Questionnaires are a flexible way to create and present forms and collect user information. Customer Self Service Questionnaires can be employed to collect non-standard information from users. Some common uses include:
- Contact Us
- Returns
- Warranties
- Quotes
- Feedback
This guide will cover how to create and implement a Questionnaire in BPD sites on version 3.78+.
There are 3 overall steps in the process:
- Create the Questionnaire
- Add Questions
- Place & configure the Widget
Step-by-step guides
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.
- Click 'OK' to add.
- Repeat as needed until all question fields have been added to the questionnaire.
Click 'Refresh Dictionary'.
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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