Survey Rocket For SuiteCRM
Why Should You Use Survey Rocket?
Real Time Feedback
Using AppJetty’s SuiteCRM Survey Plugin, you can get real-time response from your customers. Once they respond, the answers immediately reflect in your CRM system. Which means, you do not have to anticipate the answers.
Better Data Usage
Survey Rocket SuiteCRM Survey Module enables you to send surveys from your CRM to the right audience at the right time. If you know whom to send the information, it saves a lot of time otherwise spent on boosting productivity and digging data.
You can now save the expenses spent behind 3rd party integrations. Survey Rocket is built exclusively for SuiteCRM, which makes it stand out from others and undoubtedly one of the best survey tools for business!
Assessing Customer Satisfaction
With results gathered from using Net Promoter Score question type in surveys, you can have better idea of your customer’s overall loyalty. It also further helps organization in tracking their progress.
- Create Survey Templates
- Variety of Surveys
- GDPR Friendly Forms
- Multiple Question Types
- Enable Score Calculation
- Create Polls
Create an array of survey templates using SuiteCRM Survey Module. As soon as you create survey templates, you can make use of those templates to create surveys of different kinds as per your business requirements.
It is possible to create different types of surveys – right from simple to complex, branched surveys as well as surveys with MCQs. Our Customer Survey Module for SuiteCRM comes with a user-friendly interface which enables you to create the survey of your choice with ease.
You can make use of ready to send survey forms based on GDPR policy for your leads, contacts, and target modules. The fields of Survey forms available in SuiteCRM Survey Plugin are mapped to the Suite Modules. Hence, it is possible to get the consent of your customers through their responses and make changes in the records.
Survey Rocket provides the CRM owners with wide-ranging choice in question types. This comes of great help when they want to create surveys for understanding different prospects and their choices.
SuiteCRM Survey Module helps you to enable the scoring in your survey so that you can compute the scores and decide the course of action based on the results. You can use scoring for conducting tests or online quiz so that you can put a value to customer satisfaction.
You also get the feature to set the value of scores based on the choice of answer. Also, you can get the average score for every respondent for every question they have answered.
Survey Rocket SuiteCRM Survey Plugin enables you to provide multiple answer types (checkboxes for multiple options, radio buttons for single options. Along with text options, you can also add images as options. In the instances wherein the respondents can respond multiple times, you can also allow multiple submissions.
- Set Email Template
- Pre-built Questionnaires
- Choose an Attractive Themes
- Fully Customizable Welcome Page
- Fully Customizable Thank You Page
- Preview Survey before sending out
- Survey Background Image
Set the title of the survey, company logo and the description about your company based on your requirements.
With the help of Customer Survey Module for SuiteCRM, you can create multiple email templates for a particular survey. It is also possible to customize the email template with the help of HTML editor support and define different elements of it.
Our SuiteCRM Survey Module comes with industry specific questionnaire so that you can share the surveys based on your requirements and get reliable results that save your time.
Take the benefit of our completely customizable question templates. Edit questions as per your need or add new ones.
Make your surveys look professional by integrating the look and feel of your brand into your surveys. Our SuiteCRM Survey Plugin provides you with industry-based themes.
Our SuiteCRM Survey Module enables you to make a Welcome Page along with the survey in which you can write the description about the survey and provide instructions for the respondents. It is also possible for you to customize the page content with the help of in-built HTML Editor.
Create a Thank You Page for every survey so that you can convey the survey respondents that the survey has ended. Feel free to add the content you want using the HTML Editor that the plugin comes with.
As soon as you have added questions, SuiteCRM Survey Module will provide you with a preview of the survey so that you can get an idea as to how the survey will look when your customer answers them.
- Pipe Data into Surveys
- Pipe Data from Surveys
- Apply Skip Logic
- Use Custom SMTP to send Surveys
- Schedule Automated Surveys
- Easy Survey Translation
SuiteCRM Survey Module enables you to pre-fill survey fields with the CRM data you have. Not just that, you can also let your respondents make the necessary updates to the data. It is possible to pre-fill data into Survey from contacts, leads, accounts and targets module.
This is contradictory to piping data into the survey. As a part of it, the responses that the survey takers get recorded and updated in the CRM database. You can use the collected responses to update your CRM data of leads, accounts, target, contacts. You can also create a new record in these modules with the responses.
Customer Survey Module for SuiteCRM comes with the Skip Logic feature. It enables you to customize the survey depending on the respondent by applying the logic. Depending on the answer that your respondent gives, you can create branching logic and define the conditions of it.
When you apply skip logic, you can redirect a respondent to the page you want or to an external page. Moreover, you can also show and hide questions based on the response of your users.
