To complete the contact responses for a campaign survey

Numerous data types are available to control the permitted question responses within a customised campaign survey, along with inherent rules to define the permitted range of criteria: dates, decimals, integers, Boolean and lookup types are all supported. For some questions, a single response would be expected; for others, multiple responses may be permitted to elicit all relevant information from the respondent.

The procedure to complete the contact responses for a campaign survey is as follows:

1. Prerequisite procedural steps are covered separately in the topic To add a campaign to an individual contact record and To update the outcome of a campaign for a contact. Refer to these before proceeding to step 2.
2. With the customised template displayed, enter a response for each question, as appropriate, in the format governed by the data type and associated criteria i.e. Date Only, Date Time, Decimal, Integer, Lookup (Address, Contact, Contact Group, Table, Standard or System), Text, Time Only, True or False, User Defined Field Lookup, or Functional Unit; select alternative pages within the survey using the drop-down field 1.
3. Click on Save Form 2.

Note

1 Where a survey employs questions linked to system fields, the responses are automatically populated for the contact, using information already held against their record, thus avoiding duplication of effort.

2 All mandatory sections must be completed prior to saving the survey form.

See related topics...

Campaign response management overview

To add a campaign to an individual contact record

To update the outcome of a campaign for a contact

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