Setting up Customer Surveys

How to prepare the Customer Survey Manager to properly create customer surveys.

  1. Make sure that the necessary components and service groups are configured in the profile.
  2. Grant the necessary security permissions to the Public or Anonymous user.
  3. Check that the necessary Ancillary Data elements are filled in the required supplementary tables. This is performed upon installation of the IVR application.
  4. Define the correct languages for your configuration.
    • If your site supports both English and Spanish, then there should be two entries in the ActiveLanguages table.
    • If your site only supports English, then there should only be one entry in the ActiveLanguages table.
    • If your site does not have any records in the ActiveLanguages table, contact your Trapeze Customer Care representative.
  5. Confirm that the correct entries exist in the InfoSurveyApplications and InfoSurveyGroups tables.
    Applications and Groups are designed to let group surveys into categories such that specific surveys, for example, surveys with specific application/group names, can be presented to users on one screen and other application/group combinations on another screen. This requires additional modification to the markup. Most agencies present all surveys in a single list on the home page. You must have at least one record in each table. For more information on filling in these tables, contact your Trapeze Customer Care representative.