user manual table of contents · user manual – sugarcrm survey rocket 6 survey rocket provides...

USER MANUAL

SURVEY ROCKET

Version: 3.1

SugarCRM Compatibility:

Community Edition 6.5.* to 6.5.26

Professional Edition 6.5.* to 7.11.*

Enterprise Edition 6.5.* to 7.11.*

TABLE OF CONTENTS

Introduction .................................................... 2

Benefits of Survey Rocket ............................... 2

Prerequisites ................................................... 2

Installation ...................................................... 3

Configuration .................................................. 4

Procedure ....................................................... 5

Contact Us .................................................... 40

USER MANUAL – SugarCRM Survey Rocket

www.appjetty.com 2

Introduction

AppJetty provides an effective solution in the form of SugarCRM based Plugin which is helpful for entrepreneurs to conduct surveys.

Know your customers better by sending them a Survey questionnaire with several important questions; answer to which can affect your business strategies. Let your customers tell their preferences and an honest feedback about your services.

Benefits of Survey Rocket

Searching a solution for improving customer satisfaction? Your search comes to an end. Survey Rocket helps you to collect and store the valuable feedbacks of your customers.

• Customer satisfaction is the key to success. Survey Rocket helps you to bridge the gap between

businesses and customers. It allows you to sneak into the hearts of your customers.

• Get to know the value of your products/services and the improvements required if any.

• Feedback could be helpful from marketing and sales point of view.

• Create eye catching surveys with industry specific themes and prebuilt questionnaires which the

customers will tend to fill up.

• The survey questionnaires can have different answer types.

• Generate various type of reports based on different statistics.

Prerequisites

Following points must be followed before starting Installation.

• You should login as an Administrator in SugarCRM.

• Check that your SugarCRM Instance is compatible for Survey Rocket.

• You must have a valid License Key Provided by Biztech Store.

• If you are installing Survey Rocket then make sure there should not be any older version of Survey

Rocket Plug-in already installed on SugarCRM. If there is any then you will have to uninstall that

plug-in first.

• Make sure that cron must be configured for the scheduler Jobs.

• Outbound email must be set for the SugarCRM system. Survey Emails uses the SugarCRM

Outbound Email Account.

Note: If you are already using survey rocket and upgrading to a newer version, then you need to put

your SugarCRM system under maintenance mode (To avoid survey submission entries). Once the

Upgradation is complete you can exit the maintenance mode.

http://store.biztechconsultancy.com/


www.appjetty.com 3

Installation

• To start with the installation, Log-in as Administrator into SugarCRM. Go to the Administration

page and click on ‘Module Loader’ to install the package.

• Browse the zip file and click on ‘Upload’ button under Module Loader screen. After uploading

package, click on the ‘Install’ button to install the package.

• Click on ‘Commit’ button to finish the installation. After successful installation, you can see

‘Survey Rocket’ Plug-in in Installed plug-in list on Module Loader page.

• Now, you need to repair your SugarCRM Instance. For that go to Administration page and click on

‘Repair’ link, then click on ‘Quick Repair and Rebuild’ link.


www.appjetty.com 4

Configuration

Get activation key

• Get the activation key from the Order Confirmation Mail. OR

• Login to your AppJetty account then go to downloadable options and copy the activation

key for the Survey Rocket plug-in.

Activate your plug-in

• After successful package installation, you need to validate your license and activate your

Survey Rocket from Survey Rocket Configuration panel.

• Log-in to your SugarCRM as admin and go to Administrator Page. You can see the ‘Survey

Rocket Configuration’ section on this page.

• Now, click on ‘Survey Rocket License Configuration’ link, this will re-direct you to License

Configuration tab.

• Enter License activation key provided by Biztech. Validate your license by clicking on the

‘Validate’ button.

• After successful license validation, you can enable the plug-in by selecting ‘Enable’ option from

the selection list and then click on ‘Save’ button. Now, your Survey Rocket plug-in will be

activated.


www.appjetty.com 5

Procedure

• User can design a new survey form in two ways:

▪ Design a Survey Template and use it to create multiple Surveys.

