{"id":256,"date":"2020-06-05T22:14:13","date_gmt":"2020-06-05T22:14:13","guid":{"rendered":"http:\/\/stirna.is\/?p=256"},"modified":"2020-06-05T22:14:13","modified_gmt":"2020-06-05T22:14:13","slug":"customer-survey-sent-after-purchase-part-1-3-create-the-survey","status":"publish","type":"post","link":"https:\/\/stirna.is\/?p=256","title":{"rendered":"Customer survey sent after purchase part 1\/3: Create the survey"},"content":{"rendered":"\n<p class=\"has-small-font-size wp-block-paragraph\">Task: Automatically send customer survey after an opportunity is won<br>Difficulty: Medium<br>Time to implement: 1-2 hours<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Content<\/h2>\n\n\n\n<ol class=\"wp-block-list\"><li><strong>Creating the survey<\/strong><\/li><li>Configuring the email template<\/li><li>Integration<\/li><\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">In this three-part blog series we&#8217;ll be looking at a scenario which I have implemented for a client where a car dealership selling a new car sends a survey post-purchase to a customer and asks about his experience with the purchase and how likely he will recommend the company to his friends. <\/p>\n\n\n\n<!--more-->\n\n\n\n<p class=\"wp-block-paragraph\">In this first part we will start by creating the survey. The list of tools needed are listed below.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Tools<\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li>Dynamics 365 Sales: Once an opportunity record is closed as won in D365 Sales a survey is sent out. <\/li><li>Forms Pro: This is a survey tool which will be used to collect the responses from our customers. This product comes free with your Dynamics 365 license.<\/li><li>Power Automate: This is a service that allows us to manipulate when and where the surveys are sent to customers. To access the connectors you&#8217;ll need a Power Automate license.<\/li><\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Creating the survey<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">As previously stated, we&#8217;ll start by creating a survey using Forms Pro. Dynamics 365 Sales users can access Forms Pro through <a href=\"https:\/\/forms.office.com\">forms.office.com<\/a>. If the Forms Pro does not open, click My account -&gt; Switch to Forms Pro. <\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Under My forms tab, click New Pro Survey. A form editor appears.<\/li><li>Give your survey a title and a description. This will appear on the survey that your customer will fill out.<\/li><li>Click + Add new button and add a question. In this case we are going to use a Net Promoter Score question. You will find this by clicking the arrow on the right of the question type choices. <\/li><li>Add any other questions you wish. In this case I am adding an additional question to ask the reason for the score given. I will leave it as an optional one.<\/li><li>Once you are done, click Preview button to see how the form looks like.<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"633\" height=\"495\" src=\"http:\/\/34.74.14.69\/wp-content\/uploads\/2020\/05\/02-blog-part-1a.png?w=633\" alt=\"\" class=\"wp-image-259\" srcset=\"https:\/\/stirna.is\/wp-content\/uploads\/2020\/05\/02-blog-part-1a.png 633w, https:\/\/stirna.is\/wp-content\/uploads\/2020\/05\/02-blog-part-1a-300x235.png 300w\" sizes=\"auto, (max-width: 633px) 100vw, 633px\" \/><figcaption>Create a survey<\/figcaption><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"770\" height=\"753\" src=\"http:\/\/34.74.14.69\/wp-content\/uploads\/2020\/05\/02-blog-part-1b.png?w=770\" alt=\"\" class=\"wp-image-260\" srcset=\"https:\/\/stirna.is\/wp-content\/uploads\/2020\/05\/02-blog-part-1b.png 770w, https:\/\/stirna.is\/wp-content\/uploads\/2020\/05\/02-blog-part-1b-300x293.png 300w, https:\/\/stirna.is\/wp-content\/uploads\/2020\/05\/02-blog-part-1b-768x751.png 768w\" sizes=\"auto, (max-width: 770px) 100vw, 770px\" \/><figcaption>Survey preview<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">You can also watch how this is done by checking out the video below:<\/p>\n\n\n\n<figure class=\"wp-block-embed-youtube wp-block-embed is-type-rich wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Send Customer Surveys to Buyers Post-Purchase With Forms Pro\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/RX8-XSxolWo?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">In my next post I will be covering how an email template is configured in Microsoft Forms Pro for automatically sending out emails to customers.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Task: Automatically send customer survey after an opportunity is wonDifficulty: MediumTime to implement: 1-2 hours Content Creating the survey Configuring the email template Integration In this three-part blog series we&#8217;ll be looking at a scenario which I have implemented for a client where a car dealership selling a new car sends a survey post-purchase to [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":300,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[13,17,20,21],"class_list":["post-256","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dynamics-365","tag-dynamics-365-sales","tag-forms-pro","tag-net-promoter-score","tag-power-automate"],"_links":{"self":[{"href":"https:\/\/stirna.is\/index.php?rest_route=\/wp\/v2\/posts\/256","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/stirna.is\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/stirna.is\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/stirna.is\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/stirna.is\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=256"}],"version-history":[{"count":0,"href":"https:\/\/stirna.is\/index.php?rest_route=\/wp\/v2\/posts\/256\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/stirna.is\/index.php?rest_route=\/wp\/v2\/media\/300"}],"wp:attachment":[{"href":"https:\/\/stirna.is\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=256"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/stirna.is\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=256"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/stirna.is\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=256"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}