SugarCRM Survey Rocket Plugin: User Manual

1. USER MANUAL SugarCRM Survey Rocket Version: 2.1 TABLE OF CONTENTS 1. Introduction ................................................ 1 2. Benefits of Survey Rocket ........................... 1 3. Prerequisites ............................................... 1 4. Installation & Configuration ....................... 2 Installation Steps ........................................ 2 Plug-in Configuration .................................. 3 5. Design a Survey .......................................... 4 Creating Survey Template: ......................... 4 Build a New Survey form: ........................... 7 Enable Scoring: ........................................... 9 Applying Skip Logic ..................................... 9 Survey Detail View: ................................... 10 Survey Preview: ........................................ 11 Compatibility: Create an email Template: ....................... 12 SugarCRM Community Edition: 6.4.0 to 6.5.22 Send Survey: ............................................. 12 Survey Sent Summary: .............................. 14 Survey Automation: .................................. 15 View Survey Report: ................................. 18 6. FAQ ........................................................... 21 7. Contact Us ................................................ 22

2. USER MANUAL – SUGARCRM SURVEY ROCKET v2.1 1. Introduction Biztech Consultancy 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. 2. Benefits of Survey Rocket Searching a solution for improving customer satisfaction? Your search comes to an end. We at Biztech have developed the “Survey Rocket” Plugin 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. 3. 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 SuiteCRM system under maintenance mode (To avoid survey submission entries). Once the upgradation is complete you can exit the maintenance mode. Biztech Store Page 1

3. USER MANUAL – SUGARCRM SURVEY ROCKET v2.1 4. Installation & Configuration Installation Steps Step 1: 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. Step 2: 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. Step 3: 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. Step 4: 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. Biztech Store Page 2

4. USER MANUAL – SUGARCRM SURVEY ROCKET v2.1 Plug-in Configuration Step1: Get an activation key Get the activation key from the Order Confirmation Mail. OR Login to your Biztech Store account then go to Downloadable options and copy the activation key for the Survey Rocket plug-in. Step2: 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 RocketLicense Configuration link, this will re-direct you to License Configuration tab. Enter License activation key for the Survey Rocket plug-in provided by Biztech Store. Validate your license by pressing the “Validate” button. After successful license validation, you can enable this plug-in by selecting Enable option from the selection list and save this setting. Now, your Survey Rocket plug-in is activated. Biztech Store Page 3

5. USER MANUAL – SUGARCRM SURVEY ROCKET v2.1 5. Design a Survey User can design a new survey form in two ways. You can choose to: 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: 1.Navigate to Survey Template module and select "Create Survey Template”. Biztech Store Page 4

6. USER MANUAL – SUGARCRM SURVEY ROCKET v2.1 2.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 Answer Type options and settings to fine tune each one to meet your needs. Survey Rocket provides various answer types for Survey form. Answer Type For Survey Question Description Ask your respondent to choose one answer (or multiple answers) from your list of answer choices. Multi Select 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. Dropdown List Use a Rating Answer type if you want respondents to evaluate something based on your question. Rating 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. Textbox Use the comment or essay box to collect open-ended, written feedback from respondents. Comment Textbox 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. Contact Information Provides a Radio button list of answer choices for respondents to choose from. Radio Button Ask your respondent to select one or multiple answers from your checkbox list of answer choices. Checkbox Scale This a single-row rating scale which allows evaluation based Biztech Store Page 5

7. USER MANUAL – SUGARCRM SURVEY ROCKET v2.1 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. 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. Matrix/Grid Date/Time Ask respondents to enter a specific date and/or time. Insert an image into your survey by uploading an image file or specifying the URL of an image on the web. Image Insert a video into your survey by specifying the URL of a video on the web. Video Biztech Store Page 6