▪ Build a New Survey from Scratch

Creating Survey Template

• One of the most common methods of a Survey Template creation is via the ‘Create Survey

Template’ option in the Survey Template module tab. This opens up the edit view layout which

allows you to set Survey form with different Survey Questions with pagination.

Use the following steps to create a Survey Template via the Survey Template module:

• Hover on the Survey Template module and select ‘Create Survey Template’.

Adding and Editing Questions in the survey form

• The first step to building your survey is adding questions to your survey page. When you add a

question to your survey, review the Question Type options and settings to fine tune each one to

meet your needs.


www.appjetty.com 6

Survey Rocket provides various question types for Survey form:

Survey Question Types Description

Multi Select List Allows your respondent to choose one answer (or multiple answers) from your list of answer choices.

Dropdown List

Provide a dropdown list of answer choices for respondents to choose from. Use the dropdown question when you need to ask a multiple choice, single answer question but want to save space.

Rating Use a Rating Answer type if you want respondents to evaluate something based on your question.

Textbox

Add a single textbox to your survey when you want respondents to write in a short text or numerical answer to your question. Also allows setting data type like integer, floating, charring limit.

Comment Textbox

Use the comment or essay box to collect open-ended, written feedback from respondents.

Contact Information

This is the collection of multiple short text or numerical answers with a single question. Use this question type to collect a respondent's relevant contact information, including name, address, email, and phone number.

Radio Button

Provides a Radio button list of answer choices for respondents to choose from.

Checkbox

Allows your respondent to select one or multiple answers from your checkbox list of answer choices.

Scale

This a single-row rating scale which allows evaluation based on weight. A Rating Scale question, commonly known as a Likert Scale, is a variation of the Matrix question where you can assign weights to each answer choice.

http://help.surveymonkey.com/articles/en_US/kb/Single-Textbox

http://help.surveymonkey.com/articles/en_US/kb/Comment-Box

http://help.surveymonkey.com/articles/en_US/kb/Do-you-have-a-demographic-type-question

http://help.surveymonkey.com/articles/en_US/kb/How-do-I-create-a-date-time-question

http://help.surveymonkey.com/articles/en_US/kb/How-do-I-add-additional-text-into-the-body-of-my-survey-design

http://help.surveymonkey.com/articles/en_US/kb/How-do-I-add-additional-text-into-the-body-of-my-survey-design


www.appjetty.com 7

Matrix/Grid

This is a multi-row checkbox or radio button field. You can set the matrix question to collect multiple answers or only one answer per row. You also have the option to turn the matrix question into a rating scale when you want to assign weights to respondents' answers.

Date/Time Allows respondents to enter a specific date and/or time.

Attachment The Attachment question type allows you to have your respondents upload a file as part of their survey response.

Boolean Allows respondents to switch something on or off. Respondents can choose between Yes OR No using a checkbox.

Image Lets you insert an image into your survey by uploading an image file or specifying the URL of an image on the web.

Video Lets you insert a video into your survey by specifying the URL of a video on the web.

Rich Text Box Add additional text in a survey form and edit them using the rich text box option.

• To add a question to a page, just Drag & Drop that question type to the survey page

• Advanced Options includes question type settings and validations. You can also add Help tips for

each Survey Question. Help Tips are text you can set to help guide respondents during the survey.

For example, if you think you may need to clarify a term used in a question, you can use a tip to

clarify the term


www.appjetty.com 8

• You can make any question mandatory for respondents during survey. Check the ‘Is required’ box

in Advanced Option to make a question mandatory.

• Once you enter all necessary information, click on ‘Save’. It will redirect you to Survey Template

Detail View.


www.appjetty.com 9

• Once you save a survey template you will be able to create multiple surveys using that template.

In Survey Template Detail View, you will see a Drop-down arrow besides the Edit button at top

right corner. By selecting ‘Create Survey’ Option from the list you can create a survey using that

template.

