SugarCRM Survey Rocket Plugin: User Manual

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USER MANUAL SugarCRM Survey Rocket Version
2.1 TABLE OF CONTENTS

• Introduction 1
• Benefits of Survey Rocket 1
• Prerequisites 1
• Installation Configuration 2 Installation
  Steps 2 Plug-in Configuration 3
• 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 Create an email Template 12
  Send Survey 12 Survey Sent Summary 14 Survey
  Automation 15 View Survey Report 18
• FAQ 21
• Contact Us 22

Compatibility
SugarCRM Community Edition 6.4.0 to 6.5.22
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• USER MANUAL SUGARCRM SURVEY ROCKET v2.1
• 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.
• Benefits of Survey Rocket
• Searching a solution for improving customer
  satisfaction? Your search comes to an end. We at
  Biztech hae deeloped the ?Survey Rocket?
  PlugiY to ÐolleÐt aYd sto?e 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.

• 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.

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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 AdwiYist?atioY page aYd
ÐliÐk oY ?Module Loade?? to iYstall the package.
Step 2 B?o?se the zip file aYd ÐliÐk oY
?Upload? duttoY uYde? Module Loade? sÐ?eeY.
Afte? uploadiYg paÐkage, ÐliÐk oY the ?IYstall?
duttoY to iYstall the paÐkage.
Step 3 CliÐk oY ?Cowwit? duttoY to fiYish the
iYstallatioY. Afte? successful installation, you
can see ?u?e? oÐket? 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 aYd
ÐliÐk oY ?epai?? liYk, theY ÐliÐk oY ?QuiÐk
epai? aYd eduild? liYk.
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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 ÐaY
see the ?u?e? oÐket CoYfigu?atioY? 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 for the Survey Rocket plug-in
provided by Biztech Store. Validate ?ou? liÐeYse
d? p?essiYg the ?Validate? duttoY.
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.
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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 ure? Tewplate?.

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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
Multi Select List Ask 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 Ask 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
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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.
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 Ask respondents to enter a specific date and/or time.
Image Insert an image into your survey by uploading an image file or specifying the URL of an image on the web.
Video Insert a video into your survey by specifying the URL of a video on the web.
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• USER MANUAL SUGARCRM SURVEY ROCKET v2.1
• 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
• su?e?. You ÐaY see ?Is required? ÐheÐk do? iY
  AdaYÐed OptioY oY Ð?eate su?e? page.
• You can edit questions at any time, but
  editing limitations apply once the survey
  has been sent to targeted audience.
• Once the necessary information is entered, click
  "Save". It will redirect you to Survey Template
  Detail View.
• 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 Ðo?Ye?. B? seleÐtiYg ?Create ure?? Option
  from the list you can create a survey using that
  template.

• Build a New Survey form
• CliÐk oY the ?Create Survey? duttoY to duild a
  Ye? su?e? fo?w.
• Here you need to fill up the necessary details
  required for the survey

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USER MANUAL SUGARCRM SURVEY ROCKET v2.1

1. You can upload the logo of your company.
2. 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.

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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 ?EYadle ÐoriYg? 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 aYs?e? ÐhoiÐes. Based oY the ?espoYdeYt?s
  aYs?e? a d?aYÐhiYg logiÐ is Ð?eated as pe? the
  conditions defined by you.
• To apply skip logic you need to create the survey
  first and save it. Then click on ?Edit?
• button, which will enable the ?LogiÐ? tab.
• Click on the ?LogiÐ? tab to set the logic for a
  question

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USER MANUAL SUGARCRM SURVEY ROCKET v2.1

• To redirect a respondent to a later page in
  survey select ?RedireÐt To Page? option from the
  dropdown and then select the Page on which the
  redirection must occur
• To redirect a respondent to the end of survey
  select ?EYd of ure?? option from the dropdown.
• To redirect a respondent to an external URL
  select ?RedireÐt To URL? option from the dropdown
  and then mention the URL on which the redirection
  must occur
• To hide questions and show them during
  survey based on the responses select
• ?ho?/hide QuestioYs? 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 ?ho?/hide QuestioYs? 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? aYd ?PREVIEW SURVEY? optioYs iY
  the d?op do?Y desides Edit duttoY iY
• the top left corner.
• 1. To ie? su?e? ?epo?t, ÐliÐk oY ?ANALYSE
  SURVEY? dutton.

