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Multiexcerpt
hiddentrue
MultiExcerptNameFeature Title

Questionnaires & Forms


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Step-by-step guide

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  1. Go to Content → Custom Pages.

  2.  Click Design on the selected Custom Page. (NOTE - If the 'Design' button is not there, your page is not widget-based. It will need to be converted via page Options.)

  3. Click Add Widget.

  4. Add the Questionnaire widget. 

  5. Click Edit for the widget. 

  6. Configure options. See: Questionnaire Widget.
     
  7. Click Save.

  8. Navigate to the custom page and view your new questionnaire! 
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Tip
titlePro Tip

Make your customers' lives easier by prefilling some of the questionnaire fields for them!

From version 3.92+, you can pre-populate fields based on customer/user data, or page parameters. Examples: Name and Company Name (for logged in users), or Product Code (in a stock enquiry form on a product detail page).


Here's a quick how-to:

  1. Find your questionnaire fields. Go to Advanced Content → Questionnaire Group Maintenance.
  2. Select your questionnaire and click the 'Questions' link. The field name of each questionnaire field is displayed. Take notes (or a screenshot!).
  3. Go to Advanced Content → Questionnaire Field Maintenance.
  4. Search for the field to prefill and click Modify.

  5. Enter the value in Token to Prepopulate.

    Field to PrefillToken
    User NameUser.FirstName,User.Surname
    Company NameCustomer.Name
    Email AddressUser.EmailAddress
    PhoneUser.PhoneNumber


  6. To save, click OK.
  7. Click the RefreshDictionary link to update the questionnaire.
  8. Repeat for another field.
     


If you don't see the token you're after, contact Commerce Vision.

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