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− | ==Product Feedback== | + | ==Reminders== |
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− | |style="padding: 10px 0px 15px 15px;"|The '' 'Feedback' '' section is dedicated to creating surveys for clients to let them express their opinion on the products that are currently using. <br/> If a certain product has teh survey assigned, the client has access to '' 'Send Feedback' '' section in the client area and may rate the product at any moment. | + | |style="padding: 10px 0px 15px 15px;"|The |
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− | |style="padding: 0px 0px 20px 25px;"|[[File:PFC_26_1.png]]
| + | |style="padding: 0px 0px 30px 25px;"|[[File:AC_x.png]] |
− | |}
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− | {|
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− | |style="padding: 0px 0px 30px 25px;"|[[File:PFC_26_2.png]]
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− | |}
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− | ===Product: Client Feedback===
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− | {|
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− | |style="padding: 10px 0px 15px 15px;"|Move to '' 'Feedback' → 'Client Feedback' '' section, you will find there a list of submitted product feedback with the customer answers to the prepared sets of questions.<br/>
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− | Click on the '' 'Questions & Answers' '' icon to see the filled-in survey for the given feedback.<br/>
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− | You may also delete single feedback submissions if you want.
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− | |}
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− | {|
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− | |style="padding: 0px 0px 20px 25px;"|[[File:PFC_27.png]]
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− | |}
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− | {|
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− | |style="padding: 0px 0px 20px 15px;"|You will see a preview of the questions asked, their type, and the answers given by the client.
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− | |}
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− | |style="padding: 0px 0px 20px 25px;"|[[File:PFC_28.png]]
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− | |}
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− | ===Product Feedback: Groups, Product And Product Groups Relations===
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− | |style="padding: 10px 0px 15px 15px;"|Before you let your clients give feedback on single products they use, you need to configure the whole net of products, product groups and questions.<br/>
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− | '''Feedback Groups''' are created in exactly '''the same way as the Cancellations Groups'''. <br/>Please refer to the detailed descriptions in the [[#Cancellations|Cancellations]] section to learn how to manage [[#Cancellations_Groups|Groups]], [[#Product_Relations|Product Relations]] and [[#Product_Groups_Relations|Product Groups Relations]].
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− | |}
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− | {|
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− | |style="padding: 0px 0px 30px 25px;"|[[File:PFC_29.png]]
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− | |}
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− | ====Survey Configuration====
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− | {|
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− | |style="padding: 10px 0px 15px 15px;"|When you create a new question group, you will be automatically redirected to the page where questions can be formed. <br/>
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− | You can also access this page by clicking on the '' 'Questions' '' icon for the chosen record in the groups list.
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− | |}
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− | {|
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− | |style="padding: 0px 0px 20px 25px;"|[[File:PFC_31.png]]
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− | |}
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− | {|
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− | |style="padding: 0px 0px 15px 20px;"|Now click the '' 'Add Question' '' button.
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− | |}
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− | {|
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− | |style="padding: 0px 0px 20px 25px;"|[[File:PFC_32.png]]
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− | |}
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− | {|
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− | |style="padding: 0px 0px 15px 15px;"|Enter the first question you want to ask clients and select its type.
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− | You can choose between the following types:
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− | * '''Confirmation''' - a select type of question, but each of its options, regardless of their number, will be required to agree upon in order to submit a cancellation request form. <br/>It may be useful for accepting the required agreements by the customer.
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− | * '''Text''' - an open type of question that will require from the customer to enter a brief answer. It will be not possible to add any other options to it.
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− | * '''Select''' - for this type of question the customer can choose only one of the available answers.
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− | * '''Multi-Select''' - is similar to the select type, but the client can pick many different answers, not just one.
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− | * '''Scale''' - a rating scale that allows clients to allocate their answer on a from 1 to 10 scale.
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− | * '''Custom Scale''' - a rating scale that allows clients to allocate their answer on a scale.<br/>
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− | Define additional options of the newly created questions. Note that available settings highly depend on the previously chosen type:
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− | *'''Enable/Disable''' the question status
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− | *'''Add Description''' - if enabled a text box will appear
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− | *'''Characters Limit''' ''('Text' only)'' - define the allowed limit of characters for clients to express their opinion
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− | *'''Answers Limit Type''' ''('Multi-Select')''
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− | **Minimal/Maximal/Exactly
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− | *'''Required Answers Number''' ''('Multi-Select')'' for the selected limit type
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− | *'''From/To''' ''('Custom Scale' only)'' - create a custom scale to rate the product
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− | *'''Horizontal Position''' ''('Scale' and 'Custom Scale' only)'' - choose the scale position to be vertical (default option) or horizontal
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− | *'''Optional''' - if enabled, the question will not be obligatory
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− | *'''Random Order''' ''('Select' and 'Multi-Select')'' - if enabled, the questions will appear in a random order
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− | **'''Last Answer''' ''('Select' and 'Multi-Select')'' - pin one of the question options to the end of the choice list
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− | *'''Parent Question/Answer''' - create the logic of showing additional questions. <br/>Select a question ''('Parent Question')'' to which a client must give a specific answer ''('Parent Answer')'' in order for the created now question to appear. <br/><br/>
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− | Below you can see an example of '''Multi-Select''' question type:
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− | |}
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− | {|
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− | |style="padding: 0px 0px 20px 25px;"|[[File:PFC_33.png]]
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− | |}
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− | {|
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− | |style="padding: 0px 0px 20px 15px;"|'''Custom Scale''' type, with available rating from 0 to 5. The position of the scale is horizontal.
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− | |}
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− | {|
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− | |style="padding: 0px 0px 20px 25px;"|[[File:PFC_35.png]]
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− | |}
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− | {|
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− | |style="padding: 0px 0px 15px 15px;"|After creating the question you will be automatically redirected to the page where you can formulate available answer options (except for the '' 'Text' '' question type). <br/>
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− | You will also be able to access this page by clicking the '' 'Options' '' icon for the chosen record in the questions list.
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− | |}
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− | {|
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− | |style="padding: 0px 0px 30px 25px;"|[[File:PFC_34.png]]
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− | |}
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− | {|
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− | |style="padding: 0px 0px 15px 15px;"|Again, you may personalize the questions for your clients, you may create their versions in different languages. Change their status or delete.<br/>
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− | '''Select''' question type with pointed '' 'Parent Question' '' and '' 'Parent Answer' '' to force showing this question only after pointing a required answer.
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− | |}
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− | {|
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− | |style="padding: 0px 0px 20px 25px;"|[[File:PFC_36.png]]
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− | |}
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− | {|
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− | |style="padding: 0px 0px 20px 15px;"|Created questions can be easily re-positioned with a '' 'Drag&Drop' '' functionality. Simply drag a single questions and drop in a place where you wish to locate it.
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− | |}
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− | {|
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− | |style="padding: 0px 0px 30px 25px;"|[[File:PFC_36_1.png]] | + | |
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