USER MANUAL
SURVEY ROCKET
Version: 3.1
SugarCRM Compatibility:
Community Edition 6.5.* to 6.5.26
Professional Edition 6.5.* to 7.11.*
Enterprise Edition 6.5.* to 7.11.*
TABLE OF CONTENTS
Introduction .................................................... 2
Benefits of Survey Rocket ............................... 2
Prerequisites ................................................... 2
Installation ...................................................... 3
Configuration .................................................. 4
Procedure ....................................................... 5
Contact Us .................................................... 40
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Introduction
AppJetty provides an effective solution in the form of SugarCRM based Plugin which is helpful for entrepreneurs to conduct surveys.
Know your customers better by sending them a Survey questionnaire with several important questions; answer to which can affect your business strategies. Let your customers tell their preferences and an honest feedback about your services.
Benefits of Survey Rocket
Searching a solution for improving customer satisfaction? Your search comes to an end. Survey Rocket helps you to collect and store the valuable feedbacks of your customers.
• Customer satisfaction is the key to success. Survey Rocket helps you to bridge the gap between
businesses and customers. It allows you to sneak into the hearts of your customers.
• Get to know the value of your products/services and the improvements required if any.
• Feedback could be helpful from marketing and sales point of view.
• Create eye catching surveys with industry specific themes and prebuilt questionnaires which the
customers will tend to fill up.
• The survey questionnaires can have different answer types.
• Generate various type of reports based on different statistics.
Prerequisites
Following points must be followed before starting Installation.
• You should login as an Administrator in SugarCRM.
• Check that your SugarCRM Instance is compatible for Survey Rocket.
• You must have a valid License Key Provided by Biztech Store.
• If you are installing Survey Rocket then make sure there should not be any older version of Survey
Rocket Plug-in already installed on SugarCRM. If there is any then you will have to uninstall that
plug-in first.
• Make sure that cron must be configured for the scheduler Jobs.
• Outbound email must be set for the SugarCRM system. Survey Emails uses the SugarCRM
Outbound Email Account.
Note: If you are already using survey rocket and upgrading to a newer version, then you need to put
your SugarCRM system under maintenance mode (To avoid survey submission entries). Once the
Upgradation is complete you can exit the maintenance mode.
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Installation
• To start with the installation, Log-in as Administrator into SugarCRM. Go to the Administration
page and click on ‘Module Loader’ to install the package.
• Browse the zip file and click on ‘Upload’ button under Module Loader screen. After uploading
package, click on the ‘Install’ button to install the package.
• Click on ‘Commit’ button to finish the installation. After successful installation, you can see
‘Survey Rocket’ Plug-in in Installed plug-in list on Module Loader page.
• Now, you need to repair your SugarCRM Instance. For that go to Administration page and click on
‘Repair’ link, then click on ‘Quick Repair and Rebuild’ link.
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Configuration
Get activation key
• Get the activation key from the Order Confirmation Mail. OR
• Login to your AppJetty account then go to downloadable options and copy the activation
key for the Survey Rocket plug-in.
Activate your plug-in
• After successful package installation, you need to validate your license and activate your
Survey Rocket from Survey Rocket Configuration panel.
• Log-in to your SugarCRM as admin and go to Administrator Page. You can see the ‘Survey
Rocket Configuration’ section on this page.
• Now, click on ‘Survey Rocket License Configuration’ link, this will re-direct you to License
Configuration tab.
• Enter License activation key provided by Biztech. Validate your license by clicking on the
‘Validate’ button.
• After successful license validation, you can enable the plug-in by selecting ‘Enable’ option from
the selection list and then click on ‘Save’ button. Now, your Survey Rocket plug-in will be
activated.
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Procedure
• User can design a new survey form in two ways:
▪ Design a Survey Template and use it to create multiple Surveys.
▪ Build a New Survey from Scratch
Creating Survey Template
• One of the most common methods of a Survey Template creation is via the ‘Create Survey
Template’ option in the Survey Template module tab. This opens up the edit view layout which
allows you to set Survey form with different Survey Questions with pagination.
Use the following steps to create a Survey Template via the Survey Template module:
• Hover on the Survey Template module and select ‘Create Survey Template’.