• You can edit questions at any time, but editing limitations apply once the survey has been sent to

targeted audience.

Building a new survey form

• To create a new survey, select ‘Create Survey’ option from the Survey Template detail view or

navigate to Survey module and click on ‘Create’ button.

• Fill up necessary details required for the survey.

• Give a Title to your Survey, mention the Start & End Date of the survey. You can also upload a logo

of your choice and/or add brief description of the survey, upload a background image for survey.


www.appjetty.com 10

• You can also choose an attractive theme that suits your business requirements from the options

provided.

• To disable a survey, click on the toggle button at the top and turn survey into Inactive mode.

Enable Scoring

• Scoring feature can be enabled for 4 types of questions viz. Checkbox, Dropdown list, Radio

Button and Multi Select List.


www.appjetty.com 11

• To enable scoring while creating survey, check the ‘Enable Scoring’ checkbox. This will enable

boxes to enter scores besides the answer choices.

• Enter score for each answer choice. The overall score can be analyzed using the survey reports.

“Other” option in Multi - Choice Question Type

• To allow respondents to give some other answer than those mentioned in the options, the ‘Other’

option feature can be used.

• Check the ‘Add other option textbox’ box to add an extra blank field along with the answer

choices.

• You can also change the label as per your requirement to match the question.

Question Section Header

• To add a section header inside a survey page, click on the ‘Section Header’ icon on the top right

corner of a question.

• This will add a section header above that question. By doing so you can categories questions into

different sections in a single page.


www.appjetty.com 12

Applying Skip Logic

• Skip Logic feature allows you to customize your survey for each respondent by applying logic to

the answer choices. Based on a respondent’s answer, branching logic will be created as per the

conditions defined by you.

• To apply skip logic, you need to create the survey first and save it. Once you save a survey click on

‘Edit’ button, which will enable the ‘Logic’ tab.

• Click on the ‘Logic’ tab to set the logic for a question

• To redirect a respondent to a later page in survey, select ‘Redirect to Page’ option from the

dropdown and then select the Page on which the redirection must occur.

• To hide questions and show them during survey based on the responses, select ‘Show/Hide

Questions’ option from the dropdown and then select the questions.

• These questions will be hidden during survey and will be shown only when the respondent

chooses the option on which the logic is applied.

• You can only apply ‘Show/Hide Questions’ logic for questions which comes after the current

question.


www.appjetty.com 13

• To redirect a respondent to an external URL, select ‘Redirect to URL’ option from the dropdown

and then mention the URL on which the redirection must occur.

• To redirect a respondent to the end of a survey, select ‘End of Survey’ option from the dropdown.

Changing Question Type

• To change the question type for an already selected question in the survey page, click on the

‘Type’ field. This will convert it into a dropdown with all the question types.

• Select a question type from the list and the existing type will be converted into the selected one.

Configuring Survey Footer

• Set customized footer for surveys using the TinyMCE editor.


www.appjetty.com 14

Creating Survey Welcome Page

• You can add a survey welcome page to give a brief introduction of your survey before the

respondent starts to attend. You can customize the welcome page as per your requirements using

the inbuilt Tiny MCE Editor

Creating Survey Thank You Page

• Similarly, you can add a Thank you page at the end of a survey. You can customize the Thank you

page as per your requirements using the inbuilt Tiny MCE Editor


www.appjetty.com 15

Data Piping

• Data Piping allows you to pre-fill your survey form with the existing CRM data. At the same time

you can also update your CRM records using your survey responses.

• To enable Data Piping for your survey, check the ‘Enable Data Piping’ check box.

• Now select a module from the following: Accounts, Contacts Leads or Targets

• This will Pre-fill the data into survey submission form and/or update the records in that module on

survey submission by a respondent.

• You can also create a new record in the selected module.

• To create a new record in the selected module, choose ‘Create Records’ option from the ‘Sync

Type’ field.

