Big Day Release: Magento Customer Surveys

January 21, 2013 Andrei Danilchyk Magento
Big Day Release:  Magento Customer Surveys

Know your customers! Create, publish and manage online surveys easily and effectively using our powerful Magento Customer Surveys extension. Upload images and use them as answers, create text variants and publish surveys on any CMS page or even in the registration form. Configure different question sets to be displayed one by one. Analyze visually appealing survey result reports right in the back end.

Key features:

  • Surveys on any CMS page and in the registration form
  • Image and text answers
  • Grouping questions into sets
  • Smart system, filtering answered questions
  • Visually appealing survey result reports

Let’s take a closer look.

Surveying your customers regularly and in a variety of ways is a critical part of running a successful business, regardless of your industry, product or service. Conducting customer surveys is a great way to gather valuable customer feedback and input on companies’ products and services.

Our Magento Customer Surveys extension allows you to publish surveys on CMS pages of your store and in the registration form. Change position and answer choices in seconds. Analyze survey result reports to make your business flexible and profitable.

Log in to the admin panel and navigate to System –> Configuration –> Customer Surveys.

Expand the General Settings tab.

Extension configuration

In the Enabled for Frontend menu, select if you want to enable the extension.

In the Enable in Registration Form menu, select if you want to enable the possibility for surveys to be displayed in the registration form.

Expand the Frontend Settings tab.

Extension configuration

If configured, your surveys can have image answers. In the first two lines, configure Height and Width of these images.

The next menu is Allowance Percentage.  In BelVG Customer Surveys, same questions can be present in different question sets. You can enable the option of hiding a set with the certain percentage of questions that have been already answered in other sets. In the menu, select this percentage. Select 100% for all surveys to be always displayed regardless of the percentage of the previously answered questions.

 

How to create questions and answers?

 

In order to create a question, proceed to Customers -> Surveys -> Questions.

Manage questions

To add a new question, click the Add New button.

Create a question

In the Title field, enter the text of the question.

In the Type field, select the question type. Select Gallery if you want the question to have image answers and Drop-down for text answers. In the Sort Order field, select the order number of the question in sets.

Click the Save and Continue Edit button. Proceed to the Answers Management tab and click the Add New Answer button.

Let’s now create and edit answers.

Gallery-type answer

For a Gallery-type answer, in the Image field, select the image you want to be displayed as the answer. In the Answer Description tab, enter notes for the administrator. They will be displayed in the admin panel to give you a hint. In the Sort Order field, enter the position of this answer among others.

Drop-down-type answer

For a Drop-down-type answer, in the Answer Value field, enter the text of the answer. In the Answer Description tab, enter notes for the administrator. They will be displayed in the admin panel to give you a hint. In the Sort Order field, enter the position of this answer among others.

 

How to create question sets?

 

Go to Customers -> Surveys -> Question Sets.

Group questions into sets

Group questions into sets to publish surveys on your store.

To create a new set, click the Add New button.

Name the set

In the General tab, enter the title of the set. It will be displayed in the back-office.
Select questions

In the Questions tab, select the question you want to add to this set. Save the selection.

Finally, in the Locations and Stores tab, select whether you want the set to be displayed in the registration form or on the front end (CMS page).

To publish the set on the CMS page, go to CMS -> Pages. Click the page you want to add the survey on (e.g., Home Page). Proceed to the Design tab. In the Layout Update XML  field, insert the following piece of code:

{{block type=”customerinterview/cms” name=”ci.block” block_id=1 template=”customerinterview/cms/content_template.phtml”}}

If you want all the sets, enabled for the frontend, to be displayed one by one on this page, delete the block_id=1 part.

If you want the specific set to be displayed, enter the ID number of this set instead of 1.

If configured, your survey appears in the registration form.

Registration form

It can also be displayed on any CMS page:

Home page

Go to Customers -> Surveys -> Question Sets.

Click the statistics icon in the Actions column to view the survey stats.

View survey results

 

Visit the demo page or read the user guide to see how the Customer Surveys works.



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