Adding and Editing Questions in the survey form
• The first step to building your survey is adding questions to your survey page. When you add a
question to your survey, review the Question Type options and settings to fine tune each one to
meet your needs.
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Survey Rocket provides various question types for Survey form:
Survey Question Types Description
Multi Select List Allows your respondent to choose one answer (or multiple answers) from your list of answer choices.
Dropdown List
Provide a dropdown list of answer choices for respondents to choose from. Use the dropdown question when you need to ask a multiple choice, single answer question but want to save space.
Rating Use a Rating Answer type if you want respondents to evaluate something based on your question.
Textbox
Add a single textbox to your survey when you want respondents to write in a short text or numerical answer to your question. Also allows setting data type like integer, floating, charring limit.
Comment Textbox
Use the comment or essay box to collect open-ended, written feedback from respondents.
Contact Information
This is the collection of multiple short text or numerical answers with a single question. Use this question type to collect a respondent's relevant contact information, including name, address, email, and phone number.
Radio Button
Provides a Radio button list of answer choices for respondents to choose from.
Checkbox
Allows your respondent to select one or multiple answers from your checkbox list of answer choices.
Scale
This a single-row rating scale which allows evaluation based on weight. A Rating Scale question, commonly known as a Likert Scale, is a variation of the Matrix question where you can assign weights to each answer choice.
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Matrix/Grid
This is a multi-row checkbox or radio button field. You can set the matrix question to collect multiple answers or only one answer per row. You also have the option to turn the matrix question into a rating scale when you want to assign weights to respondents' answers.
Date/Time Allows respondents to enter a specific date and/or time.
Attachment The Attachment question type allows you to have your respondents upload a file as part of their survey response.
Boolean Allows respondents to switch something on or off. Respondents can choose between Yes OR No using a checkbox.
Image Lets you insert an image into your survey by uploading an image file or specifying the URL of an image on the web.
Video Lets you insert a video into your survey by specifying the URL of a video on the web.
Rich Text Box Add additional text in a survey form and edit them using the rich text box option.
• To add a question to a page, just Drag & Drop that question type to the survey page
• Advanced Options includes question type settings and validations. You can also add Help tips for
each Survey Question. Help Tips are text you can set to help guide respondents during the survey.
For example, if you think you may need to clarify a term used in a question, you can use a tip to
clarify the term
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• You can make any question mandatory for respondents during survey. Check the ‘Is required’ box
in Advanced Option to make a question mandatory.
• Once you enter all necessary information, click on ‘Save’. It will redirect you to Survey Template
Detail View.
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• Once you save a survey template you will be able to create multiple surveys using that template.
In Survey Template Detail View, you will see a Drop-down arrow besides the Edit button at top
right corner. By selecting ‘Create Survey’ Option from the list you can create a survey using that
template.
• You can edit questions at any time, but editing limitations apply once the survey has been sent to
targeted audience.
Building a new survey form
• To create a new survey, select ‘Create Survey’ option from the Survey Template detail view or
navigate to Survey module and click on ‘Create’ button.
• Fill up necessary details required for the survey.
• Give a Title to your Survey, mention the Start & End Date of the survey. You can also upload a logo
of your choice and/or add brief description of the survey, upload a background image for survey.
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• You can also choose an attractive theme that suits your business requirements from the options
provided.
• To disable a survey, click on the toggle button at the top and turn survey into Inactive mode.
Enable Scoring
• Scoring feature can be enabled for 4 types of questions viz. Checkbox, Dropdown list, Radio
Button and Multi Select List.
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• To enable scoring while creating survey, check the ‘Enable Scoring’ checkbox. This will enable
boxes to enter scores besides the answer choices.
• Enter score for each answer choice. The overall score can be analyzed using the survey reports.
“Other” option in Multi - Choice Question Type
• To allow respondents to give some other answer than those mentioned in the options, the ‘Other’
option feature can be used.
• Check the ‘Add other option textbox’ box to add an extra blank field along with the answer
choices.
• You can also change the label as per your requirement to match the question.
Question Section Header
• To add a section header inside a survey page, click on the ‘Section Header’ icon on the top right
corner of a question.
• This will add a section header above that question. By doing so you can categories questions into
different sections in a single page.
