ClickDimensions gives you the ability to create your own surveys in Dynamics. When people submit a survey, all answers will come into your environment. This article will cover how to create a survey in Dynamics using ClickDimensions.
Your CNAMEs and Domain records need to be set up before creating Surveys.
You must also include an Email Address question on your web content Survey record. Otherwise, the survey submissions may not be received in Dynamics.
Before going through these steps, you will need to create Survey Questions. If you have not done so already, we recommend that you go through the Creating Survey Questions article first.
- Dynamics 365
- Legacy
Step 1: Create a Web Content Record
In Microsoft Dynamics CRM, go to CRM Web & Events > Web Content.
A new Web Content record will appear.
In the new record, enter the following fields:
Name: This is the reference name of the Survey. You could use the title of the page that will contain the Survey – for example: ‘Rate Us', 'Give your Feedback’.
Type: Choose Survey. (This will cause the Survey Editor Type field to appear.)
Domain: Select a domain you want to use for the survey. Make sure that the Domain record also has the Sub Domain Alias field populated.
Survey Editor Type: Allows you to select between using the legacy Forms Designer or the new Online Survey builder to create your survey. This article covers the legacy Forms Designer. For information about the new Online Survey Builder, see here.
Create New Visitor As: Determines whether a new Lead or Contact will be generated in Dynamics if the email address included in the survey submission does not match any existing records. When an Anonymous Visitor fills out a survey and his or her email address does not already exist in a Lead or Contact record in your environment, ClickDimensions automatically creates a new record for them.
NOTE: If Create New Visitor As is left as blank, the form will treat that as the field being set to Lead.
Campaign: (Optional) If you link a Campaign to this Survey, all associated Posted Survey records will be linked the Campaign you specified. You will be able to view all of the Posted Survey records in the Campaign record.
Category: This field is required and by default is set to Marketing, but you can select any of the default categories (Marketing, HR, or Other) or add your own custom options to choose from. The value selected here will not display on related Posted Survey records but you can still use reference it in an Advanced Find or the Intelligent Dashboards.
Lead Generation Form: This field is required and set to Yes by default. Its primary purpose is for use in Intelligent Dashboards but you may query on it in an Advanced Find, however, it will not appear on related Posted Surveys.
Submissions: Once the survey is submitted, relevant Posted Survey records will be listed here.
Page Views: Page Views for people accessing the survey will be listed here.
Once all of the required information is entered, click Save.
Step 2: Design by Adding Survey Questions
Click on the Design button in the ribbon.
In the Designer, you will see a Page 1 at the top and some space in the middle for questions and more pages, then the Submit button on the bottom. To the right, you should see the Survey Questions previously created in the column on the right. If you don't have any Survey Questions, please refer to this article before continuing.
The Surveys contain skip logic, which means you can say if they answer A to Question 1 show them Page 2 next, and if they answer B to Question 1 then show them Page 3 next.
2a. Add Survey Questions
To add a question to the survey, simply click the Question on the right and drag it to the Survey Designer.
As you drag and drop the fields to the left a red bar will appear and the field it will be dropped into will turn a darker color of blue. Once the Question is placed the Question number [Q.1] will be placed in front of the name:
Continue until you have added all the questions you want to include in your survey. Once you have added a question to the Survey Body, you can rearrange the questions by dragging them in the Survey Designer.
2b. Remove a Survey Question
You can also remove a list from the Survey Designer by selecting the question and then clicking Remove from the Question section of the ribbon.
Step 3: Set Question Properties
You can make a question required and change the width of a question through the Properties window. First select the field, and then click the Properties button in the Question section of the ribbon (you can also double click on the question).
In the Properties window you'll have 3 tabs if there is more than one page to the survey - Display, Skip Logic, and Formatting. If you only have one page you will not have the Skip Logic tab.
3a. Display
In the Display tab you can change the Label, make the question Required, and change the Required Error Message.
