Survey Extension By Amasty User Guide

SurveyMagento ExtensionUser GuideOfficial extension page: SurveyUser Guide: SurveySupport: http://amasty.com/contacts/Page 1

Table of contents:1.2.3.4.5.6.7.Survey Link Creation .3Survey Categories Creation . . .5Survey Creation . .8Questions Creation .11Manage Reports . . 15Survey Settings .19Frontend Examples .20User Guide: SurveySupport: http://amasty.com/contacts/Page 2

1. Survey Link CreationTo create a link to surveys please go toCMS Static Blocks and choose theblock where you want to place the link.Click on the line with the necessaryblock to insert the link.User Guide: SurveySupport: http://amasty.com/contacts/Page 3

1. Survey Link CreationPlease click on the Show/Hide Editorbutton and insert the following link inHTML format li class ”last” ahref ”{{storedirect url ”survey”}}” Survey /a /li Then save your settings.In our case we’ve inserted the link in afooter static block.User Guide: SurveySupport: http://amasty.com/contacts/Page 4

2. Survey Categories CreationTo create a new category please go toCMS Survey Manage Categories andthen click on the Add New Categorybutton.User Guide: SurveySupport: http://amasty.com/contacts/Page 5

2. Survey Categories CreationSpecify a SEO-friendly URL foryou category.In case you’ve enabled thesurvey only for registeredcustomers you can choosecustomer groups to which thesurvey will be available.Here you can enter the text foryour category description.User Guide: SurveySupport: http://amasty.com/contacts/Page 6

2. Survey Categories CreationYou can specify metadescription and metakeywords for each surveycategory.User Guide: SurveySupport: http://amasty.com/contacts/Page 7

3. Survey CreationTo create a survey please go to CMS Survey Manage Surveys and click onthe Add New Survey buttonUser Guide: SurveySupport: http://amasty.com/contacts/Page 8

3. Survey CreationChoose the category to addthe survey to.Enable this option if youwant to place each surveyquestion on a new separatepage.Specify a SEO -friendly URLfor your survey.Set the date of survey startand expiration.In case you’ve enabled thesurvey only for registeredcustomers you can choosecustomer groups to which thesurvey will be available.User Guide: SurveySupport: http://amasty.com/contacts/Page 9

3. Survey CreationPlease specify descriptionfor your survey here.Enter the text for a surveyfinal page. You can useHTML here.Specify meta keywords anddescription for your survey.User Guide: SurveySupport: http://amasty.com/contacts/Page 10

4. Questions CreationTo create a new questionfor your survey please go toCMS Survey ManageQuestions and then click onthe Add New Questionbutton.User Guide: SurveySupport: http://amasty.com/contacts/Page 11

4. Questions CreationChoose the question type:Pick one - customer can select onlyone option;Pick many - two ore more optionscan be selected;Short answer - customer can enterthe answer in a text field;Ranking - customer can specify ranksfor answer options;User Guide: SurveySupport: http://amasty.com/contacts/Page 12

4. Questions CreationChoose the survey to add the questionto.Specify position numberfor each new question.Here you can enter and editthe text for your question.Click on the Add NewOption button to add asmany answer variants forthe question as you need.User Guide: SurveySupport: http://amasty.com/contacts/Page 13

4. Questions CreationFor the Ranking question type you can choosenot only the answer option , but the rank aswell.User Guide: SurveySupport: http://amasty.com/contacts/Page 14

5. Manage ReportsTo see the Reports list pleasego to CMS Survey ReportsTo view the results indiagram format please selectthe survey name from thedrop-down and then click onthe View Results button.User Guide: SurveySupport: http://amasty.com/contacts/To export the survey resultsspecify the survey name in theSurvey Name field and pressthe button.Page 15

5. Manage ReportsAfter you click on the ViewResults button you areredirected to the SurveyResults page.Click here to export yourresults to PDF file.User Guide: SurveySupport: http://amasty.com/contacts/Page 16

5. Manage ReportsYou can either view the reportas a chart or export it to PDFfile right from the Reportsgrid.User Guide: SurveySupport: http://amasty.com/contacts/Page 17

5. Manage ReportsThis is the way the report lookslike in a chart format in adminpanel.User Guide: SurveySupport: http://amasty.com/contacts/Page 18

6. Manage ReportsSpecify SEO-friendly surveyURL prefix.To find general Survey settingsplease go to CMS Survey Survey SettingsChoose the graphic type for yourpoll results display: pie or bar.Specify the font type for your pdfresult reports.Set these option to “yes” if youwant customers to view surveyresults and edit their answers.User Guide: SurveySupport: http://amasty.com/contacts/Page 19

6. Frontend ExamplesSurvey CategoriesUser Guide: SurveySupport: http://amasty.com/contacts/Page 20

6. Frontend ExamplesSurveys ListUser Guide: SurveySupport: http://amasty.com/contacts/Page 21

6. Frontend ExamplesSurvey Example with Pick oneand Short Answer questionsUser Guide: SurveySupport: http://amasty.com/contacts/Page 22

6. Frontend ExamplesSurvey Example with a Rankquestion typeUser Guide: SurveySupport: http://amasty.com/contacts/Page 23

Thank you!Should you have any questions or feature suggestions, please contact us at:http://amasty.com/contacts/Your feedback is absolutely welcome!User Guide: SurveySupport: http://amasty.com/contacts/Page 24

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