How to Create Surveys

Create Surveys to suit any occasion!

Begin at the App Drawer screen. Click ‘Surveys’ App, which is located in the Marketing Cloud Drawer.

CloudOffix App Drawer page, Click the Surveys App to begin.

Fig. 1: CloudOffix App Drawer page, Click the Surveys App to begin.

In the surveys dashboard, all current surveys are shown in their states. The views icons at the top right corner of the screen allow for either Kanban or List view to be selected.

Click the ‘New’ button at the top left corner of the screen to create a new survey.

Click the ‘New’ button

Fig. 2: Click the ‘New’ button

In the New Survey screen, write a title for the survey. This is a mandatory field, and the system will not allow progress if it is left blank.

In the ‘Edit Pages and Questions’ tab, click ‘Add an item’ to create survey pages and adding questions.

Survey title is a mandatory field.

Fig. 3: Survey title is a mandatory field.

The ‘Create pages’ pop up screen has two tabs. In the ‘questions’ tab, Write a title for the page. This is a mandatory field. Click ‘Add an item’ to begin creating survey questions.

Create as many question pages as necessary.

Fig. 4: Create as many question pages as necessary.

Next, click ‘Add an item’, and select the question type. The questions have the following functionalities. Select the most appropriate type for the question:

Multiple lines Text Box: Use this question type if the answer is expected to be an explanation or freestyle writing is required.

Create questions using various question types.

Fig. 5: Create questions using various question types.

The ‘Options’ tab comes equipped with additional options and constraints for the question.

Mandatory answer means the participant cannot move on without answering the question, and ‘Error Message’ of your choice will pop up is the question has not been answered.

Multiple Lines Text box question type.

Fig. 6: Multiple Lines Text box question type.

Single line text Box: this question type can be used if the answer fits into one line, or, if an email address has been requested, click the ‘Input must be email’ checkbox located in the ‘Answers’ tab. This will also mean the system will confirm and accept only if the answer is an email.

Activate email validation as an answer.

Fig. 7: Activate email validation as an answer.

The ‘Options’ tab offers constraints to the way the question should be answered, such as mandatory, or linking it to another question field.

Link to Partner Field means the question can be linked to the corresponding field in the system, making the question and answer uniquely identifiable. For example: selecting the ‘Single line text’ as the question type, and the question asks for the participants’ email address. In this case, we can link the given answer to the existing partner field in the system, which will automatically link the two details, then validate and identify the participant.

Link to Partner Field is a very powerful feature that allows unique participant identification.

Fig. 8: Link to Partner Field is a very powerful feature that allows unique participant identification.

Numerical Value: the answer required is a numerical type, such as entering a telephone number.

Date: select this type for questions that require dates such as D.O.B., or a date range.

The ‘Options’ tab offers constraints to the way the question should be answered, such as mandatory, or linking it to another question field.

Validate the answer entry, set constraints for minimum and maximum dates, and write a validation error message to be displayed.

Options tab.

Fig. 9: Options tab.

Multiple choice: only one answer: If only one answer is required to be selected out of the given options. In the ‘Answers’ tab, click ‘Add an item’ to add the answer choices for the question.

Multiple choice only one answer question type.

Fig. 10: Multiple choice only one answer question type.

The ‘Options’ tab offers constraints to the way the question should be answered, such as mandatory, or linking it to another question field.

This question type also has other headings such as ‘Display Mode’, which allows settings for the format and number of columns, and a question tooltip line.

‘Allow Comments’ section, as the name suggests has various comments options.