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sugarcrm survey rocket plugin
sugarcrm survey rocket plugin

A Smart Survey Plugin for SugarCRM!

In order to have a successful business, it is important to know your customers and their demands. Survey Rocket is one of the best online survey tools and an ultimate solution for the entrepreneurs who want to conduct online surveys through their SugarCRM system. You can make the most out of Survey Rocket by letting your customers update their own information. If customer satisfaction means everything to you, SugarCRM Survey Plugin is the right way to go!

Why Should You Use Survey Rocket?

Real Time Feedback

Through SugarCRM customer feedback plugin, you can get feedback from your customers as and when they provide with their answers right from within your CRM system. This means no prolonged periods of anticipation for the results!

Automated Surveys

SugarCRM Survey module helps you to make the most out of CRM Data by sending automated surveys to the right people at the right time. This saves a lot of efforts on your part and you can work towards the right direction by boosting your productivity.

No Integrations Required

As Survey Rocket is built exclusively for SugarCRM, you don't need any 3rd party integrations. This feature makes it different from other survey tools in the market one of the best survey tools for business!

Survey Rocket - Feature Highlights

  •  

    Build

  •  

    Design

  •  

    Configure

  •  

    Send

  •  

    Analyze

  •  Create Survey Templates
  •  Create Different Types of Surveys
  •  Readymade GDPR based Survey Forms
  •  Multiple Question Types
  •  Enable Score Calculation
  •  Create Polls

With the help of our SugarCRM Survey Builder, you can create multiple survey templates. Thereafter, you can utilize those templates to create numerous surveys based on your business needs.

sugarcrm survey

AppJetty’s CRM Survey Software enables you to create different types of surveys including simple to complex, questionnaire with MCQs to a branched surveys etc. Survey Rocket has a powerful and easy-to-use interface that enables you to create any kind of survey with ease.

sugarcrm customer survey

Use readymade survey forms based on GDPR policy for Contacts, Leads and Targets modules. The survey form fields are directly mapped to Sugar Modules. So you can get your customers’ consent through survey responses and update records based on their responses.

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

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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 for each question.

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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.

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  •  Branding
  •  Set Desired Email Template
  •  Pre-built Questionnaires
  •  Choose an Attractive Theme
  •  Fully Customizable Welcome Page
  •  Fully Customizable Thank You Page
  •  Preview Survey before sending out
  •  Survey Background Image

Set your Company Logo, Title of Survey and description according to your requirements.

sugarcrm survey plugin

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.

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Keeping various industries in mind, we have created industry specific questionnaires so that you can be sure you’re sending the right survey to get reliable results. Take an advantage of our completely customizable question templates! Edit questions as per your need or add new ones.

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

sugarcrm survey builder

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

sugarcrm survey module

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.

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

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You can add Dynamic Background Image to your Survey form. Choose image/theme suitable to your industry and put it as a background for any survey. The image can also be the logo of your company.

  •  Pipe Data into Surveys
  • Pipe Data from Surveys
  •  Apply Skip Logic
  •  Use Custom SMTP to send Surveys
  •  Schedule Automated Surveys
  •  Easy Survey Translation

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

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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.

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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.

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With the help of Custom SMTP, you can 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.

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

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

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  •  Send Survey Anytime
  •  Resend Survey
  •  Attempt Survey through a quick email link
  •  Create Shareable Surveys
  •  Open Shareable Polls
  •  Send Automated Reminder Emails
  •  Export Survey Form as PDF / Word

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

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Resend the survey to any of the respondents. Your respondents can also request for the same.

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

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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.

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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.

sugarcrm customer feedback

Send automated reminder email for the survey to a recipient who hasn’t responded in a certain time frame. You can also decide the number of times you want to send reminders for.

Create intuitive survey forms and export them as PDF or Word document. You can also take printouts if you want to conduct traditional manual surveys or send them via email.

  •  Get Summary of Surveys
  •  View all survey transactions
  •  Status Report
  •  Question-wise Report
  •  Individual Report
  •  Search Survey Reports

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.

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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.

