Create a Survey - Revision history

Thomas Glennon: /* Adding non-surveyed questions */

2022-07-18T15:12:45Z

‎Adding non-surveyed questions

2022-07-18T14:55:46Z

‎Creating a Survey

2022-07-15T16:49:23Z

‎Creating a Survey

2022-07-07T14:59:04Z

‎Sending a survey to all contacts

2022-07-07T14:57:51Z

‎Submitting contacts

2022-07-07T14:55:55Z

‎Submitting contacts

2022-07-07T14:54:29Z

‎Creating a Survey

2022-07-07T14:27:13Z

‎Creating a Survey

2022-07-07T14:26:13Z

‎Creating a Survey

2022-07-07T14:25:47Z

‎Creating a Survey

@@ Line 26: / Line 26: @@
 * 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.
 ==Adding a contact field==

@@ Line 11: / Line 11: @@
 * 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, Dropdown Menu and a Date Field.
+* For this example we will be creating a Text Field and a Dropdown Menu.
 [[File:1.png|800x500px]]
@@ Line 18: / Line 18: @@
 * 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.
+* 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
 ==Adding non-surveyed questions==

@@ Line 12: / Line 12: @@
 * 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, Dropdown Menu and a Date Field.
 * 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.

@@ Line 42: / Line 42: @@
 * 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 here for more info.
+* 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, [[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==

@@ Line 33: / Line 33: @@
 ==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 uploaded in bulk, [[Form - External File Upload|click here]] for more on bulk uploading to a form.
+* Records can be entered manually into BXP as pictured above, or they can be uploaded in bulk, [[Form - Data Import|click here]] for more on importing data into a form.
 ==Sending a survey to all contacts==

← Older revision		Revision as of 14:27, 7 July 2022
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	==Creating a Survey==		==Creating a Survey==
−	Creating a survey in BXP can be done by creating a new form or editing an existing form.<br data-attributes="%20/">For detailed instructions on adding and editing Forms, [~~[Https~~://www.bxpsoftware.com/wixi/index.php/Category:~~Module Specific~~:~~Form Management\|~~click here.]]	+	Creating a survey in BXP can be done by creating a new form or editing an existing form.<br data-attributes="%20/">For detailed instructions on adding and editing Forms, [https://www.bxpsoftware.com/wixi/index.php/Category:Module_Specific:Form_Management click here.]

← Older revision		Revision as of 14:26, 7 July 2022
Line 4:		Line 4:

	==Creating a Survey==		==Creating a Survey==
−	Creating a survey in BXP can be done by creating a new form or editing an existing form.<br data-attributes="%20/">For detailed instructions on adding and editing Forms,~~ ~~click here.	+	Creating a survey in BXP can be done by creating a new form or editing an existing form.<br data-attributes="%20/">For detailed instructions on adding and editing Forms, [[Https://www.bxpsoftware.com/wixi/index.php/Category:Module Specific:Form Management\|click here.]]

← Older revision		Revision as of 14:25, 7 July 2022
Line 4:		Line 4:

	==Creating a Survey==		==Creating a Survey==
−	Creating a survey in BXP can be done by creating a new form or editing an existing form.<br />For detailed instructions on adding and editing Forms, ~~[[Form Management\|~~click here.]]	+	Creating a survey in BXP can be done by creating a new form or editing an existing form.<br data-attributes="%20/">For detailed instructions on adding and editing Forms, click here.