Updated: Feb 28, 2022
In this example, we are going to create a survey which will ask our services for information which will be shown on our service directory. Our survey will utilise some of the powerful features of this module:
It will default information, pulled from ChilliDB records
It will send secure links to each service asking them to update their Service Directory records using ChilliDB email templates and messaging
It will merge some information back into ChilliDB automatically, and some information will be manually merged.
To create a survey, navigate to the Survey menu and select Create.
Basic Survey Information, Templates, Availability
It is important to categorise all records in ChilliDB, and surveys are no exception. Choose a Categorisation and give the survey a Name and provide a Description. Choose a survey Template - in this case the Standard Template which we created earlier - to apply to this survey. Survey Availability From and Survey Availability To can be set if you wish to limit your survey so it is only available for a certain time period. When doing so, if people try to access the survey outside those dates, they will not be able to.