Qa website template

The questions are listed in the CSS section in the order they are created, but the order can be changed by dragging the questions. A question can be set mandatory or to read only status. The answers can also be prefilled with the information in the CRM fields of the contact. If the field that is updated with the input of the survey is a picklist, the picklist values in the CRM must be linked to the answer options in the survey.

This is done by writing the CRM picklist value after the answer option. The answer option and the CRM picklist value are separated with a vertical line: , for example: Monday — Friday Mon-Fri see the picture below. The type of question and the answer are determined in the Type field. The following types are available:. The notification is sent only to one manager: to the user, which has been marked as the first manager for the sales group, channel or organization.

If there are multiple values that should to trigger the notification, you can write all of these values separated with vertical bars. When the template is ready, remember to set the it active and save it. After this you can attach the survey to an email template. You can apply validation rules to text, number and text area typed fields to ensure, that the answer is written correctly. This function is very handy especially if a field in CRM is updated with the information provided in the survey field.

The validation rule is selected from the Validation pattern picklist see the picture below. The picklist has three options for premade rules:. In addition to the default rules, it is also made possible to create validation patterns that meet the specific needs of the customer. If the default rules do not cover the need for validation, we recommend you to contact your system provider or reseller.

The language used in the custom rules is Regular Expression and you can also study the language yourself by exploring for instance the following websites: Regular-Expressions. When the QA has been sent along with an email to contacts and the contacts have answered it, you can see and track the answers either in contacts or campaigns.

The following information is determined for the new template: The Name and Description fields are only used in the CRM, and do not show in the survey itself. The Days valid field determines for how long the survey is active and can be answered. By default the survey is valid for 30 days, starting from the day the email containing the survey is sent. Is the survey Repeatable so that the same contact can answer the survey several times. You can customize it easily as per your company theme and color.

You have a responsive theme here and it carries all the needed features for running a robust knowledge base effectively- functional shortcodes, article attachments, handy widgets, translation-ready facility, etc. It comes with a fancy customizable FAQ layout and a great collection of shortcodes. Moreover, the theme is a responsive one and hence will work great on the mobile devices. You will be able to display the FAQ with your desired category. It promises customer-focused simple design for easy navigation, responsive layout, convenient customization facilities without the need of coding knowledge and so on.

Other important features powering the theme are translation-ready facility, article attachments, article feedback, etc. Download Demo. Available in.