Smart Surveys for Creatio
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Smart Surveys boosts the benefits of Creatio, helping to get useful information for decision making, enriching customer knowledge and enhancing the customer generation, retention and loyalty.

Overview

Product overview

Product description

Smart surveys for Creatio is a powerful solution that allows your company to create online surveys, send them to your contacts, receive feedback from them, update contact information and activate specific processes according to the responses received. 

Use cases:

The solution boosts the benefits of Creatio, letting you create and launch a new survey in minutes, helping to get feedback from your customers, keep your database updated, reduce the churning rate by automating retention actions and more. 

This is a holistic solution to provide services to every area in the organization. Your team will be able to associate a survey to Leads or Contacts, or link it to Marketing Campaigns or use it as part of your customer satisfaction strategy, in the Cases section of Creatio.

Key features:

  • Process Automation. 
    Assign a Creatio workflow linked to specific responses or to the survey final result, so the system can perform automated actions once the responses are received, based on the different criteria you defined. 
  • Friendly. 
    Smart Surveys keeps the look & feel, simplicity and agility of Creatio, keeping the user in the same solution, without the need to open a separate product.
  • Marketing, Customer Service, Sales. 
    Use Smart Surveys simultaneously in Campaigns, Leads, Contacts, Accounts and Cases. Configure each survey in the desired entity. While your Marketing Manager plans to send a bulk survey about a new product, your Customer Service workflow triggers a survey once a case is closed, your Sales Manager evaluates the sales process and your RRHH Manager validates employees’ satisfaction.
  • Streamline Configuration. 
    Plan your survey goals and content. Define questions types, answers options, put your logo and activate your survey! You may also organize your questions by category and define different pages to make it simpler to fill in by your contacts. You may also add a value per question and a weight to each possible answer, so every responded survey can be measured according to the parameters defined by your team. 

Notes:

  • Include English, Spanish and French localizations.
  • No additional connectors are required to integrate data into Creatio. Surveys are immediately stored in your database once the contact submits it.

Categories

Category

Industries

UI Framework

UI Framework
Classic UI

Type

Type
Application

Price

Price
Paid

Compatible with Creatio

Version
7.14.1 and up

Pricing

Monthly
Annual
Smart surveys for Creatio cloud / on-site subscription
$ 83.33 / month
billed annually

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 available for this application
Support is provided by the developer within the “Basic” and “Business” packages. Detailed information about the support packages and the support terms can be found on the Creatio website

Installation

Setup guide

Smart Surveys includes a Creatio package that is installed in your Creatio environment, where users with admin permission to the module can easily setup the section, design surveys, associate and send them, generate processes depending on results and view statistics.

Product compatibility

UI Framework

Classic UI

Deployment Options

Cloud
On-site

DBMS

MS SQL

Platform

.NET Framework

Compatible with Creatio

7.14.1 and up

Versions

Versions history

Version
Compatibility
Release date
1.0
7.14.1 and up
09.11.2023
Release summary
1.0

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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