Using Web-Forms

Web-Forms can be used to measure customer satisfaction, complete the following high-level steps to create a Customer Survey Web-Form.

1. Create a Survey Business Object along with an associated form and grid.
2. Create a One-Step that runs when an Incident is closed and generates a Survey record with a link to the Web Form.

   When an Incident is closed, the One-Step then runs and creates a Survey Web-Form for the customer to fill out.

   Tip: Create a WebinarSignUp Business Object using the same high level steps.

Similar to Customer Survey's, Inquiries allow for customer communication. Complete the following high-level steps to create an Inquiry system that allows customers to request to be contacted by a company employee (example: a salesperson):

1. Create an Inquiry Business Object.
2. Create an additional Form with company specific fields (example: product of interest, name, phone number).
3. Add a link to the Web-Form to your website.