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Applying Skip Logic
• Skip Logic feature allows you to customize your survey for each respondent by applying logic to
the answer choices. Based on a respondent’s answer, branching logic will be created as per the
conditions defined by you.
• To apply skip logic, you need to create the survey first and save it. Once you save a survey click on
‘Edit’ button, which will enable the ‘Logic’ tab.
• Click on the ‘Logic’ tab to set the logic for a question
• To redirect a respondent to a later page in survey, select ‘Redirect to Page’ option from the
dropdown and then select the Page on which the redirection must occur.
• To hide questions and show them during survey based on the responses, select ‘Show/Hide
Questions’ option from the dropdown and then select the questions.
• These questions will be hidden during survey and will be shown only when the respondent
chooses the option on which the logic is applied.
• You can only apply ‘Show/Hide Questions’ logic for questions which comes after the current
question.
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• To redirect a respondent to an external URL, select ‘Redirect to URL’ option from the dropdown
and then mention the URL on which the redirection must occur.
• To redirect a respondent to the end of a survey, select ‘End of Survey’ option from the dropdown.
Changing Question Type
• To change the question type for an already selected question in the survey page, click on the
‘Type’ field. This will convert it into a dropdown with all the question types.
• Select a question type from the list and the existing type will be converted into the selected one.
Configuring Survey Footer
• Set customized footer for surveys using the TinyMCE editor.
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Creating Survey Welcome Page
• You can add a survey welcome page to give a brief introduction of your survey before the
respondent starts to attend. You can customize the welcome page as per your requirements using
the inbuilt Tiny MCE Editor
Creating Survey Thank You Page
• Similarly, you can add a Thank you page at the end of a survey. You can customize the Thank you
page as per your requirements using the inbuilt Tiny MCE Editor
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Data Piping
• Data Piping allows you to pre-fill your survey form with the existing CRM data. At the same time
you can also update your CRM records using your survey responses.
• To enable Data Piping for your survey, check the ‘Enable Data Piping’ check box.
• Now select a module from the following: Accounts, Contacts Leads or Targets
• This will Pre-fill the data into survey submission form and/or update the records in that module on
survey submission by a respondent.
• You can also create a new record in the selected module.
• To create a new record in the selected module, choose ‘Create Records’ option from the ‘Sync
Type’ field.
• To update an already existing record or to create a new record (if no such record exists), choose
‘Create or Update Records’ option from the ‘Sync Type’ field.
• Enabling ‘Data Piping’ will add a new ‘Piping’ in each question.
• Now sync your survey questions with the fields of your selected module. To sync a question with a
CRM field, navigate to the ‘Piping’ tab in that question.
• There will be a ‘Sync Field’ dropdown with all the possible fields from the selected module.
Choose a field with which you wish to sync the question.
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• While mapping fields with the survey questions, there might be some fields which already have
some predefined values in it. A popup will appear to sync those values with your answer choices.
Click on ‘Confirm’ to sync the values.
• If Data Piping is enabled then you will have to include all the mandatory fields of the selected sync
module in your survey. If all mandatory fields are not included then an error message will appear.
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• Also, all questions with mandatory fields should be marked as required. If any of the questions
with a mandatory field is not marked as required then a warning message will appear.
• Click on ‘Confirm’ to make all such questions as required.
• You can also disable Data Piping for a particular question. To disable Data Piping, check the
‘Disable Piping’ checkbox.
• Once you finish syncing all the questions, save the survey.
Note: Once data piping is enabled for a module then mapping can be done only for that selected
module. If you are changing the selected module after mapping the fields then you will have to remap
the fields for the newly selected module.
Surveys with Data Piping are not qualified for Survey Automation.
Pre-filled Data will only appear for existing CRM contacts. If Data Piping is enabled for surveys which are
shared online (Web links) then there won’t be any pre-filled data to display and records will be created
(not updated) in the selected sync module.
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Automate Survey Reminders
• Send automated reminder email for the survey to a recipient who hasn’t responded in a certain
time frame.
• To send a reminder email, check Recursive Email checkbox and choose an interval to set how
often the reminder mail should be sent. You can also decide the number of times you want to
send reminders for.
Generate Sharable Link
• For sending out surveys to people other than the existing CRM records or to send surveys using a
web-link, use the sharable web link feature.
