New surveys are created from the Surveys tab. Fields with an asterisk are required.
Follow these directions to create a new survey.
- On the Surveys tab, select Commands > New Survey. The
Define Survey screen appears.
- In the Name field, type a unique name for the survey.
- From the Departent drop-down field, select a department.
- From the Type drop-down field, select the survey type. Options include Generic or Customer.
- In the Description field, type a description for the survey.
- In the DefaultURL field, type the URL for the survey. This is the name that appears when when you export the file to HTML.
- Click the Save button. The Fields, Rules, and Deployments tabs appears.
Note: Do not use the following names for survey fields: Contact, Opportunity,
Contact Owner, Registrant, Registrant Owner, Venue Coordinator, or named after
an employee in the survey. These names are already in use by the survey and the
system will be confused by having two objects with the same names.