Overview
Customer Self Service Questionnaires are a flexible way to create and present forms and collect user information. Some common uses include:
This guide will cover how to create and implement a Questionnaire in BPD sites on version 3.78+.
There are 3 overall steps in the process:
- Create the Questionnaire
- Add Questions
- Place & configure the Widget
Step-by-step guide
1. Create the Questionnaire
- In CMS, navigate to Advanced Content → Questionnaire Group Maintenance (/QuestionnaireMaintenance.aspx).
- Click New.
- Set the values as follows (fields not listed here may be left blank):
- Questionnaire Code - a unique identifying code
- Questionnaire Description - a brief description of the questionnaire
- Spam Validation - tick this box to enable Captcha functionality for anti-spam
- Attachment Upload - tick this box to allow the user to attach files on submit (file types will be specified in the widget)
- Click OK to save your changes.
2. Add Questions
- In the relevant Questionnaire selected, click Questions.
- Click New.
- Select a question from the Question Code drop-down.
- Assign a numeric sequence.
- Click OK to add.
- Repeat as needed until all question fields have been added to the questionnaire.
- Click Refresh Dictionary.
If the Question you require does not appear in the Question Code drop-down, new questions can be added by following these steps:
- Navigate to Advanced Content → Questionnaire Field Maintenance (/QuestionMaintenance.aspx).
- Click New.
- Set the values as follows:
- Question Code - a unique code to easily identify this question for selection later on
- Question Text - the question prompt which will be displayed to the user
- Sequence - determines the order in which the question appears in the maintenance screen. This will default to the next available sequence number, but can be overwritten
- Answer Format - the required format for responses to this question (e.g. Short Text, Number, Tickbox, etc)
- Length - the number of characters the field is to be restricted to (if applicable)
- Required - tick this box if this question is to be mandatory
- Help - enter tooltip text here - either a further explanation or example; anything which might assist the user in completing the questionnaire
- Hidden - tick this box if the question should NOT appear on the questionnaire (used to render hidden HTML elements on a questionnaire page)
- Click OK to save.
Questions created here will now be available for use in any Questionnaire.
3. Add the Questionaire Widget and Configure Settings
In this example we'll use an existing custom page.
- Navigate to Content → Custom Pages.
- Click Design on the required Custom Page. (Note - if there is no 'Design' button, your page is not widget-based and will need to be converted via page Options.)
- Click Add Widget.
- Add the Questionnaire widget.
- Click Edit for the widget.
- Configure options as required. See the Questionaire Widget help page for assistance.
- Click Save.
- Navigate to the custom page and view your new questionnaire!
Pro Tip
Make your customers' lives easier by prefilling some of the questionnaire fields for them!
From version 3.92+, you have the ability to pre-populate fields based on customer/user data, or page parameters.
For example, Name and Company Name (for logged in users), or Product Code (if the form is a stock enquiry form on a product detail page). Here's a quick how-to:
- First, find your questionnaire fields - navigate to Advanced Content → Questionnaire Group Maintenance.
- Select your questionnaire and click the 'Questions' link. This will show you the field name of each questionnaire field - take note (or a screenshot!).
- Now, go to Advanced Content → Questionnaire Field Maintenance.
- Search for the field you wish to prefill and click 'Modify'.
- Enter the appropriate value in the 'Token to Prepopulate' field (see table below).
- Click 'OK' to save.
- Click the 'RefreshDictionary' link to update your questionnaire.
- Repeat for any remaining fields.
| Field to Prefill | Token |
|---|---|
| User Name | User.FirstName,User.Surname |
| Company Name | Customer.Name |
| Email Address | User.EmailAddress |
| Phone | User.PhoneNumber |
If you don't see the token you're after, contact our friendly Support team for assistance.
Additional Information
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| Minimum Version Requirements |
|
|---|---|
| Prerequisites |
|
| Self Configurable |
|
| Business Function |
|
| BPD Only? |
|
| B2B/B2C/Both |
|
| Ballpark Hours From CV (if opting for CV to complete self config component) |
|
| Ballpark Hours From CV (in addition to any self config required) |
|
| Third Party Costs |
|
| CMS Category |
|
Related help
