Create Survey Questions

Navigate to Survey Questions in CRM

In Microsoft CRM, go to Settings > ClickDimensions > Survey Questions.

Click New to create a new Survey Question.

What Types of Survey Questions can be Made?

ClickDimensions currently offers the following types of Survey Questions:

• Rating (1-10) - Lets the user rate something from one to ten.
• Radio - Creates options with circles next to them; Gives the user multiple choices and lets them only choose one.
• Checkbox - Creates options with check boxes next to them; Gives the user multiple choices and lets them choose as many as they like.
• Text Area - Lets the user enter in multiple lines of text
• Text Box - Lets the user enter in a small amount of text
• List - Creates a drop down list; users can only select one option of many

Create a Survey Question

Depending upon whether or not the Survey Question type allows you to specify and customize predetermined options for a submitter to choose, there are three variations on the Survey Question record's field layout:

Text Box, Text Area, and Rating Survey Questions, which do not allow you to specify predetermined options, look like this:

Checkbox and List Survey Questions, which do allow you to specify predetermined options, look like this:

and Radio Survey Questions, which allow you to specify predetermined options and allow the recipient to add a custom response using an "Other" option, look like this:

In the new record, fill in the following fields:

Name (Required): This is the name of the Survey Question record (will only be seen in CRM).

Category: Categories can be used to put your questions in different groups in order to find them more easily if you have a lot of questions. When you're looking for the questions in the Survey Questions area you can use that field to search on or filter by.

Question (Required): The question text that will appear in the actual survey.

Type (Required): Choose a type of question

Options: If you select Radio, Checkbox, or List as your Question Type, you can enter in the answer choices in the options box. Simply hit "Enter" in between each choice.

Include 'Other' Option: If you select Radio as your Question Type, you can toggle this to Yes or No. If you toggle this to Yes, you can include an Other Option Label to personalize this label within the Survey.  A blank field will appear as a possible other answer choice on the actual survey, the customer can fill in this blank field and submit his or her own answer value.

After entering the necessary fields, click Save in the top left corner on the ribbon, and your new Survey Question will be saved.

Repeat this process for every question you want to include in the Survey. Also note that there is no need to create multiple of the same Survey Questions; just like Form Fields, the same Survey Question can be used in multiple Surveys The next step in creating your survey is to build the survey. Click here to read How to Create a ClickDimensions Survey.