3b. Skip Logic
In the Skip Logic tab you can choose which Page and Question to skip to depending on their answer to this Question. If you choose for it to go to a page with more than one question, and you choose a question number larger than the first number on that page, it will skip all the questions before it. For example, in the image below, if someone chooses "No" it will go to Page 3 and skip any questions on Page 2:
NOTE: The Skip Logic tab will only display in the Survey Question's properties menu if the following conditions are met:
- The Survey Question is a rating, list, checkbox, or radio button-type question
- The Survey has multiple pages
- The Survey Question is not on the last page of the survey.
After adding Skip Logic a little red "L" icon will appear next to the question:
NOTE: If a question is skipped due to Skip Logic, that question will not be in the Posted Questions for that Posted Survey. Make sure you set up your Skip Logic in such a way that the page containing the CAPTCHA cannot be skipped - anyone who skips the CAPTCHA via Skip Logic will be unable to submit the Survey.
3c. Formatting
In the Formatting Tab you can change the width of the Label text and the width of the field.
Click OK to save your changes.
If the field is required, a red asterisk will appear next to the Question. ClickDimensions will automatically check to make sure the question has been answered when the user tries to submit the survey.
Step 4: Survey Properties
Click on the Properties button in the Survey section of the ribbon. This will open the Properties window for the entire survey. You will be able to change the font and size of the individual lists, as well as adding margins.
Step 5: Button Properties
You can click the submit button and then the Question Properties button or double-click the submit button to edit it. You can change the text on the button (label), color/background image, alignment of the button, and more.
Step 6: Add Components
Components are non-field items that can be added to a Form to expand its functionality or styling options. Click here to learn about Components.
Step 7: Add Actions
The Survey Builder also gives you the opportunity to specify some actions to take once someone has submitted the survey. These Actions are detailed here.
Step 8: Confirmation Text
One element of the Survey that you will definitely want to edit is the Confirmation Text. This is what the user will see once he or she has submitted the Survey. Click on the Confirmation Text button in the ribbon.
This will open a window that contains an HTML editor and a field to enter a redirect URL. In the HTML editor you may enter and format text, insert images, add links to documents, etc. This text will appear once the user hits Submit and the survey submits successfully.
Or you may use the Post Redirect URL field at the bottom. This gives you the option to redirect your user to another web page once the form is submitted. If you enter a URL in this field, it will override whatever is in the HTML editor.
Click Save and Close to save your changes.
Step 9: Preview
You can preview you survey by clicking on the Preview button in the Survey section of the ribbon.
This will open your Survey in a new window where you can see how it looks. You can enter information, see the survey respond, and test Skip Logic. However, since it's only a preview, any information entered in this window will not be submitted to Dynamics.
Step 10: Code Editor
If you would like to make edits to the CSS or JavaScript code within the Survey, click the Code Editor button.
A new window will open that allows you to read the HTML of the Survey, view and edit the CSS, add JavaScript, and then view the preview of what your Survey will look like with your changes and additions.
NOTE: Wherever you would put a “$” in jquery change that to “clickd_jquery”. IMPORTANT: The Javascript window in the Code Editor will allow you to put any custom Javascript in it and will not validate it. Please test your Javascript thoroughly and be aware that ClickDimensions can not support custom Javascript. ClickDimensions also reserves the right to make changes to its forms in future releases and service patches that may conflict with your custom Javascript.
You can always reset the CSS and/or the JavaScript back to what it was to begin with. The changes will be applied to the Survey once you click Save.
Step 11: Embed
Once you are ready to publish your form, click the Embed button.
This will open a window that contains URL to the survey, the iFrame code, and the Widget code for you to insert into your website. To learn more about the ways you can Embed your survey click here.
You can also quickly add a link to the Survey in an Email Template via the HTML editor. To learn how to do so, please view this article.
That's it!
You have now created a ClickDimensions survey! The next step is to watch the statistics come into Dynamics.
