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.
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.