• To update an already existing record or to create a new record (if no such record exists), choose

‘Create or Update Records’ option from the ‘Sync Type’ field.

• Enabling ‘Data Piping’ will add a new ‘Piping’ in each question.

• Now sync your survey questions with the fields of your selected module. To sync a question with a

CRM field, navigate to the ‘Piping’ tab in that question.

• There will be a ‘Sync Field’ dropdown with all the possible fields from the selected module.

Choose a field with which you wish to sync the question.


www.appjetty.com 16

• While mapping fields with the survey questions, there might be some fields which already have

some predefined values in it. A popup will appear to sync those values with your answer choices.

Click on ‘Confirm’ to sync the values.

• If Data Piping is enabled then you will have to include all the mandatory fields of the selected sync

module in your survey. If all mandatory fields are not included then an error message will appear.


www.appjetty.com 17

• Also, all questions with mandatory fields should be marked as required. If any of the questions

with a mandatory field is not marked as required then a warning message will appear.

• Click on ‘Confirm’ to make all such questions as required.

• You can also disable Data Piping for a particular question. To disable Data Piping, check the

‘Disable Piping’ checkbox.

• Once you finish syncing all the questions, save the survey.

Note: Once data piping is enabled for a module then mapping can be done only for that selected

module. If you are changing the selected module after mapping the fields then you will have to remap

the fields for the newly selected module.

Surveys with Data Piping are not qualified for Survey Automation.

Pre-filled Data will only appear for existing CRM contacts. If Data Piping is enabled for surveys which are

shared online (Web links) then there won’t be any pre-filled data to display and records will be created

(not updated) in the selected sync module.


www.appjetty.com 18

Automate Survey Reminders

• Send automated reminder email for the survey to a recipient who hasn’t responded in a certain

time frame.

• To send a reminder email, check Recursive Email checkbox and choose an interval to set how

often the reminder mail should be sent. You can also decide the number of times you want to

send reminders for.

Generate Sharable Link

• For sending out surveys to people other than the existing CRM records or to send surveys using a

web-link, use the sharable web link feature.

• To generate a sharable link, navigate to Edit view of that survey and click on ‘Get Sharable Link’

button

• This will generate a sharable web link, which you can post on Social Medias or share with people

to get responses online.


www.appjetty.com 19

Survey Detail View

• In this view you can see all the details of created survey. Click on the dropdown arrow besides Edit

button and select ‘Preview’ option. This will open up the preview of created survey in a new tab.

Multi Language Support for Survey

• Translate Survey option allows you to translate a particular survey into different language

provided by CRM.

• To translate a survey, select ‘Translate’ option from the actions dropdown besides edit button.


www.appjetty.com 20

• Default Survey Language will be the CRM Default Language. You can add a language for translation

by clicking on ‘Add Language’ button.

• This will open a popup to add language. Select a language and the direction in which that language

is written, from the dropdown.

• Click on ‘Save’ Button and it will redirect you to survey translation page. This page displays all the

survey components in the default language. You can enter the translated text for each of the

components against the boxes provided.

• To load data from the Default Language, click on ‘Load Data from Default language’ button.


www.appjetty.com 21

• Once you finish translating your survey, click on ‘Next’. This will redirect you to a page to translate

default survey messages.

• Translate all the messages in your selected language and click on ‘Next’


www.appjetty.com 22

• This will redirect you to page where you can translate the Advance Contents of your survey like

Survey Welcome Page, Survey Thank you page etc.

• Once you finish translating all the pages, click on ‘Save’ button. This would display the translated

text when a respondent selects that language while attempting the survey.


www.appjetty.com 23

Exporting Survey Form

• To export the survey form in PDF or DOC format, click on ‘Export as PDF’ or ‘Export as Doc’ option

from the actions drop down besides Edit button.


www.appjetty.com 24

• This will export the survey form as it is into a PFD or DOC file.

Copying a Survey

• Once a survey is in active state, that survey cannot be edited again. Using the copy feature a copy

of that same survey with all the configurations can be created.

