Field surveys for Creatio
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Customer field surveys in Creatio mobile application

Overview

Product overview

Product description

The "Field surveys for Creatio" add-on allows you to conduct field surveys during visits of sales representatives to customers.

Use cases:

The add-on is helpful for companies with field sales that plan to collect customer feedback or conduct research through surveys during visits.

Key features:

  • automatic survey creation based on visit, if questionnaire is setup for the active field sales rule;
  • step-by-step question view during survey;
  • additional posibility to add comment or attach photo to the every answer;
  • different answer types in questionnaire - single choice option, open-ended answer, logical and number.

Notes:

  • Field surveys are carried out in Creatio mobile application only.
  • One survey per visit is available.

Categories

Category

UI Framework

UI Framework
Classic UI

Type

Type
Application

Price

Price
Free

Compatible with Creatio

Version
7.12.2 and up

Pricing

Monthly
Annual
Field surveys for Creatio
Free

Terms and Conditions

By installing this product you agree to terms and conditions outlined in the license agreement.

Pricing FAQ

How does pricing work?
What currencies are accepted for payment?
Do the listed prices include taxes or discounts?
Does the listed price include the cost of the Creatio Platform plan?

Support

Support is not available for this application

Thank you for choosing to use our Marketplace app. We appreciate your interest and want to provide you with important information about our support policy.

Please note that this app is provided "AS-IS" without any warranties, and at this time, we do not offer official support service level agreements (SLAs). While we are committed to improving the app and providing assistance when possible, we may not be able to provide dedicated support for individual users.

We understand that this may be disappointing, and we apologize for any inconvenience this may cause. We encourage you to refer to our documentation and to participate in Creatio Community for assistance.

Thank you for your understanding and for choosing to use our app. We hope that you will continue to enjoy the benefits of the app despite this limitation.

Installation

Setup guide

  1. Add survey in visit actions list. Go to System designer > Lookups > 'Field sales rules' lookup > open active rule and add new action 'Survey' at 'Actions' tab.
  2. Add answers. Go to System designer > Lookups > open 'Answer' lookup and add all possible answers you plan to use in surveys.
  3. Add questionnaire. Go to System designer > Workplace setup > add the Questionnaires section to the needed workplace > open the Questionnaires section and set up a questionnaire by adding questions and answer options.
  4. Check survey results. Based on a new visit, a corresponding survey is automatically added to Surveys section. After survey completion, answers of the survey are updated at 'Questions and answers' tab.

Compatibility notes

Compatibility notes

The app is compatible only with Field sales for Creatio or Pharma Creatio add-ons.

UI Framework

Classic UI

Deployment Options

Cloud
On-site

DBMS

PostgreSQL
MS SQL

Platform

.NET Framework

Compatible with Creatio

7.12.2 and up

Versions

Versions history

Version
Compatibility
Release date
1.4
7.12.2 and up
02.08.2023
Release summary
  • Fixed bugs
1.3
23.06.2023
Release summary
  • Fixed translations
  • Removed data bindings for the "General" Workplace

Manual app installation

  1. Open the needed app → the Packages tab - download the Markeplace app files.
  2. Click in the top right → Application Hub
  3. Click New application. This opens a window.
  4. Select Install from file and click Select in the window that opens.
  5. Click Select file on the page of the Marketplace App Installation Wizard and specify the app file path.

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