We are constantly improving this page and are happy to hear your feedback. For an in-depth look at the Survey for JSM features, read our documentation in the Related Content section. We also provided you some quick reference on the steps below.
Building the survey content
In your role as an administrator of your organization’s instance, you will start here to set up questions. You can set up more than one language.
Here are some quick gifs on these steps to build the survey questions
Steps
Visuals
Configuring questions
Go to the Manage Apps window and click on Get started under Surveys for JSM on the left-hand menu. Alternatively, you can also click on the Get started button in the Surveys for JSM section.
Click Project settings >Survey settings at the sidebar.
In the Questions section, enable the feedback questions that you require.
Change the order of the questions.
Configuring languages
In the Build tab, scroll to the Language section.
Select the language you want to configure from the dropdown menu. You can drag and drop the languages and order them however you want.
Click the downwards pointing arrow to expand the configuration for the chosen language.
Editing elements
The following content can be edited within the language form:
Survey title: Provide the title of the survey that you want to create.
Automated issue reply: Add the automated comment with a markdown that links to the survey within the email notification body. Edit the content of the email as needed.
Email Subject: Set the subject for the email with the link to the survey that the customers receive.
Configuring Questions
Set the description for your survey's NPS, CSAT, CES, and comment.
Configuring the success message and button labels
Success Message: Set the success message to appear once the user has submitted the survey.
Button labels: Personalize and design the Submit button, Done button, and Done button URL.
Repeat the language setup steps for the additional language. In this example, you will set up your own questions for the Portuguese language.
Click Preview on the top right of the page to preview the changes you have made.
Customizing the look and feel
This is where you should start if you want to change the look and feel with customized icons or images.
More detailed step by step for instructions for customization
Steps
Visuals
Selecting the icon set
Click the Customize tab to design your survey’s appearance.
Under the Icons section, click the dropdown option and select a set of icons.
Uploading the logo
For the logo, click Update to upload an image of the logo. Click Save to save the changes.
Choosing the banner color
Next, scroll to the Banner color section and click Choose Color to add some color to your banner.
The chosen banner color is reflected in the Choose color wording for a better view of the color.
Toggling the success message
Scroll a little further to the Success Image section. Click the Show success image button to toggle the feature on.
Click Preview on the top right of the page to preview the changes you have made.
With the finishing touches of your banner design complete, it’s time to move to the next tab.
Configuring the automation
Check out this topic for steps on how and when the surveys should be sent.
Step by step on how to automate your survey
Steps
Visuals
Setting up the automation trigger
Click the Configure tab to set up the automation triggers, goal configurations, and API access.
By default, the Automation toggle is turned on.
Choose the status that triggers the survey to be sent to the users from the dropdown.
Setting survey goals
Set the NPS, CSat, and CES value for the project’s survey goals.
With this complete, we can move to the final tab of the survey settings.
Configuring the email triggers
Also, check out Configuring the email triggers. These are steps to take if your stakeholders want to be notified of low scores. You can also set up a survey reply at this step.
Quick instruction to setup email triggers
Steps
Visuals
Configuring performance notification
Click the Email Configuration tab to configure the performance notification and set survey reply reminders.
Insert the name or email address of the users that you want to notify.
Check the boxes if you want the user to receive notifications for surveys filled and/or low scores.
Setting survey reply reminders
Set the survey reminder intervals as to when the reminder email is to be sent to users.
Turn the toggle on to activate the send reminder feature.
Congratulations! You have reached the end of the survey setting configuration.
Click the Preview button one last time to view your survey design and content.
