343
edits
Changes
→Adding non-surveyed questions
* 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, [[Form Add a Question|click here.]]
* For this example we will be creating a Text Field, and a Dropdown Menu and a Date Field. [[File:1.png|800x500px]]
* 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 [[File:2.jpg|800x500px]]
==Adding non-surveyed questions==
* 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.
[[File:3.jpg|800x500px]]
* 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.
==Adding a contact field==
* 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, see [[Communications Centre - Templates|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.
==Sending a survey to grouped contacts==