Survey Rocket

Survey Rocket

Smart Survey Solution for SugarCRM


Create custom survey templates, online polls & more to trigger them using automation to get real-time feedback from your customers using Survey Rocket a survey builder. Moreover, use the CRM data using inward and outward piping mechanism.

Utilize Your CRM Data to Automate Surveys and Emails Campaigns

Automation is the key to your marketing practices. Whether it is for day-to-day email marketing campaigns or something more specific; such as surveys. In order to measure and upgrade your service standards or for product enhancements, there is no better mechanism than surveys. However, automated surveys trigger the communication at the right point, and when your customer is in the right frame of mind. Survey Rocket is a powerful survey plugin to trigger such marketing campaigns using automation. It is an independent survey plugin as it does not require any third party integration to work with sugar system. Survey Rocket is equipped with data piping, branched surveys, scheduling & automation and more. It is a robust survey builder not only to manage surveys, but how to increase survey responses and most importantly - create and trigger survey campaigns using workflows.

Features and Benefits

Create Different Types of Surveys

Our sugarcrm survey plugin enables you to create various types of surveys ranging from types of complexity of the survey, MCQ questionnaire to a branched survey, and more. Our interactive and easy-to-use UI makes it extremely easy to create and trigger various types of surveys.

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Readymade GDPR based Survey Forms

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.

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Multiple Question Types

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 Score Calculation

To come up with tangible scores after your customers respond, you would need a tool that enables you to score responses. The scoring mechanism helps you to designate specific actions and segment the customers based on their responses to the campaigns or on-site activity. You can obtain the final and the average score for the respondents individually for each question in the survey.

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Version Compatibility

Create Different Types of Surveys

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Our sugarcrm survey plugin enables you to create various types of surveys ranging from types of complexity of the survey, MCQ questionnaire to a branched survey, and more. Our interactive and easy-to-use UI makes it extremely easy to create and trigger various types of surveys.

Readymade GDPR based Survey Forms

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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.

Multiple Question Types

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

Enable Score Calculation

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To come up with tangible scores after your customers respond, you would need a tool that enables you to score responses. The scoring mechanism helps you to designate specific actions and segment the customers based on their responses to the campaigns or on-site activity. You can obtain the final and the average score for the respondents individually for each question in the survey.

Create Polls

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It is one of the most basic functions of the sugarcrm customer survey tool to be able to create polls. With Survey Rocket, it just gets a little more interesting. You can add the types such as multiple option/answer types, checkboxes for multiple options, or radio buttons. Additionally, you can also allow multiple submissions for instances where respondents are required to respond multiple times.

Branding

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Add the colors of your Brand. Right from the logo, the title of the survey and description for branding or to specify what the survey is for.

Set Desired Email Template

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You can create multiple templates for the surveys, but what about having multiple templates for a specific survey. Using our sugarcrm survey builder, you can create multiple email templates for the given survey. You can customize these email templates with a rich HTML editor. Then it is up to your business requirements to define various elements in the email templates.

Fully Customizable Welcome/Thank you Page

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If you wish to have a welcome page to display a message before your survey loads or a thank you page after your survey ends, using our sugarcrm survey plugin you can do so easily. Describe your survey and specify the guidelines for the users. You have the full access to this page to customize the page with your own content using the built-in editor.

Preview Survey before Sending Out

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Using the Preview survey feature, you can validate the look and feel and also view how the survey would look when respondent attempts it.

Pipe Data into Surveys

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Especially the data mining surveys have multiple values that you require customer to provide data for. And the information for some of the fields is already available in your CRM. Using our sugarcrm survey builder, you can fetch this data from the CRM in real time and only seek the missing information from the customer. You can fetch data from the Accounts, Contacts, Leads and Targets module of SugarCRM.

Pipe Data from Surveys

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Once you receive the data from the surveys, it is a task to fetch the data into a given format and then update the CRM data. Survey Rocket flows information back and forth with the CRM. Therefore, once the respondent provides the missing info through the Survey form, it will populate the CRM data automatically from the given data. A new record can also be created in these modules using the responses.

Apply Skip Logic

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While creating the survey, not necessary that you require the respondent to answer all the questions you created. You can branch them. You can set rules that if the answer to the given question is choice #A, then another question or set of questions can be skipped for that respondent. Using Survey Rocket, you can define this branching logic as per the conditions set by you.

Use Custom SMTP to send surveys

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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.

Schedule Automated Surveys

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Automation in surveys is one of the most important elements. Using Survey Rocket you can set triggers for survey campaigns to be thrown in real time, based on the actions or events of your customers. You can also assign which survey and which template to be used for each of these events / actions.

Easy Survey Translation

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As an additional feature, our sugarcrm customer survey tool also works as language translator. Therefore, if you wish to send survey requests in different languages, you can easily manage using Survey Rocket. The plugin takes the default language of the CRM as the default language of the surveys. Using the dropdown in the survey submission form, respondents can adjust the required language for the survey.

Send Survey Anytime

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For the manual surveys also, it is important to schedule the trigger at the specific time you wish the survey to be sent. Using our sugarcrm survey plugin, you can choose to send the survey instantly or schedule it to be sent at a specific date and time.

Create Shareable Surveys/Polls

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You cannot always have the surveys/polls delivered to customers via emails. You require alternate mechanisms. Using Survey Rocket, you can create shareable links to be sent to the customers via social media and other means. Of course, such surveys/polls will have to be generalized as the participants could be someone who isn’t a part of your CRM.

Survey Status Report

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Keep an account of the number of respondents that viewed the survey, people who responded and the ones who didn’t through a detailed status report.

Question-wise Report

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This is the micro report for each of the surveys sent. This report will help you understand the overall picture of all the respondents who have participated in the survey as it shows overall score / answer for each of the questions in the survey.

Individual Survey Report

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If you wish to go further into the details of the survey responses, you can go at individual level too. This report will enable you to read the answers to the survey questions per contact. You can surf through this report through sorting by name, submission type, module, send date and submission date.

Support

We offer extremely convenient and quick support service to all your support requests. As we believe our support service is the barometer of our business success earning us the brand name.

Phone Support: + 91-910-674-7559
Support Email: support@appjetty.com
Support Knowledge Base: https://www.appjetty.com/support.htm

Terms & Conditions

Terms of Service: https://www.appjetty.com/terms-and-conditions.htm
Privacy Policy: https://www.appjetty.com/privacy-policy.htm

Predefined Survey TemplatesPredefined Survey Templates

Resources

Please where we're going to have PDF and what not

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