Creating customer surveys

Insert, update, or delete customer surveys used to assess customer satisfaction, responsiveness, etc.

To create a customer survey:

1. Select Operations > Customer Surveys.
2. Click Add Record.
3. Specify this information:

   Customer Survey

   Specify a unique code to identify the customer survey, and a description of the customer survey.

   Effective

   Specify the date to activate or make the survey available.

   Discontinue

   Specify the date after which to discontinue the survey to make it unavailable.

   Survey Status

   Specify A (Approved) status or U (Unfinished) status for the survey.

   Survey Title

   Specify a title for the survey.

   Opening Message

   Specify the message that will display when the customer survey is opened.

   Closing Message

   Specify the message that will display when the customer survey is completed and closed.

   Logo URL

   Specify the URL file path to the logo to be displayed for the customer survey.

   From Email

   Specify the email address from which the surveys will be sent.

   Redirect URL

   Specify the URL file path to which to redirect the users when they close the customer survey and the screen is not refreshed nor are they redirected after the set period specified in Redirect Timer.

   Redirect Timer

   Specify the time in seconds in which the user will be redirected to the specified URL in Redirect URL after the user completes the survey.

4. Click Save Record.