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Touchpoints Onboarding Questions
Ryan Wold edited this page Jun 5, 2023
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These questions are designed to ensure federal agency clients are prepared and ready to use Touchpoints for the A-11 CX CAP Goal.
Who’s involved for the rollout of Touchpoints surveying?
- Identify an Agency Lead to serve as the primary point of contact. In Touchpoints, they will have Organization Manager permissions.
- The Organization Manager identifies Form Managers and Response Viewers.
- Sign up for Touchpoints
See the following for more information on Personas and Permissions
- How many survey responses do you anticipate (per week, month, quarter, or year?)
- Do these come in bursts? Or are they spread out over time?
- Do you monitor SLA?
- If yes, what tool do you use, and at what frequency do you check?
- Note: GSA uses Uptrends every 5 minutes.
- Have you identified a Service to add a Touchpoint to? Or, are you already surveying customers?
- What is the name and/or description of the Service?
- Is there a website URL associated w/ that Service?
- What other URLs are relevant?
Are you delivering your survey via the web, email, or both?
- Which Service Channels do you plan on using Touchpoints Surveys for?
- What is the traffic volume of each service channel? eg: calls/day, ticket-counter transactions/week
- Do you plan to distribute your Touchpoint via email?
- If yes, Who is agency Point of Contact for the email service? Does the Agency have a bulk email tool? (check with Marketing/Admin/Communications office if unsure)
- If no, then no action is necessary.
- Have you customized the A-11 questions per guidance?
- Copy the A-11 Form Template in Touchpoints and make your customizations.