MAIN SURVEY Functionality Details Forms Forms Pro

MAIN SURVEYFunctionalityDetailsSurvey TitleSurvey Title FormattingSet the title of the surveySet the font as bold, italic, underlined, change the colour, font familyand font sizeAdd a description to the surveySet the font as bold, italic, underlined, change the colour, font familyand font sizeAdd piped data in to the survey such as First Name or Last Name.Can create additional parameters to add more values as requiredAdd an image to the survey header (Bing search, OneDrive orUpload)Survey DescriptionSurvey Description FormattingSurvey Description Piped DataSurvey ImageFormsForms Pro FormsForms Pro FormsForms Pro THEMESFunctionalityDetailsAdd Theme Using Pre-set ColoursAdd Theme Using Pre-set ImagesAdd Theme By Selecting ColourAdd Theme Uploading An ImageTheme Idea SuggestionsAdd a theme to the survey using up to 8 predefined coloursAdd a theme to the survey with different imagesAdd a theme to the survey by using a specific Hex ColourAdd a theme to the survey by uploading your own imageBased on the title of the survey, theme ideas are suggested and canbe selected to use on the surveyADDITIONAL SETTINGSFunctionalityDetailsMultilingual SurveysPersonalise SurveysCreate a version of a survey in multiple languagesAdd personalised data by creating new piping variables. Informationfrom a record in CDS can then be used to pass back in to the survey(questions and descriptions)Create a copy of an existing surveyCopy a link to share with others. Visitor to link can then duplicate thesurvey to start using as their ownCopy SurveyShare Survey As Template

Share Survey To CollaborateSettings For Who Can Complete SurveySettings To Record Name With LinkSettings For Only One Response Per PersonWith LinkSettings To Record Name In OrganisationSettings For Only One Response Per Person InOrganisationAccept ResponsesSet Start & End DateShuffle QuestionsCustomise Thank You MessageSend Email Receipt To RespondentsGet Email Notification Of Each ResponseAdd Sections To SurveyCopy a link to share with others so they can collaborate on a surveywith youSet who can fill out the form for either anyone with the link, or onlypeople within your organisationRecord the name of the person filling out the survey, which is onlypossible with personalised linksAbility to have only one response per person for a survey, which isonly possible with personalised linksRecord the name of the person filling out the surveyAbility to have only one response per person for a survey Accept responses by default but deselect to stop any furtherresponses coming in. Then have the ability to share a message withanyone who tries to access the surveySet a start and end date for when the survey can have responsessubmittedQuestions will randomly shuffle the order of the questions displayed.By default the thank you message displayed at the end once thesurvey is submitted just states ‘Your response was submitted’. Thiscan be changed in the settings area.If only people in the organisation can respond to a survey, an emailreceipt can be sent to the respondent when they submit the surveyIf only people in the organisation can respond to a survey, an emailnotification can be sent to the person creating the survey when aresponse is submittedOrganise the surveys in to separate pages by adding new sections FormsForms Pro QUESTIONSFunctionalityDetailsSurvey Question FormattingSet the font as bold, italic, underlined, change the colour, font familyand font sizeAdd piped data in to the survey such as First Name or Last Name.Can create additional parameters to add more values as requiredSurvey Question Piped Data

Several Question Types AvailableMake Question VisibleSubtitle On QuestionMake Question RequiredInsert Media In To QuestionSuggested Options For Choice QuestionMultiple Answers On Choice QuestionDrop-down On Choice QuestionShuffle Options On Choice QuestionsLong Answer On Text QuestionRestrictions On Text QuestionRating Question As Stars Or NumbersAdd Labels To A Rating QuestionPreview Survey In Computer ModePreview Survey In Mobile Mode7 different question types are available to add (Choice, Text, Rating,Date, Ranking, Likert & Net Promoter Score)All questions are visible by default, but can be hidden if requiredAdd a subtitle to a question which appears underneath the questiontext to provide more explanation or additional clarity to a responderSet a specific question as required so the responder must provide ananswerInsert either an image or a video in to a questionOptions are suggested for the choice question based on the firstinitial option addedResponder can provide multiple answers to a question when usingthe Choice questionMake options appear as a drop-down list instead of displaying allpossible optionsShuffle the options on a choice question so they appear in adifferent order each timeChange a single line text question to a multi-line text questionAdd a restriction to a Text question to force the answer to be anumber. This can then be forced to be greater than, less than,greater than or equal to, less than or equal to, equal to, not equal to,between or not between.Set a rating question to require a response giving a number of stars,or selecting a number from 1 to 10.Adding a label lets you set a label for the lowest option (1 star or 1)and the highest option (10 stars or 10)Preview how the survey will be displayed to a responder reviewing iton a computerPreview how the survey will be displayed to a responder reviewing iton a mobile device FormsForms Pro BRANCHING RULESFunctionalityDetailsCreate Branching RulesCreate branching rules based on responses to specific questions