8. USER MANUAL – SUGARCRM SURVEY ROCKET v2.1 3.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. Survey Rocket provides you to make any question mandatory for respondents during survey. You can see “Is required” check box in Advanced Option on create survey page. You can edit questions at any time, but editing limitations apply once the survey has been sent to targeted audience. 4.Once the necessary information is entered, click "Save". It will redirect you to Survey Template Detail View. 5.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 left corner. By selecting “Create Survey” Option from the list you can create a survey using that template. Build a New Survey form: 1.Click on the ‘Create Survey’ button to build a new survey form. 2.Here you need to fill up the necessary details required for the survey Biztech Store Page 7

9. USER MANUAL – SUGARCRM SURVEY ROCKET v2.1 3.You can upload the logo of your company. 4.You need to mention the Title of the Survey, Start & End Date, which are compulsory fields. A brief description on the survey can be added. Biztech Store Page 8

10. USER MANUAL – SUGARCRM SURVEY ROCKET v2.1 5.You can also choose an attractive theme that suits your business requirements from the options provided. Enable Scoring: Scoring feature can be enabled for four questions viz. Checkbox, Dropdown list, Radio Button and Multi Select List. 1.To enable scoring while creating survey, check the “Enable Scoring” checkbox. This will enable box to enter scores besides the answer choices. 2.Enter score for each answer choice Applying Skip Logic Skip Logic feature allows you to customize your survey for each respondent by applying logic to the answer choices. Based on the respondent’s answer a branching logic is created as per the conditions defined by you. 1.To apply skip logic you need to create the survey first and save it. Then click on “Edit” button, which will enable the “Logic” tab. 2.Click on the “Logic” tab to set the logic for a question Biztech Store Page 9

11. USER MANUAL – SUGARCRM SURVEY ROCKET v2.1 3.To redirect a respondent to a later page in survey select “Redirect To Page” optionfrom the dropdown and then select the Page on which the redirection must occur 4.To redirect a respondent to the end of survey select “End of Survey” optionfrom the dropdown. 5.To redirect a respondent to an external URL select “Redirect To URL” optionfrom the dropdown and then mention the URL on which the redirection must occur 6.To hide questions and show them during survey based on the responses select “Show/hide Questions” optionfrom 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. Survey Detail View: In this view you can see the detail view of created survey. In following image you can see ‘ANALYSE SURVEY’ and ‘PREVIEW SURVEY’ options in the drop down besides Edit button in the top left corner. 1.To view survey report, click on ‘ANALYSE SURVEY’ button. Biztech Store Page 10

12. USER MANUAL – SUGARCRM SURVEY ROCKET v2.1 2.To view the preview of created survey click on ‘PREVIEW SURVEY’ button. Survey Preview: Preview of created survey. Biztech Store Page 11

13. USER MANUAL – SUGARCRM SURVEY ROCKET v2.1 Create an email Template: 1.To create an email template click on “Create Email Template” from the Emails tab. 2.Enter the name of Template which is a required field marked with red asterisk. 3.Mention the type (campaign or email) and to whom the task is assigned to. 4.You can give a brief Description of the Survey. 5.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 body of email. 6.Enter the Subject of email and content describing about the survey. 7.You can edit the font, for which all the editing options are provided. You can choose the “Send Text Only” option as well. 8.Click on “Save” button to save the template. Send Survey: 1.Select a module from which you wish to send the Survey. 2.Select the list of persons to whom you wish to send the survey. Biztech Store Page 12

14. USER MANUAL – SUGARCRM SURVEY ROCKET v2.1 3.Click on the drop down arrow to choose an action from the list. 4.When you click on “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. 5.When you click on “Select Existing Survey” button a list of existing survey’s will appear. 6.Click on “Send” button to Quickly send that survey 7.You can schedule the survey to send it later as well. 8.Click on “Send Later” Button to set the schedule. Select the date and time you wish to send the survey and click on “Schedule” button. The Survey will be scheduled accordingly. Biztech Store Page 13

15. USER MANUAL – SUGARCRM SURVEY ROCKET v2.1 Survey Sent Summary: 1.After the survey is sent, a popup appears displaying the “Mail Status Details” 2.It displays the survey sent summary. Biztech Store Page 14

