Manage Surveys

If you wish to have your users complete a survey at some point during your chat session, you can create a survey form from this section of the help desk software solution. Start by clicking Manage Survey. From this area you can create survey forms. These forms can be launched when you are chatting with your users. If you select Survey Summary Report or Survey Detail Report you can download detailed statistics on the results of your surveys.

manage-settings3

If you've added surveys, you will see a list of survey questions you have added, as well as options to preview the survey, customize the survey, add questions, delete questions, and edit questions.

Field	Description
Name	Type in name of survey you are creating.

When customizing the survey form, you can enter a title for the page and change the text and color schemes. You can also create header and footer text using our built-in text editor, upload an image for the submit button, and set the background colors for the page and question fields.

Field	Description
HTML Title	Type in html title of survey form.
Meta Tag	Input, type, paste survey form html meta tag.
Background	Select survey form background color.
Default font color	Select default font color.
Default font size	Select default font size.
Header text (HTML enabled)	Input, type, paste html header in this field.
Footer text (HTML enabled)	Input, type, paste html footer in this field.
Online Header Image	Browse in your online header image here.
Clear Image	Check this box to delete current online header image.
Offline Header Image	Browse in your offline header image here.
Clear Image	Check this box to delete current offline header image.
Submit Survey Image	Browse in your submit survey image.
Clear Submit Survey Image	Check this box to delete submit survey image.
Table 1 Main Bar Color	Select a color for the main bar of table

When adding or editing questions, enter the question into the Field Name field, and select whether it is required. Select the type of field, the relative position, and enter the choices. If you have more than 6 choices, just enter the first 6 into the given fields and click Update, and when you go back to edit the question additional choice fields will be given.

Field	Description
Field Name	Enter questions of survey here.
Required	Check this box if you want the question required.
Type	Select the type of field you want it to be from the drop down.
Active	Check this box if you want the question to be active.
Show on survey report	Check this box to show on survey report.