Surveys
Account feature toggle required: Surveys
This feature requires an account feature toggle to be set in order for this option to display. Please contact your NorthStar representative to enable for your account.
Summary
Surveys can be configured in ECM and presented in guest-facing mode for guests to respond to. A repository of survey questions is created at the concept level. A survey is created by selecting questions from the repository and adding them to a survey. The surveys are then enabled at the site level for guest use.
- To access the Surveys page, go to Sites > Surveys
Configuration
The Surveys page will show surveys that have been created for the concept.
- Surveys are created at the concept level and are available to all sites
- Columns can be sorted and can be filtered to show a subset of records (Questions column excluded)
| Item | Description |
|---|---|
| Add Survey | Click to launch the Add Survey pop-up (see below) |
| Save Changes Cancel Changes | Save Changes - save changes and close pop-up window |
| Search | To search for a survey name, enter whole or partial text and click Search |
| Edit (pencil icon) | Click to launch the Edit Survey pop-up (see below) |
| Set Questions | Click to launch configuration pop-up. The top panel shows a repository of questions. Drag and drop questions into the bottom panel to add questions to the survey. (see below) |
| Survey Name | The name given to the survey |
| Intro | Introductory text presented to the guest |
| Outro | Closing text presented to the guest |
| Active | Select to make survey active in guest interface |
Add/Edit Survey
- To create a new survey, click Add Survey
- Enter name, introduction and closing text.
- Select Active to make the survey active
- Click Save to save changes and close window or Cancel to discard changes and close window
- To edit an existing survey, click the edit (pencil) icon to launch the Edit Survey pop-up
- Make changes and click Save to save changes or Cancel to discard changes
Set Questions
- Click Set Questions to create the survey by adding questions to the survey
- On the pop-up, the top panel shows a repository of questions. Drag and drop questions into the survey questions panel to add questions to the survey
- The order of the questions can be arranged as needed in the survey questions panel
- Click Save to save changes, Cancel to discard changes
Survey Questions
- Click the Survey Questions tab to show the questions grid
| Item | Description |
|---|---|
| Add Questions | Click to launch the Add Survey Question pop-up (see below) |
| Save/Cancel Changes | Click Save to save changes, Cancel to discard changes |
| Search | To search for a question, enter whole or partial text and click Search |
| Edit (pencil icon) | Click to launch the Edit Survey Question pop-up (see below) |
| Question | Question text |
| Rating | Select if question asks for rating on a scale |
| Text input | Select if question allows text input |
| Active | Select to make question active and available for selection |
| Lower Range | Lower range of rating scale |
| Upper Range | Upper range of rating scale |
Add/Edit Question
- To create a new question, click Add Question
- Enter question text, select response type (rating scale and/or user text input)
- For rating, select the alert range
- Specify the low rating and high rating alert as needed
- Select Active to make the question active
- Click Save to save changes and close window or Cancel to discard changes and close window
- To edit an existing question, click the edit (pencil) icon to launch the Edit Survey Question pop-up
- Make changes and click Save to save changes or Cancel to discard changes
Enable survey on site
- Surveys are configured at the concept (global) level then specific surveys are enabled at the site level as needed
- Enable a survey on a site by selecting Enabled on the site's Guest Facing tab
FOR INTERNAL USE:
Refer to OE-12727 for App development
https://projects.invisionapp.com/share/ANN3Q3424S7#/screens/342208526