Setting Up and Managing the Customer Survey Form

Overview

The Customer Survey Form is a new feature that allows you to collect valuable feedback from your customers when they order online or use the in-house QR code. This guide explains how to set up, configure, and manage surveys in BLogic View.

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How to Set Up the Survey Form

1. Access Customer Survey Settings:
   Navigate to Setup > Survey Form > Configuration > Customer Survey Settings.
2. Enable Survey Form: Toggle the Enable Customer Survey Settings option.
3. Form Display Timing Options
   Once enabled, you can choose when the survey form will appear to customers:
   3.1. When the Order is Started
   – The survey form will display as soon as the customer initiates an order.
   – This is applicable for both Order Online and In-House QR Code orders.
   – Customers can fill out the form immediately before continuing their order.
   3.2. Upon First Submission or Successful Payment
   – This option triggers the survey form after the customer completes their first action:
   • For QR-Order:
     – If the customer selects an item and submits their initial order successfully, the survey form will display.
     – If the order involves payment, the form will appear after the first successful payment.
   • For Order Online:
     – The form displays when the customer completes payment successfully.
4. Set Up Survey Questions:
   • Choose the default survey form or create a custom one.
   • Configure the social sources under Manage Social Sources:
     • View the list of default sources.
     • Add new sources or delete existing ones as needed.

Managing Submitted Surveys

1. Navigate to Surveys in BLogic View.
2. Review all customer responses, including feedback and social source data.
3. Use this information to refine your marketing efforts and improve customer engagement.

How the Survey Form Works

• Online Orders (Order Online):
  When customers start an online order, the survey form appears, asking them:
  • How did you hear about us? (Select from the social source list).
  • Enter Name, Phone, and Email (optional).
• Customers can:
  • Check “Do not allow this survey again for future orders” to skip it for future orders.
  • Skip the survey or Submit their response.
• After successful submission:
  • The owner can view all submitted survey responses in BLogic View under Manage Surveys.