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

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

sugarcrm survey plugin

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.

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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 also divided into three sections by submission type: Public Surveys (shareable link based), Email Surveys (sent via email) and Combined Surveys (both shareable link and email)

crm survey software

How to install

 

Purchase the Plugin and Upload the Zip File

Login into your Sugar Admin Panel and upload the zip file using Module Loader

 

Install the Plugin in your CRM

Install Survey Rocket in Your SugarCRM

 

Configure the Plugin

Go to your Sugar Admin Panel and Validate your License and other module configurations

Points to Note

  • Users have to create separate Email-template for each targeted modules (Accounts,Contacts, Leads, Prospects and Users) to send email Survey to the targeted customers.
  • Few minutes delay is possible with the Immediate Send survey feature.
  • After sending the survey, users cannot edit the survey pages.
  • Community Edition

    6.5.* to 6.5.26

    Professional Edition

    6.5.* to 8.0

    Enterprise Edition

    6.5.* to 8.0

 

15 Days

Money Back

 

Highly Secure &

Stable Products

Starts at $119/ Month
Reviews
(4.75/5)
  • Recommended

    I will strongly recommend this one to my fellow store owners. You can go for the demo video if you aren’t sure how the product works. As per my own views, it’s going smooth for me, no complaints yet!

    John Myers (Posted on February 9, 2018)
    Yes, I Recommend This
  • Nice One

    It’s definitely one of the best software available for Sugar CRM. Your customers can update their own information and give you a proper feedback of your store which is an important element to consider for business development. Recommended.

    Stephen Kendrew (Posted on December 7, 2017)
    Yes, I Recommend This
  • Great Extension

    It’s a great extension to facilitate surveys from your Customers. It has almost all the elements that one might need to setup a nice feedback channel. I am satisfied with the product as a whole.

    Emilio Taylor (Posted on October 18, 2017)
    Yes, I Recommend This
  • No integrations required

    If you are looking for a customer satisfaction survey software, Survey Rocket can prove to be quite useful. As it is built exclusively for SugarCRM, there are no integrations required.

    Gavin Stevens (Posted on August 4, 2017)
    Yes, I Recommend This
  • Perfect survey solution

    In my opinion, Survey Rocket is one of the best survey plugins for SugarCRM available in the market. It is quite robust and works really fast. Must be tried once.

    Evan Ellis (Posted on May 30, 2017)
    Yes, I Recommend This
  • Real time feedback

    Being in a survey business, I was always on a lookout for an extension that provides real time feedback as and when the surveys are filled by the customers. I like SugarCRM based questionnaire module the most.

    Samuel Bryant (Posted on March 15, 2017)
    Yes, I Recommend This
  • Good product!

    I think the product is enough to meet all the survey requirements for small and medium size enterprises. Though for larger enterprises a few more functionalities will be cherry on cake. With the improvements I have noticed in AppJetty products with every revision, I am expecting that to happen soon!

    David Gibson (Posted on January 12, 2017)
    Yes, I Recommend This
  • Great solution!

    CRM surveys are important to get customer feedback and work upon fixing the glitches and making your site more user-friendly. It has definitely helped our store create innovative surveys with different templates and patters.

    Brayden Chavez (Posted on November 23, 2016)
    Yes, I Recommend This
  • Remarkable survey solution

    With survey rocket, I could create a number of surveys with better templates. Recently did a customer survey across the globe. Trust me, it worked out so well! Glad to have CRM surveys like this. Looking for additional versions.

    Josiah Cook (Posted on September 19, 2016)
    Yes, I Recommend This
  • Impressed..!

    I found it clever, a great time saver and advanced. Highly recommended! Looking for some more functionalities though.

    David Garcia (Posted on July 26, 2016)
    Yes, I Recommend This
  • Professional Survey Solution

    Though it is professional, it is very easy to use. Survey Rocket is the most helpful CRM survey solution when it comes to knowing your customers’ choices and feedback. I could observe a remarkable change in my business by deploying this solution.