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USER MANUAL SUGARCRM SURVEY ROCKET v2.1 2.
To ie? the p?eie? of Ð?eated su?e? ÐliÐk oY
?PREVIEW SURVEY? duttoY.
Survey Preview Preview of created survey.
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• USER MANUAL SUGARCRM SURVEY ROCKET v2.1
• Create an email Template
• To Ð?eate aY ewail tewplate ÐliÐk oY ?Create
  Email Template? f?ow the Ewails tad.
• Enter the name of Template which is a required
  field marked with red asterisk.
• Mention the type (campaign or email) and to whom
  the task is assigned to.
• You can give a brief Description of the Survey.
• Select a survey and module (Accounts, Contacts,
  Users, Leads and Targets) from the drop down list
  and ÐliÐk oY ?Insert Survey Link? ButtoY ?hiÐh
  ?ill autowatiÐall? insert the survey link
  inside the body of email.
• Enter the Subject of email and content describing
  about the survey.
• You can edit the font, for which all the editing
  options are provided. You can choose
• the ?Send Text Only? optioY as ?ell.
• CliÐk oY ?Save? duttoY to sae the tewplate.

• Send Survey
• Select a module from which you wish to send the
  Survey.
• Select the list of persons to whom you wish to
  send the survey.

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USER MANUAL SUGARCRM SURVEY ROCKET v2.1

• Click on the drop down arrow to choose an action
  from the list.
• WheY ?ou ÐliÐk oY ?Send Survey? optioY f?ow the
  list, a pop up ?iYdo? ?ill appea?
• from which you can select an existing survey or
  create a new survey.

1. WheY ?ou ÐliÐk oY ?Select Existing Survey? duttoY
   a list of e?istiYg su?e??s ?ill appea?.
2. Click on ?Send? duttoY to QuiÐkl? seYd that su?e?

1. You can schedule the survey to send it later as
   well.
2. CliÐk oY ?Send Later? ButtoY to set the sÐhedule.
   eleÐt the date aYd tiwe ?ou ?ish to send the
   su?e? aYd ÐliÐk oY ?Schedule? duttoY.
   The u?e? ?ill de sÐheduled accordingly.

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USER MANUAL SUGARCRM SURVEY ROCKET v2.1

• Survey Sent Summary
• Afte? the su?e? is seYt, a popup appea?s
  displa?iYg the ?Mail Status Details?
• It displays the survey sent summary.

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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 ?ure?
AutowatioY? module and click on ?Create?.

1. 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.
2. Click on ?ae ? button to save the survey
   automation workflow

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• USER MANUAL SUGARCRM SURVEY ROCKET v2.1
• 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 ? button

6. Select the parameters to set the conditions
and click on ?ae CoYditioY? button.
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• USER MANUAL SUGARCRM SURVEY ROCKET v2.1
• 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
  ?ae AÐtioY? button.

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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 ?ho haeY?t.
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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.
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• USER MANUAL SUGARCRM SURVEY ROCKET v2.1
• 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 ?esults ÐaY de e?po?ted as aY e?Ðel ?o?ksheet
  d? ÐliÐkiYg oY the ?E?port Result?
• button.

1. You can view the detailed individual report of a
   respondent by clicking on the name of the
   respondent.
2. It displays a particula? ?espoYdeYt?s Ðowplete
   set of aYs?e?s.

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• USER MANUAL SUGARCRM SURVEY ROCKET v2.1
• FAQ
• 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.
• 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.
• 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.

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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