Setting up a New Questionnaire
As a general rule, limit the length of your questionnaires to minimize customer abandonment.
- Procedure
- In the Setup to open the Questionnaire Setup page. page, click
- Use the Questionnaire Setup page to:
- Provide text telling your customers why they should complete the questionnaire. This shows up as the introductory text on the page in the microsite where custom questions are displayed.
- Add the questions to be displayed to customers.
- Change the order of the questions in the questionnaire.
- Click
Done.
Thepage reopens.
Optional:
- If the questionnaire
is enabled, you can click
Disable.
Disabling the questionnaire prevents your questionnaire from getting displayed in the microsite before it is ready for customers to use and before you have modified any profiles that are based on your custom questions. When you click Disabled, the button text changes to Enabled, which is the alternate option.
- If you are using this page for the first time, the only option that is displayed is the Setup option. Clicking Setup enables the questionnaire and makes it accessible to customers.
- If the questionnaire
is enabled, you can click
Disable.
- Click
Preview.
The Preview window opens. Carefully proofread and test your questionnaire. Consider how it is used to define a customer profile.
- When you are finished with the Preview window, click Close.
- Modify the question and responses, as necessary, using steps 2 and 3.
- If you have Disabled the questionnaire. When you are ready to present the questions to live customers, click Enable.
Changing an Existing Custom Question
- Procedure
- In the page, in the Manage Your Questions listing, find the Question you want to change.
- Click the Question Name to open the related data in the Edit a Question page.
- Make the required changes and click
Done.
For complete details, see Edit a Question page.
You can also use the file upload method to make certain types of changes to existing custom question records.