ClickDimensions gives you the ability to create your own surveys in CRM. When people submit a survey, all answers will come into your CRM. This article will cover how to create a survey in CRM using ClickDimensions.
Your CNAMEs and Domain records need to be set up before creating Surveys.
You must also include the Email Component on your web content record if you are embedding it onto another page in order for it to associate to the correct Lead or Contact in CRM. The survey will still submit, but the Posted Survey record may not be associated with the correct Lead or Contact.
Step 1: Create a Web Content Record
In Microsoft Dynamics CRM, go to CRM ClickDimensions > Web and Events and click New Web Content 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.
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.
Survey Editor Type: This is the field that determines which editor will be used to design the survey. Choose Online Surveys.
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.
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.
Campaign: (Optional) If you link a CRM 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.
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.
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 the following:
- Questions Toolbox
- Survey Designer Tab
- Test Survey Tab
- Survey Logic Tab
- Main Canvas
- Properties Area
- Color options
- Embed options
- Post Actions
The Questions Toolbox contains all of the question types that are available for the survey. To add a question, simply click and drag it to the desired location in the Main Canvas or just click the question to add it to the bottom of the current page.
Once a question is added to the Main Canvas, it can be selected and its properties can be updated via the Properties area.
For more details on the properties available for each question type, please see our article here.
Survey Designer Tab
The Survey Designer Tab is the primary tab in the survey editor where the properties of each element can be adjusted.
Test Survey Tab
The Test Survey tab gives users the ability to preview their survey without worrying about generating submissions.
It has options to 'show invisible elements' to ensure that any logic added to the survey is working properly, and it also includes the option to view the survey on different devices to test its compatibility on different platforms.
Survey Logic Tab
The Survey Logic tab gives users the ability to have certain actions completed automatically when certain conditions are met by the survey's questions.
The actions are executed if the conditions are met, and the possible actions are:
- Question visibility: Set a question to be visible.
- Question enable/disable: Enable/disable a question.
- Question optional required: Set a question to be required.
- Complete survey: Automatically complete the survey and show the submitter the 'Thank you page'.
- Set question value: Set the value of a question to the specified value.
- Copy question value: Copy the value of one question into another question.
- Skip to question: Skips to the specified question.
- Run custom expression: For advanced users. Executes the specified expression and the provides the option of returning the value to a specific question.
- Custom 'Thank you page' text: Changes the text for the 'Thank you page' to the specified text.
The Main Canvas is where the basic structure and flow of the survey is set up.
In the options along the top, the 'Survey Settings' button provides the ability to customize most of the survey's basic formatting and behavior, including limiting visitors to a single submission, determining where visitors are directed after submitting, and more.
The 'Add New Page' button allows the survey to be broken up into separate pages, and the 'Page' drop-down menu gives quick access to specific pages.
The Main Canvas also allows questions to be altered in the following ways:
- Questions can be re-ordered by clicking and dragging it to the desired position in the canvas.
- Questions can be removed (#1).
- Questions can have their question number and title displayed/hidden (#2).
- Questions can be set to be required or not required (#3).
- Questions can be copied (#4).
- Questions can be copied into the Toolbox in order to be re-used (#5).
The Properties area is where most of the actual customization of the elements is handled for both the survey and its questions. Since the properties vary for every element, you may want to try checking our article here for descriptions on what each option does.
The Color options change the color of some of the options in the survey editor. The available options are:
- Dark blue
- Dark Rose
The Embed options present options for embedding the form into other pages for live submissions. The available options are:
- Custom URL: Allows the user to enter a custom ending to the URL to customize the link.
- Embed as Link: Provides the user the direct link to a live version of the survey.
- Embed as Iframe: Provides the user the code to embed the survey as an Iframe within a page.
- Embed as Widget: Provides the user the code to embed the survey as a widget within a page.
The Post Actions allow you to select one or multiple actions to occur after a submission has been made. The available options are:
- Campaign Response: If you have associated the Web Content record with a Campaign record in CRM, the Campaign Response action will create a Campaign Response in the associated Campaign record. In the action window, enter the Name and Content for the Campaign Response record.
- Follow Up: The Follow Up action will create an activity record in the prospect's Lead or Contact record after the prospect submits the Form, Survey, or Subscription Management Page.
- Add to marketing list: The Add to Marketing List will add the person submitting the Form, Survey, or Subscription Management Page to a specified static-type Marketing List. Note that the selected marketing list must not be locked and must match the member type of the submitter (contact/lead) in order for the submitter to be added to the list properly.
- Remove from marketing list: The Remove from Marketing List action will remove the person submitting the form from the specified static-type Marketing List(s) if he or she is on the list(s).
- Team Notification: If you have created a Team through CRM you can also email each member of that Team when someone has submitted a Form, Survey, or their subscription preferences.
- Email Notification: An Email Notification action will send an email to any email address and/or CRM Users listed.
- Auto Responder: The Auto Responder action will send an email to the prospect who filled out the form.
|Feature Added: 10.7.0|
|Feature Updated: 10.9.0|
|ClickDimensions Version Needed: 10.7.0|