    Olivia Lopez (Posted on May 24, 2016)
    Yes, I Recommend This
  • EASY INSTALLATION, GREAT SUPPORT

    I was looking for a survey solution that is native to SugarCRM and finally found one! The installation was a breeze and the support was even better. I was initially skeptical but I am glad I opted for Survey Rocket.

    Jacob Jones (Posted on March 30, 2016)
    Yes, I Recommend This
  • NOW I DON'T NEED AN EXTERNAL SURVEY TOOL

    I found this plugin at Sugar Outfitters and immediately knew I wanted it. I have been searching for a good survey tool for my SugarCRM for quite some time now. And then I discovered Survey Rocket!

    William Brown (Posted on February 26, 2016)
    Yes, I Recommend This
  • EXECUTING SURVEYS IS EFFORTLESS

    I found the survey questionnaire and pre-built email templates to be very useful. The template collection could have been better, but even now it's totally worth it.

    Michael Miller (Posted on December 15, 2015)
    Yes, I Recommend This
  • HIGH PRICE BUT GOOD PRODUCT

    Initially I thought the price was too high. But once I installed it and started using it, I thought the features and effortless integration with SugarCRM is well worth the price.

    Phil Cardwell (Posted on October 21, 2015)
    Yes, I Recommend This
  • TOP CLASS SUPPORT

    I was impressed with the top class support. I had trouble installing the plugin. The support guys promptly solved my issue. In the past 2 months I've had couple of more issues but every time I have got excellent support.

    Ben Elam (Posted on October 7, 2015)
    Yes, I Recommend This
  • Really nice

    Reliable plugin for knowing your customers better. Helped me to make the changes the in my store as expected by my customers that ultimately increased my sales and popularity.

    Tom Vaughn (Posted on October 3, 2015)
    Yes, I Recommend This
  • Good!

    Very good plugin with smooth and excellent performance!

    Stephen Dresser (Posted on September 26, 2015)
    Yes, I Recommend This
  • Efficient

    Nice solution for knowing the needs of the customers. I made some changes that helped to gain more profit. Great plugin by Biztech store!

    Cole Carlson (Posted on September 9, 2015)
    Yes, I Recommend This
  • Boosted my sales

    Helped me boost my sales. Liked its seamless performance. I recommend it! Now I know my customers better, all thanks to Biztech store. Keep it up!

    Davinia Diaz (Posted on September 5, 2015)
    Yes, I Recommend This
  • Liked it!

    Nice solution with extensive performance. Helped me study my customers’ requirements thoroughly. Enhanced the revenue generation. Good job done, Biztech Store.

    Kim Falk (Posted on August 24, 2015)
    Yes, I Recommend This
  • Impeccable tool

    It is an excellent plugin solution for knowing the customers and building the marketing strategies accordingly. Build your own questionnaire and send to your customers and know them better. Great tool helping to increase sales.

    William Edgerton (Posted on August 19, 2015)
    Yes, I Recommend This
  • Extensive tool

    Knowing what your customers think or want from your online store is now very easy. This plugin helps me create a questionnaire and send to the customers. With their responses I come to know what changes they expect. It made my task easier.

    Nicole Berg (Posted on August 5, 2015)
    Yes, I Recommend This
  • Outstanding

    Surveying is the best technique to know your customers better. This plugin has worked wonders for me. I can now easily create the survey questionnaire regarding the changes that customers expect or any special additions they wish to see in the store. Their answers help me make my strategies better. I am highly benefitted with this plugin, thus I heartily recommend it!

    Frank Griffin (Posted on July 2, 2015)
    Yes, I Recommend This
  • It’s Amazing!

    I wanted a solution for my online store that helps me grow. I installed this plugin and integrated with my current system, trust me my system works flawlessly. I can now create surveys and sent it to my customers to know them better. My customers filled the form I sent and expected their requirements to get fulfilled. I worked upon their needs and fulfilled them. I have started expanding my business, and all the credit goes to this SugarCRM plugin.

