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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 


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:

  1. Create the Questionnaire
  2. Add Questions
  3. Place & configure the Widget

Step-by-step guide

1. Create the Questionnaire: 

    1. Login to the CMS.
    2. Navigate to Advanced Content --> Questionnaire Group Maintenance (/QuestionnaireMaintenance.aspx).
    3. Click 'New'.
    4. 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)
    5. Click 'OK' to save. 
      Creating a BPD Questionnaire
  2. Add Questions: 
    1. With the relevant Questionnaire selected, click 'Questions'. 
    2. Click 'New'.
    3. Select a question from the 'Question Code' drop-down.
    4. Assign a numeric sequence.
    5. Click 'OK' to add.
      Adding Questions to the Questionnaire 
    6. Repeat as needed until all question fields have been added to the questionnaire.  

    7. 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:

      1. Navigate to Advanced Content --> Questionnaire Field Maintenance (/QuestionMaintenance.aspx).
      2. Click 'New'.
      3. Set the values as follows:
        1. Question Code - a unique code to easily identify this question for selection later on
        2. Question Text - the question prompt which will be displayed to the user
        3. 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
        4. Answer Format - the required format for responses to this question (e.g. Short Text, Number, Tickbox, etc)
        5. Length - the number of characters the field is to be restricted to (if applicable)
        6. Required - tick this box if this question is to be mandatory
        7. Help - enter tooltip text here - either a further explanation or example; anything which might assist the user in completing the questionnaire
        8. Hidden - tick this box if the question should NOT appear on the questionnaire (used to render hidden HTML elements on a questionnaire page)
      4. Click 'OK' to save.

      Questions created here will now be available for use in any Questionnaire.



       

  3. Place & configure the Widget
    (in this example we'll use an existing custom page): 
    1. Navigate to Content --> Custom Pages. 
    2. 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.)
    3. Click 'Add Widget'.
    4. Search for and add the Questionnaire widget. 
    5. Click 'Edit' on the widget. 
    6. Configure options as required. Refer to the widget documentation for a detailed explanation of all options.
      Questionnaire widget configuration 
    7. Click 'Save'.
    8. Navigate to the custom page and view your new questionnaire! 
      Finished Demo 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:

  1. First, find your questionnaire fields - navigate to Advanced Content → Questionnaire Group Maintenance.
  2. Select your questionnaire and click the 'Questions' link. This will show you the field name of each questionnaire field - take note (or a screenshot!).
  3. Now, go to Advanced Content → Questionnaire Field Maintenance.
  4. Search for the field you wish to prefill and click 'Modify'.
  5. Enter the appropriate value in the 'Token to Prepopulate' field (see table below).
  6. Click 'OK' to save.
  7. Click the 'RefreshDictionary' link to update your questionnaire.
  8. Repeat for any remaining fields.
     
Field to PrefillToken
User NameUser.FirstName,User.Surname
Company NameCustomer.Name
Email AddressUser.EmailAddress
PhoneUser.PhoneNumber

If you don't see the token you're after, contact our friendly Support team for assistance.

 

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