16. USER MANUAL – SUGARCRM SURVEY ROCKET v2.1 Survey Automation: Send surveys automatically on the basis of workflow. Create a workflow to send surveys based on certain conditions that you set. Set Actions to determine to whom the survey should be sent. 1.To create a survey automation workflow, navigate to “Survey Automation” module and click on “Create”. 2.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. 3.Click on “Save ” button to save the survey automation workflow Biztech Store Page 15

17. USER MANUAL – SUGARCRM SURVEY ROCKET v2.1 4.Now create conditions for the automation to trigger. When these conditions are met, the survey will be automatically sent to the chosen respondents. 5.To create conditions click on “Create ” button 6.Select the parameters to set the conditions and click on “Save Condition” button. Biztech Store Page 16

18. USER MANUAL – SUGARCRM SURVEY ROCKET v2.1 7.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. 8.Select a survey from the dropdown and click on “Save Action” button. Biztech Store Page 17

19. USER MANUAL – SUGARCRM SURVEY ROCKET v2.1 View Survey Report: 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. 1.Status Report displays a pie-chart depicting the percentage of users who have submitted the survey and those who haven’t. Biztech Store Page 18

20. USER MANUAL – SUGARCRM SURVEY ROCKET v2.1 2.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 is also displayed along with average score for the question based on the responses. Biztech Store Page 19

21. USER MANUAL – SUGARCRM SURVEY ROCKET v2.1 3.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 receive date  A resend option is also available to resend the survey to a contact.  You can sort the list according to modules or status.  The results can be exported as an excel worksheet by clicking on the “Export Result” button. 4.You can view the detailed individual report of a respondent by clicking on the name of the respondent. 5.It displays a particular respondent’s complete set of answers. Biztech Store Page 20

22. USER MANUAL – SUGARCRM SURVEY ROCKET v2.1 6. FAQ 1.Is Survey Rocket like other online survey tools? Ans: We would not want to compare Survey Rocket with any other online survey solution, simply because only Survey Rocket is built for SugarCRM and others are not. If you have to use any general online survey tool with SugarCRM you will not only have to purchase that tool's subscription but also another third party integration solution, just to integrate the survey tool with SugarCRM. As you can understand, this is not only costly and messy, but also exposes your customer database to security risks. Even though the features are comparable to any good survey tool, Survey Rocket is unique in its own way. 2.Can I create multiple surveys using the same survey template? Ans: Yes, you can create multiple surveys using the same template. When you create a survey using a template it gets saved as a separate survey in the survey module. 3.Can I resend a survey to a respondent? Ans: Yes, you can resend the survey to a respondent from the Individual Report, where you will find a resend button against all survey submissions. A respondent can also request to attempt the survey again. 4.Can I make a question compulsory? Ans: Yes, you can make a question compulsory by marking it as “Is required” from the Advanced Options tab. 5.Can I send a reminder to attempt the survey? Ans: Yes, you can send a reminder to your prospects who have not responded to the survey. 6.Can the respondents' be redirected to any web page? Ans: By default, the respondents are redirected to the Thank You page. You can edit the Survey completion page from Advance Survey Configuration option for a survey to redirect respondents to your own web page when they're done taking the survey. Biztech Store Page 21

23. USER MANUAL – SUGARCRM SURVEY ROCKET v2.1 7.Can I attend survey on behalf of my prospects? Ans: Yes, you can attend survey on behalf of your prospects on a phone call. In the survey submissions subpanel, an option to Attend Survey is provided using which you can attend the survey on behalf of your prospects. 7. Contact Us We simplify your business, offer unique business solution in digital web and IT landscapes. Our core expertise includes Sugar CRM Expertise - We specialize in Creating Useful and Mission-Critical SugarCRM plugins! - Whether it is Plugin Development Customization Integration Maintenance Upgradation You can trust our expertise! Contact – Mr. Maulik Shah CEO, Biztech Consultancy Biztech Store Page 22