ClearlyRated Survey Program
Getting Started Resources for Client Surveys
Welcome Webinar
Watch this webinar to get started! You will learn how to get your survey set up successfully. Please ensure at least one person from your team watches this webinar.
Getting Started Package
Ready to kick off your ClearlyRated survey program? We're here to help! Within this master 'Getting Started Package', you will find best practices to ensure a successful survey program along with information on:
Client Contact List Tutorial
Contains instructions on how to properly fill out each column in order for you to upload your client contact list smoothly into our system. This tells you which information belongs in each column and includes three examples.
Client Contact List Template
Blank contact list (CSV file) template you will use to populate your contact list.
If you have any questions about the information shared, please don't hesitate to reach out to your Account Manager for more guidance. Congratulations on kicking off your survey!