Survey Configuration

Survey Configuration

Based on your requirements, you can create multiple surveys either to receive feedback on resolved requests or to conduct a general survey.

 

To configure a survey: 

    1. Go to Admin>>User Surveys>>Survey Configuration.

    2. Choose the survey type by clicking or button.

    3. In the survey configuration form, provide the necessary details as described below.        

    Name

    Provide a name for the survey

    Description

    Add a relevant description.

    Question Types

    Drag question types on the left pane to the workspace.The available question types are Binary answer questions, radio buttons, star rating scale, and numbered opinion scale.

    Toggle button: Additional comment

    If you want to collect additional comments from the user, then you can mandate comments using the Mark as Mandatory checkbox.

    Dropdown: Survey Type

    Choose Request Survey or Periodic Survey (General Survey)

    Frequency Radio buttons (For Request Surveys)

    Select preferred frequency for sending survey

    Criteria fields (For request Surveys)

    Use this to set criteria to send surveys based on request fields, condition, and value.

    Toggle button: Survey recurrence (For general survey)

    Use this to toggle repeating surveys after a certain number of days. If configured yes, then set Start Date, End date and repetition period in days.

    4. Finally, click Publish Survey.  

View, edit, preview, initiate, or delete surveys
 
The survey configuration page lists request and general surveys separately. To access it, go to Admin>>User Surveys>>Survey Configuration. 
  • Click the survey name to view details. To edit, make necessary changes and click Update Survey.

  • To preview a survey, click the gear icon and then select Preview.

  • To initiate a survey, click Initiate Survey. Alternatively, you can also initiate a survey using the gear icon.

  • To delete a survey, click the gear icon and then select Delete Survey.  

    • Related Articles

    • Survey Exclusion

      You can define rules to prevent the application from sending surveys to contacts based on request properties (fields).  This is a portal-specific configuration.   To define an exclusion rule:  1. Go to Admin>>User Survey>>Survey Exclusion. 2. Enable ...
    • Survey Emails: Customizations and Translations

      Based on your requirements, you can customize the email message or add translations. ​  Customization To configure a survey email:  1. Go to Admin>>User Survey>>Survey Email Configuration. 2. Select the survey type of your choice. 3. Customize the ...
    • Survey Reports (User Survey)

      You can view reports for an individual request survey or multiple surveys. To view aggregate results of surveys, Go to Admin>>User Survey>>Survey Reports. Select from the following filters and click Apply Filter. Survey's publishing period Survey ...
    • Mail Server Configuration

      Mail server configuration is essential to receive requests via email, send notifications, surveys etc. This is a portal-specific configuration. To configure a mail server, go to Admin > Main Settings > Mail Server Settings. Configuring Settings for ...
    • OAuth for Mail Server Configuration

      Introduction   OAuth is a standard authorization protocol that provides delegated access to a protected resource using web tokens instead of passwords. With OAuth, resource owners can configure separate permissions for each client requesting access ...