Category: Account Management
Integrations
Integration section lets you manage your account integrations including SMS, Email and WhatsApp integration.
Integrations
The integrations page shows you all the integrations available for you to choose from. There are three options available —…Account Management
Account Management page allows you to manage and explore all the features available to users on Survey2Connect's platform.
Create A Survey2Connect Account
You can create your own Survey2Connect account and start creating surveys within minutes. You would require a business email id…How To Sign Into Your Account
Sign in to your Survey2Connect account and continue where you left off. Follow these steps to ensure that you sign…Managing Your Account
Survey2Connect’s platform allows you to create, share and analyze DIY surveys by signing in on our platform. Once you have…Admin
Admin Section lets you control the account access alongside allowing you to assign roles, create new users and agent profiles. You can control the roles and responsibilities of all the users from the Admin section.
Admin Section Overview
Admin or Settings option can be accessed from the home screen of your survey account. Click on the Settings button…Create & Manage Users
Admin can create multiple users on their account who would have access to the account as a user. You can…Manage Roles
The roles help you determine the level of access you can provide to your user. For example, if you only…Manage Your Groups
You can create groups in the admin account to share surveys, themes, tickets, etc to the users in that particular…Manage Your Agents
With the Agent page, you can manage all your agents. From creating new agents to managing the agents available, you…Preferences
The Preferences section allows you to change the preferences in terms of settings, including default email address and Sender Authentication
System Preferences
System Preferences Page gives you information about your preference for Time Zone and Survey Domain. You can make changes to…Sender Settings
The sender settings page lets you customize the email address from which the platform email and survey email would be…Sender Authentication
We have provided the feature that allows users to add their custom emails for receiving platform emails from their preferred mail and they can get their domain authenticated by the SendGrid. Earlier,…My Acocunt
My Account page allows you to view the details of your account and manage your account details, including your name and password
My Account Overview
My Account page gives you all the information you need about your account including your Name, Email, Password, and login…My Library
My Library section allows you to keep track of all the data in your library, including themes you have created, images you have saved or any other data. You can see all the folders and sub-folders created.
Create & Delete A Folder
Create A Folder You can create multiple folders in your library. The steps to creating a new folder in My…My Library Overview
My Library Overview page allows you to keep track of all the data in your library, including themes you have…Survey Library
The Survey Library section includes all the survey data you have added to your library. You can see all the…Contacts
In the contacts section, you can save all your customer data which includes name, mobile, email and other additional data that can later be used to personalize the conversations with the customers.
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