The system's data collection tool can be used to create both simple and complex surveys. The tool facilitates the implementation of various research studies, applications, order forms, competitions, and registrations.
In this instruction, we first create a new data collection form and set up its basic settings. (Stage 1)
In the next stage, we prepare the survey form. (Stage 2)
Finally, the completed survey can be embedded into an article on a website. (Stage 3)
- The basic settings of the survey and the survey form itself can be completed and modified in any order (i.e., stages 1 and 2 can be done in any sequence).
- You don't need to complete the survey in one go; just remember to save your progress intermittently.
- Some settings and, for example, the selected question element should not be changed after sending out the survey.
- It is possible to correct any typographical errors, for instance, in the thank-you message, email confirmation, or the wording of the questions, even after the survey has been sent out.
Creating a new data collection form and basic settings
1. The data collection tool can be found on the system's administration side by selecting:
→ "Marketing"
→ "Data acquisition"
A new data collection form is created by clicking at the top of the page:
→ "New survey"
2. Assign a name to the data collection form
3. Give a name to the data collection form. Specify any limitations in the settings. This section should only be filled out if you want to limit responses in some way.
The form can be set to limit:
- The total number of responses allowed
- Who can respond to the survey (anyone or only registered members of the system) and how many times they can respond
| Detailed instructions on restrictions >> |
4. You can set up an email confirmation message for the data collection.
- Check the box to indicate who should receive the email confirmation (the respondent of the data collection, the owner, or both).
- Write the title for the confirmation message.
- Enter any additional recipients for the confirmation message.
- Write the desired confirmation message in the empty text field.
- If you want to include the respondent's answers in the confirmation email, add [answers] to the message.
- If you want to include the respondent's contact details in the confirmation email, add [contact] to the message.
5. In the Settings section, you set the data collection's configurations.
Thank You Message
This message is displayed immediately after a response is submitted, appearing in a pop-up window on the respondent's screen.
Text of the 'Send' Button
You can specify your own text to replace the default text on the survey's "Send" button.
Do Not Show Personal Responses in Admin
This setting ensures that respondents' personal information is not displayed in the system's admin area. Therefore, it is not possible to identify whose response is which. This setting cannot be changed afterwards.
Show Overall Report to Respondent
After responding, the respondent can view an overall report formed from the responses received in the survey.
Public Report
Checking the "public report" box adds a public report button at the bottom of the page, which opens the report results in the browser. The link can be shared if necessary.
Form Style
Selecting "Panel" adds a narrow, black border/frame around the form.
6. In the CRM Settings section, you determine what information from the data collection form is transferred to the customer information in the system's CRM.
The respondent's details are always saved in the CRM if personal information is requested on the form.
Tag
If you want to assign a common tag to respondents of the survey, enter it here. Using a tag makes it easy to find respondents later in the CRM.
Allow Personal Data Update
If a person's details are already in the system, this setting determines whether the system can update their information if there are changes. The identifying factor for data updates is the email address.
Allow Adding New Companies to the System
If the survey form includes a company information element (i.e., it asks for the respondent's represented company), the system checks the CRM's company data, trying to find the particular company first by its business ID and secondarily by its name. If the company is not found, it will not be automatically added to the system unless the "allow adding new companies to the system" box is checked.
Note that respondents may write company names in different ways and there may be typographical errors in the provided information, resulting in the same company being entered multiple times under different names in the CRM.
Tag to be Added to the Company
If you want to assign a common tag to the companies responding to the survey, enter it here. This tag makes it easy to find the responding companies later in the CRM.
Other Settings / Data Collection Functions
Linking Leads to the Sales Tracking Table
Select the appropriate sales tracking table from the dropdown menu where the lead should be transferred.
- The survey form must have either a company or personal information element in order to transfer the lead to sales tracking.
- The desired sales tracking table must be pre-created in the system.
Generating Orders Through Data Collection
Data collection forms can be used to generate orders directly in the system, which streamlines operations when a customer's desired products or services directly create an order in the system. An invoice is also automatically sent to the customer for the order.
From the "Sales" box at the bottom of the page, "Allow import of orders" must be checked for the system to transfer orders made through data collection to the system's orders.
In addition, the survey form itself must include a "products" element, which links the products for sale to the survey form.
