Survey Rocket For SuiteCRM

AppJetty’s SuiteCRM Survey Builder helps you to make as many survey templates as you want. As soon as you create the survey templates, you can utilize those templates to create multiple surveys according to your business needs.

Using our CRM Survey Software, you can create different types of surveys - from simple to complex ones and from a questionnaire with MCQs to a branched survey. Survey Rocket has a powerful and easy-to-use interface that lets you create any type of survey with ease.

With a large number of distinct question types Survey Rocket makes it easy to create great looking surveys to better understand your prospects.

Enable scoring in surveys to compute scores and determine actions to be performed based on the results. It provides the functionality to set scoring values to the answer choices. Obtain the final and average score for each respondent individually and for each question.

Survey Rocket helps you to create polls with ease. It allows you to have multiple option/answer types - check boxes for multiple options, radio buttons for single options. You can also allow multiple submissions in cases where respondents are allowed to respond multiple times.

Set your Company Logo, Title of Survey and its description as per your requirements.

Create multiple email templates for a specific survey. Customize the email template with a rich HTML editor support. In this email you can define various elements.

Keeping various Industries in mind, we have created industry specific questionnaire so you can be sure you’re sending the right survey to get reliable results, thus saving your valuable time.

Take the benefit of our completely customizable question templates. Edit questions as per your need or add new ones.

Give your surveys a professional touch by incorporating your brand’s look and feel into your surveys with our professional industry based themes.

You can create a welcome page along with the survey where you can describe the survey and list down instructions for the survey takers. It is possible to customize this page with your own content using the in-built html editor.

For each survey you can also create a Thank You page that you can use to inform users that the survey has been successfully completed. You can customize this page with your own content using the in-built html editor.

Once you are done adding questions preview the survey to have an idea on how the survey would look when a respondent attempts it.

With Survey Rocket you can pre-fill applicable survey fields with the existing CRM data, along with allowing the respondents to make updates to the data. Data can be pre filled into survey from Accounts, Contacts, Leads and Targets module.

This is just the opposite of piping data into the survey. In this case the responses from the survey takers will be recorded and updated in the CRM database. Responses collected can be used to update the data of Accounts, Contacts, Leads and Target modules. A new record can also be created in these modules using the responses.

Skip Logic feature allows you to customize your survey for each respondent by applying logic to the answer choices. Based on the respondent’s answer a branching logic is created as per the conditions defined by you. Apply skip logic to redirect a respondent to a later page in survey or to an external page. Hide questions and show them during survey based on the responses.

With the help of Custom SMTP send survey invitations through your own SMTP email account. This will increase the deliverability of your survey invitations by avoiding spam issues, email bounces and IP Blocks.

Send survey invitations in bulk and keep your IP address safe with the custom SMTP functionality.

Send surveys automatically by setting up a survey workflow using conditions and actions as defined by you. Conditions you set will trigger the survey event and Action you define will determine what survey to be sent to whom. When these conditions are met, the survey will be automatically sent to the chosen respondents.

You can translate your surveys into different languages as defined in the CRM. The default language of the survey will be the default language of the CRM. Use the language dropdown in the survey submission form to select your preferred language for the survey.

Define date and time of the survey. Schedule it as per your requirements. You can send the survey instantly or later. Also Preview the survey before sending it to the respective contacts.

Resend the survey to any of the respondents if you wish to do so. At the same time, your respondents can also request for the same.

The survey will have an email including survey link and a request to submit the response. You may allow respondents to unsubscribe from survey which will give you an idea about which respondents to approach for what.

You can create shareable surveys to share the survey publicly by generating a link for the same. This link, when shared with others, will allow anyone who is not your CRM user to take the survey. Opening this shareable link will directly display the survey submission page.

Just like surveys, you can also create shareable polls to share your polls publicly by generating a link for the same. This link, when shared with others, will allow anyone who is not your CRM user to take the poll. Opening this shareable link will directly display the poll submission page.

After sending a survey, get an overview of the number of the surveys sent, like list of customers to whom surveys were sent, who responded, who did not.

View all the survey transactions in one place. Survey Transactions show the list of all surveys sent along with their mail delivery status, score details and module related parameters.

Get the status report of surveys. For instance, how many respondents viewed survey, how many responded and how many viewed but haven’t responded.

Question-wise report will help you understand the psychology of your respondents for a specific question by identifying how they responded to each question.

Individual report will give you an overview of all the survey responses from a specific contact helping you understand the nature and preferences of the specific contact. It can be sorted by fields like name, submission type, module, survey send date and survey submission date.

Search reports by name, status or module type. Filtered search saves your time and efforts, thus it delivers accurate reports. Export reports in CSV and Grid format.

Survey reports are divided into three section by submission type: Public Surveys ( shareable link based), Email Surveys (sent via email) and Combined Surveys (both shareable link and email).