ResultsAiX Surveys keeps everything on one screen with tabs, so you are never more than one click from your surveys, your answers or your settings. This guide walks through each tab and what you can do there.
Where to find it:
Open AiX Surveys in the WordPress menu. The menu also has shortcuts for Dashboard, Surveys and New Survey. Inside the plugin, the tabs run along the top, with a New Survey button at the end of the row and Help / Training in the top right corner.
The tabs:
- Dashboard: totals for all your surveys, two charts for responses and email opt-ins, your latest surveys and a Quick start panel. It opens on the last 30 days.
- Surveys: every survey you have, with the tools to preview, edit, switch on or off, clone and delete them.
- Responses: the answers for one survey, as a Summary, a list of Responses and, when the survey has written questions, Written answers. Filters and the CSV export live here.
- AI Insights: the full report for one survey: the funnel numbers, charts, the most given answers, the AI written reading and a question by question breakdown.
- Integrations & AI: your AI keys and usage, your autoresponder connection, and which other plugins are connected.
- Training: the built in guide with a search box, in sections you can open and close.
- Resources: other tools from the same team, with anything already installed on your site marked Installed.
- Settings: your licence, the admin color scheme, default survey colors, notifications and the Danger Zone.
- Diagnostics: a one glance health report with a Copy Report for Support button.
- If the ResultsAiX Hub is installed, a Hub tab also appears in the row.
The Dashboard:
The number cards at the top count every survey on the site: Surveys, Active, Times shown, People who started, Responses, Finished what they started, Email opt-ins and Left an email. Times shown and People who started only appear once views are being counted.
Below them is the chart panel. Pick a Date range (Today, Yesterday, 7 days, 30 days, This year, All time or Custom) and a Chart style (Area, Line, Bar, Trend or Hourly). The Responses and Email opt-ins charts share one timeline. A line under the buttons sums up the range, for example "365 responses and 215 email opt-ins in the last 30 days".
Your surveys lists up to eight of your surveys, newest first, with their status and Edit, Responses and Report buttons. All surveys takes you to the Surveys tab.
The Surveys list:
Each survey has one row. The row shows its title, how many questions and responses it has, popup on when popup mode is switched on, the opt-in mode when an email step is on, and its shortcode, which you can click to select. Under that is the funnel: views, started and finished, with the finish rate in brackets.
When a survey has a page of its own, the page address shows too, with two buttons: Copy page link and Copy email link. The email link is the page address with the merge tags for a ResultsAiX Mailer email already added. See Sending A Survey By Email, With No Name Or Email To Type.
The buttons on each row:
- Preview opens the survey exactly as visitors see it, drafts included. Nothing is recorded.
- Edit opens the builder.
- Activate switches a Draft or Closed survey on. A survey needs at least one question before it can be activated.
- Close stops an Active survey from collecting.
- Responses opens its answers on the Responses tab.
- Report opens its AI Insights report.
- Clone makes a copy as a new Draft, with (copy) after the title.
- Delete removes the survey and all of its responses. A confirmation names the survey and says how many responses go with it, so you can export them first.
The status badge on the right says Active, Draft or Closed.
Help when you need it:
The Help / Training button opens the Training tab at the section for the screen you are on. On the Surveys tab it opens the publishing section, on Integrations & AI the AI key section, and so on. The Training tab has a search box at the top, and each section opens and closes on its own.
A real example:
The Yoursite Academy owner opens the Dashboard on Monday morning. The cards show 518 responses and 316 email opt-ins across five surveys. She clicks Hourly and sees most answers arrive between 7pm and 10pm, so she moves her survey emails to the evening. Then she opens the Surveys tab, sees the course finder quiz finished at 47%, and clicks Report to see where people stop.
Tips:
- The Report button on a row and the AI Insights tab show the same report.
- Clone is the quickest way to run a second version of a survey, for example to try a shorter wording.
- Before you contact support, open Diagnostics and use Copy Report for Support. See The Diagnostics Tab: A Health Report For Support.