Survey

Surveys are questionnaires that help companies understand what's going on in the mind of the consumer. It is usually used to show marketers what people think of products and services, what kinds of people are buying their products and services, and what people expect and want from them.

Besides this, survey forms can be used to obtain data to gauge the success of a project or campaign.

You can easily create and design your Survey form in Second CRM.

To Create Survey Form:

  1. Go to All > Support > Survey at the navigation area.
  2. Click on the Add Record button as shown below.

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    Once you have clicked the button, your screen should appear just like below figure.

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  3. Enter Survey information. Fields marked with an asterisk [ * ] are mandatory.
  4. Once done, click the Save button to transfer your data to your Second CRM database.

Below are the details of default master data entry fields for survey information.

Survey Title Give your survey a name here.
Survey Status By selecting Active, a survey becomes active and is available for use.
Select Company(for Logo) Select the logo of the company that you want to display within the survey.
Expiry Date Select a time frame within which the survey remains active. The survey ends at this date.
Assigned To Select the user who has created this survey.
Survey Description The description of the survey that will be displayed at the survey.
Footer Message The footer message of the survey that will be displayed at the survey.
Copyright Message The copyright message of the survey that will be displayed at the survey.
Thank You Message The thank you message that will displayed at the end of the survey.

To Create Question for the Survey form:

  1. Click the survey form that you created before.
  2. On the right side tab, click Question to add a questionnaire to the survey form.

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  3. Click on the Add Question button as shown below.

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    Once you have clicked the button, your screen should appear just like the figure below:

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  4. Enter Questionnaire information. Fields marked with an asterisk [ * ] are mandatory.
  5. Once done, click the Save button to transfer your data to your Second CRM database.

Below are the details of default master data entry fields for question information.

Question Type There are 5 question types:

Single selection requires the customer to select a single option by clicking a button.

Multiple selection requires the customer to select multiple options by checking check boxes.

Descriptive requires the customer to write a descriptive answer in a text box.

Ranking question asks the customer to compare different items directly to one another (e.g., "Please rank each of the following items in order of importance, from the #1 most important item through the #10 least important item").

Rating question asks you to compare different items using a common scale (e.g., "Please rate each of the following items on a scale of 1-10, where 1 is ‘not at all important’ and 10 is ‘very important’").
Question Status By selecting Active, a question becomes active and is available for use.
Link To You may select a survey that the question is linked to.
Sequence The sequence of the question in Survey form.
Assigned To Select the user who has created this Question.
Question Description The question text that will display at the survey.
Rating/Ranking Options The choice of answers for the rating and ranking question type question.
Show Text Box Check this check box if you want show the text box for the question.
Title for Text Box Give the title to the Text Box.

Question Response is the choices of answer for the question type. To create the Question Response for the Question:

  1. Click the survey form that you created before.
  2. On the right side bar, click Question to see list of questions for the survey form and choose your desired question.

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  3. Then, on the right side tab click Question Response , followed by the + Add Question Response button to add a new Question Response as shown below :

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    Once you have clicked the button, your screen should appear just like the figure below:

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  4. Enter all required information and click the Save button. Then, you can see list of question responses as below:

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Below are the details of default master data entry fields for question information.

Link To Question You may select a question that the question response is linked to.
Response Text The question response text that will display at the survey.
Assigned To Select the user who has created this Question Response.
Sequence The sequence of the question response in Survey form.

Survey response is the module where you create the URL Link for your survey. You will send the URL Link to your customer to answer the survey.

  1. Click the survey form that you created before.
  2. On the right side bar, click Survey Response to see list of questions for the survey form.

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  3. To add a new Survey Response, click on the Add Survey Response button.

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  4. Choose the respondents between Vendors, Leads, Accounts or Contacts.

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  5. Once done, click the Save button.
  6. After saving, Second CRM will create the survey URL and you may send to your customer via email by clicking on Send Email button as shown below:

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  7. The next screen will appear as below figure. Then, you may compose your mail and click send.

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  8. Below is the sample of a survey form that had been created. This is an example of what the user sees when the user goes to the Survey URL link that you have sent to them. Then, they may answer the questionnaire and click Submit to send the information to Second CRM.

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In a click, you can now insert the link to a survey within an email template and send mass emails of the survey to the selected Account/Contact/Lead/Vendor.

First, you need to copy and paste the survey response URL as shown in below image in the email template.

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To send bulk survey response to selected contacts:

  1. Go to the Contacts module and select the contacts.
  2. Then click Action > Send Email as shown below:

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  3. The next screen will appear as below figure. Then, you may choose the survey email template by clicking on Select Email Template button.

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  4. Once done, click Send button.

After all respondents answer your survey, you can check and export the survey results and generate the report to an .xls file. To export survey result:

  1. Go to the Survey module and choose your desired Survey.
  2. Then click More > Survey Report as shown below:

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  3. There 2 types of Survey Report, Summary and Details.

    Summary Report displays in percentage form and it concludes all the survey responses as shown in figure below. The user also can download or export the survey result in excel by clicking the .XLS symbol.

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    Details Report shows all the responses of the respondents one by one as shown in figure below. Users can also download or export the survey result in excel by clicking the .XLS symbol.

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