(Legacy Navigation)
Step 1: Create a Web Content Record
In Microsoft Dynamics CRM, go to CRM ClickDimensions > Web Content.
Here, you can see a few System Views. Active Web Contents will show by default, but you can also change the view to display Active Surveys only, if you prefer. You can also create a Personal View if you would like to create your own criteria to show here.
Click New to create a new Web Content record.
A new Web Content record will appear.
In the new record, enter the following fields:
Name: This is the reference name of the Survey. You could use the title of the page that will contain the Survey – for example: ‘Rate Us', 'Give your Feedback’.
Type: Choose Survey. (This will cause the Survey Editor Type field to appear.)
Domain: Select a domain you want to use for the survey. Make sure that the Domain record also has the Sub Domain Alias field populated - if it is not please see this article to set that up.
Create New Visitor As: Determines whether a new Lead or Contact will be generated in CRM if the email address included in the survey submission does not match any existing records. When an Anonymous Visitor fills out a survey and his or her email address does not already exist in a Lead or Contact record in your CRM, ClickDimensions automatically creates a new record for them.
NOTE: If Create New Visitor As is left as blank, the form will treat that as the field being set to Lead.
Survey Editor Type: Allows you to select between using the legacy Forms Designer or the new Online Survey builder to create your survey. This article covers the legacy Forms Designer. For information about the new Online Survey Builder, see here.
Campaign: (Optional) If you link a campaign to this Survey, all associated Posted Survey records will be linked the campaign you specified. You will be able to view all of the Posted Survey records in the Campaign record.
Web Responsive: This determines whether you would like your survey to be responsive and scale automatically based on the device it's being viewed on. By default this is set to Yes, but you can disable it by setting it to No if you prefer. If you change this value, you'll want to Save and Publish your Web Content record.
Category: This field is required and by default is set to Marketing, but you can select any of the default categories (Marketing, HR, or Other) or add your own custom options to choose from. The value selected here will not display on related Posted Survey records but you can still use reference it in an Advanced Find or the Intelligent Dashboards.
Lead Generation Form: This field is required and set to Yes by default. Its primary purpose is for use in Intelligent Dashboards but you may query on it in an Advanced Find, however, it will not appear on related Posted Surveys.
Submissions: Once the survey is submitted, relevant Posted Survey records will be listed here.
Page Views: Page Views for people accessing the survey will be listed here.
Once all of the required information is entered, click Save.
Step 2: Design by Adding Survey Questions
Click on the Design button in the ribbon.
In the Designer, you will see a Page 1 at the top and some space in the middle for questions and more pages, then the Submit button on the bottom. To the right, you should see the Survey Questions previously created in the column on the right. If you don't have any Survey Questions, please refer to this article before continuing.
The Surveys contain skip logic, which means you can say if they answer A to Question 1 show them Page 2 next, and if they answer B to Question 1 then show them Page 3 next.
2a. Add Survey Questions
To add a question to the survey, simply click the Question on the right and drag it to the Survey Designer.
As you drag and drop the fields to the left a red bar will appear and the field it will be dropped into will turn a darker color of blue. Once the Question is placed the Question number [Q.1] will be placed in front of the name:
Continue until you have added all the questions you want to include in your survey. Once you have added a question to the Survey Body, you can rearrange the questions by dragging them in the Survey Designer.
2b. Remove a Survey Question
You can also remove a list from the Survey Designer by selecting the question and then clicking Remove from the Question section of the ribbon.
Step 3: Set Question Properties
You can make a question required and change the width of a question through the Properties window. First select the field, and then click the Properties button in the Question section of the ribbon (you can also double click on the question).
In the Properties window you'll have 3 tabs if there is more than one page to the survey - Display, Skip Logic, and Formatting. If you only have one page you will not have the Skip Logic tab.
3a. Display
In the Display tab you can change the Label, make the question Required, and change the Required Error Message.
