FAQs

Am I going to get a separate email for each user?

Yes, if you set up the questions to email someone on both a YES and NO response. You will only get one email per user. The email will condense all the responses that you were set to be notified of.  If a question is missing, check that you were correctly set to be notified of that response.

How do I create an account that can ONLY respond to surveys?

  1. Navigate to System Configuration > Infinity.
  2. Create a new Base Security.
  3. Click Permissions on the left and open the Dashboards settings.
  4. Turn off all permissions except MM_VIS_HELP under the Help settings and MM_VIS_DASHBOARDS_METRICS under the Dashboards settings.

How do I prevent unauthorized staff from viewing the results of the survey?

  1. Navigate to System Configuration > Infinity.
  2. Select the Role you would like to modify.
  3. Click Permissions on the left and open the Dashboards settings.
  4. Turn off MM_VIS_DASHBOARDS_PEOPLEVIEW

Staff members can't see the Staff section in the sidebar of the mobile app. How do I enable it?

  1. Navigate to System Configuration > Infinity.
  2. Select the Role you would like to modify.
  3. Click Permissions on the left and open the Staff settings
  4. Turn on MM_VIS_STAFF

How do I send a reminder to complete the survey?


Toggle Bulk Selection Mode and select the users you would like to message.  You can quickly select all users in a particular state by clicking a state in the Selection Toggle.
Click the Quick Message button and type the message you would like to send. You can choose the method with which to send the message:

  • Email: Send the user an email
  • SMS: Send the user a text message
  • PUSH: Send the user a push notification to their mobile device.
  • Internal: Use REACH's internal messaging system. *Deprecated*


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