How to Create a ClickDimensions Survey

<< Create Survey Questions Introduction Survey Actions >>

 


ClickDimensions gives you the ability to create your own surveys in CRM. When people submit a survey, all answers will come into your CRM. This article will cover how to create a survey in CRM using ClickDimensions.

IMPORTANT: Your CNAMEs and Domain records must need to be set up before creating Surveys.

Before going through these steps, you will need to create Survey Questions. If you have not done so already, we recommend that you go through the Creating Survey Questions article first.

Video

Written Instructions


Step 1: Create a Web Content Record

In Microsoft Dynamics CRM, go to CRM Settings > Web Content.

Subscription Management Navigation

Click New to create a new Web Content record.

New Web Content

A new Web Content record will appear.

2016 New Survey Record

In the new record, enter the following fields:

Name: This is the reference name of the form. You could use the title of the page that will contain the form – for example: ‘Rate Us’, ‘Give your Feedback’.

Type: Choose Survey.

Domain: Select a domain you want to use for the survey. Make sure that the Domain record also has the Sub Domain Alias field populated – if it is not please see this article to set that up.

Create New Visitor As: Choose which type of record to create in your CRM if it does not match an existing Lead or Contact.

TIP: When an Anonymous Visitor fills out a Survey and his or her email address does not already exist in a Lead or Contact record in your CRM, ClickDimensions automatically creates a record with the email address provided on the page. In the Create New Visitor As field, you can specify if ClickDimensions will create a Lead or a Contact record.

Campaign: (Optional) If you link a CRM campaign to this Survey, all associated Posted Survey records will be linked the campaign you specified. You will be able to view all of the Posted Survey records in the Campaign record.

Web Responsive: This determines whether you would like your survey to be responsive and scale
automatically based on the device it’s being viewed on. By default this is set to Yes, but you can disable it by setting it to No if you prefer. If you change this value, you’ll want to Save and Publish your Web Content record.

Auto Responder Email Template: It’s best to leave this field blank. There is a better option for this in the Actions area of the form that you will later see.

Once all of the required information is entered, click Save.

Save Web Content

Step 2: Design by Adding Survey Questions

Click on the Design button in the ribbon.

2011 Survey Record Design Button

In the Designer, you will see a Page 1 at the top and some space in the middle for questions and more pages, then the Submit button on the bottom. To the right, you should see the Survey Questions previously created in the column on the right. If you don’t have any Survey Questions, please refer to this article before continuing.

The Surveys contain skip logic, which means you can say if they answer A to Question 1 show them Page 2 next, and if they answer B to Question 1 then show them Page 3 next.

2a. Add Survey Questions

To add a question to the survey, simply click the Question on the right and drag it to the Survey Designer.

As you drag and drop the fields to the left a red bar will appear and the field it will be dropped into will turn a darker color of blue.

Once the Question is placed the Question number [Q.1] will be placed in front of the name:

Continue until you have added all the questions you want to include in your survey. Once you have added a question to the Survey Body, you can rearrange the questions by dragging them in the Survey Designer.

2b. Remove a Survey Question

You can also remove a list from the Survey Designer by selecting the question and then clicking Remove from the Question section of the ribbon.

2016 Survey Builder Remove Button

Step 3: Set Question Properties

You can make a question required and change the width of a question through the Properties window. First select the field, and then click the Properties button in the Question section of the ribbon (you can also double click on the question).

2016 Survey Builder Properties Button

In the Properties window you’ll have 3 tabs if there is more than one page to the survey – Display, Skip Logic, and Formatting. If you only have one page you will not have the Skip Logic tab.

3a. Display

In the Display tab you can change the Label, make the question Required, and change the Required Error Message.

3b. Skip Logic

In the Skip Logic tab you can choose which Page and Question to skip to depending on their answer to this Question. If you choose for it to go to a page with more than one question, and you choose a question number larger than the first number on that page, it will skip all the questions before it. For example, in the image below, if someone chooses “No” it will go to Page 3 and skip any questions on Page 2:

NOTE: The Skip Logic tab will only display in the Survey Question’s properties menu if the following conditions are met:

  • The Survey Question is a rating, list, checkbox, or radio button-type question
  • The Survey has multiple pages
  • The Survey Question is not on the last page of the survey.

