The Survey Upgrade option
Add the optional survey management, reporting and analysis toolkit to your Fundraising or Service Delivery solution.
A survey toolkit linked to your database of contacts and allowing you to offer a full range of survey methods with simple, on-screen reporting and analysis.
Key Features
Multi-method
Choose between Post, Phone, SMS, Online or Face-to-Face methodologies; you can automatically select the preferred option for each person (if you know it) or offer them a choice. TPTracker will collate all the responses together, whatever the method.
Select candidates
Use for Satisfaction, Transactional or Profiling surveys; ask TPTracker to select a representative sample for you (e.g. for a general satisfaction survey) or specify exactly who you want to survey (e.g. those who have just completed a transaction).
Avoid survey fatigue
Because everything is linked to the core database, TPTracker knows who has been sent what and when so can apply whatever rules you want to avoid over-surveying individual people.
Comply with GDPR regulation
TPTracker will automatically prevent you from selecting people who have ‘Unsubscribed’ from surveys or asked you not to use a specific methodology, avoiding the risk of accidentally breaching data protection rules.
Link responses to profiles
TPTracker will automatically link responses to the respondent’s personal profile; if the response is confidential or anonymous, it will limit the profiling data so they can’t be identified.
Alert you
If someone uses a survey response to request a call back, TPTracker will automatically alert you so you can instantly follow up the contact without having to scour through all the data.
Collect ‘open’ feedback
You can publish an SMS/Text number, publish a web address or set up a link from your website to the TPTracker Tenants’ Survey Portal for people to leave feedback whenever they like; they won’t be identified (unless they leave their details) but you can use the TPTracker analysis toolkit to monitor the responses.
Licence Fees
These fees are additional to your existing licence fee for either the Fundraising Team Solution or the Service Delivery Team Solution. We offer three options, depending on how confident you feel, or what resources you have available, to run your own surveys:
The ‘WE DO IT ALL FOR YOU’ option
We run all your surveys for you and you see the results in TPTracker. The licence fee covers the software and we will quote separately for managing your surveys, based on your specification.
The ‘WE SET IT IP AND YOU MANAGE IT’ option
We create the questionnaires for you and you then manage the surveys yourselves using TPTracker. We will charge a small fee (currently £10 + VAT per question) for designing and setting up each questionnaire, which includes sharing our team’s expertise and best practice advice.
The ‘YOU DO IT ALL YOURSELVES’ option
You do everything yourself, creating your own questionnaires and running your own surveys.
Please contact us for further information.
Getting you started
GETTING YOU THE RIGHT PACKAGE
Firstly, we want to get to know you so we really understand what you need, so we will come and spend a half day with you and your team, listening to what you want and sharing ideas with you. There will be no charge for this visit.
This will mean we can set your TPTracker solution up for you in the best possible way, load your initial database for you and then offer the best possible advice about using it all.
TRAINING
We do recommend training to ensure you get the best out of the software. We can either provide training via screen-share or come and visit you on site.
Continuing to support you
Your licence fee gives you free access to the TPTracker Support Team during normal office hours: that’s 9 to 5 on Mondays to Thursdays and 9 to 4 on Fridays, excluding Bank Holidays.
We are contactable by phone or email. Our team is solely there to support users of TPTracker so they all have a good knowledge of best practice in the sector which they are happy to share.
