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Home > Success Center > Web Help Desk (WHD) > Web Help Desk Administrator Guide > Manage client feedback > Create surveys

Create surveys

Created by Steve.Hawkins, last modified by Anthony.Rinaldi_ret on Jul 18, 2016

Views: 50 Votes: 0 Revisions: 5
  1. In the toolbar, click Setup and select Surveys > Surveys.
  2. In the Surveys screen, click New.
  3. In the Survey Name and Description fields, enter the appropriate information for your survey.
  4. Complete the remaining fields as required.

    Click the tooltips for additional information.

  5. Click Save.

Set the survey options

  1. In the toolbar, click Setup and select Survey > Options.
  2. Complete the remaining fields as required.

    Click the tooltips for additional information.

  3. Click Save. 

Create an automatic survey

  1. Click Setup and select Tickets > Request Types.
  2. In the Request Types column, click the appropriate request type.
  3. In the Request Type screen, click the Survey drop-down menu and select a survey.
  4. Click Save to automatically implement the survey.

For example, if you click Hardware in the Request Types screen and select Default Survey in the Survey drop-down menu, the client automatically receives the default survey for a hardware request type.

See Defining Request Types for information about defining a request type.

Create a manual survey

You can manually send out surveys to a group of clients by clicking Send Survey in the client search results header. After you submit a survey, you can view but not edit the survey.

  1. In the toolbar, click Clients.
  2. In the Basic Search or Advanced Search tabs, enter the appropriate information to locate one or more clients.

    To list all clients, leave the search fields blank.

    Hover your mouse arrow over the selections for tooltips.

  3. Click Search.
  4. In the search results toolbar, click Send Survey.
  5. In the Survey Invitation Mailer screen, click the Survey drop-down menu and select a survey.
  6. Edit the survey content (if required).
  7. Click Save & Email.
 
Last modified
14:58, 18 Jul 2016

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