After adding Skip Logic a little red “L” icon will appear next to the question:

Logic Symbol

NOTE: If a question is skipped due to Skip Logic, that question will not be in the Posted Questions for that Posted Survey.

3c. Formatting

In the Formatting Tab you can change the width of the Label text and the width of the field.

Click OK to save your changes.

If the field is required, a red asterisk will appear next to the Question. ClickDimensions will automatically check to make sure the question has been answered when the user tries to submit the survey.

Step 4: Survey Properties

Click on the Properties button in the Survey section of the ribbon. This will open the Properties window for the entire survey. You will be able to change the font and size of the individual lists, as well as adding margins.

SubProperties2013

Step 5: Button Properties

You can click the submit button and then the Question Properties button or double-click the submit button to edit it. You can change the text on the button (label), color/background image, alignment of the button, and more.

Step 6: Add and Remove Components

You can add HTML, Section Titles, Page Breaks, CAPTCHA, Lines, and an Email Component to your survey by using Survey Components.

To see the available Survey Components, click on the drop down list next to Filter and select Survey Components.

You’ll see the following six different options:

6a. Section Title

This lets you add some text within the Survey. You can change the font, color, size, and weight of the text within the Properties window. Drag and drop the component to the Survey Designer, select the component, and click on the Properties button in the Question section of the ribbon (or you can double click on the component in the Survey Designer). The Properties window will open and you will be able to make the necessary changes:

Click OK to save your changes.

6b. CAPTCHA

The CAPTCHA component is a security addition that will make sure a human is submitting the survey, not a computer robot. It will insert a simple slider into your survey. The user will need to slide a switch from left to right in order to submit the survey. If you are accessing the form on a mobile device and not a computer, tapping the lock icon will allow you to submit the form.

The Submit button is grayed out while the CAPTCHA is locked
The Submit button will become active when the user moves the slider to the right

6c. Line

The Line component will insert a horizontal rule line that spans the width of your survey (the horizontal width of the line can change based on the number of columns selected). You can alter the thickness and color of the link in the Properties window.

Click OK to save your changes.

6d. Page Break

By inserting a Page Break, you will divide your survey into multiple sections. The Page Break component will insert Next and Previous buttons. Any questions that appear above the Page Break are on the first page, and any questions after the Page Break component will be visible once the user clicks Next in the Survey.

6e. HTML

If you would like to insert images into your Survey, you can do so by using our HTML Component. Open the Properties window to edit the HTML. This is very similar to the Free Style Editor. View this post to learn about the buttons in this editor.

6.e Add an Image

You can add images by clicking the Image Manager button. This will allow you to see the Image Manager, where you can organize your folders of image files in the first column.  Create new folders or subfolders by clicking + New Folder at the bottom of the column.

In the middle column, you can upload images, either by clicking Upload an Image or dragging and dropping image files from your computer into the designating upload space.

You if you select an image file that you have already uploaded into the Image Manager, a preview of the image file will appear in the third column.  You also have edit options for this image, accessed by clicking the Edit button in the top right corner of the third column.

Once you’re satisfied with the image you’d like to insert into your HTML Component, click Ok.

6.e Link to a File

You can make files accessible within the HTML Component by using the Link Manager. Click Link Manager button, and within the Link Manager, select the File tab.

In the first column, you can create and arrange folders and subfolders to store your files. Create new folders with the + New Folder button in the bottom left corner of the column.

In the middle column, upload a file or multiple files either by clicking Upload a File, then select the files on your computer to upload them, or drag and drop the files of your choice into the designated upload area.

Select the file you wish to link into your HTML Component, then click Insert Link.

Once you’re happy with your HTML Component setup, click Ok in the bottom right corner, and your changes will be saved and you will be taken back to the designer.

6f. Email

IMPORTANT: You MUST include the Email field if you’re placing this survey anywhere but as a link in an email, and you want it to attach the Posted Survey results to the Lead/Contact.

The Email field will allow for the survey to be placed on your website and still attach the Posted Survey to the right Lead/Contact.

Click on the Formatting Tab to change the number of columns the field takes up and see the validation:

6g. Remove Components

You can also remove a component from the Survey Designer by selecting the component and then clicking Remove from the Question section of the ribbon.

Click OK to save your changes.

