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.

This article contains the following sections:


Creating a Check-in Marketing Survey

Creating or editing a marketing survey is only available for users with company Admin authority. Several types of marketing efforts and several sources (or names) can be tracked. 

  1. Navigate to My Links > Company > Customers > Marketing Survey.
  2. Enter the type of source into the Type field and the name of the source into the Name field (see examples below).Survey1.jpg
  3. Click the Save button.
    • To edit a survey type or name, click the Pencil icon to the right of the survey.
    • To delete a survey, click the Trashcan icon to the right of the survey. 


Using the Marketing Survey

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

  1. Navigate to the applicable auction from the Dashboard, then select Accounting > Check-In.
  2. The Marketing Survey drop-down will appear above the Paddle #. Use the drop-down to select one of the sources listed when the survey was created. Survey2.jpg
  3. Finish entering bidder check-in information. 
  4. Click the Disk icon in the top right corner of the page to Save. 


Reporting Survey Data

Once the sale is complete, reporting can be accessed to view the data captured during check-in.

  1. Navigate to the applicable auction from the Dashboard, then select Marketing > Survey.
  2. This page will display a breakdown of the data, which can be exported by clicking the Export button in the top right corner of the page. mceclip6.png


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