• To create a copy of a survey, click on ‘Copy’ option from the actions dropdown besides Edit

button.

Creating an email Template

• To create an email template, select ‘Create Email Template’ option from the ‘Emails’ module.


www.appjetty.com 25

• Select a survey and module (Accounts, Contacts, Users, Leads and Targets) from the drop-down

list and click on ‘Insert Survey Link’ Button which will automatically insert the survey link inside

the email body.

• Customize the Template as per your needs and click on ‘Save’ button to save the template.

Sending Survey

• Navigate to a module from which you wish to send Survey and select the list of persons to whom

the survey should be sent.

• Now, click on the drop-down arrow and select ‘Send Survey’ option from the menu.

• On selecting ‘Send Survey’ option from the list, a pop-up window will appear from which you can

select an existing survey or create a new survey.


www.appjetty.com 26

• Click on ‘Select Existing Survey’ button to open up a list of existing surveys.

• Click on ‘Send’ button against the survey you wish to send.

• You can also schedule a survey to send it later.

• Click on ‘Send Later’ Button to set the schedule. Select the date and time on which you wish to

send the survey and click on ‘Schedule’ button. The Survey will be scheduled accordingly.


www.appjetty.com 27

Survey Sent Summary

• Once the survey is sent, a popup will appear displaying the ‘Summary of survey’

Survey Automation

• Send surveys automatically through survey automation module. Create a workflow from survey

automation module to send surveys based on certain conditions that you set. Set Actions to

determine to whom the survey should be sent to.

• Navigate to Admin Panel and click on ‘Survey Automation’ link.

• Now click on ‘Create’ button to create survey automation workflow.


www.appjetty.com 28

• Enter a name for survey automation workflow, select an option from the dropdown to mention

when the execution must occur, select a target module for the workflow and then select the type

of records on which the automation must trigger.

• Click on ‘Save’ button to save the survey automation workflow

• Now create conditions for the automation to trigger. When these conditions are met, the survey

will be automatically sent to the chosen respondents.

• To create conditions, click on ‘Create Condition’ button.

• Select parameters to set the conditions and click on ‘Save Condition’ button.


www.appjetty.com 29

• Now set the actions to determine the recipients to whom the survey will be sent. Select the

recipients associated with either target or related module from the dropdown. Select the related

field for the chosen recipient type.

• Select a survey from the dropdown and click on ‘Save Action’ button.


www.appjetty.com 30

Custom SMTP Configuration

• Use custom SMTP to send survey invitations through your own SMTP email account. This will

increase the deliverability of your survey invitations by avoiding spam issues, email bounces and IP

Blocks.

• To configure SMTP for sending surveys, navigate to Admin Panel and click on ‘Survey Rocket

SMTP Setting’ link.

• Enter the necessary details of your SMTP mail server such as the name of provider, your email

credentials and SMTP Port Number and click on ‘Save’ button.


www.appjetty.com 31

Survey Transactions

• View all the survey transactions at one place. ‘Survey Transactions’ displays the list of all surveys

sent along with their mail delivery status, score details and module related parameters.

• You can also filter out the transactions based on different filtering criteria.

Survey Submission Sub Panel

• You can also view the details of survey transactions for individual records from the ‘Survey

Submissions’ sub panel in the detail view of the respective modules.


www.appjetty.com 32

View Survey Reports

• Once a survey is sent, you can view various types of Reports based on that survey which

represents the status of the survey using charts and tables.

• To view survey reports, navigate to Detail View of a survey. Click on the dropdown arrow besides

Edit button and select ‘Analyse Report’ option. This will open all the reports for that survey.

• Status Report displays a pie-chart depicting the percentage of users who have submitted the

survey and those who haven’t.


www.appjetty.com 33

• Question wise report displays question summary report, it shows the list of each question along

with the percentage and count of the chosen answer. It also displays the total number of

responses.

• For scoring enabled questions weight for each answer choice will be displayed along with average

score for that question based on the responses.