    Cotton Archer (Posted on May 29, 2015)
    Yes, I Recommend This
  • Fulfilled my requirements

    I own a huge online store. I was in search of a plugin that can fulfill my challenging requirements to boost my business growth. I found this plugin and implemented this into my CRM. With this I found a solution to offer my customers what they actually want. I started creating survey and asked my customers to fill it. I added question that they would love to answer. I used the reply given by them as a data useful for understanding customer behaviour. With this plugin I often create surveys, add and delete questions and answers to it. I truly appreciate its features and benefits as with it I am able to fulfil my customers desires. I recommend this plugin to every business owners as it helps to get desired ROI.

    Herb Armstrong (Posted on May 8, 2015)
    Yes, I Recommend This
  • Simple and Easy to Use

    I don’t believe this plugin helps in getting accurate and helpful feedbacks from the customers. You can now know their likes and dislikes and offer them the products and services that they expect.

    Cathy Duong (Posted on March 26, 2015)
    Yes, I Recommend This

General FAQ

  • Is Survey Rocket like other online survey tools?

    We would not want to compare Survey Rocket with any other online survey solution, simply because only Survey Rocket is built for SugarCRM and others are not. If you have to use any general online survey tool with SugarCRM you will not only have to purchase that tool's subscription but also another third-party integration solution, just to integrate the survey tool with SugarCRM. As you can understand, this is not only costly and messy, but also exposes your customer database to security risks. Even though the features are comparable to any good survey tool, Survey Rocket is unique in its own way.

  • I want to use the plugin on more than one domain. How can I do so?

    With our single domain purchase license, we allow 2 domains: One for test domain and another for live. If you want to enable our plugin on more than one live sites, then please purchase the plugin for additional domains. You can review the pricing on our plugin page under section "I Have One CRM Installation With".

  • Do you provide demo?

    Yes, demo is worth a thousand words. You can view the demo details and video on our store page.

  • Do I get the upgraded version as and when released?

    Yes, as it is a subscription based plan, you can have the upgraded version as and when released.

  • Do you provide installation service?

    Yes, the subscription cost includes the installation service.

  • Can you customize the plugin as per my need?

    Yes, we can surely customize the plugin as per your need. You can email you customization request to sales@appjetty.com to receive the quote.

  • Is it possible to opt for a monthly subscription plan and then update to yearly plan?

    Yes, you can upgrade your subscription plan from monthly to yearly once your current subscription is over.

  • Do you provide sample data?

    Yes, the plugin will include several survey templates for immediate use.

  • Do you have a refund policy?

    Yes, you can go through our refund policy at https://www.appjetty.com/refund-policy.htm. We stand behind the quality of our plugins with a 15-day money back guarantee.

  • How many domains can I use with single licence purchase?

    AppJetty provides 1 primary domain and 1 sandbox domain with a single licence. The sandbox domain will be deactivated at the end of the 30 days trial. In order to get this validity extended, kindly contact AppJetty support.

Technical FAQ

  • I entered the correct license key but it still says "License validation failed...". What to do?

    Our license key works on the site URL entered in the config.php file (this file is available in the root directory). So, if the URL provided to us and the site URL does not match, then the license key validation fails. You can contact us on live chat or generate a ticket to change the URL if required.

  • Can I create multiple surveys using the same survey template?

    Yes, you can create multiple surveys using the same template. When you create, a survey using a template it gets saved as a separate survey in the survey module.

  • Can I resend a survey to a respondent?

    Yes, you can resend the survey to a respondent from the Individual Report, where you will find a resend button against all survey submissions. A respondent can also request to attempt the survey again.

  • Can I make a question compulsory?

    Yes, you can make a question compulsory by marking it as “Is required” from the Advanced Options tab.

  • Can the respondents be redirected to any web page?

    Yes, there is an option to enter the "Redirection URL" in the Advance options of survey. So once the respondent submits the survey, they will be redirected to the given URL.

  • Can I attend survey on behalf of my prospects?

    Yes, in the survey submissions subpanel, an option to Attend Survey is provided using which you can attend the survey on behalf of your prospects.

  • What is survey resubmission count?

    This count can be provided for each survey. The survey recipient can re-submit the same survey as per the count.

