Set End of Survey Options

You can determine what happens after customers submit a survey. For example, you can add the contact to a list, create an opportunity, or send the customer an email.

A wizard helps step you through the process of the final actions performed after a survey is submitted. In addition, you can specify where customers are routed, such as the default Thank You page or your own website.

Note: When a survey is responded to anonymously, survey actions that require contact identification are disregarded. Feedback cannot create an incident or opportunity for an anonymous responder, add them to a list, or send them a transactional mailing or survey.

1. In your open questionnaire, click End of Survey Options in the Survey Tasks section.

   When you are creating a polling survey, the first step looks slightly different. In your open question list, click Polling Options on the ribbon to open the Polling Survey Options window, where the End of Survey Actions section displays. Continue with step 2.

   The End of Survey Options window opens.
2. Click Add Action to add an action that is performed when the survey is submitted.
   The Survey Final Action Wizard opens. See Add an Action with the Survey Final Action Wizard.
3. To edit an action, select the action and click Edit Action.
4. To delete an action, select the action and click Remove.
5. To move an action up one position, select the action and click Move Up.
   The actions execute in the order they are listed.
6. To move an action down one position, select the action and click Move Down.
   Tip: You can also drag and drop actions to adjust their position.
7. Select the page you want to display after the survey is submitted from the options listed in the Final Page section.

   Final Page Section

   Option	Description
   Redirect to Default Thank You Page	Select this option to use the default final page. Customers are redirected to a B2C Service page that thanks them for their feedback. You can edit this page through the File Manager using the cci/top.phph, head.phph, and bottom.phph files. See Manage Files with the File Manager.
   Redirect to URL	Select this option and enter a URL to redirect customers to a specific website. See Edit Redirect to URL Attributes.
   Open URL	Click this icon to open the URL.
   Add	Click this icon to add a contact, incident, opportunity, or tracked link merge field to the URL. See Insert a Text Merge Field.
   Display Final Page Without Buttons	Select this option to display the final page of the survey without a Submit button. If you select this option, your survey should have more than one page with no questions on the last page, since answers cannot be submitted.

8. Click OK.