Marketing Survey

Wavebid provides the ability to record and track where bidders heard about a company's auction. This can be beneficial when marketing auctions in the future. This articles outlines how to track this information at check in.

Creating a Check-in Marketing Survey

Using the Marketing Survey  

Reporting Survey Data 


Creating a Check-in Marketing Survey                                                 

Creating or editing a marketing survey is only available for a company's administrator. Several types of marketing efforts and several sources (or names) can be tracked. 

  1. Navigate to My Links > Company > Customers > Marketing Survey.
  2. Enter a Type and Name
  3. Click the Save button.mceclip1.png

Once saved, entries can be edited, deleted, or toggled on and off the marketing survey.

  1. The on/off switch mceclip2.png
  2. The Edit Button mceclip3.png
  3. The Delete Button


Using the Marketing Survey                                                                     

Once configured, the Marketing Survey can be used on the check in page.

  1. Starting from the Dashboard, Navigate to Accounting > Check In, for the desired Sale.
  2. The Marketing Survey option will be above the Paddle Number Section. mceclip4.png
  3. Click on the drop-down to see all of the options that are created, and turned "On" on the Marketing Survey Setup Page. mceclip5.png

Reporting Survey Data                                                                             

Access a report for the data recorded upon check in (steps above) after the sale is complete:

  1. From the Dashboard for that auction, Navigate to Marketing > Survey.
  2. This page shows a break down of the data, which can be exported. mceclip6.png


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