Using Custom SMTP, it is possible to send survey invitations through your SMTP email account. It enhances the deliverability of your survey invitations by keeping spam issues, email bounces and IP Blocks at bay.
Also, it is possible to send survey invitations in bulk and keep your IP address safe with the custom SMTP functionality.
Set up a workflow using different actions/conditions and send surveys automatically. The survey event will get triggered based on the conditions you set and the action you define will decide which survey gets sent to whom. Once the conditions meet, SuiteCRM Survey Plugin automatically sends surveys to chosen respondents.
- 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
Set the time and date of the survey with the help of SuiteCRM Survey Module. You can also send it based on your schedule – later or immediately. Go through the survey before you send it to your contacts.
You can resend the survey to the selected respondents if/whenever you want. The survey givers can also request you to resend the survey.
The survey will have an email including survey link and a request to submit the response. Also, you may allow respondents to unsubscribe from survey which will give you an idea about which respondents to approach for what.
Make your surveys publicly shareable by generating a link through SuiteCRM Survey Module. When you share the link with others, it will also allow the person who is not your CRM user to answer the survey. When you open this shareable link, it will display the survey submission page.
Similar to surveys, it is possible to create shareable polls using SuiteCRM Survey Plugin which can be shared publicly by generating a link. When you share the link with others, it will enable the people who are not a part of your CRM to answer the poll. Once you open the shareable link it will directly show the page of poll submission.
If you respondents do not fill the survey or provide the response to you in the provided time frame, you would be able to send the automated survey reminder email. Not just that, you would also be able to set the number of times you would like to send the reminder.
- Get Summary of Surveys
- View all survey transactions
- Status Report
- Question-wise Report
- Individual Report
- Search Survey Reports
Once you have sent a survey using SuiteCRM Survey Module, you can get an overview about the number of surveys you have sent including the list of customers to whom you sent the surveys and how many out of them responded.
Go through all the survey transactions in one place through Customer Survey Module for SuiteCRM. These transactions show the list of the surveys you have sent along with the score details, delivery status and parameters related to different modules.
Know about the number of respondents that viewed your survey, the number that responded and the number of respondents that viewed but didn’t respond through the status report.
Through the question-wise report, you would be able to understand the mindset of your respondents behind a particular answer. You can know this by analyzing and understanding the answers they have given. Also NPS question response helps you to know the level of customer satisfaction and loyalty.
Get an overview of all the survey responses given by a particular person through our SuiteCRM Survey Plugin. Also you get to track time spent on survey by each individual. This individualistic information will enable you to understand the psyche of a particular contact. You can sort the individual report by different fields including name, module, submission type as well as the date on which the survey was sent and submitted.
Find reports using different parameters like status, name, or module type using our SuiteCRM Survey Module. Using filtered search, you can save a lot of your time and efforts and get precise reports. You can also export the reports in Grid and CSV formats.
Our survey reports are divided into 3 sections based on the type of submission. This includes public surveys (shareable link based), email surveys (shareable link based) as well as combined surveys (both shareable link and email)
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 during the Immediate Send survey feature.
- After sending the survey, users can not edit the survey pages.
- SuiteCRM Compatibility
7.4.* to 7.11
Secure & Stable
We have been using the SuiteCRM Survey Rocket Plugin for over a year now, and the product works well, but more importantly, support is always quick, competent and courteous. This is a great plugin supported by a great team, definitely recommended.
I am happy with the product. It has nice features which helps you setup excellent surveys to know about your customer demands. No malfunctioning detected in the past 6 months that I've been using it.
It’s an important tool for your CRM as customer surveys hold a very important role in deciding business processes and choices. Moreover, the product has all the features that requires it to be an efficient tool for the job.
One of the best tools available to hold customer surveys though your SuiteCRM system. I am using it for quite some time now and will recommend it to fellow users.
A perfect survey solution
If you are looking for a survey solution for Suitecrm, there’s nothing like survey rocket. It made extremely easy for me to create surveys and polls. Everything looks must systematized now. Thank you AppJetty!
In my opinion, survey Rocket is one of the best online survey tools based on SuiteCRM. And thanks to its compatibility with SuiteCRM, I didn’t have to spend on any 3rd party integration. I really like it.
Glad I invested in Survey Rocket
Survey Rocket is truly one of a kind. It is a perfect suitecrm survey builder when you want to send surveys to the right people at the right time. Also you get real time feedback for the surveys that are filled.
Simple and effortless
Before I bought suitecrm customer survey plugin, the procedure of conducting surveys and collecting data was very lengthy and cumbersome. Thanks to this extension, I can streamline all the survey related tasks in the most effortless way.
