Use Web-Forms
See these usage examples for Cherwell Web-Forms™ for ideas about your own implementations.
Create a Customer Survey
Web-Forms can be used to measure customer satisfaction, complete the
following high-level steps to create a customer survey Web-Form.
- Create a Survey Business Object along with an associated form and grid.
- Create a
One-Step™
Action
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 Action 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.
Create a Customer Inquiry System
Similar to customer surveys, 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):
- Create an Inquiry Business Object.
- Create an additional form with company specific fields (example: Product of interest, name, phone number).
- Add a link to the Web-Form to your website.