Overview
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| MultiExcerptName | Feature Overview |
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Customer Self Service Questionnaires are a flexible way to create and present forms and collect user information. Some common uses include: - Contact Us
- Returns
- Warranties
- Feedback
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This guide will cover how to create and implement a Questionnaire in BPD sites on version 3.78+.
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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 |
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| 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 | |
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| Prerequisites | |
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| Self Configurable | | Multiexcerpt |
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| MultiExcerptName | Self Configurable |
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| Yes |
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| Business Function | | Multiexcerpt |
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| MultiExcerptName | Business Function |
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| Marketing |
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| BPD Only? | |
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| B2B/B2C/Both | | Multiexcerpt |
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| MultiExcerptName | B2B/B2C/Both |
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| Both |
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| Ballpark Hours From CV (if opting for CV to complete self config component) | | Multiexcerpt |
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| MultiExcerptName | Ballpark Hours From CV (if opting for CV to complete self config component) |
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| Contact CV Support |
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| Ballpark Hours From CV (in addition to any self config required) | | Multiexcerpt |
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| MultiExcerptName | Ballpark Hours From CV (in addition to any self config required) |
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| Contact CV Support |
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| Third Party Costs | | Multiexcerpt |
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| MultiExcerptName | Third Party Costs |
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| n/a |
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| CMS Category | | Multiexcerpt |
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| MultiExcerptName | CMS Category |
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| -- |
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