Quick Access Buttons

Quick Access Buttons

The quick access buttons on the home page take you to the platform’s most important features:

Each button brings up similarly simple and visual dialog boxes that explain what features are available.

Create Button

The create button allows you to create key objects that you can use to engage with your contacts.

Create a Group

Group is a collection of contacts.
To create a group via the quick access buttons,
  1. Go to your homepage
  2. Using the quick access button, click on “Create”
  3. Select “Group”
  4. In the text box specify the name of the group. This also known a  keyword.
  5. The name of the group should be between 2-10 characters.
  6. Click on “Check Availability”:
    • If you are using a shared short code, click on ‘Check Availability’ to confirm that the name is available (not in use by another organization using the Echo Platform).
    • If you using a Private short code, you do not have to check for this.
  7. When group name or keyword is confirmed “Available” the create button will become accessible.
  8. Click on “Create” to create your group.
  9. Once created, you will see the Group basic settings page. Here add any details you feel are relevant to define your group in the ‘Group Description’ check box.
  10. Click on "Save Group Settings" to save your settings when done.

Create a Contact

A contact is someone you would like to communicate with.
  1. To create a contact via the quick access button, do the following:
  2. Go to your homepage
  3. Using the quick access button, click on “Create”
  4. Click on “Contact”
  5. Select your desired group
  6. You have two options
    • Add Single Contact: You can add in a contact one at a time by typing in their details such as Name, Phone Number, Location, etc
    • Upload Contacts: If you have an existing contact database that you would like to engage with, you can upload the data using an excel document (.xls/.xlsx format). To upload your first batch of contacts into a group, read the article on how to perform a batch contacts upload.

Create a Project

A project contains surveys, notices and quizzes.
  1. To create a project via the quick access button, do the following:
  2. Go to your homepage
  3. Using the quick access button, click on “Create”
  4. Click on “Project”
  5. Enter the project name
  6. Click on “Save”

Create a Survey

A survey is an automated two communication.
To create a survey via the quick access button, do the following:
  1. Go to your homepage
  2. Using the quick access button, click on “Create”
  3. Click on “Survey”
  4. Select the desired project folder
  5. This opens up the Survey editor window. Any changes and setups configured under the survey editor window will automatically be saved

Create a Notice

A notice is a one way message or communication.
To create a notice via the quick access button, do the following:
  1. Go to your homepage
  2. Using the quick access button, click on “Create”
  3. Click on “Notice”
  4. Select the desired project folder
  5. This opens the Notice Editor window.
  6. Click on “Save” to update any changes made.

Send Button

The send button allows you to send communications instantly or schedule to send them out later

Send Now

You can choose to send out your communication (survey, quiz or notice) instantly to a targeted group of contacts using the “Send Now” option.
To access “Send Now” option, do the following
  1. Go to your homepage
  2. Using the quick access button, click on “Send”
  3. Click on “Send Now”
  4. Select the desired project folder
  5. Find and select the communication you want to send out
  6. This opens the invite launcher to send invites for a survey or quiz and the send launcher for a notice

Send Later

You can also choose to schedule your engagements(survey, quiz or notice) to be sent out  at recurring intervals or after a specified time or event to a targeted group of contacts.
  1. Go to your homepage
  2. Using the quick access button, click on “Send”
  3. Click on “Send Later”
  4. Select your desired group
  5. Add a new event
  6. A calendar event allows you to set up an event to send out an engagement (survey, quiz or notice) to go out on specified frequency i.e daily, weekly, monthly, yearly or once at a certain time
  7. A relative event allows you to set up an event to send out an engagement (survey, quiz or notice) to go out a specified number of days until or since a certain date
  8. Click on “Save Schedule”.

Analyze Button

The analyze button links you to the platform’s suite of analytical tools that can help you understand data you gather on the platform. Use tools to generate dynamic and in-platform visualizations of communications.

Survey Performance

Survey performance analysis allows you to quickly generate summary analytics for, Survey invite counts, response rates and completion rates.
  1. Go to your homepage
  2. Using the quick access button, click on “Analyze”.
  3. Select “Survey Performance”
  4. On the Survey selector dialog, select the survey(s) you would like to analyze. You can select surveys across different projects folders if you wish to compare multiple surveys.
  5. Click on "Compare".

