our own recordings?+
Which text-to-speech voices can we use?+
How is this different from Surveyor?+
Which version of 3CX does it work with?+
Who can sign in to the portal?+
- 3CX V20
- A Windows computer for VoIPTools, running Windows 10 or later, or Windows Server 2012 or later
- The Windows web server role
- .NET Framework 4.7.2
- Microsoft SQL Server 2016 or later. The free Express edition works.
- VoIPTools Relay on the 3CX server, and the VoIPTools Universal Updater
- Static IP addresses for the VoIPTools and 3CX servers. HTTPS is recommended, which needs a fully qualified domain name.
- Port 5700 open, and Relay port 8801 open on the 3CX server and its firewall
- An email server for scheduled reports
- Your own Amazon, OpenAI or Azure account keys if you use Amazon Polly, OpenAI or Azure OpenAI voices
Check the documentation for the current release and full setup details for your environment.
November 13, 2024+
- Reports can now be generated for specific date ranges.
- Fixed an issue that kept agent information from appearing in the survey log for some users.
September 4, 2024+
- Fixed an issue that kept reports from including information from the same day the report was generated.
- Fixed an issue that kept users from adding questions to their existing surveys.
- Publishing CFD prompts and creating TTS audio now removes the PCS extension from the Callback Surveys page.
- Now displays the survey average and the total survey count.
- Start and end dates replaced with dropdowns.
July 3, 2024+
- Added a dropdown on the Reports tab to select the month and year to run the report on.
February 7, 2024+
- Replaced the .wav files in the callback CFD.
- Agent names and extensions are now included in reports.
- Fixed a bug that made TTS settings disappear when changing tabs.
- Changed the score average to a percentage on reports.
January 18, 2023+
- Now supports JWT.
Talk to the team that builds Survey Creator.
Whether it is Survey Creator, another add-on, or a custom solution built around your needs, we can help you get the most out of 3CX.
- Sales@VoIPTools.com
- +1 801 642 4655
- Live chat and 24/7 support
Already a customer? For help with an install or an issue, email Support@VoIPTools.com.
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