Step 7: Add Actions

The Survey Builder also gives you the opportunity to specify some actions to take once someone has submitted the survey. These Actions are detailed here.

Step 8: Confirmation Text

One element of the Survey that you will definitely want to edit is the Confirmation Text. This is what the user will see once he or she has submitted the Survey. Click on the Confirmation Text button in the ribbon.

This will open a window that contains an HTML editor and a field to enter a redirect URL. In the HTML editor you may enter and format text, insert images, add links to documents, etc. This text will appear once the user hits Submit and the survey submits successfully.

Or you may use the Post Redirect URL field at the bottom. This gives you the option to redirect your user to another web page once the form is submitted. If you enter a URL in this field, it will override whatever is in the HTML editor.

Click Save and Close to save your changes.

Step 9: Preview

You can preview you survey by clicking on the Preview button in the Survey section of the ribbon.

This will open your Survey in a new window where you can see how it looks. You can enter information, see the survey respond, and test Skip Logic. However, since it’s only a preview, any information entered in this window will not be submitted to CRM.


Step 10: Code Editor

If you would like to make edits to the CSS or JavaScript code within the Survey, click the Code Editor button.

2016 Survey Code Editor Button

A new window will open that allows you to read the HTML of the Survey, view and edit the CSS, add JavaScript, and then view the preview of what your Survey will look like with your changes and additions.

2016 Survey Code Editor Window

NOTE: Wherever you would put a “$” in jquery change that to “clickd_jquery”.

IMPORTANT: The Javascript window in the Code Editor will allow you to put any custom Javascript in it and will not validate it. Please test your Javascript thoroughly and be aware that ClickDimensions can not support custom Javascript. ClickDimensions also reserves the right to make changes to its forms in future releases and service patches that may conflict with your custom Javascript.

You can always reset the CSS and/or the JavaScript back to what it was to begin with. The changes will be applied to the Survey once you click Save.

Step 11: Embed

Once you are ready to publish your form, click the Embed button.

This will open a window that contains URL to the survey, the iFrame code, and the Widget code for you to insert into your website. To learn more about the ways you can Embed your survey click here.

You can also quickly add a link to the Survey in an Email Template via the HTML editor. To learn how to do so, please view this article.

That’s it!

You have now created a ClickDimensions survey! The next step is to watch the statistics come into CRM.


ClickDimensions gives you the ability to create your own surveys in CRM. When people submit a survey, all answers will come into your CRM. This article will cover how to create a survey in CRM using ClickDimensions.

IMPORTANT: Your CNAMEs and Domain records also need to be set up before creating your Surveys.

Before going through these steps, you will need to create Survey Questions. If you have not done so already, we recommend that you go through the Creating Survey Questions article first.

Step 1: Create a Web Content Record

To create a ClickDimensions survey with the Survey Builder go to Settings > ClickDimensions > Web Content.

Press the New button to create a new record.

New Web Content

A new Web Content record will appear.

In the new record, enter the following fields:

Name: This is the reference name of the form. You could use the title of the page that will contain the form – for example: ‘Rate Us’, ‘Give your Feedback’.

Type: Choose Survey.

Create New Visitor As: Choose which type of record to create in your CRM if it does not match an existing Lead or Contact.

Tip: When an Anonymous Visitor fills out a Survey and his or her email address does not already exist in a Lead or Contact record in your CRM, ClickDimensions automatically creates a record with the email address provided on the page. In the Create New Visitor As field, you can specify if ClickDimensions will create a Lead or a Contact record.

Campaign: (Optional) If you link a CRM campaign to this Survey, all associated Posted Survey records will be linked the campaign you specified. You will be able to view all of the Posted Survey records in the Campaign record.

Domain: Select a domain you want to use for the survey. Make sure that the Domain record also has the Sub Domain Alias field populated – if it is not please see this article to set that up.

Web Responsive: This determines whether you would like your survey to be responsive and scale
automatically based on the device it’s being viewed on. By default this is set to Yes, but you can disable it by setting it to No if you prefer. If you change this value, you’ll want to Save and Publish your Web Content record.

Auto Responder Email Template: It’s best to leave this field blank. There is a better option for this in the Actions area of the form that you will later see.
Click Save once you have entered the necessary fields. Now you can start adding questions to your survey.

