Contact Manager

With Key Survey's contact manager, you get an address book, user data base and data storage all in one place.

The contact manager is a central repository where you can view, manage and select your survey participants to send customer surveys. You contacts can be grouped by customer type, region, purchase history or any other field you'd like. Once you've searched for and selected those customers you'd like to survey, you can quickly launch surveys to everyone with the click of a button.

To further enable administrative ease of use, you can configure the contact manager to display only those fields deemed relevant. Setting these views allows you to easily search, sort or create complex filters on as many fields as you want. And because all the contact records are stored in memory, searching through thousands of contacts is done instantly, making your Key Survey experience even faster.

You can get even more granular when it comes to controlling how you view contacts. Nested views allow you to organize your contact manager into lists that are easier to work with. By creating nested views, large lists of customers who are potential survey participants can by lumped into searchable categories. By using our advanced search logic, you can quickly send surveys to various customer groups at the same time, such as "Women in California" and "Men over the age of 45".

To ensure that your contact list never contains outdated information, the contact manager can be synchronized from your companies chosen database- either through a batch file upload or CRM integration. This synchronization can be setup to run automatically on a daily, weekly, monthly basis to ensure the freshness of your contact list.