Integrate Surveys to track customer satisfaction

[Former Member]

Dear C4C-Gurus,

at the moment we do not use Surveys, but I think we have a Task where we maybe could use it for.

Scenario:

We plan our visits to Clients as regular appointments. During our regular visits to clients, we would like to check the overall satisfaction with our product and company in general. We have a few questions which can be answered with a 1 to 5 scale. Nothing to complicated. My idea was to custom-add a new tab to the visit and add some fields with dropdowns. I now have learned that SURVEYs do exactly what I want, is that true?

In our scope we have not ticked any SERVICE Box, I assume that surveys are a SERVICE scoping point, am I right?

Questions:

How can I add SURVEYS to my SCOPE? In the current implementation it says SURVEYS = NO – When I adjust the scoping and I try to “find” surveys it does not lead to an result. Any poke in the right direction would be much appreciated.

Kind regards,

Nils

[former_member189296 · Accepted solution]

Hi Nils,

Please tick on Scoping question "Do you want to maintain surveys in the system?"

Also if you want to use customer satisfactory surveys then you need to Activate Enhanced marketing functionalities option in Business Configuration.

Then you need to assign Work Center "SURVEYS" to relevant users so that to create and maintain surveys.

Refer to Page No. 398 of admin guide for more detailed configuration and use of surveys....

Regards,

Saurabh

[Former Member · Accepted solution]

Saurabh,

thanks a lot for the very good introduction! I will give it a try in our Test-tenant tomorrow and let you know!

Regads,

Nils