Step 2: Design by Adding Survey Questions

Click on the Design button in the ribbon.

Design Button

In the Designer, you will see a Page 1 at the top and some space in the middle for questions and more pages, then the Submit button on the bottom. To the right, you should see the Survey Questions previously created in the column on the right. If you don’t have any Survey Questions, please refer to this article before continuing.

The Surveys contain skip logic, which means you can say if they answer A to Question 1 show them Page 2 next, and if they answer B to Question 1 then show them Page 3 next.

2a. Add Survey Questions

To add a question to the survey, simply click the Question on the right and drag it to the Survey Designer.

As you drag and drop the fields to the left a red bar will appear and the field it will be dropped into will turn a darker color of blue.

Once the Question is placed the Question number [Q.1] will be placed in front of the name:

Continue until you have added all the questions you want to include in your survey. Once you have added a question to the Survey Body, you can rearrange the questions by dragging them in the Survey Designer.

2b. Remove a Survey Question

You can also remove a list from the Survey Designer by selecting the question and then clicking Remove from the Question section of the ribbon.

Step 3: Set Question Properties

You can make a question required and change the width of a question through the Properties window. First select the field, and then click the Properties button in the Question section of the ribbon (you can also double click on the question).

In the Properties window you’ll have 3 tabs if there is more than one page to the survey – Display, Skip Logic, and Formatting. If you only have one page you will not have the Skip Logic tab.

3a. Display

In the Display tab you can change the Label, make the question Required, and change the Required Error Message.

3b. Skip Logic

In the Skip Logic tab you can choose which Page and Question to skip to depending on their answer to this Question. If you choose for it to go to a page with more than one question, and you choose a question number larger than the first number on that page, it will skip all the questions before it. For example, in the image below, if someone chooses “No” it will go to Page 3 and skip any questions on Page 2:

2011 Survey Skip Logic Tab

After adding Skip Logic a little red “L” icon will appear next to the question:

NOTE: If a question is skipped due to Skip Logic, that question will not be in the Posted Questions for that Posted Survey.

3c. Formatting

In the Formatting Tab you can change the width of the Label text and the width of the field.

Click OK to save your changes.

If the field is required, a red asterisk will appear next to the Question. ClickDimensions will automatically check to make sure the question has been answered when the user tries to submit the survey.

Step 4: Survey Page Properties

Click on the Properties button in the Survey section of the ribbon. This will open the Properties window for the entire survey. You will be able to change the font and size of the individual lists, as well as adding margins.

SubProperties2013

Step 5: Button Properties

You can click the submit button and then the Question Properties button or double-click the submit button to edit it. You can change the text on the button (label), color/background image, alignment of the button, and more.

Step 6: Add and Remove Components

You can add HTML, Section Titles, Page Breaks, CAPTCHA, Lines, and an Email Component to your survey by using Survey Components.

To see the available Survey Components, click on the drop down list next to Filter and select Survey Components.

You’ll see the following six different options:

6a. Section Title

This lets you add some text within the Survey. You can change the font, color, size, and weight of the text within the Properties window. Drag and drop the component to the Survey Desiger, select the component, and click on the Properties button in the Question section of the ribbon (or you can double click on the component in the Survey Designer). The Properties window will open and you will be able to make the necessary changes:

2011 Survey Section Title Properties

 

Click OK to save your changes.

6b. CAPTCHA

The CAPTCHA component is a security addition that will make sure a human is submitting the survey, not a computer robot. It will insert a simple slider into your survey. The user will need to slide a switch from left to right in order to submit the survey.

The Submit button is grayed out while the CAPTCHA is locked
The Submit button will become active when the user moves the slider to the right

6c. Line

The Line component will insert a horizontal rule line that spans the width of your survey (the horizontal width of the line can change based on the number of columns selected). You can alter the thickness and color of the link in the Properties window.

 

2011 Survey Line Component Properties

Click OK to save your changes.

6d. Page Break

By inserting a Page Break, you will divide your survey into multiple sections. The Page Break component will insert Next and Previous buttons. Any questions that appear above the Page Break are on the first page, and any questions after the Page Break component will be visible once the user clicks Next in the Survey.

6e. HTML

If you would like to insert images into your survey, you can do so by using our HTML Component. For those who have used the Header option that existed in previous ClickDimensions versions, the HTML component is the same scenario. All you have to do is add the HTML component to the Survey Designer and then open the Properties window to edit the HTML.

