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| {| | | {| |
| |style="padding: 0px 0px 30px 25px;"|[[File:AC_x.png]] | | |style="padding: 0px 0px 30px 25px;"|[[File:AC_x.png]] |
− | |}
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− | ==Questionnaire==
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− | ===Questionnaire: Client Feedback===
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− | {|
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− | |style="padding: 10px 0px 15px 15px;"|This section is dedicated to unrelated questionnaires that can be freely configured here and then displayed to clients based on certain parameters.<br/> Such as: owned products, product addons or domains, account registration date or client group assignment. <br/>
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− | Just like in the case of the previously described sections: Cancellations, Product and Support Feedback, the very first section is dedicated to the already submitted surveys by clients.
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− | |}
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− | {|
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− | |style="padding: 0px 0px 30px 25px;"|[[File:PFC_41.png]]
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− | |}
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− | ===Question Groups===
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− | {|
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− | |style="padding: 10px 0px 15px 15px;"|To begin, you must start with creating groups and questions with options to choose, in case of select and multi select question type.<br/> To learn all about configuring Questions&Answers please refer to section: [[#Survey_Configuration|Survey Configuration]] above.
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− | |}
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− | {|
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− | |style="padding: 0px 0px 30px 25px;"|[[File:PFC_41_1.png]]
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− | |}
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− | ===Questionnaire Relations===
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− | {|
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− | |style="padding: 10px 0px 15px 15px;"|Under "Questionnaire Relations" you have to arrange all the relations and activation rules to show the survey to single clients based on their owned services, domains etc.<br/>
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− | Press '' 'Create' '' to form the first relation.
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− | |}
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− | {|
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− | |style="padding: 0px 0px 20px 25px;"|[[File:PFC_41_2.png]]
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− | |}
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− | {|
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− | |style="padding: 0px 0px 15px 15px;"|Fill out all the required data:
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− | *'''Name''' - name of the relation for your insight only
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− | *'''Short Name''' - name visible in the "Available Questionnaires" table in the Client Area home page
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− | *'''Questions group''' - select on of the previously created groups of questions that will be visible after opening the survey by the client
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− | *'''Enable''' - trigger to activate the questionnaire relation
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− | *'''One-time Availability''' - if enabled, the client will get access to this single questionnaire once only. After submitting the survey, they will have no option to open it again.
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− | |}
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− | {|
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− | |style="padding: 0px 0px 20px 25px;"|[[File:PFC_41_3.png]]
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− | |}
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− | {|
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− | |style="padding: 0px 0px 15px 15px;"|When ready, move to the section responsible for assigning activation rules. Press '' 'Add Rule' '' to see available options.
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− | |}
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− | {|
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− | |style="padding: 0px 0px 20px 25px;"|[[File:PFC_41_4.png]]
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− | |}
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− | {|
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− | |style="padding: 0px 0px 20px 25px;"|[[File:PFC_41_5.png]]
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− | |}
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− | {|
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− | |style="padding: 0px 0px 15px 15px;"|Available rules that can trigger the survey visibility for a single client:
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− | *'''Belongs To Client Group''' - select the group or groups
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− | *'''Has Addons''' - point the addon or addons
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− | *'''Has Domains''' - point the domain or domains
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− | *'''Has Products''' - point the product or more products
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− | *'''Is New Customer''' for X days
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− | *'''Is Old Customer''' for X days<br/>
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− |
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− | '''''Important:''' In order to display the question ire to a client, all active rules must be met, '''NOT''' any of them.''
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− | |}
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− | {|
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− | |style="padding: 0px 0px 20px 25px;"|[[File:PFC_41_7.png]]
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− | |}
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− | {|
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− | |style="padding: 0px 0px 20px 15px;"|Create as many rules as needed, you may always delete (2.) them or alter(1.) their configuration.
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− | |}
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− | {|
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− | |style="padding: 0px 0px 20px 25px;"|[[File:PFC_41_8.png]]
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− | |}
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− | {|
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− | |style="padding: 0px 0px 20px 15px;"|Localize the survey applicable to a single client, if the activation rules are met, at the client area home page.
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− | |}
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− | {|
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− | |style="padding: 0px 0px 30px 25px;"|[[File:PFC_41_9.png]]
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| |} | | |} |
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