Overview
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Customer Self Service Questionnaires are a flexible way to create and present forms and collect user information. Some common uses include: - Contact Us
- Returns
- Warranties
- Feedback
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BPD Questionnaires |
This guide will cover how to create and implement a Questionnaire in BPD sites on version 3.78+.
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1. Create the Questionnaire:
- Login to the CMS.
- Navigate to Advanced Content --> Questionnaire Group Maintenance (/QuestionnaireMaintenance.aspx).
- Click 'New'.
- Set the values as follows (fields not listed here may be left blank):
- Questionnaire Code - a unique identifying code
- Questionnaire Description - a brief description of the questionnaire
- Spam Validation - tick this box to enable Captcha functionality for anti-spam
- Attachment Upload - tick this box to allow the user to attach files on submit (file types will be specified in the widget)
- Click 'OK' to save.
- Add Questions:
- With the relevant Questionnaire selected, click 'Questions'.
- Click 'New'.
- Select a question from the 'Question Code' drop-down.
- Assign a numeric sequence.
- Click 'OK' to add.
- Repeat as needed until all question fields have been added to the questionnaire.
Click 'Refresh Dictionary'.
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If the Question you require does not appear in the Question Code drop-down, new questions can be added by following these steps: - Navigate to Advanced Content --> Questionnaire Field Maintenance (/QuestionMaintenance.aspx).
- Click 'New'.
- Set the values as follows:
- Question Code - a unique code to easily identify this question for selection later on
- Question Text - the question prompt which will be displayed to the user
- Sequence - determines the order in which the question appears in the maintenance screen. This will default to the next available sequence number, but can be overwritten
- Answer Format - the required format for responses to this question (e.g. Short Text, Number, Tickbox, etc)
- Length - the number of characters the field is to be restricted to (if applicable)
- Required - tick this box if this question is to be mandatory
- Help - enter tooltip text here - either a further explanation or example; anything which might assist the user in completing the questionnaire
- Hidden - tick this box if the question should NOT appear on the questionnaire (used to render hidden HTML elements on a questionnaire page)
- Click 'OK' to save.
Questions created here will now be available for use in any Questionnaire. |
- Place & configure the Widget
(in this example we'll use an existing custom page): - Navigate to Content --> Custom Pages.
- Click 'Design' on the required Custom Page. (Note - if there is no 'Design' button, your page is not widget-based and will need to be converted via page Options.)
- Click 'Add Widget'.
- Search for and add the Questionnaire widget.
- Click 'Edit' on the widget.
- Configure options as required. Refer to the widget documentation for a detailed explanation of all options.
- Click 'Save'.
- Navigate to the custom page and view your new questionnaire!
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Make your customers' lives easier by prefilling some of the questionnaire fields for them! From version 3.92+, you have the ability to pre-populate fields based on customer/user data, or page parameters. For example, Name and Company Name (for logged in users), or product code (if the form is a stock enquiry form on a product detail page). Here's a quick how-to: - First, find your questionnaire fields - navigate to Advanced Content → Questionnaire Group Maintenance.
- Select your questionnaire and click the 'Questions' link. This will show you the field name of each questionnaire field - take note (or a screenshot!).
- Now, go to Advanced Content → Questionnaire Field Maintenance.
- Search for the field you wish to prefill and click 'Modify'.
- Enter the appropriate value in the 'Token to Prepopulate' field (see table below).
- Click 'OK' to save.
- Click the 'RefreshDictionary' link to update your questionnaire.
- Repeat for any remaining fields.
| Field to Prefill | Token |
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| User Name | User.FirstName,User.Surname | | Company Name | Customer.Name | | Email Address | User.EmailAddress | | Phone | User.PhoneNumber |
If you don't see the token you're after, contact our friendly Support team for assistance. |
Additional Information
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| Minimum Version Requirements |
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| 3.78 |
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| Prerequisites | |
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| Self Configurable |
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| Yes |
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| Business Function |
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| Marketing |
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| BPD Only? | |
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| B2B/B2C/Both |
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| MultiExcerptName | B2B/B2C/Both |
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| Both |
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| Ballpark Hours From CV (if opting for CV to complete self config component) |
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| MultiExcerptName | Ballpark Hours From CV (if opting for CV to complete self config component) |
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| Contact CV Support |
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| Ballpark Hours From CV (in addition to any self config required) |
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| MultiExcerptName | Ballpark Hours From CV (in addition to any self config required) |
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| Contact CV Support |
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| Third Party Costs |
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| n/a |
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| CMS Category |
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Related
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help
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| labels | cms how-to |
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