Last week, we discussed FDE (Forward Deployed Engineer) work—the process of integrating ReveLumi into each client’s systems and processes. Every FDE project yields feedback that we use to improve ReveLumi.
One major recent improvement resulting from this FDE work is the redesign of the old “Contacts” tab, now renamed “Participants”:
In addition to the existing methods for inviting people to surveys (via link and CSV file), each organization now has its own participant directory. Anyone who has previously participated in one of the organization’s surveys is available to be invited to future ones. You can also import contacts directly into the directory. Furthermore, thanks to FDE work, this directory can be integrated with the company’s CRM.
Another new feature provides clarity regarding the limit on the number of invitations that can be sent. This limit is based on your organization’s credit balance and our response rates. Since, historically, over 8% of invitees complete the survey, we set a limit of 12 invitation sends per credit. In other words, an organization with 50 credits can send up to 600 invitations.
We have also launched a daily scheduling option for sending invitations. This allows you to set a distribution schedule—for example, over the next 5 business days between 9:00 AM and 6:00 PM—and ReveLumi will send the invitations within that timeframe, avoiding the need to send them all at once.
If you’d like to discuss putting your company’s surveys on autopilot—whether for NPS, CSAT, or in-depth qualitative research—feel free to book a time on our calendar.