This document provides a 22 step user guide for the Survey Rocket plugin for SugarCRM. It outlines the installation process and describes the key features available in the plugin such as creating survey templates, sending surveys to recipients, viewing survey responses and reports. Technical support for the plugin is available from the plugin developer, Biztech Consultancy.

1. sales@biztechconsultancy.com
USER GUIDE
Survey Rocket
Compatibility:
Community Edition: 6.4.x, 6.5.x
Professional Edition: 6.5.x
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2. Index
1. Installation…………………………………………………………………………………………………..3
2. Plugin Activation.…………………………………………………………………………………………5
3. Survey Rocket Features……………………………………………………………………….………19
4. Technical Support ……………………………………………………………………………………….20
5. About of Biztech Consultancy………………………………………………………………………21
6. SugarCRM Expertise………………….…………………………………………………………………21
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3. 1. Installation
Step 1
Log into SugarCRM as an administrator.
Step 2
Click on Admin in the top right hand corner of SugarCRM interface.
Step 3
Select Module Loader.
Step 4
Click Choose File to select the Download file.
Step 5
Select the file [module_name].zip.
Step 6
Click Install.
Step 7
Click Commit.
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4. Step 8
Quick repair and rebuild.
Step 9
Repair relationships
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5. 2. Plugin Activation
Step1
Copy an activation key
Copy the activation key from the Order Confirmation Mail.
OR
Login into your account at http://store.biztechconsultancy.com website using the e-
mail and password that you provided at checkout process.
Go to Downloadable Options and copy the activation key for the Survey Rocket plugin.
Step2
Activate and Enable plugin
Log into SugarCRM ‘Admin Panel’ and go to ‘Admin’ from the top right corner for
SugarCRM interface and select ‘Survey Rocket License Configuration’ under ‘Survey
Rocket’ tab. When you enter and validate the key it will be verified and your plugin will be
activated, configuration will be saved automatically.
Now Survey Rocket plugin activated.
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6. 3. Survey Rocket Features
Step 1
After installation, you can see “Survey Rocket ” tab in admin panel. In this tab you can see two
sections “Survey Rocket License Configuration” and “Survey Re-submission”.
Step 2
Survey Rocket License Configuration:
In this view you can active and enable ‘Survey Rocket’ plugin in your SugarCRM
instance. You can see in ‘Activate and Enable Plugin’ section above in ‘Plugin
Activation’.
Step 3
Survey Re-submission:
In this view you can set survey re-submission count for customer. It means admin
can allow to customer that they can submit their resonses as per survey re-
submission count.
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7. Step 4
Survey Template Creation:
In this view you can create survey template. Multiple survey can be created by
using this survey template.
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8. Step 5
Survey Template DetailView:
In this view you can see the detailview of created survey template. In following
image you can see the ‘Create Survey’ button in top right corner. You can create
multiple survey by clicking on this.
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9. Step 6
Survey Creation:
In this view you can create survey without using any survey template.
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10. Step 7
Survey DetailView:
In this view you can see the detailview of created survey. In following image you
can see ‘ANALYSE SYRVEY’ and ‘PREVIEW SURVEY’ button in top right corner.
For see survey report you can click on ‘ANALYSE SYRVEY’ and view your survey
reports.
For see preview of created survey you can click on ‘PREVIEW SURVEY’ button.
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11. Step 7
Survey Preview:
Preview of created survey.
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12. Step 8
Survey button in listview:
Step 9
Survey button in detailview:
Step 10
Send Survey:
When click on ‘Send Survey’ button then a popup will show in front of you. In
this popup you can see two buttons ‘Select Existing Survey’ and ‘Create New
Survey’.
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13. Step 11
Select Existing Survey:
Click on ‘Select Existing Survey’ button and you can see all surveys list. In
following image you can see ‘Send’, ‘Send Later’ and ‘Preview’ button in top
right corner.
Quick Send Survey:
If you want to send survey quickly then you can click on ‘Send’.
Send Survey In Future:
If you want to send survey in future date then you can click on ‘Send Later’
button. After click on this button you can see a calender. Set your schedule date
for send survey.
Email Template Preview For Survey:
If you want to see your created email template for related survey then you can
see by clicking on ‘Preview’ button.
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14. Step 13
Email Template Preview:
Email template will use for email while sending survey. You can see the ‘Survey’
row in this image. You can insert survey url by clicking on ‘Insert Survey Link’.
You must select survey and survey module to insert survey url.
Step 14
Create New Survey:
Click on ‘Create New Survey’ button and you can see all survey templates list. In
following image you can see ‘Create Survey’ button in top right corner. Click on
this button and you can create new survey by using survey template.
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15. Step 15
Sent Survey Summary Details:
When you click on ‘Send’ button then survey sending process has been started
and after send survey to all selected recipients a popup will show with sent
survey details.
Details like:
 List of recipients/customers to whome sent survey successfully.
 List of recipients/customers to whome sent survey and even responses
has been submitted.
 List of recipients/customers to whome sent survey and responses has not
been submitted yet.
 List of recipients/customers who has optout email address or who has
unsubscribed for survey from survey email.
If any recipients who have not submitted their responses then you can resend survey
submission requeset for same survey by click on ‘Send Reminder’ button.
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16. Step 16
Survey Submission Page:
You can see the survey submission page/view like below image based on
selected theme while creating survey.
Display question tooltip when you put your mouse curson on helptip image.
Validation on ‘Next’(Display when you add multiple page for survey question)
and ‘Submit’ button.
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17. Step 17
Thanks Mail After Survey Submission:
Survey recipients will receive thanks mail after submit their responses.
Step 18
Survey Status report after submission:
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18. Step 19
Survey Question Wise Report:
Step 20
Survey Indivisual Report:
In this report you can see ‘Change Request’ column. When recipient send a
request for re-submission then this column has ‘Pending’ value . and when click
on this then dropdown will display and admin can approve that request.
Admin can also resend survey re-submission request to recipient on click resend
image.
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19. Step 21
Survey Response View:
You can view recipient response by click on recipient name from indivisual report
view.
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20. 3. Technical Support
We accept all kinds of SugarCRM queries and provide customized SugarCRM
solution, focusing on distinct business requirements!
We provide full-fledged technical support! Get in touch filling in our online message
form to contact our support team or shoot us an email at
support@biztechconsultancy.com
Your IT Partner, With You Anytime , Anywhere!
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21. About of Biztech Consultancy
We simplify your business, offering unique business solution in digital web and IT landscapes.
Our core expertise includes
SugarCRM Expertise
We specialize in Creating Useful and Mission-Critical SugarCRM plugins!
Whether it is
 Plugin Development 
 Customization 
 Integration 
 Maintenance 
 Upgradation 
You can trust our expertise!
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22. support@biztechconsultancy.com
sales@biztechconsultancy.com
www.biztechconsultancy.com
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