For client admins
Build, test and launch surveys, manage the team and money, and connect your other systems.
Start with For client analysts: everything there applies to you. This course adds what only client admins do. Practise on demo.smartsurvafrica.com as admin@akwaababank.demo (password demo-password).
- 1
What a client admin does
Client admins run their organisation’s SmartSurv: surveys, launches, the team, money and connections to other systems.
3 min - 2
Manage your team
Invite colleagues as client admins or analysts, change roles, and remove people who leave.
3 min - 3
Create a survey with the wizard
Describe what you want to learn. SmartSurv drafts the survey, checks the panel can deliver it, gives a quote, and launches it when paid.
7 min - 4
Build a survey in the builder
Add questions of nine kinds, branching, screeners, quotas, “why?” follow-ups and translations, with a live WhatsApp preview.
8 min - 5
Question coach and pre-test
Get wording advice as you type, and test the whole survey with 20 synthetic respondents before anyone real sees it.
5 min - 6
Survey settings: delivery, reward, quality and trackers
The builder’s Settings tab: country, delivery channel, reward, target and budget, minimum trust, stop rule, weighting, messages, trackers and send advice.
8 min - 7
WhatsApp invitation templates
Every WhatsApp survey starts with an approved invitation template. Write it, preview it, and send it to Meta for review.
5 min - 8
Try a survey in the Simulator
Answer your own survey on a phone mock-up, by WhatsApp or by voice, and watch the payout, without a real phone.
5 min - 9
Launch, invite, pause and close
Launch checks, inviting panel members in batches, and pausing, resuming, closing or duplicating a survey.
6 min - 10
Voice surveys and calls
Run a survey by phone call, follow each call, and call someone again or stop a call.
5 min - 11
The incentive wallet
Your wallet holds the money your respondents are paid from. Learn how to fund it and read its ledger.
4 min - 12
Billing: pay, change plan and keep details up to date
Pay invoices online, change or cancel your plan, buy prepaid credit, and keep your billing details and contacts current. And what happens when an invoice is unpaid.
7 min - 13
Developers: API keys, triggers and webhooks
Connect your other systems: invite a customer right after an event, and receive results as they arrive. What each piece is for, no code needed.
6 min