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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 the type of source into the Type field and the name of the source into the Name field.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 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 and click the Disk icon in the top right corner of the page to Save. 

Reporting Survey Data                                                                             

Access a report for the data recorded upon check-in after the sale is complete:

  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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