Create a Survey

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The Survey Management module 060.png allows for surveys to be built, delivered and reported on from bxp software (bxp). This article covers the process of creating and sending a survey using this modules suite of management tools.

1 Creating a Survey

Creating a survey in BXP can be done by creating a new form or editing an existing form.
For detailed instructions on adding and editing Forms, click here.

  • First, add a new question of type Group Header to the Form.
  • Next, add a new question for each field you wish to have in your survey, all standard BXP field types are supported.
  • For detailed instructions on adding fields to a form, click here.
  • For this example we will be creating a Text Field and a Dropdown Menu.


  • Next, group the questions you have created under the Group Header created in step 1.
  • To do so, first select "Answer Values - Edit" from the Questions sub-menu in the form editor panel.
  • A set of entry fields will appear with a comprehensive list of all of the questions in the current form below it.
  • Find the number corresponding to each question you want to include in your survey and enter them into the fields above, you will need to click the "Update Answers" button after each entry


2 Adding non-surveyed questions

  • Surveys can have non surveyed fields added to them that will not show up when the survey is filled in by the recipient, this can be used to have staff only fields that can be filled in before or after a survey is submitted.
  • To implement this, simply add any question to the form and do not include in within the Group Header added earlier, only questions contained within the group header are surveyed.
  • In this sense the Group header can be considered the actual survey, while everything else is additional info associated with the record.


  • Note that you can also have more than one survey in each record by using multiple Group Headers as described in the Creating a Survey section above.

3 Adding a contact field

  • A survey will also need to have a contact field in order to be sent out to recipients.
  • Both email and SMS are supported for distribution, but the field type can be any standard BXP field.

4 Submitting contacts

  • Now that our form has been implemented with a survey, we can begin adding recipients to the database. For the purposes of sending a survey, only the actual contact field is required.
  • Records can be entered manually into BXP as pictured above, or they can be uploaded in bulk, click here for more on importing data into a form.

5 Sending a survey to all contacts

Now that our database is populated with contacts we can send out our survey.

  • First open the survey module using the navigation bar, then select "Send a Survey" from the menu, then select the form that your survey is built in from the form selection menu.
  • Select the survey(group header) that you want to send from the Survey dropdown
  • Optionally, select an email template from the template dropdown at the top of the page. Email tempaltes can be created under the Communications Center of BXP, click here for more info.
  • Select the field that contains client contact data from the Data Field dropdown(mobile number or email address)
  • Click on "Group Recipients". You may have to wait for some time depending on the number of contacts in your database.
  • Next specify the email body, subject and from address, if you selected a template ealier then it will automatically load into the email body.
  • Finally click on Send Email to send out your survey.

6 Sending a survey to grouped contacts

  • Naturally it is not always desirable to send a survey to all of the contacts in a database, in these instances we can use the grouping feature to select specific contacts based on other information in the form.
  • To do so, first prepare to send your survey as before, but this time use the Groups section to select which fields you want to group contacts by and what values those fields need to be in order to satisfy the filter.
  • For example, in our demo form above we have a non surveyed field called "Send Survey via Email?", which is a drop down list that can be either Yes or No.
  • We can specifically gather just the recipients that are marked
    as "Yes" in this field by selecting it in one of the Field entries and specifying "Yes" and "Exact Match" in the corresponding Value and Matching entries.

7 Field replacement and email personalization

  • Up to three fields can be specified for email personalization, this will allow you to dynamically display the clients title or name or other personal information in your emails without personalizing each one individually.
  • To do so, select the fields you would like to use for personalization in the three dropdowns provided, then specifiy --Field1--,--Field2-- or --Field3-- to invoke them in your email template.