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Field surveys for Creatio

Customer field surveys in Creatio mobile application

Add-on
Application type
On-site
On-site deployment
Cloud
Cloud deployment
Install
Product description
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.
Languages
English
Price
Free
Support conditions

This free add-on was developed on the Creatio platform by citizen developers, as part of the "Dev Labs" community project. If you have questions or encounter any issues while using the add-on, please create a post on the Creatio Community, where citizen developers and other community members will be able to help you.

Terms & Conditions

Product compatibility
Version
7.12.2 and up
Platform
.Net Framework

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

Guides and manuals
  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 General workplace > Questionnaires section and setup a questionnaire by adding questions and answer options.
  4. Check survey results. Based on new visit a corresponding survey is automatically added in Surveys section. After survey completion answers of the survey are updated at 'Questions and answers' tab .

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