• To generate a sharable link, navigate to Edit view of that survey and click on ‘Get Sharable Link’
button
• This will generate a sharable web link, which you can post on Social Medias or share with people
to get responses online.
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Survey Detail View
• In this view you can see all the details of created survey. Click on the dropdown arrow besides Edit
button and select ‘Preview’ option. This will open up the preview of created survey in a new tab.
Multi Language Support for Survey
• Translate Survey option allows you to translate a particular survey into different language
provided by CRM.
• To translate a survey, select ‘Translate’ option from the actions dropdown besides edit button.
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• Default Survey Language will be the CRM Default Language. You can add a language for translation
by clicking on ‘Add Language’ button.
• This will open a popup to add language. Select a language and the direction in which that language
is written, from the dropdown.
• Click on ‘Save’ Button and it will redirect you to survey translation page. This page displays all the
survey components in the default language. You can enter the translated text for each of the
components against the boxes provided.
• To load data from the Default Language, click on ‘Load Data from Default language’ button.
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• Once you finish translating your survey, click on ‘Next’. This will redirect you to a page to translate
default survey messages.
• Translate all the messages in your selected language and click on ‘Next’
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• This will redirect you to page where you can translate the Advance Contents of your survey like
Survey Welcome Page, Survey Thank you page etc.
• Once you finish translating all the pages, click on ‘Save’ button. This would display the translated
text when a respondent selects that language while attempting the survey.
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Exporting Survey Form
• To export the survey form in PDF or DOC format, click on ‘Export as PDF’ or ‘Export as Doc’ option
from the actions drop down besides Edit button.
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• This will export the survey form as it is into a PFD or DOC file.
Copying a Survey
• Once a survey is in active state, that survey cannot be edited again. Using the copy feature a copy
of that same survey with all the configurations can be created.
• To create a copy of a survey, click on ‘Copy’ option from the actions dropdown besides Edit
button.
Creating an email Template
• To create an email template, select ‘Create Email Template’ option from the ‘Emails’ module.
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• Select a survey and module (Accounts, Contacts, Users, Leads and Targets) from the drop-down
list and click on ‘Insert Survey Link’ Button which will automatically insert the survey link inside
the email body.
• Customize the Template as per your needs and click on ‘Save’ button to save the template.
Sending Survey
• Navigate to a module from which you wish to send Survey and select the list of persons to whom
the survey should be sent.
• Now, click on the drop-down arrow and select ‘Send Survey’ option from the menu.
• On selecting ‘Send Survey’ option from the list, a pop-up window will appear from which you can
select an existing survey or create a new survey.
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• Click on ‘Select Existing Survey’ button to open up a list of existing surveys.
• Click on ‘Send’ button against the survey you wish to send.
• You can also schedule a survey to send it later.
• Click on ‘Send Later’ Button to set the schedule. Select the date and time on which you wish to
send the survey and click on ‘Schedule’ button. The Survey will be scheduled accordingly.
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Survey Sent Summary
• Once the survey is sent, a popup will appear displaying the ‘Summary of survey’
Survey Automation
• Send surveys automatically through survey automation module. Create a workflow from survey
automation module to send surveys based on certain conditions that you set. Set Actions to
determine to whom the survey should be sent to.
• Navigate to Admin Panel and click on ‘Survey Automation’ link.
• Now click on ‘Create’ button to create survey automation workflow.
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• Enter a name for survey automation workflow, select an option from the dropdown to mention
when the execution must occur, select a target module for the workflow and then select the type
of records on which the automation must trigger.
• Click on ‘Save’ button to save the survey automation workflow
• Now create conditions for the automation to trigger. When these conditions are met, the survey
will be automatically sent to the chosen respondents.
• To create conditions, click on ‘Create Condition’ button.
• Select parameters to set the conditions and click on ‘Save Condition’ button.
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• Now set the actions to determine the recipients to whom the survey will be sent. Select the
recipients associated with either target or related module from the dropdown. Select the related
field for the chosen recipient type.
• Select a survey from the dropdown and click on ‘Save Action’ button.
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Custom SMTP Configuration
• Use custom SMTP to send survey invitations through your own SMTP email account. This will
increase the deliverability of your survey invitations by avoiding spam issues, email bounces and IP
Blocks.
