Survey Extension

Read this if you have Smart Apps in use that have been ordered before 21 october 2024. New Smart Apps documentation can be found within the Marketplace.

The Survey Extension allows you to ask a list of questions and route them through different outputs, such as a note or an email. The allowed channel on which the Survey Extension can be used is the Smart IVR. Once you have installed the correct template you can fill in the following fields.

Field	Explanation
Openings text	Welcome your customer with a simple text. Make sure that you explain the customer to use a hash sign at the end of each question to progress the survey.
Questions	Fill in your survey accoringly. If you want to add more questions click on the '+ Add question' button.
Closing text	Close your survey with a closing text.

Once you have completed all the input fields, the next step is to configure your specific output. This could be a note but also an email. In the screenshot below you can see how you can define your output in settings.

1. Go to Settings.

2. Click on Survey email settings.

3. Specify your customers email domain (leave open to create Note, which can be found in Notes).
4. Fill in the email Subject.

5. Fill in the the Header.

6. Optionally set an email domain as a CC.