Community Engagement Leader Enhances Member Experiences with SurveyVista
Community Engagement Leader Elevates Family Support with SurveyVista
Gained clear insights into family life stages.
Automated scoring improved survey analysis.
Strengthened outreach with tailored communication.
SurveyVista has transformed the way we engage with our community. The ability to deliver personalized assessment results in multiple languages has allowed us to connect with more families than ever before. Now, every participant receives meaningful insights and resources that guide them through their family development journey. This has not only deepened our relationships but also empowered our members to take action and grow.
Program Director
Company Profile
Transforming Lives Through Community Connection
A dynamic and mission-driven organization dedicated to transforming lives within its community through a wide range of impactful programs and services. Founded on the principles of inclusivity, connection, and empowerment, the organization seeks to foster a community where individuals can grow personally and spiritually.
The organization offers a variety of initiatives, including educational workshops, community outreach programs, and social activities, all designed to meet the diverse needs of its members. By prioritizing engagement and collaboration, the organization creates meaningful opportunities for individuals to connect with one another, share experiences, and build lasting relationships.
As a leader in community support, they sought a powerful community engagement software solution to strengthen relationships and improve program effectiveness through better feedback analysis.
Business Challenge
Data Interpretation Challenges
The organization faced significant difficulties in measuring, interpreting, and delivering results from the Mature-ish Assessment Survey focused on family development stages. Previously, the organization could only capture responses to key questions but did not provide the ability to score and analyze sub-questions effectively. This gap limited their ability to offer personalized survey insights across different family life stages—ranging from ‘Newborn’ to ‘Grandparent.’ Without the ability to comprehensively assess family needs, the organization missed opportunities to engage members at a deeper level.
Additionally, the organization lacked an effective method to communicate these insights to participants. Without an automated system to deliver key findings or provide customized support based on feedback, they missed critical opportunities to engage families more deeply and tailor support to their evolving needs.
The Solution: SurveyVista
How the Company Came Across SurveyVista and Their Onboarding Journey:
In their search for a comprehensive community engagement software solution that would enhance their feedback management capabilities, the organization discovered SurveyVista through industry recommendations and online research. Impressed by SurveyVista’s ability to manage complex survey structures, customize scoring, and provide personalized survey insights, the organization decided to partner with the platform.
The onboarding process began with collaborative discussions between the organization’s team and SurveyVista’s experts to understand their specific needs and goals. Through a seamless integration process guided by SurveyVista’s support & solution engineering team, they successfully incorporated the platform into their operations. Training sessions and resources provided by SurveyVista equipped staff with the knowledge and skills to utilize the platform effectively, ensuring a smooth transition and maximum engagement.
Customization for Business Impact
Through close collaboration, SurveyVista’s team helped tailor the platform to improve how assessment survey data is scored and analyzed. The focus was on enhancing the organization’s ability to categorize and score both main and sub-questions, particularly around the developmental stages of families.
This customization allowed the organization to build a more structured framework for evaluating family needs, ensuring that their insights were based on a detailed analysis of responses. By automating the scoring process, SurveyVista enabled them to transform assessment data into valuable, personalized survey insights that informed their community outreach and engagement strategies.
Driving Results with Automation
As part of the solution, SurveyVista’s technical team assisted in developing an automated customized scoring process using an Apex trigger. This trigger was designed to fire when a survey’s status was marked as ‘Completed,’ calculating scores for both main questions and sub-questions based on their associated categories. By implementing this logic, the organization could now effectively analyze survey responses and generate personalized survey insights.
Training and Support
SurveyVista provided tailored training sessions for staff, ensuring they were equipped to navigate the new features and functionalities. The hands-on approach allowed team members to familiarize themselves with the platform and develop confidence in utilizing it for their specific needs. Ongoing support was also established to address any questions or challenges that arose post-implementation.
Communication and Engagement
SurveyVista’s multi-language support enabled the organization to implement an automated communication system that delivers personalized assessment results and actionable insights in participants’ preferred languages. By triggering automated email alerts based on survey responses, they provided tailored feedback and resources to help families improve across various development stages. This personalized approach not only enhanced participant understanding of their survey results but also offered guidance for growth, fostering deeper engagement and strengthening the organization’s connection with its community.
About SurveyVista
SurveyVista, a 100% native Salesforce solution, empowers businesses to seamlessly collect, integrate, understand, and act on feedback data across the customer, partner, and employee lifecycle.
Effortlessly design branded surveys, forms, and assessments, deploy them across multiple channels, and automate distribution to streamline data collection while minimizing survey fatigue. With seamless no-code Salesforce integration, SurveyVista automates real-time data mapping to maintain a unified view of your customers, partners, and employees, enabling teams to access feedback where it’s most relevant.
Unlock personalized survey insights through AI-powered analytics and Salesforce dashboards, combining feedback with CRM data to drive impactful decisions. Leverage these insights to take timely actions that elevate customer, partner, and employee experiences, improve operational efficiency, reduce costs, and accelerate revenue growth.
Trusted globally by organizations of all sizes—from small nonprofits to large enterprises—SurveyVista supports diverse use cases, including CSAT, CES, NPS, VoC, and post-churn feedback.