You can add images by clicking the Image Manager button. This will allow you to see the Image Manager, where you can organize your folders of image files in the first column.  Create new folders or subfolders by clicking + New Folder at the bottom of the column.

In the middle column, you can upload images, either by clicking Upload an Image or dragging and dropping image files from your computer into the designating upload space.

You if you select an image file that you have already uploaded into the Image Manager, a preview of the image file will appear in the third column.  You also have edit options for this image, accessed by clicking the Edit button in the top right corner of the third column.

Once you’re satisfied with the image you’d like to insert into your HTML Component, click Ok.

6.e Link to a File

You can make files accessible within the HTML Component by using the Link Manager. Click Link Manager button, and within the Link Manager, select the File tab.

In the first column, you can create and arrange folders and subfolders to store your files. Create new folders with the + New Folder button in the bottom left corner of the column.

In the middle column, upload a file or multiple files either by clicking Upload a File, then select the files on your computer to upload them, or drag and drop the files of your choice into the designated upload area.

Select the file you wish to link into your HTML Component, then click Insert Link.

Once you’re happy with your HTML Component setup, click Ok in the bottom right corner, and your changes will be saved and you will be taken back to the designer.

6f. Email

IMPORTANT: You MUST include the Email field if you’re placing this survey anywhere but as a link in an email, and you want it to attach the Posted Survey results to the Lead/Contact.

The Email field will allow for the survey to be placed on your website and still attach the Posted Survey to the right Lead/Contact.

Click OK to save your changes.

6g. Remove Components

You can also remove a component from the Survey Designer by selecting the component and then clicking Remove from the Question section of the ribbon.

Step 7: Add Actions

The Survey Builder also gives you the opportunity to specify some actions to take once someone has submitted the survey. These Actions are detailed here.

Step 8: Confirmation Text

One element of the Survey that you will definitely want to edit is the Confirmation Text. This is what the user will see once he or she has submitted the Survey. Click on the Confirmation Text button in the ribbon.

This will open a window that contains an HTML editor and a field to enter a redirect URL. In the HTML editor you may enter and format text, insert images, add links to documents, etc… This text will appear once the user hits Submit and the survey submits successfully.

The redirect URL field is at the bottom, and gives you the option to redirect your user to another web page once the form is submitted. If you enter a URL in this field, it will override whatever is in the HTML editor.

Click Save and Close to save your changes.

Step 9: Preview

You can preview you survey by clicking on the Preview button in the Survey section of the ribbon.

2011 Web Content Preview Button

 

This will open your Survey Page in a new window where you can see how it looks. You can enter information, see the survey respond, and test Skip Logic. However, since it’s only a preview, any information entered in this window will not be submitted to CRM.

2016 Survey Preview

Step 10: Code Editor

If you would like to make edits to the CSS or JavaScript code within the Survey, click the Code Editor button.

2011 Web Content Code Editor Button

A new window will open that allows you to read the HTML of the Survey, view and edit the CSS, add JavaScript, and then view the preview of what your Survey will look like with your changes and additions.

NOTE: Wherever you would put a “$” in jquery change that to “clickd_jquery”.

IMPORTANT: The Javascript window in the Code Editor will allow you to put any custom Javascript in it and will not validate it. Please test your Javascript thoroughly and be aware that ClickDimensions can not support custom Javascript. ClickDimensions also reserves the right to make changes to its forms in future releases and service patches that may conflict with your custom Javascript.

You can always reset the CSS and/or the JavaScript back to what it was to begin with. The changes will be applied to the Survey once you click Save.

Step 11: Embed

Once you are ready to publish your form, click the Embed button.

2011 Web Content Embed Button

This will open a window that contains URL to the Survey, the Iframe code, and the Widget code for you to insert into your website. To learn more about the ways you can Embed your Survey click here.

You can also quickly add a link to the Survey in an Email Template via the HTML editor. To learn how to do so, please view this article.

That’s it!

You have now created a ClickDimensions survey! The next step is to watch the statistics come into CRM.


Feature Added: July 11, 2011
Feature Updated: July 2016
ClickDimensions Version Needed: Any
<< Create Survey Questions Introduction Survey Actions >>