CIOPulse Knowledge Base

2.3 Relationship survey information cheat sheet

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CIOPulse displays, reports and dashboards are available to anyone within your organisation who is given the right URL.

An overview of information available for relationship surveys, and how to form each URL in order to access it, is given below.

More information on each component is available by following the 'For more information' link.

To form a complete URL, prefix the Name (given below) with https://app.cio-pulse.com and suffix it with ?cpc=ABC123 where ABC123 is your Client Portal Code.

Optional and required parameters follow your Client Portal Code and each one has to begin with an ampersand, e.g. &rsid=2020survey

Here's an example of a complete URL:

https://app.cio-pulse.com/relationship-survey-responses?cpc=ABC123&rsid=2020Survey

The order of the parameters in the URL does not matter.

Relationship Survey Responses Report

Purpose & Audience: Provides service improvement staff with on-demand access to relationship survey responses in CSV or PDF format. Report is emailed as an email attachment. Used for identifying feedback themes to inform service improvement strategy.

Name: relationship-survey-responses

  • rsid Mandatory. The id of the relationship survey you wish to report on.
  • sgid1 Optional. Include survey responses for this Customer Segment 1.
  • sgid2 Optional. Include survey responses for this Customer Segment 2.
  • min Optional. Includes survey responses where satisfaction rating > = this value (1-10).
  • max Optional. Includes survey responses where satisfaction rating < = this value (1-10).
  • sort Optional. Specify a sort sequence from five predefined options, 1-5. (refer below for more information).
  • format Optional. The format of the report, csv or pdf.
  • sendto Optional. Specify who to email the report to - adminselect or an authorised email address, e.g. [email protected].

For more information see: Relationship survey responses report

Interactive Dashboards

Purpose & Audience: Dashboards are collections of interactive charts and tables that enable customer satisfaction to be analysed by managers, or anyone charged with using customer feedback to drive service improvement.

Name: dashboard

  • dashid Mandatory. Specify which dashboard you wish to view: Parameter values are: rsres (Relationship Survey Responses), rsnpsa (Relationship Survey NPS Analysis), rsser (Relationship Survey Series Analysis).
  • grid Optional. When y, displays grid lines between charts and tables shown on the dashboard. When n, no gridlines are shown. Defaults to n.

For more information see: Interactive Dashboards

Previous Article 2.2 Dashboards for relationship surveys