A Connect web survey is a web-based form used to gather information and
store it in the Connect database, or pass it to another system. Surveys are used to generate
and qualify contacts as well as automate tasks like subscribing people to lists or registering
people for events.
Surveys at a Glance
A survey is an HTML form that resides on your web site.
Connect helps you create surveys, add and configure rules, and deploy the survey to the web.
Surveys are made up of three parts: fields, rules, and deployments.
- Survey fields provide a place for the user to enter data on the form.
- Survey rules process the data and can perform various actions upon the submission of
the survey.
- The deployment prepares the survey for use and allows the survey to collect
information.
Survey Types
When you create a survey, you must select a type. The type
determines what items you can control with the
survey rules. These are the types you can choose
from:
- Generic - This kind of survey makes no
assumption about who is submitting it. Generic surveys are typically used for creating
or matching customer records.
- Customer - A Customer survey is used
for specific customers. Use the customer survey to engage with customers and to perform
functions such as event or list registration, and message or event requests. This survey
type has access to customer information in the survey rules.