  • What is the difference between survey template and actual survey?

    A Survey Template is a set of questions, also known as a survey questionnaire. You can create multiple survey templates depending on the nature of the survey. It is a faster way to create surveys as you have the pattern ready. The actual survey has its own configuration along with the questionnaire.

  • What kind of questions does it support?

    The survey can have scaling, date/time, matrix grid, checkbox, radio button, textbox, comment box, rating, contact information, embed image/video, drop down and multi-select question types.

  • Do you provide themes for survey?

    Yes, we have included themes for every business type.

  • I have created a survey but am unable to send. Any clue?

    Make sure that an email template is created for the survey to be send and the survey link is inserted in the email template. Also, check your SMTP settings.

  • Is this plugin capable of displaying questions based on previous answer?

    Yes, Survey Rocket is very much capable of fulfilling this requirement.

  • Will it allow to associate a value to the options?

    Yes, the score calculation feature allows to associate both positive and negative values to the options of checkbox, radio button, drop down and multi-select question types.

  • I want to send surveys automatically based on a particular event to specific users. Can your plugin do this?

    Yes, the Survey Automation feature can automatically send survey based on the defined survey execution flow. When the conditions are met, the survey will be automatically sent to the chosen respondents.

  • Is there a way to see the entire history of surveys sent at one place?

    Yes, the Survey Transaction allows to view all the surveys sent at one place along with their mail delivery status, score details and module related parameters.

Release Notes

Version: 3.1.2 : July 23, 2018

Enhancements

  • Bug Fixes (For Sugar 7 & 8)
Version: 3.1.1 : May 14, 2018

Enhancements

  • Sugar 8 Compatibility
Version: 3.1 : April 19, 2018

Enhancements

  • GDPR based surveys templates
  • Privacy consent checkbox
  • Automated survey reminder for pending submissions
  • Survey automation enhancements
  • Option to download survey Form as PDF / Word
  • Option to automate survey based on Date Trigger
  • New Question Component: Boolean, Attachment, Rich Textbox and other advanced component
  • Survey theme background image support
  • Survey footer with dynamic content
  • Compatibility with PHP 7.1
  • Bugfixes
Version: 3.0 : February 28, 2017

Enhancements

  • Data-Piping
  • Poll within survey module
  • Multi Language Support for Survey
  • Open ended survey
  • Some value added features
Version: 2.1 : September 19, 2016

Enhancements

  • Added scoring feature in surveys.
  • Added skip logic functionality.
  • Added SMTP setting feature for sending surveys.
  • Added “Survey Automation” and “Survey Transactions” module.
Version: 2.0 : July 4, 2016

Enhancements

  • Added attractive themes for survey.
  • Added pre-defined survey templates.
  • Added new question types: Matrix, Date & time, Scale, Video and Picture.
  • Added “Advance settings” for configuring questions while building the Survey.
  • Added charts for question-wise report.
  • Added daily trend chart for survey submissions in status report.
Version: 1.4 : May 11, 2016

Enhancements

  • Resolve issue for big data.
  • Bug fixing in reporting
  • Fixing Survey with Special issue.
Version: 1.3.2 : April 5, 2016

Enhancements

  • Resolve issue of mutiple rating type question in one Survey.
Version: 1.3.1 : April 1, 2016

Enhancements

  • Send Survey using Scheduler
  • Minor Bug Fix
Version: 1.2.1 : July 27, 2015

Enhancements

  • Removed custom .htaccess file.
  • Resolve Admin module files overwrite issue.
  • Moved the scheduler to Ext to prevent file overwrite of _AddJobsHere.php.
Version: 1.2.0 : July 7, 2015

Enhancements

  • Added Rating datatype.
  • Add Thanks mail.
  • Design change in Individual Report and add Search functionality.
Version: 1.0.2 : April 1, 2015

Enhancements

  • Added Pagination in Survey Reports and Detail view.
  • Added logo extension validation in survey creation.
  • Corrected percentage calculation in Question level.
Version: 1.0.0 : January 1, 2015
  • Survey Rocket is Released.