TechValidate Overview
Account Administration
Survey Design
- ★ TechValidate Survey Design Best Practices
- General / Baseline Survey Template
- Questionnaire Best Practices
- Creating Questions & Question Types
- How to Create a New Project
- Previewing Email Invites
Survey Templates
Gathering Results
- Split text into different columns with Convert Text to Columns
- [Video Tutorial] Best Practices for Choosing Delivery Options in TechValidate
- [Video Tutorial] How to load your customer list into TechValidate
- Using TechValidate for Customer Reference Volunteers
- Choosing Recipients - Best Practices
- Bounced Email Addresses
Analyzing Results
- ★ Customer Reference Outreach
- Adding Custom Data Fields to Your Customer List
- How to Star Favorite Quotes/Respondents
- How to Mark Respondents as Already Viewed
- How to Download Responses from Questionnaire Recipients
- How to Crosstab in TechValidate
Publishing Content
- ★ How to Publish Content in TechValidate
- Textile Formatting Help
- [Video Tutorial] How to publish TechValidate content
- Using TechValidate Content Assets
- [Video Tutorial] How to Cross tab TechValidate content
- Sharing Content: LinkedIn, Facebook & Twitter
Integrations & Add-On Features
- ★ Salesforce Integration Video Overview
- [Video Tutorial] - How to Create Research Portals
- Salesforce Data Sync: How to Install
- How to Create a Smart Collection
- How to Create a Curated Collection
- TechValidate content in Salesforce.com (Enterprise Edition)