Complex questionaires
Setting up a questionaire with report
Field types
Complex questionaires contain fields for sending the questionaire and answering questions.
Dependening on how the questionaire is distributed to the users, you will also need contact information such as name and email.
Questions and scores
- Complex question
- Formula
Support for multiple questions
- Multiline: Location editor
- Mulitiline: Complex question
Questionaire
- Fields inclusion and order
- Start and end messages
Sending emails with links
In order to send personalized message you solution will need to contain these fields
- Text: Enter the name of recipient
- Email: Email of the recipient
These fields are refered to in the message template in a status action, which is where subject and body of the email is edited.
A message is sent to the recipient, when a record in the system reaches a certain state.
Reports
- Word heatmap index
In case you want a dedicated button at the top of the page please add a field of the type: Button: Template export
Cheatsheet
Fields in solution
- "Complex question"
- "Multiline: Complex question", "Multiline editor"
- Text and Email for contact information
Questionaire field order
Entity > Advanced > Questionaire: Question order Order 0 means field is NEVER displayed
Questionaire start and end messages
Entity > Advanced > Questionaire: Messages
Send invitation to customer
- Click status > Add status action
- Set email recipient = Email field
- Integrate name in message: Dear {NAME}
Template for report
- Create Word document
- Add content tags - ex. "${NAME}"
- Add to solution: Entity > Advanced > [Template list] > Add