Survey settings enable you to configure the default values for the welcome message, survey success or failure message and thank you message. You can also choose to enable or disable a survey. If you enable a survey you can also schedule the periodicity of conducting the survey.

To configure the survey settings,

• Head to Setup >> User Survey >> Survey Settings. The Survey Settings page is displayed.

• To enable the survey, select the checkbox Enable User Survey.

• Click Customize Template under Survey Notifications to customize the email sent to requesters. Specify the subject and then enter your message. Type $ to include a variable. This content will be displayed in the mail sent to the requesters. 

 

 

• Under the Survey Details block, enter the Welcome Message, which you wish to display as soon as the user reaches the survey page or when the user is taking the survey.

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

• Enter the Failure Message to be displayed when the customer tries to take up the survey for the second time.

• Enter the Thanks Message to be displayed just before the submit button in the survey form.

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

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

  • 'N' 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.

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

  • Click Save to save the survey settings.