NPS

NPS Analysis allows you to create gauges and charts to measure and monitor customer loyalty and growth through Net Promoter Score (NPS).
  1. Go to your homepage
  2. Using the quick access button, click on “Analyze”.
  3. Select “NPS”
  4. On the NPS survey selector dialog, select the survey(s) you would like to analyze. You can select surveys across different projects folders if you wish to compare multiple NPS surveys.
  5. Click on "Compare".

Dashboard

Dashboards allow you to see your most important visualizations in one view. You can add Net Promoter Score and Survey Performance gauges and charts to a dashboard.
  1. Go to your homepage
  2. Using the quick access button, click on “Analyze”.
  3. Select “Dashboard”.
  4. On the top right corner of your screen, click on ADD NEW.This opens the dashboard editor in Edit Mode where you can add Survey Performance and NPS analytics.
  5. Proceed to give your Dashboard a name and description of what it highlights.
  6. On the right side of your screen, click on ADD ITEM.
  7. You will be prompted to choose from either Survey Performance or NPS Analysis. Select one of the options listed.
  8. On the Survey selector dialog, select the survey(s) you would like to display in your dashboard. When done, click COMPARE at the bottom right corner of the dialog box.
  9. You can select surveys across different projects folders if you wish to compare multiple surveys. However, a MAXIMUM of 4 Surveys can be added to a dashboard at a time.
  10. You are then prompted to add items to your dashboard. These could either be Stat boxes or charts.
  11. Each item is color coded to correspond to the survey you select.
  12. Click on View Mode on the top right to save your dashboard.

Export Button

As you engage and communicate with your target contacts via your preferred communication channel, you will start to build various data sets on your contacts, who they are, what they think and if they have any sentiments to share with you
  1. Go to your homepage
  2. Using the quick access button, click on “Exports”.
  3. Click on “Contacts”
  4. Select desired group
  5. This will open up the Report Options.
  6. Select the fields that you would like to include in the export. You can include custom fields as well.
  7. You can also choose to a Date Range (Date From and Date To) for the contacts you desire to export.
  8. Once you have selected the desired report options and date range, click on “Generate Report”
  9. A Export Contacts background task will start and once it is complete, click on the download icon on the task to download the Contacts Export report

Export out Survey Results

  1. Go to your homepage
  2. Using the quick access button, click on “Exports”.
  3. Click on “Survey”
  4. Select desired project folder
  5. Find and select the desired survey
  6. This will open up the report options.
  7. Select the fields that you would like to include in the export. You can include custom fields as well.
  8. You can also choose a Date Range (Date From and Date To) for the contacts you desire to export.
  9. Once you have selected the desired report options and date range, click on “Generate Report”
  10. A survey result export background task will start and once it is complete, click on the download icon on the task to download the Survey Results report

Export out Notice Send reports

  1. Go to your homepage
  2. Using the quick access button, click on “Exports”.
  3. Click on “Notice”
  4. Select desired project folder
  5. Find and select the desired notice
  6. This will open up the report options.
  7. Select the fields that you would like to include in the export. You can include custom fields as well.
  8. You can also choose a Date Range (Date From and Date To) for the contacts you desire to export.
  9. Once you have selected the desired report options and date range, click on “Generate Report”
  10. A notice report background task will start and once it is complete, click on the download icon on the task to download the notice report

Export Inbox Messages

  1. Go to your homepage
  2. Using the quick access button, click on “Exports”.
  3. Click on “Inbox”
  4. This will open up the report options.
  5. Select the fields that you would like to include in the export. You can include custom fields as well.
  6. You can also choose a Date Range (Date From and Date To) for the contacts you desire to export.
  7. Once you have selected the desired report options and date range, click on “Generate Report”
  8. A background task will start and once it is complete, click on the download icon on the task to download the inbox report.

Have another question? Send us an email at support@echomobile.io or for a quick connection to us, click on the support chat box if you are logged into your account!


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