• To configure SMTP for sending surveys, navigate to Admin Panel and click on ‘Survey Rocket
SMTP Setting’ link.
• Enter the necessary details of your SMTP mail server such as the name of provider, your email
credentials and SMTP Port Number and click on ‘Save’ button.
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Survey Transactions
• View all the survey transactions at one place. ‘Survey Transactions’ displays the list of all surveys
sent along with their mail delivery status, score details and module related parameters.
• You can also filter out the transactions based on different filtering criteria.
Survey Submission Sub Panel
• You can also view the details of survey transactions for individual records from the ‘Survey
Submissions’ sub panel in the detail view of the respective modules.
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View Survey Reports
• Once a survey is sent, you can view various types of Reports based on that survey which
represents the status of the survey using charts and tables.
• To view survey reports, navigate to Detail View of a survey. Click on the dropdown arrow besides
Edit button and select ‘Analyse Report’ option. This will open all the reports for that survey.
• Status Report displays a pie-chart depicting the percentage of users who have submitted the
survey and those who haven’t.
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• Question wise report displays question summary report, it shows the list of each question along
with the percentage and count of the chosen answer. It also displays the total number of
responses.
• For scoring enabled questions weight for each answer choice will be displayed along with average
score for that question based on the responses.
• Survey Reports are categorized into three types based on survey submissions:
• Combined Reports displays combined report for surveys sent using sharable links and
emails (Existing CRM Records)
• Email Reports displays report for surveys sent through emails (Existing CRM Records)
• Open Ended Reports displays report for surveys sent through sharable link (Existing
CRM Records)
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• Individual Report displays the list of contacts to whom the survey was send. It
displays the type of module, status (submitted or not viewed); survey send date and
survey submission date.
• A resend option is also available to resend the survey to a respondent.
• You can sort the list according to modules or type of submission.
• The results can be exported as an excel worksheet by clicking on the ‘Export Result’ button.
• To view the detailed individual report of a respondent, click on the name field and it display
complete set of answers of that respondent.
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Poll within survey module
• To create a Poll from select ‘Create Poll’ option from the Survey Module dropdown.
• This will open up a page to create Poll. Fill in all the necessary information. You can upload a logo
and select a theme that suits your requirement.
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• A Poll will have only one question which can either be a radio type question or a checkbox.
• To allow more than one answer-choice for a respondent, select checkbox question type and to
allow only a single answer choice, select radio button as the question type.
• You can also allow multiple attempts for a single respondent. To allow multiple attempts check
the ‘Allow Redundant Answers’ checkbox.
• Once you finish editing the question click on ‘Save’ button.
• You can send Poll from the following modules: Accounts, Contacts, Leads and Targets
• You can also Send Poll through a sharable link. To generate a sharable link, navigate to the Edit
View of a Poll and click on ‘Get Sharable Link’ button.
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• This will generate a sharable web link, which you can post on Social Medias or share with people
to get responses online.
View Poll Reports
• Once a Poll is sent, you can view various types of Reports based on that Poll which represents the
status of the Poll using charts and tables.
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• To view Poll reports, navigate to detail view of a Poll. Click on the dropdown arrow besides Edit
button and select ‘Analyse Report’ option. This will open all the reports for that Poll.
• Status Report displays a pie-chart depicting the percentage of users who have submitted the Poll.
• Question wise report displays question summary report, it shows the question along with the
percentage and count of the chosen answer. It also displays the total number of responses.
• Reports are categorized into three types based on submissions:
• Combined Reports displays combined report for Polls sent using sharable links and
emails (Existing CRM Records)
• Email Reports displays report for Polls sent through emails (Existing CRM Records)
• Open Ended Reports displays report for Polls sent through sharable link (Existing CRM
Records)
• Individual Report displays the list of responses. It displays the module, type of submission, survey
send date and survey submission date.
• A resend option is also available to resend the Poll to a respondent.
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• You can sort the list according to modules or type of submission.
• The results can be exported as an excel worksheet by clicking on the ‘Export Result’ button.
• To view the detailed individual report of a respondent, click on the name field and it will display
complete set of answers for that respondent.
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