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Automatic Deletion of Mass Event’s Survey Answers
Introduction It is convenient to gather all the needed information for organizing an event from the participants with a registration survey. The collected data might however include information, that should not – or based on GDPR, is not allowed to – be kept in the CRM. The mass events have an action for scheduling an […]
Linking survey to email
General Once you have completed the survey, you can distribute it via an email link. The survey can be attached to the email as a text link or a button. In this guide, we will show an example of both. Start For this guide, we assume you already have an email template for sending this […]
Mass Event Surveys
Introduction A person registering to a mass event, can be presented with a registration form, that can be used to collect all the needed information from each registrated person right away. The registration form is unique for each mass event, so the questions and types of questions can be alternated when needed. If registrations are […]
Surveys – Basic Guide
General Surveys are used for various purposes, from gathering feedback to collecting and updating contact information in the CRM. This guide refers to the full survey editor that creates surveys that can be shared via a link. The editor can be used with a combination of mouse and keyboard, but it also supports keyboard-only inputs. […]
Surveys – General Settings
General The survey settings are divided into three parts. This article will go through the general settings, the page settings, and survey-wide question settings. The survey section guides you through the general settings of the survey. The general settings that are used for all pages and questions are made in the survey settings. For fine-tuning, […]
Surveys – Question and Element Settings
General In this guide we go through all possible settings the users have when adding questions and elements to the survey. To learn more about the Survey editor, check this guide here. Surveys support ten elements — seven question types and three special elements. Each question and element has special settings that can be modified. […]
Surveys – Question and Element Types
General Surveys support ten elements — seven question types and three special elements. In this guide, you’ll learn how to add these to the survey and see examples of the most common use cases for each element. To learn more about the Survey editor, check this guide here. For more information on the different question […]
Surveys – Setting up a new survey
General In the surveys module, it is possible to create different surveys that can be sent to users via email or during mass event registrations. This guide explains how you create a new survey in the Survey module. You can find the instructions for the survey editor here. Instructions for surveys made specifically for mass […]
Surveys – Survey Editor
General In the survey editor, you can create the survey by adding the questions and adjusting the survey settings on the whole survey and each page separately. You can also customise the survey theme to personalise the layout of the survey. Each question can also have its own individual settings. We will now introduce the […]
Surveys – Themes
General Theme editor allows users to use and edit different themes, so the surveys represent the wanted brand or look. The editor has basic and advanced settings, which we will explain in this guide. It is good to note that you are not able to adjust the look of the element if it is not […]