Surveys if done manually through phone calls and other mediums are not only expensive but extracting information from them and creating a report is much more cumbersome and prone to errors. SuiteCRM survey rocket like the name suggests, does everything from creating to analyzing with a rocket speed!
It helps your business get first hand information from your customers which helps you improve and create better shopping experience for your customers. SuiteCRM with survey rocket in simple terms can be understood as an icing on the cake.
It helped my store immensely by creatively letting us create surveys for repeat customers. After SuiteCRM, the relationship of my store with its customers has grown significantly and by adding on Survey Rocket, the distance has further reduced.
Building Surveys Rapidly
A powerful online survey solution on SuiteCRM, helped me design custom surveys for my widest customer reach. It has resulted in a better customer response. Indeed a worth trying solution.
LOT OF FEATURES
This plugin has lot of cool features and you can send all types of surveys with this. I would highly recommend it.
I wasn't sure if making an investment for a survey tool was worth it, specially when lot of free options are available. But after going through the live demo I was convinced I should buy it.
HIGHLY RECOMMENDED PRODUCT
If you are in search of an online survey tool then I would totally recommend this plugin! The developers helped me install it and now it's working smoothly.
GOOD Survey Tool
Nice plugin with good performance. It offered me very good user experience.
This plugin has been a very useful addition to my SuiteCRM installation. I send surveys regularly and get rich feedback from my contacts.
Nice plugin with seamless performance. Love the way it functions! Every store owner must install it for triggering their sales!
This is a good and helpful plugin that helped me to reduce the gap between my business and my customers. Very helpful, I must say!
Now, I know my customers better
This plugin helped me know my customers through the questionnaire I sent them. I made some changes in my store and found it beneficial for generating revenue. Great plugin, go for it!
With the help of this plugin I can now know my customers better. Nice concept that helped me increase my sales.
Nice and advantageous
Liked the idea of knowing the customers by asking them question through the survey. Amazing solution for reducing the buyer seller gap.
Helpful in sales enhancement
This plugin is the best solution for knowing customers closely. It is simple and useful plugin tool with extraordinary performance.
Best way to know customers
This plugin has increased my sales tremendously. With the surveys created by this plugin, I can know my customers better with their responses. I offer the services and products they expects and thus they get to avail the best shopping experience.
Perfect for Generating Desired ROI
Knowing customers has becoming very easy since I implemented this plugin. Prior to introducing any new strategy, I now take the suggestions and feedbacks from my customers. Offering them what they exactly want, makes them feel valuable. Thus ROI also increases notably.
I didn’t know this plugin would be so helpful. I created the survey to know my customers and I received the exact result I expected. Now I know my customers better, as this plugin has helped me understanding their requirements and serving the products they desire.
It is the perfect plugin for reducing the buyer seller gap and helped me generate desired revenue and avail popularity.
I would like to recommend this CRM plugin not just because I have received success, but there are many other benefits like you got to know your customers well, know what they like and what they dislike, what they expect etc. To reduce the buyer-seller gap, you should surely try this once.
I made a simple questionnaire just to get a clear idea about my customers’ likes and dislikes, and you won’t believe, I received tremendous response through the survey I conducted. I implemented the changes demanded by my customers and received desired profit.
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 SuiteCRM and others are not. If you have to use any general online survey tool with SuiteCRM 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 SuiteCRM. 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 firstname.lastname@example.org 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 30-day money back guarantee.
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.
- Addition of NPS and Emoji Question types
- Allow user to upload images as options in radio button and checkbox question type.
- Users can track time spent by an individual on survey.
- Addition of Emoji question type.
- Allow user to upload images as options in radio button and checkbox question type.
Survey Rocket Ultimate
Survey Rocket Pro & Basic
- Fix design related issues in mobile and web.
- Fix Datetime question type validation issue from Survey Form.
- SMTP Setting UI changes.
- Fix Numeric and Decimal Text field validation issue from Survey Form.
- Fix Datetime timezone issue on survey form submission.
- 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
- Poll within survey module
- Multi Language Support for Survey
- Open ended survey
- Some value added features
- Added scoring feature in surveys.
- Added skip logic functionality.
- Added “Survey Automation” module.
- 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.
- Resolve issue for big data
- Bug fixing in reporting.
- Fixing Survey with Special issue.
- Resolve issue of mutiple rating type question in one Survey
- Send Survey using Scheduler
- Compatible with 7.5.* and above
- Minor Bug Fix
- Removed custom .htaccess file.
- Resolve Admin module files overwrite issue.
- Moved the scheduler to Ext to prevent file overwrite of _AddJobsHere.php.
- Added Rating datatype.
- Add Thanks mail.
- Design change in Individual Report and add Search functionality.
- SuiteCRM Survey Rocket is Release.