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
- Navigate to Configuration > Templates > Survey Templates
- Select Create Survey Template
- Fill in fields
- 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.
- Select Save New Survey Template
- Click Back to Survey Templates (Full Listing)
- Navigate through tools options:
- 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.