3.0 Configuration


CivicRec
®

Templates - Survey Templates

Overview

Surveys allow you to receive the feedback you need to keep your customers happy. In Survey Templates, you can create, edit, preview, and remove surveys

Instructions

  1. Navigate to Configuration > Templates > Survey Templates
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  2. Select Create Survey Template
    chrome_2017-11-28_11-29-41.png
  3. Fill in fields
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    • Name: Just for internal use
    • Survey Type: Select the type of survey you want to create
    • Message: Text displays in emails and on the survey page your customer receives
    • Note: While the survey questions are pre-established currently, we will be granting you the ability to configure your own questions in the next release.
  4. Select Save New Survey Template
    chrome_2017-11-28_11-30-22.png
  5. Click Back to Survey Templates (Full Listing)
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  6. Navigate through tools options:
    chrome_2017-11-28_11-31-08.png
    • Edit: Click the pencil to return to the editing screen
    • Preview: Click the magnifying glass to view a preview of the template
      • Note: In order for the preview to work, you must first assign a session or facility to the survey. 
    • Remove: Click the red X to remove a survey
      • Note: Alternatively, in the editing screen, you can select Delete Survey Template.

 

 

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