3b. Skip Logic
In the Skip Logic tab you can choose which Page and Question to skip to depending on their answer to this Question. If you choose for it to go to a page with more than one question, and you choose a question number larger than the first number on that page, it will skip all the questions before it. For example, in the image below, if someone chooses "No" it will go to Page 3 and skip any questions on Page 2:
NOTE: The Skip Logic tab will only display in the Survey Question's properties menu if the following conditions are met:
- The Survey Question is a rating, list, checkbox, or radio button-type question
- The Survey has multiple pages
- The Survey Question is not on the last page of the survey.
After adding Skip Logic a little red "L" icon will appear next to the question:
NOTE: If a question is skipped due to Skip Logic, that question will not be in the Posted Questions for that Posted Survey.
3c. Formatting
In the Formatting Tab you can change the width of the Label text and the width of the field.
Click OK to save your changes.
If the field is required, a red asterisk will appear next to the Question. ClickDimensions will automatically check to make sure the question has been answered when the user tries to submit the survey.
Step 4: Survey Properties
Click on the Properties button in the Survey section of the ribbon. This will open the Properties window for the entire survey. You will be able to change the font and size of the individual lists, as well as adding margins.
Step 5: Button Properties
You can click the submit button and then the Question Properties button or double-click the submit button to edit it. You can change the text on the button (label), color/background image, alignment of the button, and more.
Step 6: Add Components
Components are non-field items that can be added to a Form to expand its functionality or styling options. Click here to learn about Components.
Step 7: Add Actions
The Survey Builder also gives you the opportunity to specify some actions to take once someone has submitted the survey. These Actions are detailed here.
Step 8: Confirmation Text
One element of the Survey that you will definitely want to edit is the Confirmation Text. This is what the user will see once he or she has submitted the Survey. Click on the Confirmation Text button in the ribbon.
This will open a window that contains an HTML editor and a field to enter a redirect URL. In the HTML editor you may enter and format text, insert images, add links to documents, etc. This text will appear once the user hits Submit and the survey submits successfully.
Or you may use the Post Redirect URL field at the bottom. This gives you the option to redirect your user to another web page once the form is submitted. If you enter a URL in this field, it will override whatever is in the HTML editor.
Click Save and Close to save your changes.
Step 9: Preview
You can preview you survey by clicking on the Preview button in the Survey section of the ribbon.
This will open your Survey in a new window where you can see how it looks. You can enter information, see the survey respond, and test Skip Logic. However, since it's only a preview, any information entered in this window will not be submitted to Dynamics.
Step 10: Code Editor
If you would like to make edits to the CSS or JavaScript code within the Survey, click the Code Editor button.
A new window will open that allows you to read the HTML of the Survey, view and edit the CSS, add JavaScript, and then view the preview of what your Survey will look like with your changes and additions.
NOTE: Wherever you would put a “$” in jquery change that to “clickd_jquery”. IMPORTANT: The Javascript window in the Code Editor will allow you to put any custom Javascript in it and will not validate it. Please test your Javascript thoroughly and be aware that ClickDimensions can not support custom Javascript. ClickDimensions also reserves the right to make changes to its forms in future releases and service patches that may conflict with your custom Javascript.
You can always reset the CSS and/or the JavaScript back to what it was to begin with. The changes will be applied to the Survey once you click Save.
Step 11: Embed
Once you are ready to publish your form, click the Embed button.
This will open a window that contains URL to the survey, the iFrame code, and the Widget code for you to insert into your website. To learn more about the ways you can Embed your survey click here.
You can also quickly add a link to the Survey in an Email Template via the HTML editor. To learn how to do so, please view this article.
That's it!
You have now created a ClickDimensions survey! The next step is to watch the statistics come into Dynamics.
Feature Added: July 11, 2011 |
Feature Updated: 8.14.0 |
ClickDimensions Version Needed: 8.14.0 |