Branching Rules To Navigate To QuestionsBranching Rules To Navigate To End Of SurveyBranching Rules To Navigate To AnotherSurveyBranching Rules To Navigate To A URLBranching Rules Based On Value Of AnswerBranching Rules With Multiple ConditionsBranching Actions For True And FalseNavigate to specific questions based on the answer given to a priorquestionNavigate to the end of the survey based on the answer given to aspecific questionNavigate to a follow up survey based on the answer given to aspecific question. This will occur once the survey has been submittedNavigate to a URL based on the answer given to a specific question.This will occur once the survey has been submitted.If a question is not equal to specific response, or greater than, or lessthan, determine what happens nextSet multiple conditions to determine what happens with the surveynext. For example, a responder might answer Yes to one questionand No to another, and then a branching may occurSet branching rules with a condition that has an action for a TRUEoutcome AND for a FALSE outcome FormsForms Pro RESPONSESFunctionalityDetailsResponses Are Stored In CDSThe responses to the survey are stored in the Common Data Service,allowing access to the Forms Pro entities. These can then becombined in a Model Driven Power App with entities from otherplatforms such as Dynamics 365 Customer EngagementThe responses can be viewed for a survey easilyEach question type has its own visual representation using chartsand graphs to view the response dataResponses to the survey can be exported to ExcelIndividual responses to the survey can be exported to ExcelPrint a summary of all the responses, displaying charts and visualsPrint the individual answers for a specific respondentGet a link which can be shared with others to view a summary of allof the responses for a surveySee the overall average sentiment for a survey, and the sentimentfor individual responsesAll Survey Responses Can Be ViewedCharts Are Provided To Display DetailsExport All Responses To ExcelExport Individual Responses To ExcelPrint SummaryPrint Individual ResponsesGet A Summary LinkView Sentiment

Search For ResponsesAssociation Insights On SurveySentiment Insights On SurveySearch for responses within the last 30 days, 90 days or custom daterange, or by name or email addressDisplays the correlation between one or more questions in thesurvey to help detect patterns in the responders.Displays the average sentiment score and a word cloud for positiveand negative feedback of respondents FormsForms Pro FormsForms Pro SHARING SURVEYSFunctionalityDetailsShare Survey Using LinkShare a link with people so they can access and respond to thesurveyA QR code is provided which can be downloaded and used on awebsite, on an advert, in a presentation or on printed collateral forresponders to scan with a phone or tablet and access and respond tothe surveyCopy generated code and paste it into a webpage so responders canaccess and respond from your website.Copy generated code and paste it into a web page to display thesurvey in a pop-up window on a webpage.Copy generated code and paste it in to a web page to show t hesurvey when a button is selected on your websiteUse parameters to pass context in the embed code used on yourwebsite. This allows you to pass information back in to CDS on thesurvey response which can be used to link information to otherrecordsShare Survey With QR CodeEmbed Survey Inline To WebpageEmbed Survey With Pop-upEmbed Survey Using A ButtonPass Context In Embed CodeEMAILING SURVEYSFunctionalityDetailsSend Survey Using Email ClientUsing the email option opens up an email template in your defaultemail client with a link to the survey added.Survey can be sent via email using the built in email functionalitywithin Forms ProSend Survey Using Forms Pro Email

Create Custom Email TemplatesEmail Can Be PersonalisedUnsubscribe Option ProvidedImport RecipientsSend Email To Office 365 ContactsSend Email to D365CE ViewQuick Poll Add-InEmail templates can be created using images, font style changes,adding tables and hyperlinksEmail templates can be customised with the First Name and LastName of the recipientRecipients of emails requesting feedback can unsubscribe fromsurvey emails, preventing you from sending requests in the futureImport recipients using a CSV file. The survey can then be sent toeach person in the spreadsheetSearch for, find and email contacts from Office 365Using Dynamics 365 Customer Engagement, search for a View andsend to Contacts found using the Advanced Find criteriaQuick poll add-in for Outlook and Outlook.com lets you create aninstant, real-time poll directly in the body of an email. Results canthen be reviewed in Forms FormsForms Pro MICROSOFT FLOWFunctionalityDetailsConfigure A Microsoft Flow From A TemplateConfigure a Microsoft Flow using a template which can be used totrigger a survey when events occur in CDS. For example, when a caseis resolved, when a lead is qualified or when an order is fulfilledConfigure a Microsoft Flow from blank, setting your own triggers andactions based on your own requirementsConfigure A Microsoft Flow From Blank

Functionality Details Forms Forms Pro Send Survey Using Email Client Using the email option opens up an email template in your default email client with a link to the survey added. Send Survey Using Forms Pro Email Survey can be sent via email using the built in email functionality within Forms Pro