Agent Survey is a powerful new feature that empowers users to gather feedback on cooperating agents your team has worked with. This feedback helps identify potential future hires based on the experiences of trusted agents. Here's how to use the Agent Survey functionality:
How to create an Agent Survey
Navigate to My Account > Agent Surveys page. Here, you will find a list of existing surveys and options to create new ones.
To create a new survey, click on the Create Survey button. Then, select a title for your survey and arrange the order of questions by clicking the arrow icons.
Specify the type of response you want: rating (1 to 5 stars scale) or text.
Add questions by entering the text and clicking Add to Survey.
Once you've configured the survey, click "Submit" to save it.
Your new survey will now appear in the list of existing surveys with the Active status.
Surveys can be in one of two statuses: Active or Inactive. When you hit "Send," only an active survey will be sent. Therefore, ensure that the survey you intend to send is set to Active before proceeding.
How to send an Agent Survey
Go to Co-Broke Sales section and locate the Send Survey button at the right side of the table.
Click Send Survey button to trigger the sending process.
An email containing the survey will be sent to the designated agent, and here's an example of both email and survey link contents:
Once a survey is completed by your agent, the results of that survey will be shown on the co-broke page:
By following these steps, you can effectively utilize the Agent Survey functionality to gather valuable insights from agents and make informed decisions about future hires.