Survey Settings

You can configure the default messages that needs to appear while sending a survey such as the welcome message, survey success or failure message and thank your message. You can also choose to enable or disable the survey. If you choose to enable the survey, you can also schedule the periodicity of conducting the survey.

To configure the survey settings,

1. Click the Admin tab in the header pane to open the configuration wizard page.

2. Click on Survey Settings iconunder User Survey Settings. The Survey Settings page is displayed.

3. To enable the survey, click the Enable button.

4. Enter the Sender Name.

5. Enter the Welcome Message which you wish to display as soon as the user reaches the survey page or when the use is taking the survey.

6. Email Content: Specify the purpose of the email in the Email Content text field. This content will be displayed in the mail sent to the contacts. $RequesterName & $SurveyLink are variables which changes based on the contact & application URL. You can also include the $RequestId and $RequestLink variables in the email content.

7. Success Message: Enter the message that will be displayed once the survey has been successfully answered and submitted by the user.

8. Failure Message: When the survey is taken by a person who has already submitted the answers for the survey, then you will have to display a failure message. You can enter the same in the Failure Message text area.

9. Thanks Message: Enter the thanks message. This message will be displayed just before the submit button in the survey form.

10. Match the below criteria: You can enable the survey and set matching criteria for the requests. Based on the criteria the survey will be automatically sent to the contact without any manual intervention. From the Criteria combo box, select the specific criteria, and then select the matching Conditions from the combo box. Click Choose button to add the specific values. You can choose to match all the criteria set by selecting 'and' option or match any of them by choosing 'or' option from the drop down. You can click Add another criteria link to add more criteria.

11. To schedule the survey, in the Schedule Survey block, choose the radio button that you wish to set as a criteria for sending the survey. The options are,

    • A request is closed: For closing every one request a survey mail will be sent.

    • Requests are closed: Specify the number of requests to be closed of all the available requests in the text box. Once the specified number of requests is closed a survey mail will be sent.
    • Requests from a contact are closed: Specify the number of requests to be closed for a contact in the text box. Once the specified number is reached a survey mail is sent to the contact. This text box can take only integer values as input.

12. Click Save. The survey settings are saved.