Chat Surveys

Save
Click this icon to save any changes you have made to the page.
You will later be able to roll back the page design to this version using the Revert feature 

Edit
Click this icon to Edit the Survey Information.

1. Enter a new Survey Title.

2. Update the Survey Description.

3. Click Update to save your changes.

Revert
Click this icon to open a list of previous versions of the page, from which you can select a version to revert to.

Plain Text

Displays one line of survey text.

Example

Use the Plain Text object to provide instructions to the contact about what to do next in the survey.

Single Line Input

This object allows one line of text to be entered by the contact.

Example

Use the Single Line Input object to provide a field into which the contact can enter a small amount of information which is to be stored in a campaign Contact Field in the database, e.g. an alternative telephone number or a membership number.

Multi-line Input

This object allows many lines of text to be entered by the contact.

Example

Use the Multi-line Input object to provide a field into which the contact can enter a quantity of information which is to be stored in a campaign Contact Field in the database, e.g. a brief description of an issue or events that initiated the chat request.

Check Box

A check box object the contact can tick to save a value into the database.

Example

There are two ways a checkbox can be used in the survey.

1. There is an on/off or yes/no question, where a checked box indicates one answer and unchecked indicates the other. For example, "Are you a smoker?" "Do you own your home?" "Are you a club member?"

2. There is a grouped set of options and one or more options or none can be true. For example, "Which of the following insurance types do you currently have?" and each of: Car, Home, Contents, Life, and Travel has a checkbox.

Radio Button

Radio buttons select one from many options grouped together.

Example

Radio buttons allow the contact to select just one answer from the many options grouped together.

For example, "What is your gender?" with a radio button next to each of: Female, Male, Other.

List Box

This object displays a list of options from which the contact will select one or more which are saved into the database.

Example

A list forces the contact to select one or more answers from the list. It eliminates freestyle answers and simplifies reporting on the campaign activities. The agent can use the keyboard control or shift keys to select multiple answers.

For example, "What is the reason for your chat request?" with the following answers supplied: Account Related, Product Related, Cancellation, Renewal, New Sale, Other.

Drop Down

This object is a drop down list box from which the contact selects one option which is saved into the database.

Example

A Drop Down forces the contact to select one answer from the list. It eliminates freestyle or multiple answers and simplifies reporting on the campaign activities.

For example, "What is your age grouping?" with the following answers supplied: Less than 18 years, 19 to 29 years, 30 to 39 years, 40 to 49 years, More than 50 years.

Date Picker

This is a calendar object that allows the contact to select a date which is saved into the database.

Image

This uploads an image onto the survey page.

HTML Text

This displays HTML edited text.

Horizontal Line

Places a dividing line in the script to assist with page organisation.

URL Control
This allows a connection to an external website from the survey

Submit

Inserts a Submit button that the contact can use to submit their survey answers.

Label

The label describes what the chat survey object does.

Field

This function is not currently in use.

System Variable

Choose a system variable to add to the Object Label, if appropriate.
See System Variables for a description of all the available options.

Default Value

If an object accepts text entry from the contact, you can set a default value here.

Required

Do you require the object to have a value? If so, the contact cannot leave the chat survey until a value has been entered or selected.

Validation

Do you need the input data to be validated? If so, select from the following methods: Date, Decimal/Integer, Email, Credit Card, URL, and Digits Only.
See Data Validation for an explanation of each validation method.

Description

The description expands on the label to assist the contact to understand the function of the object.

Input Field

Choose a field from the campaign data fields to be displayed in the chat survey.

Output Field

Choose an Activity data field into which any captured data will be written. Alternatively select the same campaign data field as you used for input, in which case the value that the contact enters will overwrite the displayed field value.

Custom Processing URL

Enter the address and parameters for the custom processing.
See Custom Processing in a Chat Survey below

On Exit/On Entry

Select whether the custom processing or validation is performed when the agent clicks in or tabs to the field (On Entry) or when they click on or tab to another field (On Exit).