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
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rsidMandatory. The id of the relationship survey you wish to report on. -
sgid1Optional. Include survey responses for this Customer Segment 1. -
sgid2Optional. Include survey responses for this Customer Segment 2. -
minOptional. Includes survey responses where satisfaction rating > = this value (1-10). -
maxOptional. Includes survey responses where satisfaction rating < = this value (1-10). -
sortOptional. Specify a sort sequence from five predefined options,1-5. (refer below for more information). -
formatOptional. The format of the report,csvorpdf. -
sendtoOptional. Specify who to email the report to -admin,selector 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
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dashidMandatory. Specify which dashboard you wish to view: Parameter values are:rsres(Relationship Survey Responses),rsnpsa(Relationship Survey NPS Analysis),rsser(Relationship Survey Series Analysis). -
gridOptional. Wheny, displays grid lines between charts and tables shown on the dashboard. Whenn, no gridlines are shown. Defaults ton.
For more information see: Interactive Dashboards