• Survey Reports are categorized into three types based on survey submissions:

• Combined Reports displays combined report for surveys sent using sharable links and

emails (Existing CRM Records)

• Email Reports displays report for surveys sent through emails (Existing CRM Records)

• Open Ended Reports displays report for surveys sent through sharable link (Existing

CRM Records)


www.appjetty.com 34

• Individual Report displays the list of contacts to whom the survey was send. It

displays the type of module, status (submitted or not viewed); survey send date and

survey submission date.

• A resend option is also available to resend the survey to a respondent.

• You can sort the list according to modules or type of submission.

• The results can be exported as an excel worksheet by clicking on the ‘Export Result’ button.

• To view the detailed individual report of a respondent, click on the name field and it display

complete set of answers of that respondent.


www.appjetty.com 35

Poll within survey module

• To create a Poll from select ‘Create Poll’ option from the Survey Module dropdown.

• This will open up a page to create Poll. Fill in all the necessary information. You can upload a logo

and select a theme that suits your requirement.


www.appjetty.com 36

• A Poll will have only one question which can either be a radio type question or a checkbox.

• To allow more than one answer-choice for a respondent, select checkbox question type and to

allow only a single answer choice, select radio button as the question type.

• You can also allow multiple attempts for a single respondent. To allow multiple attempts check

the ‘Allow Redundant Answers’ checkbox.

• Once you finish editing the question click on ‘Save’ button.

• You can send Poll from the following modules: Accounts, Contacts, Leads and Targets

• You can also Send Poll through a sharable link. To generate a sharable link, navigate to the Edit

View of a Poll and click on ‘Get Sharable Link’ button.


www.appjetty.com 37

• This will generate a sharable web link, which you can post on Social Medias or share with people

to get responses online.

View Poll Reports

• Once a Poll is sent, you can view various types of Reports based on that Poll which represents the

status of the Poll using charts and tables.


www.appjetty.com 38

• To view Poll reports, navigate to detail view of a Poll. Click on the dropdown arrow besides Edit

button and select ‘Analyse Report’ option. This will open all the reports for that Poll.

• Status Report displays a pie-chart depicting the percentage of users who have submitted the Poll.

• Question wise report displays question summary report, it shows the question along with the

percentage and count of the chosen answer. It also displays the total number of responses.

• Reports are categorized into three types based on submissions:

• Combined Reports displays combined report for Polls sent using sharable links and

emails (Existing CRM Records)

• Email Reports displays report for Polls sent through emails (Existing CRM Records)

• Open Ended Reports displays report for Polls sent through sharable link (Existing CRM

Records)

• Individual Report displays the list of responses. It displays the module, type of submission, survey

send date and survey submission date.

• A resend option is also available to resend the Poll to a respondent.


www.appjetty.com 39

• You can sort the list according to modules or type of submission.

• The results can be exported as an excel worksheet by clicking on the ‘Export Result’ button.

• To view the detailed individual report of a respondent, click on the name field and it will display

complete set of answers for that respondent.


www.appjetty.com 40

Contact Us We simplify your business, offer unique business solution in digital web and IT landscapes.

Customization:

If you would like to customize or discuss about additional features for SugarCRM Survey Rocket, please

write to [email protected]

Tickets

• Raise tickets for your specific question!

• Send an email to [email protected] or you

can login to your account @ www.appjetty.com

and click on My Support Tickets on your account

dashboard, to get answers to your specific

questions.

Live Chat

• Get instant support with our Live Chat.

• Visit our product page at: https://www.appjetty.com/sugarcrm-survey-rocket.htm and click on the Live Chat button for instant support.

mailto:[email protected]

mailto:[email protected]

https://www.appjetty.com/

https://www.appjetty.com/sugarcrm-survey-rocket.htm

https://www.appjetty.com/sugarcrm-survey-rocket.htm

user manual table of contents · user manual – sugarcrm survey rocket 6 survey rocket provides...

Documents